Ep. 65 – Succession Planning. Guaranteeing the Success of a Business That’ll Outlive You, with Craig Gussin
Do you have everything in place in your business if — God forbid — you don’t make it home tonight? In today’s episode, we are joined by one of Helen’s mentors and a true giant in the insurance space, Craig Gussin. Craig is a seasoned health insurance agent based in San Diego and the co-founder of Retire […]
Ep. 65 – Why Sell Your Life Insurance Policy
Most people don’t expect to ever use, enjoy, or even see the money from their life insurance policy. As today’s guest brilliantly pointed out, life insurances feel more like death insurance because their benefits are available only after the policyholder passes. Today, you’ll learn there’s a way for policyholders to access their money while they’re still alive. […]
Ep. 64 – Implementation of Housing Wealth, with Mitchell Cooper
What if we start looking at a reverse mortgage as THE financial tool to get your “longevity insurance” without even thinking of depleting your assets? In part two of our insightful conversation with Mitchell Cooper, we dive deeper into the financial mechanics and unknown benefits of using reverse mortgages as a retirement plan. Mitchell also contextualizes […]
Ep. 62 –Marketing That Moves the Needle: How the Right Agency Can Transform Your Business
For some business owners, thinking about their company’s marketing feels a lot like stepping into a cluttered storage unit — they have no idea where to start, what to move first, or what will actually work. In today’s episode, Ann Bouchard unravels the secrets and benefits of crafting simple, honest, and solid marketing strategies. Anne is the […]
Ep. 61 – Things You Need to Know About Business Alternative Risk Insurance, with Roland Guillen
Do insurance costs leave you stressed and uncertain about your business’s future? Do you have a strategy to manage employee benefits while ensuring a healthier workforce? Did you know there is a way to turn insurance expenses into a financial asset? If any of these questions keep you up at night, you can’t miss today’s […]
Ep. 60 – Current Funding Environment and What’s Needed Now with Dan Marrujo
Can the CHIPS Act tackle the nationwide workforce shortage? Is $53 billion enough to jumpstart a “U.S. semiconductor renaissance”? Can America reshape the global semiconductor landscape? Can we end our reliance on overseas chip production? These are some of the questions Dan Marrujo answers in this special take-two on the CHIPS Act Initiative. Whether you […]
Ep. 59 – Thinking About Selling Your Business! Here’s What You Need to Know 3-5 Years Ahead of Time with Randy Hendershot
In this episode, we explore succession planning for business owners guided by the expert business broker, Randy Hendershot. Randy is the Founder and CEO of Evolution Advisors, a company specializing in helping entrepreneurs sell or buy businesses, get an accurate valuation of their company, and create a smooth exit strategy.
Ep. 58 – Capture Leads While Swapping Wasteful Swag, with Marcie Shelton
In this episode, Marcie Shelton joins us to talk about an eco-friendly, impactful, and efficient marketing solution, Give2Lead. Marcie is a Leadership and Strategic HR Consultant, with a knack for sustainability and community, and the Founder of Give2Lead.
Ep. 57 – Defense Microelectronics: Powering Technology for a Safer World, with Dan Marrujo
In this episode, Dan Marrujo joins us to unravel the pivotal role of microelectronics and AI in defense and daily technology. Dan is the Founder of Trusted Strategic Solutions and former Chief Strategist at the Defense Microelectronics Activity (DMEA). He has over a decade of experience in national security technology, specializing in microelectronics strategy, supply […]
Ep. 56 – Building Bridges To Workplace Harmony. Geoff Hash’s Expert Advice on Mediation for Entrepreneurs
In this episode, we learn about the art of addressing polarization and promoting team harmony in the workplace from the brilliant Geoff Hash. Geoff is an experienced employment lawyer and workplace mediator with over 20 years of experience defusing conflicts in professional environments. Relying on open dialogue and trust among team members, he develops creative solutions […]