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Business Tales

Signature Wealth Management Group

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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Ian Payne an ...
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Up and to the Right

Signature Wealth Management Group

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Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.
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Relationships are the spice of life. Over the course of my career, I’ve been lucky enough to hear thousands of stories from cool people about where they’ve come from, where they are and how they live their Signature Life. Coffee With Cool People is my outlet for sharing these stories with the world (or at least my slice of it!)
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Today we chat with the CEO of Orion Labels, Jonny August. Jonny guides us through his journey of how he came up in the family business. Even as a child, he knew he wanted to be a CEO, even though his father never pushed him to take over the family business. Hear what Jonny has to say about keeping the family tradition, how the business changed with…
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Today we chat with portfolio manager turned real estate entrepreneur, Matt Dreith. Matt joins us from Colorado and tells us about his journey and how he's leveraged his previous career into beginning his path to entrepreneurship. He details what's it's like working with his brother at their multi-family investing firm and some advice he'd give to n…
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Today we chat with real estate investor turned crypto trader, Austin Stack. He tells us his story of how difficult beginnings drove him to work harder, and why he turned to the crypto space. Hear Austin's thought process on why crypto works for him, and how it differs from traditional investing. Follow Austin X: @investmeows Website: investmeows.co…
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Today we chat with the founder of On Track Storage, Rob DuBroc. Rob is a real estate investor with a background in technology, specifically commercial real estate and fintech. He details his journey from investing in multi-family complexes to self-storage, and why that makes sense for his lifestyle. Follow Rob Instagram: @robdubroc Website: dubrocc…
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Today we chat with the founder and CEO of Weekender Hotels, Keir Weimer. He shares his story of tragedy and adversity and how focusing on the future led to where he is today. Keir is an internationally-recognized, luxury real estate & lifestyle entrepreneur who has been featured in major global media outlets such as the Wall Street Journal, The New…
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Today we chat with Director of Acquisitions at Vantage Point Acquisitions, Anthony Fontana. We discuss takeaways from the University of South Carolina, his early days in consulting and how that lead to real estate. He dives into the business of commercial and single-family housing and what to expect in both. Follow Anthony LinkedIn: https://www.lin…
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Today we chat with entrepreneur and friend, Kris Benson. We discuss his journey that has led to his success and why money isn’t always the driving factor. Listen in to hear his philosophy in breaking life into sections and his process of deciding what he wants to do next. And be sure to check out his own podcast, “Beyond the Game” where he talks to…
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Today we chat with entrepreneur and investor, Cody Littlewood. He has a long track record and deep expertise in buying, building, and operating companies and real estate properties. He’s been leading large teams and companies, developing financial models and strategies, deploying capital, and developing operational excellence for over a decade. Lis…
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Today we chat with Real Estate Broker and Investor, Matt Nicklin. He began his Real Agent Career at EGA Realty, then went on to open his own Real Estate Brokerage OneSource Real Estate where he has helped many investors turn their property into a cash-flowing asset by taking over the property management and finding a quality tenant. Listen to his t…
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Today we chat with a well-traveled family man who embraces all the challenges life can throw your way. Sam Syed is the founder and legacy planning special at Syed Financial Group along with an investor in the tech space. Listen to this episode to hear how he wants to continue your own legacy and prepare the US for the future of EV. Follow Sam Linke…
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Today we chat with the principal and co-founder of Silicon Creations, Randy Caplan. Randy details his journey from studying electrical engineering at Georgia Tech to running a company that designs chips that can be found in a significant percentage of all electronic products built on Earth in the last decade. Hear how he also incorporates health an…
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Today we chat with a man who not only had dreams of being an Olympic athlete, but also an entrepreneur who continues to push his limits. Joseph Wechsler states, "I am privileged to serve as both the CEO of VirtuAlly, a rapidly growing telehealth company, and as an active Managing Director at Blueline Ventures, the middle-market business acquisition…
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Today we chat with a man with many titles; director, partner, founder, CEO. Brett Harmeling is an unshakable optimist who believes in a bright future and our ability to build it together. Brett’s WHY is to inspire people to do what inspires them so that, together, each of us can change our world for the better. Follow Brett Insta: @brettharmeling L…
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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and valu…
  continue reading
 
Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landsc…
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Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52). Send us your questions! Email: info@…
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Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29). Send us your questions…
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Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)? How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning (21:47). Send us your questions! Email: info@signaturewm…
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Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and manageme…
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Today we have the privilege to talk with travel blogger and photographer, Malisha Mendis. Malisha has been to 43 countries and counting while balancing her career in the corporate world. As vacation season creeps up on us, we get into a few tips and tricks on saving for travel, how to make the most of your trips, and investing in memories instead o…
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Today we have the privilege to talk with Functional Medicine Practitioner and Board-Certified Clinical Nutritionist, Ryan Kennedy, as he addresses why you should invest in your health. Ryan Kennedy helps people improve their health through lifestyle and dietary changes. He works with entrepreneurs and busy professionals utilizing efficient & target…
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Russell Harris and Brian Ransom are back to give us a deep dive into how banks play into the current financial environment. How banks operate (0:42). An update on the SVB situation (11:04). The history of banks in the U.S. (17:13). How does this tie into inflation and a recession (26:53)? Send us your questions! Email: info@signaturewmg.com. Learn …
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Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia compares two different stocks (1:19). Our weekly market update discusses inflation and a bond vs stock comparison (5:15). The big question: Are you ready to retire (18:25)? Send us your questions! Email: info@signaturewmg.com. Learn more at signaturew…
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Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia deals with the reconstitution of indexes (0:40). Our weekly market update discusses oil prices (7:11). Have markets rallied since the beginning of 2023 (14:45)? How SWMG works with you (20:25). AI and technology in investing (26:45). We wrap-up with S…
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Today we’re honored to talk to Jonathan Bill (owner of SBS Accounting and Advisors) and Bruce Burkholder (manager of Robins, Eskew, Smith & Jordan CPAs.) They discuss a variety of tax season topics such as how to prepare (W2 and businesses), common big mistakes, and changes in filing for 2022 and 2023. SBS started in 2006 with a passion to help sma…
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Russell Harris and Brian Ransom kick off our first episode of 2023. Brian gives us two financial truths and a lie about 2022 (0:55). Our weekly market update discusses the impact of 2022 (3:51). Changes in 2023 contribution limits (15:55). The Secure Act 2.0 (19:52). Our football wrap-up (34:38). Send us your questions! Email: info@signaturewmg.com…
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We welcome back Russell Harris and Brian Ransom as our hosts for our first episode of December. Brian quizzes us on the most underperforming index (0:48). Our 2022 review of interest rates and inflation (06:31). 1970s and 1980s inflation vs. today (14:33). This year’s market performance (19:45). Covid’s lasting impacts (24:06). United States unempl…
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Russell Harris and Brian Ransom are joined by managing partner of SWMG, Jim Sims, for episode #15. Brian gives us two truths and a lie on mortgage rates (0:50). Our weekly market update recap (03:24). Should I be worried about high inflation and rising interest rates (11:53)? We compare to high inflation and interest rates in the 70s and 80s (21:13…
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