47 episodes

Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and creating of his independent Registered Investment Advisory firm, Steve's experience as a professional business owner and entrepreneur gives him a unique perspective to the challenges and struggles of truly doing it for yourself that very few financial advisors posess.

Do It For Yourself with Stephen A. Taylor, JD, CFP‪®‬ Do it for Yourself

    • Business
    • 5.0 • 2 Ratings

Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm from the ground up, to appearing on ABC's Shark Tank with his wife to the successful growth and creating of his independent Registered Investment Advisory firm, Steve's experience as a professional business owner and entrepreneur gives him a unique perspective to the challenges and struggles of truly doing it for yourself that very few financial advisors posess.

    A Journey of Entrepreneurship: Pursuing your Passions while still Practicing Law with Daniel Novela

    A Journey of Entrepreneurship: Pursuing your Passions while still Practicing Law with Daniel Novela

    From establishing his own law firm to venturing into unexpected territories like men's wear design and watch collecting, Daniel reveals the valuable lessons he learned along the way. Discover how Daniel's diverse interests not only enriched his personal life but also forged meaningful connections and opportunities in his professional sphere.

    Unveil the secrets behind his successful watch club, where enthusiasts converge to celebrate their shared passions and gain insights into Daniel's upcoming venture in the art rental business.

    Join us as we explore the boundless possibilities of merging passion and profession, and learn how you too can carve your own path to success. Don't miss out on this captivating discussion that promises to ignite your entrepreneurial spirit and inspire you to chase your dreams. Subscribe now for more enlightening conversations and exclusive content!

    Don't forget to subscribe for more discussions and actionable tips to level up your entrepreneurial journey! 🚀

    🔔 Follow now to stay informed about the latest trends and expert advice, give us a thumbs up, and share your thoughts in the comments section. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

    • 32 min
    Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups

    Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups

    #35 Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups

    Join me and Josh Blum in a deep dive into the world of mastermind groups and owner advisory boards! Let’s discover the transformative power of mastermind groups in this engaging podcast episode.



    Dive into the importance of structured collaboration, peer support, and vulnerability in achieving business success.

    Learn how owner advisory boards can provide invaluable feedback, guidance, and growth opportunities for entrepreneurs and professionals alike. Gain insights into the key elements of successful mastermind groups and unlock your potential for personal and professional development.

    Don't miss out on this enlightening conversation that could revolutionize the way you approach your business endeavors. It's a commitment to personal and professional development. 💼💡

    #businessstrategy #businessmodel #businessstrategy #businessmodel #mastermindgroups #peeradvisory #businessgrowth #professionaldevelopment #successmindset

    • 34 min
    Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater

    Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater

    #34 Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater

    Join us on an immersive journey with Tanya Bravo, the artistic director of Juggerknot Theater Company, as she unveils the untold story behind the company's evolution from a humble beginning to a groundbreaking force in the world of theater. In this captivating podcast episode, hosted by Steve Taylor, Tanya shares her insights and experiences, delving into the challenges and triumphs of her entrepreneurial venture.

    Starting as an actress and driven by a passion for theater, Tanya recounts the early days of Juggerknot, where she defied conventions and transformed abandoned spaces into vibrant theaters, bringing her vision to life with shoestring budgets and boundless creativity. Witness the birth of immersive theater in Miami as Tanya discusses her pivotal encounter with Tamila Woodard and the inspiration behind reinventing storytelling through audience participation.

    Discover the magic of immersive theater as Tanya unveils the secrets behind creating unforgettable experiences, from site-specific shows like Miami Motel Stories to the groundbreaking Conjuring the King, where audiences are transported into the world of an Elvis fan club with mesmerizing depth and authenticity. Experience the thrill of being an active participant in the narrative, where every touch, every interaction, becomes a part of the story.

    But beyond the spectacle lies a profound message of empathy and connection. Tanya reflects on the transformative power of theater to foster understanding and empathy, allowing audiences to walk in someone else's shoes and experience the world through different perspectives.

    As Juggerknot Theater Company continues to push boundaries and redefine theater, Tanya envisions a future filled with innovation and collaboration. From reinventing Miami Motel Stories to exploring new artistic frontiers, the journey ahead promises excitement and growth.

    Join Tanya Bravo on this enlightening podcast episode, where the journey from actress to artistic director unveils the heart and soul of immersive theater, inviting audiences to embrace the magic of storytelling in its most immersive form. Don't miss out on this tale of creativity, resilience, and the power of imagination!



    #immersivetheater #theaterinnovation #journeyofartistry #EmpathyThroughStorytelling #juggerknottheatercompany

    • 30 min
    #33 From Teacher to Founder: The Journey of Protecting Your Jewelry's True Value with Digipraise

    #33 From Teacher to Founder: The Journey of Protecting Your Jewelry's True Value with Digipraise

    Do you want to ensure the security of your treasured items?



