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

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

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.

  1. Understanding Non-Compete Agreements and Recent FTC Regulations

    2 DAYS AGO

    Understanding Non-Compete Agreements and Recent FTC Regulations

    Host: Steve Taylor, Founding Advisor at Merited Wealth Guest: Andrew Adams, Practice Leader of Labor and Employment at Darrow Everett Episode 48 Summary In this episode, Steve Taylor dives into a detailed conversation with Andrew Adams, an experienced attorney specializing in labor and employment law. Together, they discuss the complexities surrounding non-compete agreements, the implications of the Federal Trade Commission’s (FTC) proposed rule changes, and how these changes may affect both employers and employees. Andrew shares valuable insights on what makes non-compete agreements reasonable, when they might be considered overreaching, and how non-solicit clauses fit into the broader legal framework. Content Warnings Discussion of legal and employment practices Mentions of Labor Law Nuances Guest Bio Andrew Adams is a seasoned attorney with a robust background in labor and employment law. After earning his undergraduate degree in marine biology, he served in the Navy and worked in law enforcement while attending law school. He has extensive experience representing both employer and employee interests and currently leads the labor and employment practice at Darrow Everett. Key Points Non-Compete Agreement Basics: Explanation of non-compete agreements, their purpose, and situations where they are typically applied. FTC’s Proposed Rule Change: Overview of the potential ban or limitations on non-compete agreements and its implications for both employers and employees. Employer Overreach: Discussion on how employers sometimes misuse non-compete agreements, applying them too broadly. Non-Compete vs. Non-Solicit Clauses: Insights into how non-solicit agreements differ from non-competes and what could remain enforceable if the FTC rule is enacted. Practical Guidance: Advice for employers on creating reasonable non-compete agreements and tips for employees navigating these contracts. Main Topics Discussed Non-Compete Agreement 101: Definition, use cases, and enforceability. Reasonableness and Justification: When non-compete agreements are appropriate and justified. FTC Regulation Overview: What the new rule proposes and its potential effects. Employer Obligations: Notification requirements and adjustments if the rule is enforced. Non-Solicit Agreements: What stays in play even if non-competes are ruled unenforceable. Relevant Links FTC Press Release on Proposed Rule Change Legal Resource on Non-Compete and Non-Solicit Clauses Merited Wealth Website Guest and Crew Information Host: Steve Taylor – LinkedIn Guest: Andrew Adams – LinkedIn, Firm Profile Subscribe to the podcast for more insightful episodes. Leave a review if you found this episode helpful. Follow us on social media for updates and behind-the-scenes content: LinkedIn, and Instagram. Send us your suggestions for future topics or guests you'd like to hear from.

    41 min
  2. The Unexpected Career Pivot: Going from the ‘Cheaper Chicken’ to ‘Happy Hen'

    OCT 31

    The Unexpected Career Pivot: Going from the ‘Cheaper Chicken’ to ‘Happy Hen'

    In this latest episode, Steve Taylor interviews Amy Refeca, who shares her unexpected career pivot from a high-pressure big law firm to founding Atlanta Wills and Trust Law Group. Amy opens up about her journey from feeling like the "Cheaper Chicken" in a demanding profession to finding fulfillment as a "Happy Hen" in estate planning. Discover how she transformed her career without leaving the legal field, embracing work-life balance and personal happiness. This episode is perfect for anyone considering a career change or seeking inspiration for finding joy in their work! Timestamps: 00:00- Introduction What drove her to leave big law behind? 02:30- Amy’s Start in Law 10:15- The Big Law Rollercoaster 18:45- Switching Gears to In-House Counsel 25:00- The Health Wake-Up Call 32:20- Finding Fulfillment in Estate Planning 40:00- Could this be your sign to make a change? 43:07- How can you align your career with what makes you happy? https://www.linkedin.com/in/atlwillsandtrusts/ https://atlantawillsandtrusts.com/ https://www.instagram.com/atlwillsandtrustslawgroup/ https://www.facebook.com/atlwillsandtrustslawgroup/

