Price Discovery: Money & Mindset

Jordan Rodriguez
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Price Discovery: Money & Mindset

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

Épisodes

  1. How to Run a Successful Multigenerational Family Business with Bard Manufacturing

    14/08/2024

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

    31/07/2024

    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
  3. Charitable Strategies with Dan Nigito, American Philanthropic Advisors

    24/07/2024

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

    17/07/2024

    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
  5. What Makes a Business Valuable? With Shina Culberson, Quist

    10/07/2024

    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

  6. 28/06/2024

    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

  7. 28/06/2024

    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

  8. 28/06/2024

    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
  • 8 épisodes

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À propos

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

Informations

  • Création
    Jordan Rodriguez
  • Années d’activité
    2 k
  • Épisodes
    8
  • Classification
    Tous publics
  • Copyright
    © 2024 Chagrin Valley Business Strategies LLC
  • Site web de l’émission
    Price Discovery: Money & Mindset

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