Best CEPA Podcasts (2024)

1
Don Weekes, CIH, CSP, FAIHA - Bioaerosol Sampling Plans, Indoor Air 2024, ASHRAE/AIHA MOU 1:01:33

1h ago1:01:33

1:01:33

Good Day and welcome to IAQ Radio+ episode 735 this week for our last show prior to our summer break we welcomed long time friend of the show and frequent guest Don Weekes. Don will be talking about his chapter in the ACGIH Bioaerosols 2nd Edition on Developing a Bioaerosols Sampling Plans plus highlights from Indoor Air 2024, the ASHRAE/AIHA MOU a…

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

8h 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

2h 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
JUNKCO+, a junk removal and demolition franchise 29:30

1h ago29:30

29:30

Carrie Henegar, Franchise Development Director for JUNKCO+ and Chem-Dry provides an overview of both brands and the discovery process. JUNKCO+, a junk removal and demolition service franchise is poised for growth nationwide as part of the BELFOR Franchise Group, a leading global residential and commercial services franchisor.…

1
"Whatley" - Fostering a Collaborative Environment between Restoration Contractors and Insurance Carriers 1:05:55

13h ago1:05:55

1:05:55

Mark Whatley is an influential voice in the property restoration and insurance technology sectors. He co-founded Sureti, a company that provides third-party fund control services aimed at accelerating property claims payments, ensuring faster and more efficient resolution for restoration contractors and insurance carriers. Whatley is also the found…

1
Connecting at the National FranServe Convention: Insights and Opportunities 27:58

3h ago27:58

27:58

Attending the National FranServe Convention offers an unparalleled opportunity to connect with franchisors, funders, and other franchise consultants. This event is a hub of education and networking, designed to identify additional brands for our clients and stay ahead of the latest trends in franchising. The insights gained from these connections a…

1
BELFOR Franchise Group 19:23

3h ago19:23

19:23

For decades, BELFOR Franchise Group has empowered entrepreneurs by offering industry-leading training, support and equipment, turnkey business models, and ongoing coaching and business development. BELFOR Franchise Group is the parent organization for some of the strongest service-based franchise opportunities for home and commercial cleaning and r…

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

2h 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

16h 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
David Krause, PhD, MSPH, CIH, FAIHA - Remediation of Microbial Contamination & Legionella 1:07:52

21h ago1:07:52

1:07:52

This week we welcomed Dr. David Krause for a discussion on remediation of microbial contamination and Legionella. We have wanted to get Dr. Krause on the show for a long time now and the stars have lined up. Dr. David Krause is the founder of Healthcare Consulting and Contracting (HC3). He is a Certified Industrial Hygienist and Toxicologist, with …

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

2d 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
Unlock a world of opportunity with franchise resales! 19:17

8d ago19:17

19:17

Whether you're looking to invest in a well-established business or seeking a new adventure, franchise resales offer the perfect blend of stability and growth potential. Tap into a proven business model, benefit from an existing customer base, and hit the ground running. Ready to explore available opportunities? Let's connect and find the right fran…

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

4d 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

8d 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

9d 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
"The Pink Tsunami" - Empowering Women in Franchising 28:28

11d ago28:28

28:28

Join us as we dive into "The Pink Tsunami, Women's Rise in Franchising" with Alesia Visconti, CEO of FranServe, Inc. Her new book celebrates the rise of women in franchising and aims to disrupt the industry by encouraging equal representation. Featuring insights from franchise experts and a foreword by Catherine Monson, this episode is a must-liste…

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

15d 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

15d 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

15d 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

16d 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
Senior Care 17:43

1M ago17:43

17:43

Senior care is an exploding market with more than 10,000 baby boomers turning 65 every day. June is Alzheimer’s and Brain Awareness month. Nearly seven million Americans are living with Alzheimer’s disease and the number is expected to triple by 2060. We dive into several business models during this week’s Powered by Franchising podcast.…

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

19d 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
Jennifer Maggiore, CEO of Always This Good 33:27

26d ago33:27

33:27

Always This Good Business Consulting exists to support high-achieving women in finding success while honoring their relationships, mental, physical, and spiritual well-being. Together, we remove obstacles, reduce uncertainty, and unleash your talent to create meaningful, high-impact results. alwaysthisgood.com…

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

25d 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…

1
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2 38:49

1M ago38:49

38:49

In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also dis…

1
Mastering Financial Metrics and Team Building with Jody Grunden 51:45

1M ago51:45

51:45

6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…

1
James Ullman, Ullman Law Group 40:32

1M ago40:32

40:32

Jim is recognized as one of the leading attorneys in the United States specializing in franchise and intellectual property law. He brings to the table a commonsense approach for his clients.By Laura Rolfe

1
Using an 831b Insurance Tool to Reduce Risk and Taxes 31:15

1M ago31:15

31:15

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. …

1
Seth Harrison - Executive Director Actionable Insights - Scoping with Accuracy: The Actionable Profile 1:08:24

1M ago1:08:24

1:08:24

This week we welcomed Seth Harrison the Executive Director of Actionable Insights for a discussion on scoping and billing restoration projects. Actionable has built a product that helps ensure restoration contractors get all the money they deserve. Don’t leave money on the table! LEARN MORE on IAQ Radio+. After learning the ins and outs of claims s…

1
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin 41:44

1M ago41:44

41:44

In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…

1
Charlie Janes, CEPA, MBA. is a Certified Executive Coach and Focal Point Coaching franchisee. 31:03

1M ago31:03

31:03

Professional business coaching guides leaders to achieve better outcomes. In this episode we discuss the value of coaching, power of masterminds, and Positive Intelligence to imagine and achieve better outcomes and become better leaders.By Laura Rolfe

