Price Discovery: Money & Mindset

Jordan Rodriguez
  • 5.0 (5)
  • Management
  • Updated Weekly

Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers

Episodes

  1. How to Deliver a Premium Client Experience with Corey Head, Sky Quest

    Mar 4

    How to Deliver a Premium Client Experience with Corey Head, Sky Quest

    Go the extra mile. In this episode, Host Jordan Rodriguez interviews Corey Head, the President of Sky Quest. They're Northeast Ohio's leading aircraft management & private jet charter service. Hear Corey's background as a pilot, Sky Quest's unique business model, their brilliant strategy when it comes to assets & tax advantages, how to organically grow your business, and how to let your managers lead & make decisions. Connect with Corey at FlySkyQuest.com and on LinkedIn, and Jordan at WSWealthManagers.com

    54 min
  2. How to Grow Your Business through Company Culture with David Haynes, NPL Home Medical

    12/31/2025

    How to Grow Your Business through Company Culture with David Haynes, NPL Home Medical

    You can't grow your business without good employees. In this episode, Host Jordan Rodriguez interviews David Haynes, the President & CEO of NPL Home Medical. They've been a leading provider of custom wheelchair solutions for over 30 years. Hear why company culture is cultivated by the leaders, how to develop an operating system that can achieve both business & personal goals, the importance of a strong mission statement, how to measure your company culture, and how to set your company culture as a business owner. Connect with David on LinkedIn and at NPLHomeMedical.com, and Jordan at WSWealthManagers.com

    39 min
  3. How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company

    12/24/2025

    How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company

    Stay firm on the non-negotiables, defend your people, and make your family proud. In this episode, Host Jordan Rodriguez interviews Ivy Zelman, the Co-Founder of Zelman and now the Executive Vice President of Research & Securities at Zelman - A Walker & Dunlop Company. Ivy has been widely known and respected for her bold thinking and accurate assessments where others failed, helping industry players avoid costly mistakes and capture game-changing opportunities. In 2005, she called the top of the housing market, and in 2012, she called the bottom of the housing market, thus reinforcing her dominant reputation within the industry. Hear the skills she found most valuable early in her Wall Street career, how to transition from Analyst to Business Owner, how to build a unique value proposition, how to make your business attractive to acquiring companies, and how she's been able to keep her family the priority throughout her illustrious career. Connect with Ivy on LinkedIn, at ZelmanAssociates.com, and check out her book Gimme Shelter, and connect with Jordan at WSWealthManagers.com

    53 min
  4. How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American

    12/17/2025

    How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American

    Build relationships with people across multiple industries. In this episode, Host Jordan Rodriguez kicks off Season 2 by interviewing returning guest Kevin Joseph, now the Owner, President, and CEO of Apollo American. Kevin acquired the world class aerospace and defense manufacturer in May 2025 after spending 8 years at Weber Wood Medinger (WWM), where he became the youngest Partner in the firm's 51-year history. Hear what to look for in a potential acquisition, the pros & cons of leaving a stable career for entrepreneurship, his unique handwritten letter strategy, whether you should work with a business broker, and how to hit the ground running as a new business owner. Connect with Kevin on LinkedIn and at ApolloAmerican.net, and Jordan at WSWealthManagers.com

    1h 4m
  5. How to Run a Successful Multigenerational Family Business with Bard Manufacturing

    08/14/2024

    How to Run a Successful Multigenerational Family Business with Bard Manufacturing

    In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam Bard Steel) and 5th generation (James Steel and Megan Steel Kimbell) of Bard Manufacturing. Hear how the family mission and vision statement have influenced the company culture, how to keep a family business going and thriving over several generations, how to integrate external talent within your Board of Directors and leadership team, how the company has pivoted over time, and why it's so important to keep it a family business. Learn more about Bard Manufacturing at BardHVAC.com and check out the flipbook celebrating their 110th anniversary: https://online.flippingbook.com/view/912787504/ Connect with Jordan at WSWealthManagers.com

    33 min
  6. Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services

    07/31/2024

    Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services

    The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion, how it affects decision-making, what Moira's process looks like with clients, the importance of clearly communicating your goals, and how high net worth families prefer to receive advice. Connect with Moira at MoneyMindAndMeaning.com, BlackwoodFES.com, on LinkedIn, and her book Advice That Sticks, and Jordan at WSWealthManagers.com

    36 min
  7. Charitable Strategies with Dan Nigito, American Philanthropic Advisors

    07/24/2024

    Charitable Strategies with Dan Nigito, American Philanthropic Advisors

    How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs), life insurance, and family foundations to create strategies for wealth accumulation and preservation. Hear what accidental philanthropy is, how taxation affects wealth accumulation, how to use CRTs, whether you can use them at a young age, and how much to put in them. Connect with Dan at Nigito.com and on LinkedIn, and Jordan at WSWealthManagers.com

    49 min
  8. Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger

    07/17/2024

    Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger

    Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They're an expert real estate investment advisory that started in 1968. Hear why it's important to consider the real estate before selling your business, how a sale leaseback works, how to get the right people at the table, how the market has changed in recent years, and how to understand the opportunities and risks with your real estate. Connect with Blair and Kevin on LinkedIn and at WWMRealEstate.com, and Jordan at WSWealthManagers.com

    36 min
  9. What Makes a Business Valuable? With Shina Culberson, Quist

    07/10/2024

    What Makes a Business Valuable? With Shina Culberson, Quist

    How is a business valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business owner journey, what goes into a business valuation, why business owners should care about their valuation, common mistakes that make businesses less attractive, and how much to focus on the business vs. in the business as a business owner. Connect with Shina at QuistValuation.com and on LinkedIn, and Jordan at WSWealthManagers.com

    38 min

  10. 06/28/2024

    Business Owner's Mindset with Scott Snider, Exit Planning Institute (EPI)

    Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He's a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneurial background, the ways the government can help small business owners, how the demographics of business owners have changed over the past decade, how we can improve exit planning education, and the most difficult part of the exit planning process. Connect with Scott on LinkedIn and Jordan at WSWealthManagers.com Learn more about exit planning here: EarnCEPA.com OwnerReadiness.com

    42 min

  11. 06/28/2024

    Transferring Wealth with Scott Mashuda, REAG

    M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They're a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. Connect with Scott at REAG.com and Jordan at WSWealthManagers.com

    36 min

  12. 06/28/2024

    Being an Elite Operator with Jon Park, Westfield Bank

    Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio's largest community banks. He currently serves as a Director of 4 corporations - 2 as Chairman - and works with business owners, CEOs, and CFOs as an advisor, coach, and independent sounding board on business strategy, financial, acquisition, and talent matters. Hear how to make hiring decisions, your most important responsibilities as an operator, how to find organic growth opportunities, what to look for in an executive assistant, and the biggest misconception about being a CEO. Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com

    32 min
  • 12 Episodes

5
out of 5
5 Ratings

About

Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers

Information

  • Creator
    Jordan Rodriguez
  • Years Active
    2024 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2026 Chagrin Valley Business Strategies LLC
  • Show Website
    Price Discovery: Money & Mindset