Speaking with Steph: Recent Episodes
Stephanie Rodin, Rodin Legal P.C.
This podcast will provide information across multiple industries who support small businesses, with a concentration in healthcare practices. The information provided is to be educational and to outline issues that small businesses may come across as they grow and expand.
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I will address the increasing age of today's workforce and what employers need to consider when working with these older employees.
In this episode, we discuss:
- How employers can navigate the growing presence of older workers while reducing legal risk.
- What employers should know about retirement policies and why mandatory retirement ages can create liability.
- When workplace decisions for older employees involving compensation, promotions, severance, or termination may create legal exposure.
- Why disability-related changes in performance or stamina require careful review and possible reasonable accommodations.
- Who should be involved when evaluating employment decisions affecting older workers, including legal counsel and insurance professionals.
- How Medicare coordination works when an employee aged 65 or older is covered under an employer health plan.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals, experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about starting a new practice or business.
In this episode, we discuss:
- How to build a strong legal and operational foundation for a new practice or business.
- What licenses, permits, registrations, and tax considerations may be needed at startup?
- When employers should have workers' compensation, disability, and unemployment coverage in place.
- Why employee classification, background checks, and onboarding policies must be handled carefully.
- Who should be involved in startup planning, including legal counsel, CPAs, insurance brokers, and wealth advisors.
- How HIPAA, harassment prevention, and other compliance training support workplace professionalism.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals, an experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the upcoming HIPAA updates set to take effect in 2026, which will introduce important new cybersecurity requirements for healthcare.
In this episode, we discuss:
- How HIPAA is being updated in 2026 to address rising cybersecurity risks driven by technology and AI.
- How certain cybersecurity language will now shift from recommendations to mandatory requirements for covered entities and their business associates.
- How annual compliance audits and enhanced risk management will become required to ensure ongoing alignment with the new rules.
- When the updated HIPAA rules are expected to take effect, with implementation beginning in mid-2026 and compliance deadlines extending into late 2026 and early 2027.
- Why providers should review their HIPAA policies, business associate agreements, cyber insurance policies, and IT management in order to reduce exposure to fines and breaches.
- What technical safeguards will be expected, including multi-factor authentication, encryption, and stronger controls over electronic protected health information.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals, an experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a significant update impacting healthcare providers and employers across the country: the evolving landscape of non-compete clauses and the latest changes proposed by the FTC and state legislatures.
In this episode, we discuss:
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How the FTC's ongoing effort to limit non-competes continues to evolve, even after its broader ban was struck down.
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What the FTC is targeting now, including healthcare employers and staffing firms, and why those developments may affect smaller practices over time.
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Changes to non-competes in several states, including Pennsylvania, Colorado, Indiana, and Arkansas.
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Why New York's pending legislation could matter for workers earning under 500,000 and for all health-related professionals, regardless of compensation.
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How New Jersey's pending bill could eliminate non-compete provisions entirely, regardless of industry or pay level.
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What employers should do now, including reviewing agreements state by state and confirming that any remaining restrictions are reasonable and legally defensible.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals, an experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the booming med spa industry and the important legal considerations that come with operating one, especially in New York.
In this episode, we discuss:
- How med spa owners can mitigate risk by ensuring proper physician involvement, verifying product integrity, maintaining sanitary conditions, and tightening internal protocols.
- What New York law requires for procedures that break the skin barrier, including the need for a licensed physician to perform or supervise services that qualify as medical treatment.
- Why New York's Department of State is conducting statewide med spa inspections and what regulators are finding, from unlicensed individuals performing medical procedures to unsanitary conditions.
- What types of compliance failures are triggering fines, penalties, license suspensions, and revocations, including expired or suspected counterfeit Botox and other fillers, and improper handling of needles and devices.
- Why owners and licensed professionals should proactively consult counsel to review their structures, supervision, and compliance policies before inspections result in enforcement action.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about some of the most important points employers should keep in mind as we move toward 2026.
In this episode, we discuss:
- How employers across industries must monitor employee use of AI tools for tasks like resume enhancement, interviews, or service delivery to ensure compliance with federal, state, and local anti‑discrimination laws.
