805conversations

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805conversations

Conversations with fascinating people you'll want to know better. Focused on leaders, entrepreneurs, educators and citizens mostly from the 805 region of California. Sponsored by California Lutheran University School of Management and Tolman & Wicker Insurance Services.

  1. Kevin Bourke - Wealth Manager - Understanding Your Family's Financial Ecosystem

    2020. 02. 01.

    Kevin Bourke - Wealth Manager - Understanding Your Family's Financial Ecosystem

    One of the things I love about talking with Kevin Bourke is how I am guaranteed to learn something I can use immediately. Kevin has been on the show before (listen here) and is a great supporter of other efforts we undertake, such as sponsoring TEDxSantaBarbara for many years. In this conversation, Kevin talked about how he and the team at Bourke Wealth Management, look at finances from a big picture view, not just isolating their lens on stock portfolios. He calls it the Family Financial Ecosystem. He takes us on a deep dive of what this means, and once you hear it, you'll wonder why no one has explained this to you before. Kevin also introduced me to a new word right off the bat - you may need to look it up. It's Decumulation. It's how you thoughtfully and strategically use your savings to fund your retirement, though Kevin explains it much better. Kevin helped me to understand the differences in how you look at your family finances, especially as it relates to long term planning. He explains where Asset Management fits, how to think about Wealth Management, and how it's different than how someone like him sits as the family CFO and manages the relationships with attorneys, accountants, and anyone involved in your financial ecosystem. We love it when Kevin spends time explaining complicated topics to us and encourage you to get a copy of his book, Make Your Money Last a Lifetime. His site: http://bourkewealth.com His book: http://www.amazon.com/Make-Your-Money-Last-Lifetime/dp/0984789529

    47분
  2. Dennis Baker - Marketer - Entrepreneur - POLIS Assist

    2019. 09. 28.

    Dennis Baker - Marketer - Entrepreneur - POLIS Assist

    Dennis Baker is an accomplished marketer and entrepreneur. His latest venture is called POLIS Assist. For the last two years, he and his team have been locating every parking space in Los Angeles County and putting them into an app. Yes, it's true, need a space, use POLIS to find one. Dennis freely gives of his time and extensive expertise to the non-profit community in Santa Barbara to help them with messaging, strategic positioning, branding, and crisis communications. He has a deep background in marketing and has focused that energy into bringing the POLIS app to the millions of drivers in Los Angeles. While developing POLIS he and the team have collected parking information on over 500,000 blocks. Dennis talked about one day where he looked at the eight signs in front of a potential parking spot and was confused. Some of the signs said what day he could and could not park, what type of plate he had to have, and other regulations governing the single space. He was maddened by it and decided to fix the problem. The only obstacle was, there was no central database for street parking, which meant his team had to photograph every street sign on those 500,000 blocks. The volume of street information turned into a big data challenge and opportunity. Dennis says that POLIS is the Waze for Parking. We appreciate the mammoth effort that has gone into and will continue to go into POLIS. We also thank him for his support of the Santa Barbara Non-Profit Community and his frequent attendance at TEDxSantaBarbara events.

    46분
  3. Tara Jones Haaf - Eat This Shoot That Solvang Edition

    2019. 03. 28.

    Tara Jones Haaf - Eat This Shoot That Solvang Edition

    We invited Tara Jones Haaf back to the show when we heard that her very successful company, Eat This, Shoot That, has expanded into Solvang. For those of you outside the 805, Solvang is a lovely recreation of a Danish town, nestled in the Santa Ynez Valley, just 45 minutes from downtown Santa Barbara. Tara tells Mark and Patrick all about the charming city and the hidden culinary treasures that abound on the tour. Tara says that her tours are an 8-course adventure. We can't wait to go up to Solvang and discover these hidden treats. Listen to our original episode with her from 2017 to get a full background on what Eat This, Shoot That is all about. We caught up on the business; she's now operating with seven tour guides. She is full of great quotes, including, "Take the picture that got you to go to the restaurant in the first place." Good idea. Tara gave us some pro tips for taking pictures of food - and they are simple and easy to remember. 1. Get in nice and tight. She suggests getting into the personal space of the dish. 2. Shoot at eye level. Forget perfectly framing those over the dish shots. 3. Front light the plate (have the sun at your back) unless you're taking pictures of glasses of wine, then have the light behind the glass. Tara also writes for Noozhawk and has an unfair competitive advantage in finding the best places to eat. You can see her many articles here. Her writing talents are also on display in her book that she spoke about in our first show: The 100 Things to do in Santa Barbara Before You Die.

    44분

소개

Conversations with fascinating people you'll want to know better. Focused on leaders, entrepreneurs, educators and citizens mostly from the 805 region of California. Sponsored by California Lutheran University School of Management and Tolman & Wicker Insurance Services.

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