Episode #54 – AI and Finances – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

In this episode of “In the Zone,” host Jeremy Owens, owner and founder of US Construction Zone and 3 Generations Improvements, dives into the topic of “Bridging the Generational Gap” in the workplace. The episode features expert guest Megan Wollerton, owner of Lifeforce Wellness, who brings her extensive background in health, wellness, and corporate wellness programs to the table. The discussion focuses on understanding the characteristics, values, and workplace behaviors of different generations—from Baby Boomers to Gen Z—and the importance of creating a more inclusive, understanding, and effective work environment across generational divides.

Show Notes:

Introduction of the Topic: Jeremy introduces the theme of bridging the generational gap, emphasizing the need for better understanding and respect among Baby Boomers, Gen X, Millennials, and Gen Z in the workplace.

Sponsor Segment: A shout-out to build12.com for sponsoring the episode and how it’s revolutionizing efficiency in the construction business through automation.

Guest Introduction: Megan Wollerton, a multifaceted wellness expert, shares her journey from the oil and gas industry to founding Lifeforce Wellness, highlighting the importance of addressing burnout and promoting health and wellness in the corporate world.

Discussion Highlights:

Understanding Generational Characteristics: Insight into what defines each generation and how historical contexts have shaped their workplace attitudes and behaviors.

Challenges and Solutions: Addressing common workplace challenges faced by different generations, such as burnout, work-life balance, and the need for mentorship and purpose-driven work.

The Role of Health and Wellness: The importance of a holistic approach to employee wellness, including mental health, positive psychology, and resilience training, in improving workplace culture and productivity.

Embracing Diversity and Inclusion: Strategies for fostering a more inclusive work environment that values the unique contributions and needs of workers from different generational backgrounds.

Closing Thoughts: Jeremy and Megan reflect on the importance of giving each generation grace and space for better understanding and collaboration in the workplace.

In The Zone
https://businessinnovatorsradio.com/in-the-zone/

Source: https://businessinnovatorsradio.com/episode-28-bridging-the-generational-gap-with-megan-wollerton

In this episode, Dr. Tami Patzer talks with Dr. Ben Smith of Hoover Spine and Relief Now Laser Birmingham about the power of laser therapy in treating various conditions. Dr. Smith, a chiropractor with 20 years of experience, shares his journey into chiropractic care and how laser therapy became a game-changer for his patients.

Dr. Smith started exploring laser therapy about 10 years ago when he encountered a surge of patients with arthritic knees. After extensive research, he discovered the incredible benefits of class four laser therapy, which had a significant impact on various conditions, including rotator cuff issues and neuropathy. In March 202, Dr. Smith invested in a class four laser and hasn’t looked back since.

The class four laser used in Dr. Smith’s clinic is a surgical-powered laser that uses light energy to stimulate cellular metabolism, tissue healing, and pain relief. The laser’s energy is absorbed at the cellular level, promoting energy production and accelerating the healing process. It also stimulates vasodilation, increasing blood flow to the affected area. The laser’s analgesic effects provide immediate pain relief, allowing patients to regain their freedom and mobility.

Who should listen to this episode? Anyone who is seeking an alternative to surgery or medication for their condition should tune in. Dr. Smith’s laser therapy offers a drug-free and non-invasive solution for patients dealing with spinal issues, degenerative disc diseases, rotator cuff issues, plantar fasciitis, and peripheral neuropathy.

To learn more about Dr. Ben Smith and his laser therapy practice, visit the website www.reliefnowlaserbirmingham.com. You can also contact Dr. Smith directly at drsmith@hooverspine.com or call 205-536-7758. Mention Dr. Tami’s show to receive a free consultation and your first laser treatment for free.

In conclusion, laser therapy has revolutionized the way patients receive treatment for various conditions. Dr. Ben Smith’s expertise and dedication to his patients’ well-being are evident in his approach to chiropractic care and his incorporation of class-four laser therapy. If you’re looking for a safe, effective, and drug-free solution to your pain and mobility issues, laser therapy may be the answer you’ve been searching for. Don’t miss out on the opportunity to experience relief and regain your freedom with Dr. Ben Smith’s laser therapy

The Optimal Health Show
https://businessinnovatorsradio.com/optimal-health-show/

Source: https://businessinnovatorsradio.com/dr-ben-smith-how-laser-therapy-can-transform-your-healing-process

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.

Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement

Welcome to another episode of the Agents Lounge—the ultimate hangout spot for real estate aficionados! Today, we’ve got a heavyweight guest in the ring: Delilah Walter, the undisputed champ of real estate law, ready to drop some truth bombs on the legal ins and outs of property deals.

Our hosts, Marco Salinas and Francisco Bermudez Jr, are geared up to pick Delilah’s brain and unearth all the juicy details—from epic landlord-tenant showdowns to those mind-boggling cases of property deception. But hold onto your hats, folks, because Delilah’s not just about the business; she’s also here to dish out some serious wisdom on estate planning.

Ever scratched your head over what the heck a transfer on death deed is? Delilah’s got your back, breaking down this seemingly simple yet crucial document that’s all about securing your home’s future for generations to come. And forget about those pesky myths and misconceptions—Delilah’s on a mission to set the record straight and arm you with the knowledge you need to navigate the legal waters like a boss.

But wait, there’s more! Delilah’s not just a legal eagle; she’s also a real-life superhero, juggling a thriving career with her passion for travel and family. It’s an inside look at the woman behind the legal wizardry, proving that life is about more than just work—it’s about making a meaningful impact.

So whether you’re a seasoned real estate pro or just testing the waters, this episode is a must-listen. Brought to you by Airtegrity Comfort Solutions, it’s jam-packed with insights, inspiration, and a whole lot of heart. Tune in now and prepare to be blown away by Delilah Walter, where legal talk meets genuine expertise and a sprinkle of magic.

About Delilah Walter:

Delilah is an adept real estate attorney whose expertise spans the vast landscape of property law. In her distinguished career, she has navigated the complexities of landlord tenant law, particularly focusing on evictions and disputes between landlords and their tenants. Beyond rental contention, Delilah excels at resolving closing issues, advocating for buyers or sellers when a party reneges on a contract, leveraging her knowledge of specific performance legalities.

Her skills also extend to the delicate intricacies of co-ownership. Delilah is the go-to expert when it comes to handling multi-ownership property disagreements, a familiar scene where she deftly mediates among several owners, ensuring fair play even in the thorniest scenarios—like when one of the co-owners occupies the property rent-free. Unwavering in her pursuit of justice and resolution, Delilah’s reputation in the real estate legal community is as solid as the foundations of the properties she represents.

https://www.facebook.com/walterlawtx/

About The Show Sponsor:

The Agents Lounge Podcast is proudly sponsored by Airtegrity Comfort Solutions, your trusted HVAC experts in San Antonio, TX. With a commitment to exceptional service and top-notch comfort, Airtegrity is dedicated to keeping your home or business cool in the scorching Texas heat.

Visit their website at https://airtegritycs.com to discover the range of services they offer. From professional air conditioning installations to reliable repairs and maintenance, Airtegrity has you covered. Their team of skilled technicians is equipped with the knowledge and expertise to handle all your HVAC needs efficiently and effectively.

Whether you’re looking for a new system installation, need repairs, or want to schedule routine maintenance to ensure your HVAC system is running smoothly, Airtegrity Comfort Solutions is just a phone call away. Reach out to them at 210-446-0105, and their friendly staff will be ready to assist you.

Experience the comfort and peace of mind that comes with Airtegrity’s exceptional HVAC solutions. Trust their reliable service and enjoy the benefits of a well-functioning heating and cooling system. Visit their website or call them today to schedule your next HVAC service. Airtegrity Comfort Solutions, your go-to HVAC experts in San Antonio, TX.

Agents Lounge Podcast
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Source: https://businessinnovatorsradio.com/navigating-real-estate-law-with-expert-delilah-walter-estate-planning-to-transfer-on-death-deeds

Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age. Ronald’s initial journey led him to the nursing field, where he dedicated eight years of his life working alongside physicians in mid-size to large hospitals.

