Best Certified Exit Planning Advisor Podcasts (2024)

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SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds 23:01

1d ago23:01

23:01

SLATs, CRTs, and IDGTs, Oh My! Utilizing Trusts to Optimize Estate Planning and Business Sale Proceeds Our episode today featured Christine Schmidt and Julie Westbrock, advisors with Trust Point. Both are heavily involved with business owner clients; one from the Family Office area and the other from the Wealth Management area. Today's topic was no…

1
Michigan Business Beat | Brian Shoaf, Detroit Regional Chamber - Delta Air Lines/Aeromexico Proposal 8:19

2d ago8:19

8:19

Jeffrey Mosher welcomes Brian Shoaf, Director, Government Relations Director, Detroit Regional Chamber, Detroit, MIDiscussing the federal proposal to terminate agreement between Delta Air Lines and Aeromexico:Suggested Questions Regarding Delta Air Lines & Aeromexico agreement at risk:Brian Shoaf, Government Relations Director with the Detroit Regi…

1
Ep 89 - The Role of Infatuation in Imposter Syndrome w/ Carly Pepin 33:49

2d ago33:49

33:49

Message us, here for you! Unlock the Power of Your Mind: Transformational Insights with Colleen Pippen Welcome to No BS Wealth, where we delve deep into the mindsets and behaviors that shape our lives and financial success. In this episode, host [Your Name] sits down with the incredible Colleen Pippen to explore actionable steps for transforming yo…

1
Michigan Business Beat | Foster Swift Attorneys - Webinar For Parents & College Bound Students 6:35

3d ago6:35

6:35

Jeffrey Mosher welcomes back Alexander S. Rusek, Shareholder, Lansing, along with Bryan Cermak, Senior Attorney, Southfield, MI, Foster Swift Collins & Smith PCWhen your child turns 18, they are legally independent. Now that they are leaving home for the first time, they are likely to face multiple situations on their own where making the wrong cho…

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Michigan Business Beat | JV Anderton - Foster Swift and LEAP Sharing Details on Succession Planning 5:00

3d ago5:00

5:00

Originally uploaded April 18th, reedited July 8th.Jeffrey Mosher welcomes JV Anderton business attorney (now Shareholder) at Foster Swift and an Executive Committee Member for LEAPWhy succession planning is important?I understand you have a program to tell us about?What will the program cover?Where is the program?LANSING, MI – Ingham County busines…

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From Tech to Teaching: Carrie Saunders' 20-Year Journey in E-Commerce 20:20

3d ago20:20

20:20

Join us as we sit down with Carrie Saunders, partner at BCS Engineering and host of the 'E-commerce Made Easy' podcast. With over 20 years of experience helping online businesses thrive, Carrie shares her journey from grad school entrepreneur to industry veteran. Learn about maintaining work-life balance, adapting to industry changes, and the impor…

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Private Equity Insights: Growing Small Businesses with Brendan Anderson 25:36

3d ago25:36

25:36

In this episode, we sit down with Brendan Anderson, founder of ScaleCo Capital, a private equity firm focused on micro-cap companies. Brendan shares his journey from commercial banker to business owner and investor, offering valuable insights on entrepreneurship, work-life balance, and strategies for business growth. He discusses Scale Capital's ap…

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Michigan Business Beat | Lou Glazer $1B Tax Cut for Michigan Parents Has Broad Bipartisan Support 5:49

3d ago5:49

5:49

Originally Uploaded April 15, Re-edited July 5th.Chris Holman welcomes Lou Glazer, President of Michigan Future, Inc. , Ann Arbor, MI.There were several things Chris wanted to find out from Lou in this interview:Lou, remind the Michigan business community about Michigan Future, Inc.?You recently had Impact Research do polling of likely 2024 voters …

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Michigan Business Beat | Alex Rusek, Bryan Cermak -Foster Swift for Parents & College Bound Students 6:22

3d ago6:22

6:22

Chris Holman welcomes Alexander S. Rusek, Shareholder, Lansing, MI andBryan Cermak, Senior Attorney, Southfield, MI, both with Foster Swift Collins & Smith PC.When your child turns 18, they are legally independent. Now that they are leaving home for the first time, they are likely to face multiple situations on their own where making the wrong choi…