    43 min
  3. How to transform your Business and Mindset with Nina Cooke

    OCT 22

    How to transform your Business and Mindset with Nina Cooke

    Welcome to the Merited Wealth channel! In this episode of the Do It For Yourself podcast, Nina Cooke takes us through her journey of personal and professional transformation. From founding a successful six-figure personal shopping business to battling deep-rooted fears and limiting beliefs, Nina shares how she eventually broke free and discovered her true potential. Timestamps: 00:00 - Transitioning from Corporate Life to Entrepreneurship for Nina. 02:05 - How Nina struggled with the beliefs she held from childhood. 03:07 - The pivotal corporate event that triggered Nina’s mindset shift. 04:41 - How Nina decided to flip the mindset and accept personal growth. 06:47 - The cathartic insight that helped her dissolve her fears. 07:19 - How Nina's new confidence helped her businesses. 13:06 - How the three strategies powered her business. 14:39 - Nina explains how she overcame fear of rejection. 19:05 - Nina's daily mindset practice keeps her resilient. 26:05 - How to control your mind and make long-term success important to you. https://linktr.ee/meritedwealth 🙌Nina Cooke Facebook: https://www.facebook.com/NinaCooke/ Twitter: https://x.com/YourInnerGame YouTube: https://www.youtube.com/channel/UC2RMhdDWqLvb0QPjXjFzzBw #overcominglimitingbeliefs #personalgrowth #mindsetshift #businessgrowth #selfconfidence #entrepreneurjourney #resilience #selfhelp #businesssuccess #personaldevelopment #confidencebuilding #successmindset #meritedwealth #wealthbuilding #doitforyourself

    30 min
  4. The best way to do Estate Planning Without an Attorney

    OCT 11

    The best way to do Estate Planning Without an Attorney

    In this episode of the Do-It-For-Yourself podcast, host Steve Taylor interviews financial advisor Eric Negron to reveal the dangers of DIY estate planning. From relying on generic templates to missing crucial legal details, Eric explains why attempting estate planning without professional guidance can lead to costly mistakes. Learn why personalized, attorney-guided estate planning is crucial to ensuring your assets are protected and your wishes are honored. Eric also highlights how financial advisors can strengthen relationships with their clients by engaging in meaningful estate planning discussions and leveraging modern technology. Timestamps: 00:00 - Introduction: The dangers of DIY estate planning 05:30 - Eric Negron’s background and why estate planning matters 12:00 - Common misconceptions about attorney fees and estate planning 18:45 - Tools and strategies for financial advisors to engage clients 26:15 - Comparing traditional vs. modern estate planning approaches 34:00 - Shocking stats: Over 60% of Americans lack a comprehensive estate plan 38:42 - How financial advisors can help integrate estate planning into financial discussions Avoid costly mistakes—watch now to learn how to protect your legacy with professional estate planning! #EstatePlanning #FinancialAdvice #AttorneyHelp #LegacyPlanning #DIYMistakes #FinancialAdvisor #ProtectYourAssets #FamilyWealth #AvoidCostlyErrors #LegalAdvice

    39 min
  5. The Game-Changing Impact of Mastering Your Craft with Matthew Jarvis | The Perfect RIA Podcast

    SEP 19

    The Game-Changing Impact of Mastering Your Craft with Matthew Jarvis | The Perfect RIA Podcast

    In this insightful episode, financial adviser Matthew Jarvis shares the game-changing impact of mastering your craft. Through his podcast, "The Perfect RIA," Jarvis discusses how focusing on expertise and collaboration has not only transformed his financial practice but also led to personal growth and stronger professional relationships. Discover how becoming an expert can elevate your career and business, and learn the key strategies that have propelled Jarvis to success. Timestamps: 0:00 - 1:05 | Introduction & Welcome 1:06 - 2:10 | Matthew Jarvis Introduction 2:11 - 4:50 | The Start of "The Perfect RIA" Podcast 4:51 - 6:55 | The Genesis of "The Perfect RIA" 6:56 - 10:30 | Balancing Multiple Businesses 10:31 - 14:05 | The Value of Becoming an Expert 14:06 - 17:45 | Collaboration & Networking 17:46 - 21:35 | Juggling Multiple Roles & Businesses 21:36 - 25:15 | Practical Takeaways for Becoming an Expert 25:16 - 28:55 | Personal Insights & Final Thoughts 28:56 - 29:11 | Closing Remarks & Thank You The Game-Changing Impact of Mastering Your Craft with Matthew Jarvis | The Perfect RIA Podcast