    Let’s Unlock the hidden world of jewelry insurance with Alison McLaney!



    Tune in to see how Alison, with her expertise, navigated through the complexities of jewelry valuation, making strategic decisions that not only enhanced Digipraise's offerings but also stayed aligned with her core values of transparency and trust.

    Join us for valuable insights and Alison's inspiring story!

    Don't miss this chance to enhance your understanding and protect your valuable pieces.



    Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.



    🌐 Let's connect!

    Website: www.meritedwealth.com/
    LinkedIn: www.linkedin.com/company/meritedwealth/
    Instagram: www.instagram.com/meritedwealth/
    Facebook: www.facebook.com/profile.php?id=100090138570648
    Twitter: twitter.com/satwealthman

    Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945



    🔗 Alison McLaney

    LinkedIn: https://www.linkedin.com/in/alisonmclaney/
    Instagram: https://www.instagram.com/alimclaney/
    Facebook: https://web.facebook.com/alison.mclaney



    🔗Digipraise
    LinkedIn: https://www.linkedin.com/company/digipraise/
    Instagram: https://www.instagram.com/digipraise/
    Facebook: https://web.facebook.com/digipraise.us



    Thanks for being here, and we're excited to share more real stories with you!

    • 29 min
    #32 How to Master the Art of Fundraising for Entrepreneurs with Steve Taylor & Matt Wolf

    #32 How to Master the Art of Fundraising for Entrepreneurs with Steve Taylor & Matt Wolf

    Sit down with Steve Taylor and Matthew Wolf as they explore the intricacies of fundraising for entrepreneurs. This video is a must-see for any entrepreneur looking to excel in fundraising and elevate their business.

    Find out the 'why' behind Steve's regrets, wishing he had met Matt 10 years ago 💭

    Steve Taylor, the founder of Merited Wealth, and Matt Wolf, Head of Advisory at Journey Business Plans, join us in this episode where they share their insights and advice on:


    Crafting a comprehensive fundraising strategy to determine the optimal amount and timing of capital for your startup
    Navigating negotiations with investors to safeguard your ownership and control of your company
    Effectively pitching your idea and articulating your value proposition and competitive advantage
    Cultivating strong investor relationships built on trust and transparency
    Leveraging consulting services and professional guidance to surmount the challenges and intricacies of fundraising

    Whether you're a seasoned startup founder or an aspiring entrepreneur, this video offers invaluable lessons and strategies to master the art of fundraising and drive your business toward success.

    Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.

    🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

    🌐 Let's connect!

    Website: www.meritedwealth.com/
    LinkedIn: www.linkedin.com/company/meritedwealth/
    Instagram: www.instagram.com/meritedwealth/
    Facebook: www.facebook.com/profile.php?id=100090138570648
    Twitter: twitter.com/satwealthman

    Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945

    🔗 Matt Wolf

    LinkedIn: https://www.linkedin.com/in/davidhern/
    Instagram: https://www.instagram.com/davidherncpa/
    Facebook: https://www.facebook.com/david.hern?ref=br_rs

    Thanks for being here, and we're excited to share more real stories with you!

    • 29 min
    #31 Expert Insights on Navigating Business Valuation and Maximizing Value with David Hern

    #31 Expert Insights on Navigating Business Valuation and Maximizing Value with David Hern

    Ever wondered where your business stands today and where it's headed?



    Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third.



    Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership dynamics, and share practical advice for those thinking about selling or growing. 💼



    Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with ⁠our seasoned expert, David Hern , who sheds light on the importance of planning strategically and warns against getting stuck in an expense-driven mindset. 📊 Whether you're running a small business or dreaming about its future, this podcast provide a practical roadmap for making informed decisions.



    Get ready for a mix of practical wisdom, strategic guidance, and actionable takeaways that can help you navigate the ever-changing business landscape. 🎙️



    This podcast is your ticket to absorbing valuable lessons that could transform how you approach your business.

    Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.



    🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.



    🌐 Let's connect!

    Website: www.meritedwealth.com/
    LinkedIn: www.linkedin.com/company/meritedwealth/
    Instagram: www.instagram.com/meritedwealth/
    Facebook: www.facebook.com/profile.php?id=100090138570648
    Twitter: twitter.com/satwealthman

    Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945



    🔗 David Hern

    LinkedIn: https://www.linkedin.com/in/davidhern/
    Instagram: https://www.instagram.com/davidherncpa/
    Facebook: https://www.facebook.com/david.hern?ref=br_rs



    🔗 Sofer Advisors

    LinkedIn: https://www.linkedin.com/company/sofer-advisors/

    Facebook: https://www.facebook.com/soferadvisors



    Thanks for being here, and we're excited to share more real stories with you!

    • 43 min

Customer Reviews

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