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Michigan Business Beat | Tom Kelly, Automation Alley - Project DIAMOnD Gaining National Attention! 6:09

3d ago6:09

6:09

Chris Holman welcomes back Tom Kelly, President & CEO, Automation Alley, Troy, MI.There were several things Chris wanted to find out from Tom in this latest interview.Q. Before we get started, can you remind our listeners what Project DIAMOnD is?Q. Last month, you had the Governor at the Mackinac Policy Conference talking her desire to expand the p…

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Michigan Business Beat | Introducing Kevin M. Guskiewicz Michigan State University's New President! 6:24

3d ago6:24

6:24

Originally uploaded June 26th re-edited July 4th.Chris Holman welcomes Kevin M. Guskiewicz, MSU President, East Lansing, MI.Kevin M. Guskiewicz, a neuroscientist, academic leader and concussion researcher, began his tenure as MSU’s 22nd President on March 4, 2024. Guskiewicz joins MSU from the University of North Carolina at Chapel Hill, where he s…

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Michigan Business Beat | Mark McDaniel, Cinnaire: Purpose, Charity, and Funding 6:10

3d ago6:10

6:10

Originally uploaded April 15th, reedited June 27th. Chris Holman welcomes back Mark McDaniel, President & CEO, Cinnaire, Lansing, Michigan, serving multiple state of the Great Lakes and Mid Atlantic regions.Welcome back Mark, refresh our Michigan audience on Cinnaire's purpose and scope of services?Charity is a big part of Cinnaire and your life, h…

1
Michigan Business Beat | Lorri Rischar, Sabrina Kelly EDGE Partnerships Maximizing Internships 6:06

3d ago6:06

6:06

Originally uploaded April 15th, reedited June 26th Chris Holman welcomes back Lorri Rishar, MBA, Owner & CEO, EDGE Partnerships, Lansing, Marquette, Chicago, who is joined this time by Sabrina Kelly, digital media intern, EDGE Partnerships, Marquette, MI.There were several things Chris wanted to find out:Welcome back Lorri, remind us about EDGE?Sab…

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Leadership Lowdown | David Ashcraft -Your Organization's "Better With You Gone, Than With You There" 42:30

3d ago42:30

42:30

Vic Verchereau welcomes David Ashcraft, who is the President and CEO of the Global Leadership Network.David Ashcraft serves as the President and CEO of the Global Leadership Network (GLN), an organization at the forefront of global leadership development and in pursuit to serve more pastors, equip more churches, and inspire more leaders. The signat…

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Biggest regrets we hear from 50yo ODs with Tim Merrigan from Acquios Advisors 49:00

4d ago49:00

49:00

Welcome to this episode of 20/20 Money! My guest on today’s show is Tim Merrigan with Acquios Advisors. In the 16 years or so that I’ve been an advisor, I’ve noticed that there’s something “motivating” about turning 50: people start thinking about their lives differently and thus they start re-evaluating the way they’ve been investing and spending …

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Michigan Business Beat | Michelle Beebe, SBAM Launches New Women-Owned Business Certification 8:55

9d ago8:55

8:55

Originally uploaded April 8th, re-edited July 3.Jeffrey Mosher welcomes Michelle Beebe, Chief Revenue Officer of SBAM, the Small Business Association of Michigan, Lansing, Welcome Michelle, please share a bit of your career path that led to being the CRO for SBAM? The recent news we wanted you on to share about is that SBAM is set to launch new wom…

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Ep. 88 - The Realities of RevOps: Jacki Leahy Discusses Building Systems and Solutions in Tech 30:10

9d ago30:10

30:10

Message us, here for you! Unlocking the Magic of RevOps with Jacki Leahy On today's episode, we dive deep into the world of Revenue Operations (RevOps) with the dynamic Jacki Leahy, founder of Activate the Magic. From her beginnings as a kindergarten teacher to becoming a trailblazer in the tech startup scene, Jacki shares her unique journey and th…

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Michigan Business Beat | Elaina Farnsworth, SkillFusion - Electrification Change Agent and More 8:42

10d ago8:42

8:42

Originally uploaded April 11, re-edited June 30th.Jeffrey Mosher welcomes back Elaina Farnsworth, Speaker | Published Author | Agent for Change in Electrification & 21st Century Infrastructure, and since last summer Chief Executive Officer, SkillFusion, Rochester, MI.First of all, Elaina, welcome, I know along the way you've been recognized as a 20…