- What updates are needed in employee manuals or consent forms to promote transparency on AI usage by staff for rendering services or by management for oversight.
- Why an interactive process for accommodations remains essential for remote employees, alongside mechanisms to confirm they can fulfill core position functions remotely.
- How pay transparency laws increasingly allow employees to discuss compensation openly, potentially revealing disparities based on experience or other factors.
- How employers can mitigate risks of disruption, discrimination claims, or class actions by justifying pay differences and striving for equitable treatment among staff.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical and dental professionals that continue to form her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a significant update affecting New York City employers and employees: the expansion of safe and sick leave.
In this episode, we discuss:
- How New York City's new safe and sick time law expands existing paid sick leave by adding 32 hours of unpaid safe and sick time for eligible employees.
- What types of workers are covered by the new requirement, including full‑time and part‑time W‑2 employees, and which categories (such as independent contractors) are excluded.
- When employees may use this additional time, including during public disasters that close the place of business or their child's school or childcare provider.
- Why the new leave can be critical for employees involved in legal proceedings or actions related to subsistence benefits or housing for themselves, family members, or care recipients.
- How the definition of a caregiver is broadened, allowing individuals who provide ongoing care to a minor child or care recipient to use this time solely for caregiving responsibilities.
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
This week, Stephanie Rodin chats with her guest, Jennifer Cohen. The two chat about the journey to partnership in the financial advisory industry, the essential steps and challenges involved in valuing healthcare practices, and the distinction between business and personal goodwill.
In this episode, we discuss:
- How valuation professionals analyze a medical or healthcare practice as a cash‑generating business, focusing on patient revenue, margins, systems, and fair market value rather than just simple "rules of thumb."
- What distinguishes business goodwill from personal goodwill in a medical practice, including how a physician's own reputation and patient relationships can materially affect value.
- Why timing matters and why sellers should ideally start working with valuation advisors four to six months before a contemplated sale, even if a specific buyer has not yet been identified.
- What distinguishes business goodwill from personal goodwill in a medical practice, including how a physician's own reputation and patient relationships can materially affect value.
- Why the fair market value (hypothetical buyer and seller) differs from synergistic value tied to a specific buyer, and how this shift affects negotiations with hospitals, PE groups, or junior partners.
Jennifer Cohen is a Partner in the firm's Valuation Advisory Services Practice and has nearly 15 years of experience preparing business valuations for healthcare organizations, privately held companies, family limited partnerships, real estate holding partnerships, stock options, intangible assets such as royalty assets, patents and trademarks and other income generating assets in broad industries including healthcare, service, manufacturing, and wholesale distribution industries.
Jennifer prepares valuations for a variety of purposes, including financial reporting, estate and tax planning, matrimonial and shareholder disputes, transactional and other litigious purposes.
Her extensive experience includes:
Value privately held companies, family limited partnerships, real estate holding partnerships, stock options, intangible assets such as royalty assets, patents and trademarks and other income-generating assets in a broad variety of industries including restaurants and hospitality, technology, healthcare, cannabis, and other service, manufacturing, and wholesale distribution industries. Prepare business valuations for a variety of purposes including financial reporting, estate and tax planning, matrimonial and shareholder disputes and other litigious purposes.
Prepare engagements in accordance with FASB ASC topics ASC 805 (business combinations), ASC 718 (equity-based compensation) and ASC 820 (fair value measurements) and IRS 409a compliance. Review externally prepared valuations by third party specialists as part of the fair value audit review process. EDUCATION & LICENSES Bachelor of Arts degree in Business Administration, Muhlenberg College, Chartered Financial Analyst (CFA) Candidate of the American Society of Appraisers
Social Media Links: https://www.linkedin.com/in/jennifer-cohen-40935425/
This week, Stephanie Rodin talks with her guest, Lauren Lynch. They discuss the evolution of marketing in the legal world, the challenges of balancing creativity with compliance, and the importance of cultivating a strong organizational culture.
