PODCAST EPISODE 13: This week’s episode is an extension of a recent interview with Beth Giles, a professional organizer. Today’s guest, Stephanie Malbasa is an estate planning attorney with special insight on what it looks like behind the scenes of downsizing, having recently gone through the process herself. She shares her approach to dealing with the difficulties of letting go... Read More
Evaluating a Separation Package
EPISODE 12: Chances are, you or somebody you know, have been offered a separation package from an employer. Today, Scott shares with us “Rob’s” story. Rob was around age 60 and planned to retire at age 65 when his long-term employer offered him an attractive separation package that would equate to about 2 and 1/2 years salary, a bonus, plus... Read More
Nurturing a Small Business, Maximizing Potential and Preparing for a Founder’s Exit with Jeff Kadlic
PODCAST EPISODE 11: Nurturing a small business to maximize its potential while dodging the risks, plus preparing a business for exit when a business founder wants out are the topics on today’s podcast. You will meet Jeff Kadlic, who started his career in commercial lending, then moved into institutional investing. During his time in the investment sector, he was exposed... Read More
Changing Careers to Follow Your Passion with Bob Paskins
PODCAST EPISODE 10: It’s human nature to desire stability in our lives, but we often have to overcome that drive for security to achieve our goals. Today’s guest, Bob Paskins, is a successful speaker and sales consultant, but it wasn’t always that way. Over the past year, Bob found the courage to transition from being a commercial insurance salesman to... Read More
Incorporating Philanthropy Into Your Financial Plan with Bill Hawke
PODCAST EPISODE 9: Incorporating philanthropy into your finances isn’t a requirement, but it is fulfilling and easily achievable if you happen to be charitably inclined. Today's guest, Bill Hawke, has been a financial planner for over 38 years and actively encourages practicing philanthropy. Bill shares his top strategies to get involved in giving and how to incorporate philanthropy into your... Read More
What You Should Know Before Investing in Real Estate with John Swagerty
PODCAST EPISODE 8: Real estate is a diverse market that is much more complex than commonly perceived. In today’s interview with John Swagerty, Senior Vice President at Acadia Realty Trust, Scott and John dissect what goes into evaluating a property and a potential real estate investment. John covers different dynamics of the industry and uncovers focal points of the behind-the-scenes... Read More
Making Your Finances Mortgage Ready with Kim Bean
PODCAST EPISODE 7: A home is one of the biggest purchases you’ll make in your lifetime, so why do people know so little about it? Today's guest, Kim Bean, has been a mortgage loan officer for decades and has seen the ups, downs, and behind the scenes of the industry. Today, Kim shares tips on things like how to improve... Read More
Starting a Business After Retirement with Kim Netting
PODCAST EPISODE 6: Retirement doesn’t have to mean stagnation or mark the end of pursuing dreams. In fact, many people aspire and start up their own personal businesses after retirement. One notable person who successfully began her own business after retirement is Kim Netting. Kim Netting noticed a lack of products that targeted people with allergens, specifically gluten intolerance,... Read More
Organizing Your Systems of Life with Beth Giles
PODCAST EPISODE 5: Everyone wants to be more organized in life, and most need to downsize their belongings along the journey. Today’s guest will help you with these goals. Beth Giles is the Professional Organizer/Senior Move Manager at NW Organizing Solutions, LLC. Beth works with people and their possessions and their systems of life - helping them to flow... Read More
Building Financial Confidence with Apollo Lupescu
PODCAST EPISODE 4: We all want to be financially educated and invest in companies we believe will be the most impactful in regards to what we believe in, all while reaching our financial goals. In order to do this, it’s vital for you to reach out to a knowledgeable financial advisor and to set realistic financial goals. Today’s guest, Apollo... Read More