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From High School Dropout to Real Estate Mogul: Engelo Rumora’s Entrepreneurial Journey 24:01

11d ago24:01

24:01

In this episode, we sit down with Engelo Rumora, co-founder and CEO of Oz Realty. Engelo shares his inspiring journey from high school dropout to successful real estate investor and entrepreneur. He discusses his move from Australia to the US, his experiences flipping over 1000 properties, and the valuable lessons he's learned about perseverance, h…

1
From Academia to Entrepreneurship: Building an Accounting Firm with Paul Pahoresky 16:34

11d ago16:34

16:34

In this episode, Todd interviews Paul Pahoresky, Managing Member of PRP & Associates. Paul shares his journey from academia to entrepreneurship, discussing the challenges of starting and running an accounting firm. He offers insights on building a strong team, maintaining work-life balance, and staying innovative in a traditional industry. Paul als…

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A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty 57:35

11d ago57:35

57:35

Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me back on the show to give us an update on what he and his team around the country are seeing in the commercial real estate market. We also dive into some of the considerations, mistakes, and blind spots that both buyers and s…

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Michigan Business Beat | Teri Sand, CAMW! Employer of the Day Events, Weekly Hot Jobs Report... 4:40

13d ago4:40

4:40

Originally uploaded April 15th, reedited June 28th.Chris Holman welcomes back Teri Sand, SHRM-CP, PHR, CBSP, CRP, Business Services Manager, Capital Area Michigan Works!, Lansing, MI,but serving Ingham Eaton, and Clinton Counties[THEME: Teri discusses Employer of the Day events, Weekly Hot Jobs Report and solutions for businesses who are hiring.] Q…

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Reluctantly Resilient: Tools for Building Resilience in Transition 26:31

16d ago26:31

26:31

Reluctantly Resilient: Tools for Building Resilience in Transition Author and CEO, Chrissy Myers joined us today on Poised for Exit. Chrissy's experiences in family business transition (her own) coupled with the services she delivers for business owners made for a very interesting interview! Chrissy's family firm is 50 years old. She bought it in 2…

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Ep. 87 - Unpacking the Power of Mindset with Deanna of Label Free Podcast 32:17

16d ago32:17

32:17

Message us, here for you! In this powerful episode of the No BS Wealth Podcast, we dive deep into the transformative journey of Deanna Marie, host of the Label Free Podcast. Deanna shares her compelling story of overcoming an abusive childhood, surviving human trafficking, and navigating the complexities of life after the loss of her husband. Despi…

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Michigan Business Beat | JT Weis, Rapid Line Inc. Midwest Design Innovation 6:35

16d ago6:35

6:35

Jeffrey Mosher welcomes JT Weis, Managing Director, Rapid Line Incorporated, Grand Rapids, MI.1. Could you give readers and listeners a brief overview of Studio Wise/Rapid Line and what both companies are bringing to the B2B sphere? 2. Who are Studio Wise and Rapid Line hoping to serve through this new partnership? 3. When it comes to modernizing B…

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Michigan Business Beat | Director Phil Roos, EGLE News from This Michigan Department Spring 2024 5:53

17d ago5:53

5:53

Chris Holman welcomes Director Phil Roos at EGLE, Lansing, MI.Phil, Remind the Michigan business community about EGLE?How is EGLE engaged with the business community?News from Mackinac Island included that EGLE is partnering with MSHDA and Gov. Whitmer, you made an announcement on the Island about the home energy rebate program?What are you hoping …

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Michigan Business Beat | Carrie Rosingana CAMW! Lansing's Juneteenth Celebration 2024 with Job Fair! 6:24

17d ago6:24

6:24

Originally posted June 14th, reposted June 17th.Chris Holman welcomes back Carrie Rosingana, , CEO, CAMW! Capital Area Michigan Works!, Lansing, MI, but serving Ingham, Eaton and Clinton Counties.Carrie discusses the Lansing Juneteenth/NAACP Lansing Branch Job and Community Resource Fair.Question: What is the Lansing Juneteenth/NAACP Lansing Branch…

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Lessons from a Serial Entrepreneur: An Interview with Terrence McCarron of OpinionRoute 18:21