In this episode, we discuss:
- How internal compliance and technology safeguards work together, Lauren details protocols for automatic disclaimers on firm websites and educational outreach to ensure all attorneys understand and meet ever-changing regulatory requirements.
- What sets legal marketing apart from other industries, including strict compliance with state-specific advertising regulations and the critical need to balance creativity with legal and ethical obligations in every marketing initiative.
- When law firm marketing evolved from print ads and directory listings to digital-first strategies, Lauren shares the shift to content, thought leadership, and brand storytelling, along with the growing impact of data analytics and AI on practice growth.
- Why aligning branding, website, and social media messaging matters, and the importance of regular year-end audits to review whether digital strategies, SEO efforts, and referrals are delivering measurable results for practices and firms.
- How AI is used responsibly in legal marketing, including for drafting and organization, but always reviewed for accuracy, compliance, and a human touch to maintain credibility and proper disclosure in all client-facing communications.
Lauren Lynch
With over 20 years of experience in the legal services industry, Lauren Lynch serves as Mandelbaum Barrett PC's Chief Marketing & Culture Officer. She is a dynamic leader passionate about organizational culture, employee engagement, and strategic marketing. In her role, Lauren seamlessly bridges two essential roles—enhancing employee experience and driving impactful marketing strategies for the firm's 100+ attorneys across 35+ practice areas.
Lauren believes that a law firm's greatest marketing asset is its people. She champions workplace morale, team building, and professional satisfaction, ensuring that employees—both attorneys and staff—feel valued and engaged. Her initiatives have played a pivotal role in Mandelbaum Barrett PC being recognized as a New Jersey Best Place to Work and a Top Workplace by NJ Biz.
On the marketing front, Lauren leads a high-performing team that crafts compelling content, develops practice area marketing plans, and enhances the firm's brand presence through multi-faceted brand strategies. She also plays a key role in the firm's social media strategy, managing campaigns to increase engagement and expand the firm's digital presence. She collaborates with leadership to maintain consistent messaging that aligns with the firm's core values, while overseeing client engagement strategies.
A driving force behind Mandelbaum Barrett's community outreach, Lauren spearheads charitable initiatives that bring together attorneys and staff to give back. She is committed to fostering a workplace where excellence, collaboration, and well-being thrive—because she truly believes that work/life balance is attainable, even in the legal profession.
In 2024, Lauren was named a Leading Woman in Business by NJ Biz. She holds a B.A. in Marketing and Journalism from Rider University and a M.A. in Communications.
- Social media:
- LinkedIn: https://www.linkedin.com/in/laurenllynch/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I address the growing impact of artificial intelligence on the modern workplace and on hiring practices. As AI is increasingly used to draft written work, refine application materials, and support other aspects of the job search, employers are confronting new challenges and opportunities in evaluating candidates and assessing the authenticity of their qualifications.
In this episode, we discuss:
- How artificial intelligence is increasingly being used in the hiring process, including resume enhancement and interview preparation, posing both challenges and opportunities for employers in evaluating candidates.
- What cybersecurity measures employers should have in place to safeguard their operations, including up-to-date IT systems, cyber liability policies, and computer restrictions, particularly when onboarding new employees.
- When conducting interviews, why in-person meetings remain the gold standard to assess candidates authentically, and practical tips for detecting AI-assisted answers or outside help during remote interviews.
- Despite AI's many benefits, vigilance is critical to prevent hiring individuals who lack proper qualifications or could negatively impact business operations due to insufficient skills or experience.
- How a thorough and personalized interview process protects your organization and promotes responsible use of technology in recruitment.
Bio:
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on
sunnorting healthcare professionals
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
Linkedin: https://www.linkedin.com/in/stephanierodin/
This week, Stephanie Rodin talks with her guest, Sarah Webb. They discuss real-world financial challenges faced by private medical practices, best practices for accounting and cash flow management, and strategies to prevent and detect both internal and external fraud.
In this episode, we discuss:
- Sarah's team assists with fraud prevention and cyber risk mitigation, outlining best practices for internal controls, detection of cybercrime, and real-world examples of risk management in professional settings.
- What common financial challenges arise for physicians and practice owners, including issues related to cash flow, budgeting, compensation structures, and benefit planning; and how expert guidance can ensure sustainable business growth and regulatory compliance.
- Medical and business clients should seek financial advisory services, with emphasis on the importance of proactive planning and profit assessments to identify operational risks before they escalate.
- Why accurate, accrual-based accounting is essential for healthcare organizations to gain clarity on their revenue streams, expense cycles, and to maintain compliance with industry standards and legal requirements.
- When significant financial concerns arise, such as fraud investigations or major tax issues, Sarah describes her methodical approach—offering analysis, legal collaboration, and coordinated responses for optimal client results.
Sarah Webb
Sarah founded Webb CFO to provide accounting assistance and long-term financial planning guidance to licensed physicians and their private practice small businesses. Though Sarah and her team are happy to address the fundamental aspects of day-to-day accounting, such as cash flow management and budgeting, they take client financials a step further by adopting a strategic approach: leveraging numerical data for forecasting and planning, and offering a broader management-oriented perspective.
- https://www.webbcfo.com/
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about non-compete clauses in your contracts.
In this episode, we discuss:
- How the Federal Trade Commission (FTC) has dropped its appeal on the full ban of a nationwide non-compete, but they are now challenging non-compete agreements against larger companies and sending warning letters to major healthcare facilities and staffing firms.
- The change in non-compete enforcement involves the FTC shifting from supporting a broad nationwide ban to focusing on particular companies that use restrictive non-compete agreements.
- What the future of non-competes will be remains uncertain, as ongoing developments with the FTC and administrations are still unfolding.
- Employees may benefit from changes in noncompete agreements because it increases their freedom to change jobs, start new businesses, or practice without excessive restrictions.
- Large businesses appear to be most affected as the FTC is sending out warning letters and filing suit against them.
Bio:
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and decicaton.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on
sunnorting healthcare professionals
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
This week, Stephanie Rodin talks with her guest, Sean O'Rourke. They discuss the evolution of cyber insurance from basic coverage to advanced policies, highlighting risks like ransomware, data privacy, and social engineering. They also cover claim denials and AI's growing role in cyber risk, providing a concise overview.
In this episode, we discuss:
- Cyber insurance is a business policy designed to help companies recover from technology and data risks, such as ransomware, data privacy breaches, wire fraud, and other cyber threats.
- The growing use of technology and AI, combined with the rise of scams, makes businesses very vulnerable to disruptive cyber incidents—making insurance essential for financial, legal, and reputational protection.
- Cyber insurance policies cover a variety of risks, including regulatory fines, legal expenses, and civil litigation related to data privacy laws, as well as recovery from direct attacks like ransomware and business email compromise.
- Policies should be established before an incident happens. Promptly notifying the insurer (and your legal counsel) is essential once you suspect or get notice of a breach or claim. Waiting may hurt the ability to have full coverage by the carrier.
- Carriers are adapting to the increases in technology, but they cannot always keep up as technology advances rapidly. Currently, obtaining insurance coverage for emerging fields like AI and cryptocurrency is difficult because carriers require more time and understanding to accurately assess risks.
Sean O'Rourke
Sean O'Rourke is a Cyber Liability Consultant for Combs & Company, an insurance brokerage and consultancy for small- and mid-sized businesses around the U.S. Sean works with companies to mitigate the myriad of risks posed to their technology and data by internal and external threats. Sean spent 25+ years in the IT arena, which included 12 years running the IT firm he cofounded, so he has a unique perspective on the financial, legal, and reputational disruptions faced by businesses in today's interconnected world. Sean also sits on the board of Pancakes for Roger, a veteran-focused nonprofit, and has served as board member for multiple private companies. He's a long-time mentor to students and new entrepreneurs; he's a CrossFit & Spartan coach and competitor, and has recently taken up endurance events.
- Social media
- Instagram: scor1680
- LinkedIn: Sean O'Rourke | LinkedIn
Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about online reviews. In this episode, we discuss:
- You can handle negative reviews by recognizing each platform's guidelines (Google, Yelp, Facebook, etc.) and asking for their removal if a review breaks those rules.