    29 min
  6. From Financial Advisor to Coach: Rob Brown’s Journey to Purpose

    SEP 11

    From Financial Advisor to Coach: Rob Brown’s Journey to Purpose

    Join Rob Brown as he shares his journey from a successful financial advisor to a dedicated coach. In this video, Rob discusses how his natural talent for mentoring evolved into a full-time coaching business. He provides insights into balancing a financial advisory practice while gradually transitioning into entrepreneurship. Rob’s unique background as an advisor enhances his ability to coach effectively, helping others navigate their own career transitions. This video is perfect for anyone interested in entrepreneurship, coaching, or making a career shift. Timestamps: 0:00- Introduction 2:30 - Starting as a Financial Advisor 6:45 - Transition to Management Roles 10:15 - Growing Passion for Coaching 13:20 - Balancing Advising and Coaching 17:55 - Deciding to Fully Commit to Coaching 22:10 - Challenges of Transitioning Careers 25:35 - Benefits of an Advisory Background in Coaching 28:10 - Final Thoughts and Advice https://www.facebook.com/truestfan https://truestfan.com/ https://www.linkedin.com/in/truestfan/

    29 min
  7. Don't Miss These Key FAFSA Updates for College Aid 2024 with Peg Keough

    SEP 3

    Don't Miss These Key FAFSA Updates for College Aid 2024 with Peg Keough

    Discover the crucial FAFSA updates for 2024 with expert insights from Peg Keogh! 🎓 In this video, we dive into the latest changes impacting the FAFSA application process, including important tips for parents and students navigating college financial aid. Don't miss out on essential advice that could help you secure the best aid package for the upcoming academic year. 👉 Key topics covered: Major FAFSA changes for 2024 How the new Student Aid Index affects your financial aid Tips for managing FAFSA glitches and delays Best practices for appealing financial aid offers Strategic advice for families with multiple students in college Whether you're a first-time applicant or looking for updated information, this video will guide you through the FAFSA 2024 process to maximize your aid potential. 0:00 - Introduction 1:05 - Major FAFSA Changes 2:15 - Tech Glitches & Delays 3:40 - Submission Problems 5:25 - Impact on College Aid Packages 7:00 - FAFSA Timeline 8:30 - New Student Aid Index 9:50 - Divorced/Separated Parents 11:10 - Business Owners 12:30 - Families with Multiple Students 14:08 - Challenges & Solutions Don't Miss These Key FAFSA Updates for College Aid 2024 with Peg Keough

    14 min
  8. Are You Ready for the New SAT and College Admissions Tests? Here's What You Must Know!

    AUG 26

    Are You Ready for the New SAT and College Admissions Tests? Here's What You Must Know!

    In this episode, we dive into the latest changes in SAT and college admissions tests that every student and parent needs to know. As testing requirements shift and competition increases, staying informed is crucial for success. We discuss the reintroduction of testing mandates at major universities, the impact of digital testing formats, and how to best prepare for these challenges. Whether you're aiming for top schools or navigating the complexities of financial aid, this episode will provide you with the insights you need to stay ahead. Don't miss these essential updates! Timestamps: 0:00 - Introduction and Welcome Back 1:20 - Overview of Changes in College Admissions 2:45 - The Shift Back to Testing Requirements 5:10 - FAFSA Delays and Impact on College Decisions 7:00 - Increasing Difficulty in College Admissions 9:25 - The Introduction of the CLT Exam in Florida 11:15 - SAT Goes Digital: What Students Need to Know 13:40 - Managing Expectations and College Application Strategies 15:05 - Encouragement and Final Thoughts on Navigating the Process Are You Ready for the New SAT and College Admissions Tests? Here's What You Must Know!

    17 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    Do it for Yourself
  • Years Active
    2022 - 2024
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © Do it for Yourself

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