18d ago18:21

18:21

In this episode, host Todd Expert interviews Terrence McCarron, CEO and founder of OpinionRoute, a survey operations company and technology platform. Terrence shares the story of how he started his business after identifying problems in the market research industry. He discusses the challenges of scaling a business and building a leadership team. T…

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A Conversation with John Rampe, President and CEO of Torque Transmission 16:13

18d ago16:13

16:13

In this episode, Todd interviews John Rampe, President and CEO of Torque Transmission, about his career journey in a small manufacturing business. John discusses how he worked his way up from sales and took on various roles, and shares insights into the opportunities and challenges of running a small business. He also offers advice on evaluating ne…

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From Two Trucks to Multi-Facility Operations: Adam Oakerson's Journey in Logistics 19:47

18d ago19:47

19:47

This episode features an interview with Adam Oakerson, president of Extreme Express, a logistics company that has grown from two trucks to over 75 employees across multiple facilities. Adam shares his background in public health and what inspired him to take over a small transportation company in 2018. He discusses the challenges of growing the bus…

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An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a ... 1:02:42

18d ago1:02:42

1:02:42

Welcome to this episode of 20/20 Money! My guest on today’s show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The Power Hour Podcast. In this wide-reaching marketing conversation, Eugene shares a variety of “low hanging marketing fruit” mistakes and misconceptions that practice owners nationwide have about how ma…

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Michigan Celebrates Small Business | Fahey Schultz Burzych Rhodes 14:41

21d ago14:41

14:41

Jeffrey Mosher speaks with Mark Burzych, President, Fahey Schultz Burzych Rhodes PLC, Okemos, MI, a 2024 Michigan 50 Companies To Watch Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Mark's ca…

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Michigan Celebrates Small Business | KNITit 11:49

22d ago11:49

11:49

Jeffrey Mosher speaks with Liz Hilton, Founder, KNITit, Holland, MI, a 2024 SmartZone Best Small Business Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Liz's career path, the company's histor…

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Lessons Learned: Navigating Company Culture during a Business Sale 24:30

22d ago24:30

24:30

Lessons Learned: Navigating Company Culture during a Business Sale Today's episode featured Brent Peterson, Founder and President of several companies over the years, and most recently a firm called ContentBasis. Brent shared his exit story with us today that he believes could have been so much better, had he known then what he knows now! Of course…

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Media Business | Jeff Gilbert - WWJ Newsradio 950 - How Media Deals with Big3 & EVs 20:10

23d ago20:10

20:10

For Media Business Episode 74:Tony Conley welcomes back Jeff Gilbert, Auto Reporter for WWJ Newsradio 950/CBS News Radio--President, North American Car, Truck, Utility of the Year Award, Recent Inductee—Michigan Journalism Hall of FameIn their conversation Jeff and Tony cover:1- What were the auto sales numbers for the Big 3?2- Why aren't more peop…

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Ep. 86 - Turning Skeptics Into Believers: Mastering Email Marketing with Tanya Brody 36:34

23d ago36:34

36:34

Message us, here for you! Welcome to this enlightening episode where we explore the transformative power of email marketing! Our host, initially skeptical about the effectiveness of email marketing, takes the plunge and becomes the guinea pig in this experiment guided by the expertise of Tanya Brody. Tanya Brody is a full-stack direct response copy…

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Leadership Lowdown | Doug Rutledge - "There is Power in The Stay" 41:25

24d ago41:25

41:25

Vic Verchereau welcomes Doug Rutledge, who is the Co-Founder and Director of Crossroads Farm.Doug Routledge founded Crossroads Farm with his wife Dawn in the Spring of 1999. It is his heart, his mind-share and his passion. He considers himself a lifetime youth worker. He has spoken across the country to colleges, churches, festivals, conferences, c…

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Getting A Grip | Episode 10: Mike Maddox and Patrick Van Abel 19:58

25d ago19:58

19:58

"Getting A Grip" is a brand new show for Michigan Business Network, hosted by long-time MBN contributor Michael Maddox.In this weekly program Mike will focus on helping entrepreneurs end the chaos. Through the Entrepreneurial Operating System (EOS) we highlight ways that business owners can clarify their vision, gain traction, and increase team hea…

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Michigan Celebrates Small Business | Blitz Proto 7:16