- Not all negative reviews are harmful; some may represent genuine feedback, and having a few isn't necessarily bad—it's a sign of authenticity.
- As a healthcare practice, responding to reviews must be in a HIPAA-compliant manner and reaching out privately for more serious issues. Practices should be using standard response templates for both positive and negative reviews.
- If a review is genuinely harmful and all other options are exhausted, consider taking legal action with an attorney, especially for repeated false or defamatory statements.
- If a negative review comes from a known patient or customer, contact them directly to address the issue and possibly have them remove the review.
Bio:
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals—experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
This week, Stephanie Rodin chats with her guest, John Samuels. The two chat about the critical role of healthcare advocacy, the process of guiding clients to the appropriate specialists, and how Wellworth supports individuals navigating complex medical systems.
In this episode, we discuss:
- How Wellworth evaluates client needs
- What sets Wellworth apart
- How Wellworth builds trust when resistance to help appears, often waiting until a safe “fail” encourages acceptance
- The importance of a multidisciplinary team
- Who typically initiates contact
- Why healthcare navigation is essential
John Samuels is the founder and CEO of Wellworth, a national healthcare advisory firm based in New York that serves high-net-worth individuals and family offices. With over two decades of senior leadership experience in the healthcare sector, he brings deep expertise in operations, strategy, and innovation.
Prior to founding Wellworth, John held leadership roles at North Shore LIJ and Mount Sinai Beth Israel, where he developed a nuanced understanding of the healthcare system and the gaps that can compromise patient outcomes.
John is a contributor to Forbes and Crain Currency, where he shares insights at the intersection of health and wealth. He is also deeply committed to community service, a value that shaped his response during the COVID-19 pandemic—an effort that earned him recognition on the Forbes Next 1000 list in 2021.
Website:
//www.wellworthadvisors.com/
Social Media Links:
https://www.linkedin.com/in/john-samuels-4805205/
This week, Stephanie Rodin sits down with William Barrett, CEO of Mandelbaum Barrett PC, to talk about his journey from big law to building a client-focused, entrepreneurial firm. They cover the unique services the law firm offers to healthcare professionals, and the stories and lessons behind Bill’s bestselling books for dental practitioners.
In this episode, you’ll hear:
- How an accidental speaking engagement at a dental trade show led to serving over 2,000 doctors nationwide.
- Why the firm’s 30+ practice areas make it a true full-service platform for both business and personal legal needs—from M&A and real estate to matrimonial and criminal law.
- How the firm’s major expansion over the past 20 years has shaped its client-first approach. What the merger with Stephanie’s practice means for clients looking for deeper resources and expertise. How their “one-stop shop” approach allows clients to handle all legal matters under one roof, making life easier for both corporate and personal legal issues.
About William Barrett
William Barrett is the Chief Executive Officer of Mandelbaum Barrett PC. With over 25 years of experience, he advises companies of all sizes on mergers and acquisitions, contracts, succession planning, executive compensation, and more. In the healthcare sector, he’s nationally recognized for guiding dental and medical practice transitions, including DSOs, MSOs, associate buy-ins, and start-ups.
William is the author of Pain-Free Dental Deals: An Entrepreneurial Dentist’s Guide to Buying, Selling, and Merging Practices and The DSO Decision: Winning Answers from Every Angle and is a sought-after speaker at professional conferences, associations, and universities across the country. Under his leadership, Mandelbaum Barrett PC has grown to over 115 attorneys in 30+ practice areas, ranking among New Jersey’s top 10 largest law firms.
Tune in to hear the strategies, mindset, and real-world stories behind Mandelbaum Barrett PC’s growth — and the lessons any business owner can take away.
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that I recently went through, which was merging or selling your practice.
In this episode, we discuss:
- Merging or selling your healthcare practice involves careful planning around contracts, employees, ongoing work, and accounts receivable to ensure a smooth transition.
- Start by reviewing all third-party contracts, decide which ones transfer to the buyer, which need cancellation, and check required notice periods or detailed language.
