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 […]
Ep. 55 – Securing Your Company’s Future: Financial Planning for Business Owners with Melissa Yano
In this episode, Melissa Yano joins us to discuss financial planning for small and medium-sized business owners and sheds light on planning and securing businesses’ financial future. Melissa is the President of Capital Wealth Planner and a seasoned financial planner and advisor with almost two decades of experience in the field. She combines her vast technical […]
Ep. 53 – Medicare’s New Rules. Understanding the 2025 ANOC Letter with Rosamaria Marrujo
In this episode, Rosamaria Marrujo explains what you should pay attention to as soon as you put your hands in the ANOC letter. Rosamaria is an expert in Medicare, an advocate for beneficial legislative changes in Medicare, and the Founder and CEO of Trusted American Insurance Agency.
Ep. 52 – Maximize Your Social Security Benefits: Tips and Strategies from Expert David Brabender
In this episode, David Brabender takes us through the complexity and potential pitfalls of navigating Social Security benefits without expert guidance. David is a local Independent Insurance Agent, the Founder of Atman Insurance Services, and the incoming President of SAHU, a local chapter of the National Association of Benefits and Insurance Professionals (NABIP). His philosophy is simple; […]
Ep. 51 – How To Maximize Your Medicare Benefits in 2025: Expert Insights with Rosamaria Marrujo
In this episode, we get all our doubts about the upcoming changes for Medicare’s 2025 annual enrolment period answered by expert guest Rosamaria Marrujo. Rosamaria is the Founder and CEO of Trusted American Insurance Agency and an expert with over 20 years of experience in the Medicare market. She is also a mentor for brokers, an advocate for […]
Ep. 50 – What’s New in Medicare: Helen’s Top Tips for Medicare Enrollment in 2025
In this episode, Helen goes through every major change in Medicare for the next year. From the $2,000 limit cap on out-of-pocket drug costs to changes in formularies, here is everything you must know to ensure you choose the right plan to stay on in 2025.
Ep. 49 – Lauren Bayha: Two Years Later – Making More Than My Corporate Job!
In today’s episode, I am pleased to welcome Lauren Bayha back to the show. Almost two years after taking that leap of faith and starting her own insurance company, BenefitsBay Insurance Solutions, and taking over the Sacramento Association of Health Underwriters, Lauren joins us again to share her thoughts on the intricacies of entrepreneurship in the insurance industry. […]