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    stewarding family wealth podcast

    Explore " stewarding family wealth podcast" with insightful episodes like "Succession Planning", "Business Operating Agreements", "Retirement Plans", "Market Recap and Outlook" and "Transitioning a Family Business from One Generation to Another (Part 2 of 2)" from podcasts like ""Stewarding Family Wealth", "Stewarding Family Wealth", "Stewarding Family Wealth", "Stewarding Family Wealth" and "Stewarding Family Wealth"" and more!

    Episodes (22)

    Succession Planning

    Succession Planning
    Cleve Hill/Hill & Watchko Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.   Randy Brunson/Centurion Advisory Group Randy Brunson is […] The post Succession Planning appeared first on Business RadioX ®.

    Business Operating Agreements

    Business Operating Agreements
    Cleve Hill/Hill & Watchko Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.   Randy Brunson/Centurion Advisory Group Randy Brunson […] The post Business Operating Agreements appeared first on Business RadioX ®.

    Retirement Plans

    Retirement Plans
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Retirement Plans appeared first on Business RadioX ®.

    Market Recap and Outlook

    Market Recap and Outlook
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Market Recap and Outlook appeared first on Business RadioX ®.

    Transitioning a Family Business from One Generation to Another (Part 2 of 2)

    Transitioning a Family Business from One Generation to Another (Part 2 of 2)
    In the second part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel. Drew Gilbreath/Sutter, Mclellan & Gilbreath Sutter, McLellan & Gilbreath prides itself on being […] The post Transitioning a Family Business from One Generation to Another (Part 2 of 2) appeared first on Business RadioX ®.

    Transitioning a Family Business from One Generation to Another (Part 1 of 2)

    Transitioning a Family Business from One Generation to Another (Part 1 of 2)
    In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel. Drew Gilbreath/Sutter, Mclellan & Gilbreath Sutter, McLellan & Gilbreath prides itself on being […] The post Transitioning a Family Business from One Generation to Another (Part 1 of 2) appeared first on Business RadioX ®.

    Community Foundation for Northeast Georgia (Part 2 of 2)

    Community Foundation for Northeast Georgia (Part 2 of 2)
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Community Foundation for Northeast Georgia (Part 2 of 2) appeared first on Business RadioX ®.

    Community Foundation for Northeast Georgia (Part 1 of 2)

    Community Foundation for Northeast Georgia (Part 1 of 2)
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Community Foundation for Northeast Georgia (Part 1 of 2) appeared first on Business RadioX ®.

    The Inspiring Journey of a Hospital CEO (Part 2 of 2)

    The Inspiring Journey of a Hospital CEO (Part 2 of 2)
    Hospital CEO Angela Ammons shares her fascinating story of how she turned a small rural hospital on the brink of closing its doors into an accomplished award-winning hospital. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several […] The post The Inspiring Journey of a Hospital CEO (Part 2 of 2) appeared first on Business RadioX ®.

    The Inspiring Journey of a Hospital CEO (Part 1 of 2)

    The Inspiring Journey of a Hospital CEO (Part 1 of 2)
    Angela Ammons shares her inspiring story of leaving home at an early age without a high school diploma to becoming an accomplished CEO of an award-winning and nationally-recognized hospital in Southeast Georgia. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial […] The post The Inspiring Journey of a Hospital CEO (Part 1 of 2) appeared first on Business RadioX ®.

    Special Needs Schools of Gwinnett (Part 2 of 2)

    Special Needs Schools of Gwinnett (Part 2 of 2)
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Special Needs Schools of Gwinnett (Part 2 of 2) appeared first on Business RadioX ®.

    Special Needs Schools of Gwinnett (Part 1 of 2)

    Special Needs Schools of Gwinnett (Part 1 of 2)
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post Special Needs Schools of Gwinnett (Part 1 of 2) appeared first on Business RadioX ®.

    The Story of IntegriCom

    The Story of IntegriCom
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post The Story of IntegriCom appeared first on Business RadioX ®.

    A Millennial’s Perspective on Money

    A Millennial’s Perspective on Money
    Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in […] The post A Millennial’s Perspective on Money appeared first on Business RadioX ®.

    Understanding Spasmodic Dysphonia

    Understanding Spasmodic Dysphonia
    Host Randy Brunson is joined by longtime friend Charlie Reavis to discuss a voice disorder known as Spasmodic Dysphonia. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity […] The post Understanding Spasmodic Dysphonia appeared first on Business RadioX ®.

    Being Generous With Your Time, Talent and Treasures

    Being Generous With Your Time, Talent and Treasures
    Host Randy Brunson is joined by longtime friend Charlie Reavis to discuss the 5th principle of handling cash flow and money, which is to be generous with your time, talent and treasures. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial […] The post Being Generous With Your Time, Talent and Treasures appeared first on Business RadioX ®.

    Diversification and Preparing for Uncertainty

    Diversification and Preparing for Uncertainty
    Hosts Randy Brunson and Sandy Leroux discuss diversification and how to prepare for uncertainty when it comes to savings and investing. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had […] The post Diversification and Preparing for Uncertainty appeared first on Business RadioX ®.

    3 Core Principles For Your Life

    3 Core Principles For Your Life
    Hosts Randy Brunson and Sandy Leroux discuss 3 core principles to help you guide your life, specifically when it comes to saving and investing. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional […] The post 3 Core Principles For Your Life appeared first on Business RadioX ®.

    Making and Implementing Long Term Plans (Part 2 of 2)

    Making and Implementing Long Term Plans (Part 2 of 2)
    On this second episode of a 2-part series on making and implementing long term goals and strategies, hosts Randy Brunson and Sandy Leroux discuss the final two keys: automate it and give it time. Randy Brunson/Centurion Advisory Group Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career […] The post Making and Implementing Long Term Plans (Part 2 of 2) appeared first on Business RadioX ®.

    Making and Implementing Long Term Plans (Part 1 of 2)

    Making and Implementing Long Term Plans (Part 1 of 2)
    On this first episode of a 2-part series on "Stewarding Family Wealth", hosts Randy Brunson and Sandy Leroux discuss the first two keys to making and implementing long term goals, whether its financial goals or life goals. The first two steps include writing down your goals and keeping the list short. Randy Brunson/Centurion Advisory Group […] The post Making and Implementing Long Term Plans (Part 1 of 2) appeared first on Business RadioX ®.
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