Upreneur Uprenuer with Jeremy Straub

In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consist...

Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under Jeremy’s leadership, Coastal Wealth has worked with over 100,000 clients with over $15 billion in assets serviced. In addition to his work at Coastal Wealth, Jeremy owns nine different...

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Patrick Mcginnes, Founder of FOMO. We spoke about how Patrick coined the phase FOMO and what we can do to get past it. Patrick J. McGinnis is a speaker, writer, international venture capitalist, and the investor of the term FOMO (Fear of Missing Out). Patrick coined FOMO, as well as th...

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Riggs Eckelberry, founder and CEO of OriginClear Inc., to discuss how you shouldn't compete with your natural partners, how Riggs went from being a #2 to CEO, and how finding the right people can turn your dreams into a reality. Riggs Eckelberry, founder and CEO of OriginClear Inc. (OTC Pink: OCLN)...

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Noah and Marlena Fishman, founders of Zen Barn Farms, to discuss how they were able to create a community around their businesses, how hiring the wrong people can help in the short run but affect the vision long term, and how building a business with family can make the entrepreneurial journey easi...

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kieran Bowers, President of Swire Properties Inc, to discuss how working with different cultures allowed him to be self-aware of the bias he may have, how adapting your manager style based on your employee's culture allows you to get the best out of your teams, and When joining a new department, he spend...