Money Matters 19-08 John Mason
James Chan, Ph. D. from Asia Marketing and Management and Dave Emery, CFP from The Marshall Financial Group discuss student loans and banking trends with John Mason.
Continue reading →Money Matters 19-07 Adam Dakin
Patty Tawadros of Studio X and Kelly Stuart of The Positive Business talk with Adam Dakin of Dreamit Ventures about health issues and investments to help fight illnesses.
Continue reading →Money Matters 19-06 Claudia Wert
Paul Mitchel, a commercial banker and Jim De Lorenzo of Jim De Lorenzo Public Relation talk with Claudia Wert from Wells Fargo Advisors, LLC about financial planning including social security and basic ideas you need to know.
Continue reading →Money Matters 19-05 Lisa Smith
Mike Verrill of the Sharp Financial Group and Rija Bears, V. P. of CBRE talk with Lisa Smith, President of J A Moody a business that deals with the U S Navy in making products for ships. A growth story … Continue reading →
Money Matters 19-04 Mark Condello
Jim De Lorenzo of Jim De Lorenzo Public Relations and Kelly Stewart of The Positive Business talk with Mark Condello about commercial lending in business and multi homes.
Continue reading →Money Matters 19-03 Chris Gilbert
ames Chan, Ph.D. from Asia Marketing and Management and Paul Mitchell, Commercial Banker host Chris Gilbert an IT expert.
Continue reading →Money Matters 19 – 02 Laurie Kerkerina
Jim Butler, CFP of Videre Wealth Management & Patty Tawadros of Studio X host Laurie Kerkering of the Exton Region Chamber of Commerce dealing with how the Chamber helps businesses.
Continue reading →Money Matters TV Episode 17 – 27: Dominic Liberi – Selling Your Business
Host: Patricia Tawadros Xercel Co-Host: Paul Mitchell – Commercial Banker Guest: Dominic Liberi, Esq. – Obermayer Rebmann Maxwell & Hippel, LLP Click to play audio version below:
Continue reading →Money Matters TV Episode 17 – 18: Candida Toccia Seasock – CTS Partners
Host: Patricia Tawadros – Xercel http://xercel.com Co-Host: Michael Donahue, CPA, MT, CFP – Drucker & Scaccetti http://TaxWariors.com Guest: Candida Toccia Seasock – CTS Partners Click to play audio version below:
Continue reading →