- Evaluate contracts, employees, work in progress, and receivables before starting the process, and time key communications (like informing employees) at the right moment, ideally when a “confirmed deal is in place.”
- Buyers need visibility into both outstanding work and receivables to avoid confusion about who gets paid for which services and when.
Connect with Stephanie:
🌐 www.mblawfirm.com📧 srodin@mblawfirm.com
Final Thought:
"Learning is a journey from facts to knowledge, on to understanding, and eventually wisdom."
Bio:
Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.
Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.
Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals—experience that continues to inform her legal practice today.
Website: https://www.mblawfirm.com/ LinkedIn: https://www.linkedin.com/in/stephanierodin/
In this special solo episode of Speaking with Steph, host and attorney Stephanie Rodin shares a major career update. After years of leading her own successful firm, Rodin Legal, P.C., Stephanie is thrilled to announce that she is joining Mandelbaum Barrett PC as a Corporate Healthcare Partner as of August 1st.
Stephanie reflects on the journey that brought her to this new opportunity and what this change means for her clients. With deep roots in the medical and dental communities, her passion for supporting healthcare providers remains stronger than ever. Now, as part of a full-service law firm with nearly a century-long legacy, she’s positioned to offer expanded support while maintaining her personal, client-focused approach.
Whether you’ve worked with Stephanie in the past or are just getting to know her, this episode gives a heartfelt glimpse into the future of her legal practice—and the exciting possibilities that lie ahead.
What you'll learn in this episode:
- Why Stephanie is making the transition to Mandelbaum Barrett PC
- How her background in medicine and dentistry continues to inform her legal work
- What her clients can expect going forward
- The values that drew her to join a full-service, client-first firm
- Where and how to stay connected
Connect with Stephanie:
🌐 www.mblawfirm.com 📧 srodin@mblawfirm.com
Final Thought:
"Learning is a journey from facts to knowledge, onto understanding, and eventually wisdom."
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field.
As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
LinkedIn: https://www.linkedin.com/in/stephanierodin/
This week, Stephanie Rodin chats with her guest, Bryan Cush. The two chat about the integration of preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships.
In this episode, we discuss:
- How healthcare providers can bridge what their business calls services and what real patients are searching for online.
- Bryan and his team tackle both urgent digital issues, like ADA website compliance, and long-term goals such as sustainable practice growth.
- When and why reputation management becomes critical, including strategies for handling both positive and negative online reviews.
- How Tidal Health Group works as an extension of a healthcare team, providing ongoing support rather than quick fixes.
- Who benefits most from professional digital marketing, from established practices wanting to expand to startups needing step-by-step guidance.
Bryan Cush, President and Co-Founder of Tidal Health Group, has over 14 years of experience in healthcare marketing and communications, specializing in the digital representation of quality doctors and the care they provide. He leverages his MS in Information Systems and Data Analytics to create data-driven strategies that showcase the expertise and patient experience of his clients online and connects them with the right patients who need their medical attention.
Bryan’s passion for healthcare marketing stems from his personal journey of navigating the complex and confusing healthcare market and finding the best provider for his needs. Bryan has a unique background in customer loyalty, sales and technology, and data management systems across different industries, which gives him a holistic perspective on how to cater to the needs and motivations of real people, not just statistics. He also serves on the board of a non-profit organization that advocates for awareness and coverage of non-traditional treatment methods for traumatic brain injuries, which reflects Bryan’s mission of improving the quality of life of patients through early intervention and proper care.
This week, Stephanie Rodin chats with her guest, Natalie Greaves. The two chat about Natalie’s journey from aspiring accountant to communications expert, the evolution of public relations in the digital and social media age, and the importance of strategic messaging for healthcare professionals and beyond.
In this episode, we discuss:
- How PR pros work with clients, helping clients understand what’s newsworthy, craft the right messages, match them to the right audiences, and maximize media placements for ongoing benefit.
- What PR really is: Natalie breaks down that PR is one facet of a much broader marketing mix, focusing specifically on influencing news cycles, building trust, and communicating value, beyond just getting media coverage.
