7 episodes

Biz Money Podcast is a series of engaging discussions featuring leading entrepreneurs, business owners, and the industry’s foremost financial advisors. We reveal the professional and personal challenges they faced on their way to success. Our esteemed guests share their insights into what you need to know to get on the right financial path—from managing cash flow, financial planning, and succession planning to establishing vision, values, and more. Their inspiring stories and advice can help you achieve your business and personal goals and enjoy the life you’ve always wanted. At the end of each episode, you’ll walk away with actionable lessons to take control of your finances and help grow your wealth.

Biz Money Podcast Lee Korn

    • Business

Biz Money Podcast is a series of engaging discussions featuring leading entrepreneurs, business owners, and the industry’s foremost financial advisors. We reveal the professional and personal challenges they faced on their way to success. Our esteemed guests share their insights into what you need to know to get on the right financial path—from managing cash flow, financial planning, and succession planning to establishing vision, values, and more. Their inspiring stories and advice can help you achieve your business and personal goals and enjoy the life you’ve always wanted. At the end of each episode, you’ll walk away with actionable lessons to take control of your finances and help grow your wealth.

    Financial Life Planning: Own Your Dreams with George Kinder

    Financial Life Planning: Own Your Dreams with George Kinder

    What stands in the way of pursuing the life you truly want? This can seem like an overwhelming question, but by unlocking a few powerful secrets, your dreams can become achievable. No one has done more to reveal these secrets than our guest on this podcast, George Kinder. A Harvard-educated CERTIFIED FINANCIAL PLANNER™, George is internationally recognized as the father of the life planning movement. He’s an author, thought-leader, and founder of the Kinder Institute of Life Planning. Through...

    • 27 min
    Discover Your Authentic Self in Life and Business with Dr. Shefali

    Discover Your Authentic Self in Life and Business with Dr. Shefali

    What can you do to empower yourself and your children? Do you know your inner calling? How can you find your true voice? How do you find success? In our latest episode, our guest is Dr. Shefali Tsabary, otherwise known as just Dr. Shefali. She shares her insights into discovering your authentic self, and finding your limitless sense of energy to make positive things happen and be successful. She's the founder of the online Conscious Coaching Institute that helps adults and families around the...

    • 29 min
    How to Maximize Your Human Capital & Grow Your Wealth with Brian Nick

    How to Maximize Your Human Capital & Grow Your Wealth with Brian Nick

    When it comes to investments, you should factor in human capital if you’re still in the workforce. Why? Because human capital is your earnings potential, which will eventually convert into real earnings and impact how you invest. It’s the flip side of financial capital. What is your earning pattern? What will most likely be your trajectory of earnings over your lifetime? How can you balance that with the money you’ve already made that is currently invested? In our latest episode, our guest is...

    • 36 min
    Master the Art of Selling with Rich Isaac

    Master the Art of Selling with Rich Isaac

    The business of selling has many fallacies, like sales people are born and not made, and selling is all about cold calling. The reality is that if you want to sell with measurable, consistent results every quarter, then you have to put into place a step-by-step process in order to be successful. In this episode, our guest is Rich Isaac, Founder of Sandler Training center, one of the most prominent and successful sales consulting practices on Long Island. Rich advises business leaders on strat...

    • 30 min
    Navigating Divorce: Make a Plan and Protect Your Assets with Sandra Radna

    Navigating Divorce: Make a Plan and Protect Your Assets with Sandra Radna

    If there were ever a “right way” to prepare for divorce, look no further than Bill and Melinda Gates. Like many couples with wealth and assets at stake, they most likely relied not only on matrimonial attorneys, but also, the expertise of business lawyers and financial advisors. By having the experts work together, divorce can be planned out and assets protected. In this episode, our guest is Sandra Radna, a leading attorney specializing in divorce and family law in Long Island, and author of...

    • 39 min
    $1.9 Trillion Stimulus Plan: What This Could Mean for Your Wealth and Taxes with Dan Clifton

    $1.9 Trillion Stimulus Plan: What This Could Mean for Your Wealth and Taxes with Dan Clifton

    It’s been a year since the Covid lockdown, and the future is starting to look up with vaccines, reopenings, and passage of the $1.9 trillion American Rescue Plan Act. This stimulus coupled with past relief bills means that trillions of dollars have been spent. Eventually, someone will have to pay for it, and that someone usually means the taxpayer. As an entrepreneur and business owner, what are the tax implications for you? In this episode, our guest is Dan Clifton, Partner and Head of Polic...

    • 43 min

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