Your Wealth & Beyond Andrew Rafal

Today, I’m talking to Megan Greenwood, founder of Greenwood Brewing, where she’s making woman-owned, woman-inspired real beer for all. 
Megan was an enthusiast and a homebrewer before venturing on her own as an entrepreneur. So, how did she get from Boston to Phoenix and from 8 taps in a garage to 14 taps downtown? 
In this episode, Megan shares the story of her entrepreneurial journey, the challenges she faced along the way, and why beer has to be better than good to succeed in an ever-crowded industry.    
Key takeaways:
How homebrewing went from a hobby to a profession for Megan–and why her backgrounds in industrial engineering and manufacturing proved hugely helpful.   The steps Megan took to get her product into bars and to customers when she didn’t have her own facility.  How Megan found power in telling her business’s unique story in a male-dominated industry.  What happened when Megan was finally ready to open at the height of the COVID pandemic.  How Megan navigated growing pains as her business grew, manages an ever-growing staff, and continues to create opportunities for herself and her staff.    Interview Resources
Greenwood Brewing  Greenwood Brewing on Facebook  | X/Twitter | Instagram | Pinterest Megan Greenwood on LinkedIn | Instagram Samuel Adams Boston Lager Sierra Nevada Sierra Nevada Pale Ale Fat Tire First Draft Book Bar Fresh Start Women’s Foundation 

Please enjoy this relaunch of one of our favorite episodes with Terri Sjodin.
Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you.
Fortunately, there are self-proclaimed speech geeks like Terri Sjodin out there in the world to help us improve. Terri has spent the last 30 years working to help people and businesses build and deliver more polished, persuasive, and effective presentations – and, since March, has focused her work on the tools and technologies you can use right now to forge more authentic connections.
Today, Terri and I are talking about the shocking mistakes that tons of professionals make when they speak in public, as well as sharing some techniques you can use right now to become a better speaker, no matter where or how you’re meeting. 
In this episode you’ll learn: 
Everyone can benefit from improving their presentation skills, even if you don’t work in sales or ever have to get up on a stage The three benchmarks people use to measure the effectiveness of a presentation Why storytelling is such a big component of almost every successful presentation Three things you can do right now to improve your presentations - and the tools and technology that can help you deliver higher-quality virtual presentations What makes someone a great presenter.   Interview Resources
Sjodin Communications Scrappy: A Little Book About Choosing to Play Big Logitech BRIO Rode Microphones

When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge. 
In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars. 
You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually.
Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/91
Key Takeaways:
How Tarra launched her career by hopping on a tour bus with Kenny Rogers and doing the behind-the-scenes work that needed to be done.  Tarra’s approach is to build trust and credibility with VIP clients and ultra-high-net-worth individuals.  Why is no celebrity or CEO’s daily routine going to be the single thing that makes you as successful as they are, and how can you meaningfully start taking back your time? The power of controlling your schedule, building discipline in your practice, and simply showing up. How remote, hybrid and virtual executive assistants can continue to add value without being in the same place as their clients. Interview Resources:
Tarra Stubbins Tarra Stubbins on LinkedIn | X/Twitter Take It Easy Personal Concierge Inc. on LinkedIn The Rolling Stones Lady Gaga Kenny Rogers Mick Jagger Drake Keith Richards Jack Daniel’s Jerry Seinfeld Tim Ferris

Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place. 
In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees. 
We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own. 
Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90
Key takeaways
The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.  Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes. How a third-party administrator can fit into your business structure to help meet your financial goals.  The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.  Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.  Interview Resources
Bayntree Wealth Advisors Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter Brian Hartstein, MSFS, CLU, ChFC on LinkedIn

Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail.
So, today's episode is all about the obstacles that most entrepreneurs face in 2024 and the strategies I've used to overcome them.
I'll focus on navigating the relentless bombardment of information overload, overcoming perfectionism, and preventing the fear of failure from limiting growth in your business and stunting progress. You'll learn how confronting challenges and being adaptable and resilient are critical to entrepreneurial success in today's fast-paced economy. 
Key takeaways
Stay focused and organized when dealing with information overload with emails and social media. Overcome perfectionism and embrace progress. Waiting for perfection limits business growth. Resist the temptation to chase new technologies like AI and ensure new tech is a fit for your business. Never be afraid to fail. Embrace failures as learning opportunities. Adapting to economic uncertainty and focus on the things within your control. Comparison is the thief of joy. Creating a great culture will retain top talent.  Interview Resources 
Entrepreneur's Organization Slack Blackberry Apple

Today's guest is Derrick Kinney. For over 20 years, Derrick has been helping people build wealth and find purpose in life by being better with money. 
He's the author of the bestseller Good Money Revolution, host of the Good Money Podcast, and creator of the Good Money Framework, where he shares seven easy steps to help people earn more, save more, and give more money to the causes they care deeply about.
In the conversation, Derrick shares his story of starting his own financial planning business at the age of 26, the hard lessons he's learned over the 20+ years he's been in the financial industry, and what's changed since shifting his focus to coaching other financial advisors over the last four years. 
Key Takeaways
The difference between scarcity and abundance mindset – and why there’s no reason to reinvent the wheel when something works.  Why it’s good to be misunderstood as an innovator or entrepreneur. How Tik-Tok, LinkedIn, and Instagram influencers are misleading us when it comes to how hard it is to achieve real success.  Why your core values matter when you build a business and choose who you want to work with. What Derrick learned from his conversations with Daymond John and Matthew McConaughey–and why he’d never consider canceling on someone, even if they don’t have A-list status.  Interview Resources Good Money Framework Good Money Framework - LinkedIn | Instagram | Facebook | X/Twitter Derrick Kinney - Instagram | LinkedIn | Facebook | YouTube | X/Twitter‍ Good Money Podcast‍ Good Money Revolution: How to Make More Money to Do More Good by Derrick Kinney, Donald Miller‍ Simple Teen Success‍ GettheRaiseYouWant.com ‍Ameriprise Financial‍ Sam Houston High School‍‍ The White House‍ Daymond John‍ Dan Fleyshman‍ Jon Gordon‍ Jamie Kern Lima