- When to seek PR guidance: It’s best for potential clients to engage with PR professionals early, so messaging, positioning, and reputation can be strategically crafted rather than repaired after a misstep.
- Why strategy matters: She emphasizes that PR shouldn’t be an impulsive add-on; it’s most effective when strategically planned to ensure messaging, timing, and targeting are in sync with client goals.
- Who benefits from PR: Her clients range from nonprofits to healthcare practitioners to founders—essentially anyone who needs help defining their voice, telling their story, and navigating public perception.
Natalie Greaves, Founder, Greaves Communication Strategies, helps clients to find their unique voice and tell their best story.
Specializing in PR strategy, media outreach, social media and editorial writing, Natalie enjoys working with clients to communicate the value and purpose in their work. She created her company in 2017 out of a desire to make marketing more accessible to founders and practitioners who find the process intimidating.
Natalie most recently served for six years as Ronald McDonald House New York’s director of communications, raising awareness and support for children battling cancer. She began her career in public relations working with organizations including The Direct Marketing Association, The Brain and Behavior Research Fund, and Ethicon Endo-Surgery, a Johnson & Johnson subsidiary.
A native New Yorker, Natalie is a proud mom of a very active middle schooler, holds a Bachelor of Arts degree in Rhetoric & Communication from the University at Albany in New York, and lives in Queens.
Website:
greaveswrites.com
Social Media Links:
LinkedIn: @nataliegreaves Facebook: @GreavesComm Instagram: @greaveswrites
This week, Stephanie Rodin chats with her guest, Michael Carbone. The two chat about how shifting political landscapes affect immigration cases, the complexities attorneys face in staying up-to-date with ever-changing regulations, and the heightened anxieties experienced by immigrant families
In this episode, we discuss:
- Why legal support is particularly important in the current immigration climate
- The creative solutions that attorneys sometimes need to find for clients
- How clients react to immigration policy changes or executive orders
- Why staying up-to-date with legal and procedural changes is critical
- Michael’s typical clients
Michael T. Carbone is the owner and managing attorney of Carbone Law, a New York City-based law firm dedicated to guiding individuals and families through the immigration benefit petition process and assisting New York State licensed professionals in establishing their private practices. As an active member of the legal community, Michael serves on the Small Law Firm Committee of the New York City Bar Association and is also a member of both the Richmond County Bar Association and the American Immigration Lawyers Association (AILA). Since 2021, Michael has leveraged his YouTube channel to demystify complex immigration and business law concepts, offering practical tips and insights to a broad audience. Outside of his legal practice, Michael is an avid traveler, photographer, cyclist, and painter, finding creative inspiration and balance in his pursuits around the globe.
Website: https://www.carboneattorneys.com
YouTube Channel: https://www.youtube.com/@carbone_law
Social Media Links:
Instagram: https://www.instagram.com/carbonelaw
Facebook: https://www.facebook.com/carbonelaw
X: https://www.x.com/carbone_law
Linkedin: https://www.linkedin.com/in/carbonemichael
This week, Stephanie Rodin chats with her guest, Paul Smith. The two chat about the fundamentals of robotic process automation (RPA) and intelligent automation, discussing how these tools can save businesses time and money by taking over repetitive tasks.
In this episode, we discuss:
- How automation technologies work by mimicking human actions on computers to automate repetitive, rules-based tasks, freeing up employees for higher-level work.
- Businesses typically start implementing automation when they want to drive efficiency, reduce errors, or prepare for growth, often as the initial step in a broader digital transformation.
- The main reasons for adopting these technologies are to save time and money, reduce error rates, improve job satisfaction, and allow employees to focus on more meaningful, impactful work.
- Paul’s team built an automation for a healthcare organization that automatically corrected and resubmitted insurance claims, saving a billing manager about four to five hours per day.
- Initial employee resistance is common but often gives way to enthusiasm after staff experience the benefits, especially as automation reduces frustration with tedious, error-prone work.
Paul Smith is CEO of Techromatic Incorporated, an IT Consulting firm serving middle-market companies, and an expert on Information Technology. Paul is also a 3-time entrepreneur.