Within the bustling healthcare environment, Ronald observed the intricate interplay between healthcare professionals and the financial intricacies of running a medical practice. Inspired by the physicians he collaborated with, he developed a keen interest in the financial aspects of their work. However, he soon realized that merely being part of the healthcare system did not guarantee financial security.

Motivated by a desire for financial independence, Ronald sought guidance from financial companies, hoping to leverage their expertise in planning his path to autonomy. Unfortunately, he encountered barriers in the form of fees that seemed counterproductive to his financial goals.

Rather than succumbing to discouragement, these challenges fueled Ronald’s determination to take control of his financial destiny. Undeterred, he embarked on a journey of self-education, attending events and seminars to gain insights into personal finance, investment strategies, and retirement planning. Along the way, Ronald forged valuable partnerships with industry leaders, including Transamerica Corporation and Covered California, gaining a deeper understanding of financial practices across various industries.

While working with large financial institutions, Ronald realized that the industry lacked a company that could seamlessly combine financial solutions, financial literacy, and collaboration among financial professionals, mirroring the collaborative nature of the medical field. In 2017, he founded Curious Finance, driven by a mission to address these gaps and provide proactive consulting services.

Ronald’s transformation extended beyond personal gain; it became a mission to empower others. Recognizing the lack of financial literacy among peers and the younger generation, he became a Certified Financial Education Instructor with the National Financial Educator’s Council (NFEC), equipped to share his knowledge with those eager to navigate the complexities of personal finance.

His community-oriented approach led him to engage with young entrepreneurs in the Bay Area, serving as a judge for the Network of Teaching Entrepreneurship. Collaborating with business partners, he conducted personal finance workshops for students at California State University East Bay (CSUEB) and UC Davis, contributing to the financial education of the next generation.

Ronald’s commitment to financial education expanded as he joined the NFEC’s Personal Finance Speakers Association, broadening his reach and influence. His dedication to continuous learning is evident in his regular consumption of financial literature, keeping him at the forefront of industry trends.

Beyond his professional endeavors, Ronald is a man of diverse interests. He finds joy in traveling, attending sports events, and actively engaging in community volunteering, including initiatives for clean communities and blood donation. He passionately supports impactful community foundations.

Yet, amidst these varied pursuits, Ronald cherishes moments spent with his wife and two children, especially during family travels and shared experiences. His story is one of transformation, from navigating hospital corridors as a healthcare professional to becoming a Business Financial Consultant dedicated to empowering individuals, families, businesses, and communities. Ronald’s journey reflects not only personal growth but also a profound commitment to sharing the knowledge acquired along the way, ensuring that others can also chart their paths to financial prosperity.

Learn more: https://www.curious-finance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ronald-flores-founder-ceo-of-curious-finance

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.

Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.

The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.

Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.


Learn more: http://triplett-westendorf.com/ | https://mypt5.com/

The 15 Minute Financial Feast Podcast
https://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/

Source: https://businessinnovatorsradio.com/episode-61-widows-penalty-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations

As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning military members who are seeking clarity and guidance during this pivotal time in their lives.

Ericka E. Kelly wrote this book to provide a different roadmap for military members who want to transition well from their military careers and find incredible civilian opportunities. With her extensive experience and knowledge, she aims to empower her readers to navigate this transition with confidence and determination.

She is uniquely qualified to help transitioning military members reach their goals. With her background as the Senior Enlisted Advisor to the Chief of the Air Force Reserve and Command Chief Master Sergeant for the Air Force Reserve Command, she offers valuable insights and practical advice.

Additionally, as a European Mentoring and Coaching Council (EMCC) Master Coach, she is an iconic mindset expert. With her Certificates as a John C. Maxwell speaker, trainer, and licensed DISC trainer and consultant, she brings a wealth of expertise in communication skills and personality styles.

Her civilian professional background includes serving as a Senior Special Agent for the Departments of Justice and Homeland Security. Notably, Ericka was honored by the United States Congress for her invaluable contributions to the nation’s security.

Ericka E. Kelly’s educational achievements include a bachelor’s degree in criminal justice and a master’s in business administration.

Learn More: https://erickakellyenterprises.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing