#financialservices

Sibil and I discuss the following topics:

• Early influences and growing up as a 1st generation American
• Sibil's college experiences, learning from mistakes and finding her calling in Finance
• How a chance interaction orchestrated by her father leads to her first job in the industry
• Finding her footing in the industry and acquiring the CFA Charter & CAIA designation
• Struggling with and emerging from a period of unemployment
• Getting comfortable with raising one's profile in the industry
• Becoming a podcast host
• Taking opportunities to give back and to help make the industry more welcoming for people of diverse backrgounds

In this episode we are joined by Andrew Van Dyke, a financial advisor with Modern Woodmen in Meridian Idaho. Andrew shares his wisdom from working with business owners to manage their financial assets, both within the business deferred compensation plans and outside the business with their own investments. Andrew was born in raised in beautiful Northern California, in wine country. From the time he was young, he had a passion for numbers and people. From the get-go, it has made this career a natural fit for him, but that's not why he works as a financial advisor. His biggest passion is time freedom, and his goal is to teach and pass on that passion to his clients. 

Andrew specializes in developing tax strategies for business owners and the self-employed to minimize their tax bills today and tomorrow. He helps to create passive income streams for business owners once they have transitioned out of their businesses.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

Welcome back to the episode of the week where we will talk about the Deferred Contribution to the 401k.
A savings plan for your retirement, everything you need to know.
Stick around and enjoy the weekly episode!

Bienvenidos nuevamente al episodio de la semana donde hablaremos sobre el Aporte Diferido al 401k.
Un plan de ahorro para tu jubilación, todo lo que necesitas saber.
Quédate y disfruta del episodio semanal!

Bienvenidos a un nuevo episodio del podcast semanal Core CPAs donde hablaremos sobre devolución de impuestos, todo lo que necesitas saber.
 ¡únete a nosotros para entender cómo funciona!

Welcome to a new episode of the weekly Core CPAs podcast where we will talk about tax refunds, everything you need to know, join us to understand how it works!

Just as a painter needs his brushes to complete his masterpiece, an accountant needs his clients' invoices to do a flawless job. 
 That is why today we will talk about invoices in the United States and their importance. Join us for our weekly podcast.

Al igual que un pintor necesita sus pinceles para completar su obra maestra, un contable necesita las facturas de sus clientes para realizar un trabajo impecable.
  Por eso hoy hablaremos de las facturas en Estados Unidos y de su importancia. Acompáñenos en nuestro podcast semanal.

Hello there! this week talk about capital gain and how is it increased.
We will explain its meaning, what its function is and we will provide you with data to know about how to increase it.

Hello again!, the topic of this week podcast is one of the principal labours of any bookkeeping company, and it is account reconciliation, and, more specifically,  bank reconciliation.

We're joined by Herb Morgan, the founder of a Registered Investment Advisory firm that was acquired by a major Wall Street Invesment Bank. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisor and one of the financial industry’s recognized experts in the area of exchange-traded funds. Herb shares how he founded his firm in 2004 built the business organically and through acquisitions, how he attracted interest on Wall Street and engaged in a 16-month negotiation, due diligence, and complex sale transaction.  Herb is an ace in his financial services and money management, and he followed sound practices to close a great sale with a sophisticated strategic and financial buyer. Prior to founding EMA, Herb was Senior Vice President at Linsco/Private Ledger Financial Services, and as a Senior Vice President with Dreyfus and ING Funds group. Herb is involved with philanthropy in education, including serving as Chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

For this discussion on data democratization,  I will be joined by Greg Pavlik, Senior Vice President, AI/ML and Data Services at Oracle, and T.K. Anand, Senior Vice President, Analytics, at Oracle. For more information, click here: https://www.oracle.com/data-science/?...

Danielle Libby was born and raised as a BC girl, went to Alberta for 10 years then made the move she always dreamed about – to Kelowna. Ever since she was little she knew Kelowna would one day be home. 

Danielle lives life with her heart first; she cares deeply about people and has a big place in her heart for animals, especially dogs (she owns 3!). She loves to travel and has had an opportunity to go to some incredible places, Thailand still being her favourite so far. We talk about the volunteer work she's doing in Thailand, helping to rescue children from the horrific sex trade, that many are forced into. 

If you enjoyed this episode, an iTunes review would be SO appreciated! It's super easy to do right within the Podcast app.

SHOW NOTES: IMPORTANT LINKS 

Danielle specializes in protecting people against the unexpected accidents and illnesses that affect 1 in 6.7 people every year. She loves being able to help set people up with usable benefits that will take the financial stress off when those incidents occur. You can connect with Danielle on her Facebook page or at this website.

Danielle nominates Lindsay Kusy to come on the I Love Kelowna Podcast. Thank you so much to Meghan Carr for nominating Danielle!

The I Love Kelowna Podcast has been downloaded thousands of times. It has a growing audience of people who are keenly interested in Kelowna and the Okanagan, and the people and businesses that make our home so extraordinary. To find out about ways to make a lasting impression on this growing audience, please send me a message: (Luke)

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In this episode, we discuss #thailand, #travel, #financialservices, #accidentinsurance, #financialplanning, #sextrafficking, #childprostitution, #volunteer,

#exploreKelowna, #KelownaNow, #YLW, #YVRtoYLW, #YEGtoYLW, #ExploreYLW, #YYCtoYLW, #Relocation, #KelownaViews, #handpickedkelowna, #kelownalife, #kelownaliving, #exploreBC, #Kelowna, #Okanagan, #podcast, #RealEstate

NOMINATE YOURSELF, ANOTHER PERSON OR A BUSINESS TO APPEAR ON THE I LOVE KELOWNA PODCAST