Mastering Your Financial Life Judy Heft

Mastering Your Financial Life — Episode 80

In this episode of Mastering Your Financial Life, Judy Heft interviews Sharon Bregman, Founder and Managing Member of 360déménager LLC. Sharon brings over 18 years of expertise in managing residential moves for clients ranging from high-net-worth individuals to seniors transitioning to assisted or independent living. Her company specializes in right-sizing rather than downsizing, handling everything from local moves to international relocations and storage solutions.

Tune in to the episode to hear about:

* The common financial and emotional mistakes families make when managing estates or downsizing homes.

* The importance of professional management in estate clearance to avoid overlooked valuables and potential family disputes.

* Practical tips on managing the logistics of a move, including the benefits of professional packing and moving services.

* The emotional challenges associated with moving and downsizing, particularly for seniors, and how professional help can ease this transition.

* Real-life stories from Sharon's extensive experience that highlight the need for meticulous planning and execution in estate and move management.

Learn more about Sharon Bregman:

* Connect with Sharon on LinkedIn: http://www.linkedin.com/in/sharonbbregman

* Visit 360déménager LLC’s Website: http://www.360demenager.com/

* Follow 360déménager LLC on Facebook: https://www.facebook.com/profile.php?id=100064452143799

* Follow 360déménager LLC on Instagram: http://instagram.com/360demenager



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/



Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 79

In this episode of Mastering Your Financial Life, Judy Heft interviews Dahiema Grant, CEO and Founder of DSG Advisory CPA, a NY-based CPA firm where financial expertise meets unwavering support for female entrepreneurs and business owners. With 17 years at the helm of her own accounting firm, Dahiema specializes in cash flow management, accounting, and bookkeeping for startups, alongside tax preparation.

Tune in to the episode to hear about:

 * The significance of cash flow analysis for startups and established businesses and how it can predict financial health and future needs.

 * Practical strategies for managing cash inflows and outflows to enhance business financial stability.

 * The role of a fractional CFO and how they can provide strategic financial oversight to growing businesses.

 * Insights on the importance of proactive financial management and planning to avoid common pitfalls that businesses face.

 * Dahiema's personal journey in balancing a demanding career with her passion for marathon running.



Learn more about Dahiema Grant:

 * Connect with Dahiema on LinkedIn: https://www.linkedin.com/in/dsg-advisory-cpa/  

 * Visit DSG Advisory CPA’s Website: https://www.dsgadvisorycpa.com/

 * Follow DSG Advisory CPA on Facebook: https://www.facebook.com/DSGAdvisoryCPA/  



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

 * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

 * Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 78

In this episode of Mastering Your Financial Life, Judy Heft interviews Lesley Brovner and Mark Peters,  founding partners of the boutique law firm, Peters Brovner, which focuses on civil litigation, internal investigations, and regulatory defense. 

Tune in to the episode to hear about:

 * When and why internal investigations make sense for companies and nonprofits

 * An overview of some of the different federal regulations that industry leaders should be aware of as their business grows

 * The financial benefits for a company keeping up to date with your compliance requirements

 * 5 Common pitfalls and misconceptions in compliance

 * Regulatory attorneys — what they do; and when and why should you hire them  

 * The Top 3 things Lesley and Mark wish every profit or not-for-profit knew



Learn more about Lesley Brovner and Mark Peters:

 * Connect with Lesley on LinkedIn: https://www.linkedin.com/in/lesleybrovner/

  * Connect with Mark on LinkedIn: https://www.linkedin.com/in/markgpetersesq/

 * Follow Peters Brovner LLP on LinkedIn: https://www.linkedin.com/company/peters-brovner-llp/

 * Visit Peters Brovner LLP’s website: https://petersbrovner.com/



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

 * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

 * Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 77

In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Eric Schutzbank from The Law Offices of Berid & Schutzbank, a family-founded law firm located in North Andover, Massachusetts. Eric concentrates his practice in the areas of Domestic Relations, Family Law, Dispute Resolution, Guardianship, Elder Care / Abuse Law, Criminal Law, and Probate Litigation.

Tune in to the episode to hear about:

 * The emotional complexity of divorce 

 * The emotional and financial considerations when determining what to do with the marital home

 * Understanding how investments, inheritance, and retirement are distributed in divorce

 * The importance of hiring the right professionals when getting a divorce

 * What do you do if you suspect your divorcing spouse is hiding assets — the role of forensic accountants



Learn more about Eric Schutzbank:

 * Connect with Eric on LinkedIn: www.linkedin.com/in/attorneyschutzbank

 * Read Eric’s full profile on the Law Offices of Berid & Schutzbank,’s website: https://www.berid-schutzbank.com/attorney-eric-schutzbank/

 * Follow Law Offices of Berid & Schutzbank,on Facebook: https://www.facebook.com/beridschutzbankllc.lawfirm

 * Follow Eric on Twitter: https://twitter.com/AndoverAttorney

 * Email: eschutzbank@berid-schutzbank.com

 * Call: 978 655 4282



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

 * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

 * Visit Judith Heft & Associates' Website: http://www.judithheft.com/



Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 76

In this episode of Mastering Your Financial Life, Judy Heft interviews Fran Pastore, CEO and Founder of Women's Business Development Council (WBDC). Women’s Business Development Council is a 501(c)(3) non-profit organization that is dedicated to providing the tools and resources to help women thrive in business. 

Tune in to the episode to hear about:

 * How Fran came to founding Women's Business Development Council and focusing her work on women entrepreneurs

 * The importance and impact of the Women's Business Ownership Act, which eradicated archaic and sexist state laws that mandated that women could not access capital for commercial purposes

 * The current and projected landscape of the United States economy and women business owners’ place in it with women starting businesses at twice the rate of their male counterparts

 * The types of grants that the WBDC gives away, including those for childcare



Learn more about Fran Pastore:

 * Connect with Fran on LinkedIn: https://www.linkedin.com/in/francinepastore

 * Visit the Women's Business Development Council’s website: https://ctwbdc.org/



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

 * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

 * Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 75

In this episode of Mastering Your Financial Life, Judy Heft interviews Dina De Giorgio, an attorney with over 30 years of experience handling all aspects of Family Law, divorce, child support, pre-nuptial agreements and custody issues. Dina is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP. and has an office on Long Island and in New York City.

Tune in to this episode for these key takeaways:

* "Divorce-proofing" your marriage in financial terms — the most effective way for both partners

* The Role Prenuptial Agreements play in a marriage — who should consider them and why

* Important factors to consider when contemplating a divorce



Learn more from and connect with Dina De Giorgio:

* Connect with Dina on LinkedIn: https://www.linkedin.com/in/dina-de-giorgio-02154414

* Follow Schwartz Sladkus Reich Greenberg Atlas LLP on LinkedIn: https://www.linkedin.com/company/schwartz-sladkus-reich-greenberg-atlas-llp/

* Read more about Dina and her firm at Schwartz Sladkus Reich Greenberg Atlas LLP's website : https://ssrga.com/attorney/dina-de-giorgio

* Follow Dina on Facebook: https://www.facebook.com/DinaDeGiorgio

* Follow Dina on Instagram: https://www.instagram.com/dinadegiorgio

* Email: ddegiorgio@ssrga.com

* Call: 212-743-7047



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980



Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