1
J. David Miller, PhD - Bioaerosols, Health Effects, Secondary Metabolites, Endotoxins, & More 1:06:17

1M ago1:06:17

1:06:17

Prof. J. David Miller has focused his research on mycotoxins and damp buildings and health for the last 40 years first at Agriculture Canada and then at Carleton University in Ottawa. Dr. Miller has published over 370 papers on fungi and fungal toxins and has co-written 10 books on the public health aspects of exposures to fungi and fungal toxins, …

1
You Have an Offer, Now What? 17:12

2M ago17:12

17:12

In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI. I reveal our unique AI tool which will scan your offer document after you scrub it for the sensitive information, outlining the vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on. Then, yes, of course, y…

1
Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing 40:14

2M ago40:14

40:14

In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He pr…

1
New UK REACH proposal; DP in Japan; US action on sunscreen ingredient 24:23

2M ago24:23

24:23

In this episode, Europe editor Luke Buxton walks us through the new UK REACH registration model ⁠proposal⁠, Asia desk editor Dr Kerry Hebden talks about why Japanese businesses want ⁠more time⁠ to phase out the flame retardant Dechlorane Plus, and North America desk editor Julia John shares the story behind how the UV-absorber ⁠BEMT⁠ could become f…

1
Mark Springer, CEPA, CR - The Life and Times of Mark Springer; Restorations Renaissance Man 1:12:28

2M ago1:12:28

1:12:28

Mark Springer is a highly regarded and experienced President/CEO skilled in successfully expanding a multi-location residential and commercial services company across a broad geographical region. Mark has a demonstrated ability to drive market-leading performance, dynamic growth, and profitability. He grew his company from 1 to 7 profitable locatio…

1
Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox 42:47

2M ago42:47

42:47

In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…

1
E-2 Investor Visa - Business Ownership through Franchising 26:50

2M ago26:50

26:50

If you are an aspiring investor looking to establish or operate an existing business in the United States, the E2 or Treaty Investor Visa may be a great opportunity to pursue the American dream. The E2 Visa is allowing investors to invest in a wide range of businesses including startups, franchises, and existing businesses, currently available to c…

1
Tony Havics, Cheri Marcham, Jack Springston - ACGIH Bioaerosols Assessment and Control, 2nd edition; It's Here! 1:00:25

2M ago1:00:25

1:00:25

Mr. Havics is an Honors graduate from Georgia Institute of Technology with a Bachelor’s Degree in Mechanical Engineering. He is a Certified Industrial Hygienist (CIH), and a registered Professional Engineer (PE) with over 35 years of experience in environmental, health and safety, building science, and materials science consulting. He is a limited …

1
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work 43:32

2M ago43:32

43:32

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…

1
Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin 46:49

2M ago46:49

46:49

Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…

1
Interested in becoming an entrepreneur? Franchise ownership lays out a clear path to business ownership. 31:59

2M ago31:59

31:59

Investing in a business is a major life decision and one that should align with your business goals, financial capacity, and personal preferences. Franchising is a great way to get into business for yourself but not by yourself. With more than 3,000 franchises, it is helpful to work with a franchise consultant to recommend opportunities that align …

1
What's Your Business Worth and Why Does It Matter 8:04

2M ago8:04

8:04

In the podcast titled What's Your Business Worth and Why Does It Matter, host Alan Rhode shares: Four reasons why business owners neglect to get a business valuation Five benefits to getting a business valuation Four types of business valuations Thirteen key performance indicators to measure your business against…

1
Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss 1:23:16

2M ago1:23:16

1:23:16

Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…

1
Empowering Beauty: A Conversation with Kelli Schroeder of WellBiz Brands Inc. 37:27

3M ago37:27

37:27

Join us as we dive into the world of beauty and wellness franchising with Kelli Schroeder, VP of Franchise Development at WellBiz Brands Inc. Discover the strategic growth behind industry leaders like Drybar®, Amazing Lash Studio®, Radiant Waxing®, and Elements Massage®. Hear how WellBiz Brands is shaping the future of beauty franchises for affluen…

1
From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show 55:26

3M ago55:26

55:26

In a special episode of "The Retirement Fiduciary," host Adam Koos welcomes Phillip O'Rourke, host of "The Phillip Show" and accomplished animator, for a departure from finance into the realm of creativity. Phillip shares his journey from doodling on paper scraps to leading animation productions for top marketing agencies, offering insights into th…

1
Suds & Success: Unveiling the Empire Building Blueprint with Aaron Harper 47:38

3M ago47:38

47:38

Join us as we delve into the entrepreneurial journey of Aaron Harper, CEO of Rolling Suds, exploring the strategies behind scaling a high-margin, recession-resistant franchise in a niche market. From his empire builder mentality to fostering responsible franchising, Aaron shares invaluable insights for aspiring business owners. Get ready to dive de…

1
Bradley Prezant & Russ Crutcher - Assessing Wildfire and Other Indoor Particle Contamination 1:03:29

3M ago1:03:29

1:03:29

Brad Prezant, MBA, MSPH, CIH, COH, CAQP is an evidence-based public health scientist with a background in epidemiology, occupational health & hygiene, and ergonomics. He provides expert witness support for litigation involving indoor air quality including mold, wildfire, and other issues impacting the built environment. Until the company was sold i…

1
Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works 50:15

3M ago50:15

50:15

Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…

1
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters 40:27

3M ago40:27

40:27

In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…

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