Tami Fratis of Act Capital Advisors talks with Doug Bloom of DAB Ventures about items that you need to have before buying a business then they talk with Rick Neyman of Patriot Insurance Services about Captive Insurance programs and how … Continue reading →

Doug Hepburn, CPA/PFS, CFP of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies about employment issues, then they interview Aaron Cirksena, CEO of MDRN Capital about retirement planning and with ideas to deal with it.

Dan White, CEO of Daniel A. White and Associates talks with Vahan Janjigian, C.I.O. of Greenwich Wealth Management about trade deficits, tariffs and recession in the investment world. Questions answered — 1. What is a trade deficit? 2. Why does … Continue reading →

Doug Hepburn, CPA/PFS, CPA of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies, LLC about employment in these times with points being: have a good relationship with your boss, and put the spot light on you. Later … Continue reading →

Mike Dever, Founder of Brandywine Asset Management talks with Patricia Godwin, Senior Vice President and Wealth Advisor at Coral Gables Trust to investigate and learn all about trusts and how they work. Mike talks about investing with emphasis on downside … Continue reading →