25d ago7:16

7:16

Jeffrey Mosher speaks with Beau-James Erion, President, and Carrin Harris, CEO, Blitz Proto, Farmington Hills, MI, a 2024 SmartZone Best Small Business Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they…

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Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan ... 57:12

25d ago57:12

57:12

Welcome to this episode of 20/20 Money! My guest on today’s show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run through some of the easy and conspicuous action items that you can take proactively over the year that not only will have a positive impact on your overall tax planning, but also make for a happy and produ…

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Michigan Celebrates Small Business | Renue Physical Therapy 11:11

27d ago11:11

11:11

Jeffrey Mosher speaks with Tony Klapish, Founder & CEO, Renue Physical Therapy, Bay City, MI, a 2024 Michigan 50 Companies to Watch Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Tony's career…

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Michigan Celebrates Small Business | Custom Built Design & Remodeling 13:43

28d ago13:43

13:43

Jeffrey Mosher speaks with Michael Flory, Founder & CEO, Custom Built Design & Remodeling, Okemos, MI, a 2024 Michigan 50 Companies to Watch Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Mich…

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Michigan Corners | Amy Piper - No Secrets Here! Find The Secrets of Michigan Here! 40:50

28d ago40:50

40:50

Vic Verchereau welcomes Amy Piper, who is the Founder and Writer of Follow the Piper.Amy Piper is a freelance travel writer, blogger, photographer, and author specializing in luxury and multi-generational travel. She is a native Michigander who travels through the lens of a food lover and has been to 41 countries and 45 states. From getting chased …

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Michigan Celebrates Small Business | 7C Lingo 9:06

28d ago9:06

9:06

Jeffrey Mosher speaks with Fathy Shetiah, CEO, 7C Lingo, Lansing, MI, a 2024 APEX Accelerator Best Small Business Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Fathy's career paths, the compa…

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Ep. 85 - The Child-Free Choice: Navigating Life and Finance Without Kids 36:57

1M ago36:57

36:57

Message us, here for you! Welcome to the No BS Wealth Podcast! In this episode, we dive into the intriguing world of being child-free with our special guest, Jay Zigmont, the renowned Child-Free Planner. We explore the financial and lifestyle choices of individuals who opt to live without children, a demographic often overlooked in traditional fina…

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Leadership Lowdown | Simon Dyson - Living Your Dash 41:15

1M ago41:15

41:15

Vic Verchereau welcomes Simon Dyson, who is Owner and Insurance Consultant for I Care Insurance.Simon Dyson is returning to the Leadership Lowdown because there was so much more to tell! Born in the United Kingdom and blessed to have seen much of the world, his home is now here in Michigan. Like many, Simon has seen his share of challenges and hear…

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Michigan Celebrates Small Business | Universal Printing Company 11:16

1M ago11:16

11:16

Jeffrey Mosher speaks with Steven and Andrew Budd, Owners, Universal Printing Company Inc., Bay City, MI, a 2024 Michigan 50 Companies To Watch Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover S…

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Media Business | Patrick DeHaan - GasBuddy - The Forecast for Michigan Summer Gas Prices 20:00

1M ago20:00

20:00

For Media Business Episode 73:Tony Conley welcomes back Patrick DeHaan, the Petroleum Analyst for GasBuddy.com. He is the gas price guy for oil and refined products which includes gasoline. Patrick is the gas price myth buster and fact checker.1- What is the forecast for Michigan Summer gas prices?2- Why are crude oil gas prices plummeting?3- Will …

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Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR 56:01

1M ago56:01

56:01

Welcome to this episode of 20/20 Money! My guest on today’s show is Amanda Bennett. Amanda joins me on the show to talk about a topic that we’ve discussed directly and indirectly on this show—human capital. Specifically, Amanda talks about a gap that she saw in the hiring process over the years and how she developed a platform to help automate part…

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Michigan Celebrates Small Business | 4 Flutes Machining 11:07

1M ago11:07

11:07

Jeffrey Mosher speaks with Zack Bishop, President, of 4 Flutes Machining, Vicksburg, MI, a 2024 APEX Accelerator Best Small Business Awardee winner for this year's cycle of Michigan Celebrates Small Business. In its twentieth year held its Gala Celebration May 21st in East Lansing, MI, at the Breslin Center.In the interview, they cover Zach's caree…

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