Techromatic builds Intelligent Automations and RPA software robots that automate repetitive work for law firms, saving them time and money, and creating happier and more productive workers.
Paul focuses on helping companies in the Legal, Financial Services, Healthcare, and Insurance industries, as well as others. His extensive experience with network engineering at large enterprises such as Morgan Stanley, Deutsche Bank, and Royal Bank of Scotland, combined with almost 20 years of IT consulting for small and mid-market companies, has made Paul extremely effective in his role.
Paul’s unique perspective on Information Technology and real-world small business operations have allowed him to help hundreds of businesses become more efficient, reduce risk, and achieve their goals through his guidance.
In addition to running a successful business, Paul serves on the board of EO New York, a non-profit organization that helps Entrepreneurs reach their full potential.
“In EO we innovate, take risks and see opportunity in a challenge. We want to make the world a better place – for our teams, our families, our communities, and for humankind. We think big, we are bold. We want to make a difference beyond ourselves – for the people in our lives, for a better future for everyone.”
Paul has been on his leadership journey his entire life, and on the EONY board for over 4 years.
Paul graduated from Stony Brook University with a dual major in Information Systems and Business. He presently resides in Westchester County, New York with his wife and children, and many pets.
paul@techromatic.com
https://techromatic.com/
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the difference between what's considered an exempt employee versus a nonexempt employee.
In this episode, we discuss:
- The key differences between exempt and nonexempt employees, mainly based on their eligibility for overtime pay and the type of work they perform.
- Classification depends not just on whether employees are salaried or hourly, but also on their job duties.
- Review contracts to clarify whether a position is exempt or nonexempt and outline expectations for hours and overtime approval.
- Why understanding and correctly classifying employees matters.
- Employers should consult with attorneys and CPAs when unsure about employee classification or pay structure.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Dr. Nina Sundaram. The two chat about integrating preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships.
In this episode, we discuss:
- Dr. Nina Sundaram explains the structure of her practice by dividing it into four "arms" or segments focused on different health aspects.
- Illumine emphasizes preventive medicine, holistic healthcare, and trust-based patient-doctor relationships.
- Learn what inspired Dr. Sundaram to start Illumine and how her vision for preventive medicine has evolved.
- Innovative testing for cancer prevention and why this is important.
- Imagine treating your body like a lifelong car—maintaining it with the best care to ensure longevity.
Dr. Nina Sundaram- Dr. of Endocrinology, founded Illumine as a platform for her commitment to preventive medicine and her holistic approach to healthcare.
While in medical school, Dr. Sundaram spent a summer in Cuba studying the public health system, an experience that shaped her approach to centering on preventive care and developing patient-doctor relationships built upon trust and compassion.
Dr. Sundaram graduated cum laude with a Bachelor of Science and a Medical Degree from the Seven-Year Biomedical Program at The College of New Jersey and Rutgers New Jersey Medical School. Afterward, she completed her internship and residency in Internal Medicine at New York Presbyterian Hospital-Weill Cornell Medical Center and a fellowship in Endocrinology, Diabetes, and Metabolism at The Mount Sinai Hospital, where her research in pituitary diseases was published in journals and textbooks.
After six years working with a large multi-specialty group, Dr. Sundaram opened Aura Endocrinology in 2021 and created a uniquely patient-centered practice. Today, she continues to serve as a clinical instructor at New York University and focuses on empathetic, compassionate care for her patients, fueled by a desire to help them live more confident and fulfilling lives.
Education
The College of New Jersey, Bachelor of Science in Biology (Combined Seven-Year BS/MD Program) Rutgers New Jersey Medical School, Doctor of Medicine
New York-Presbyterian Hospital, Weill Cornell Internal Medicine Residency
Mount Sinai Hospital, Fellowship in Endocrinology, Diabetes and Bone Disease
Licenses and Board Certifications
New York State License
American Board of Internal Medicine
American Board of Internal Medicine: Endocrinology, Diabetes, and Metabolism
American Board of Internal Medicine: Obesity Medicine
Publications
Carluccio A, Sundaram, NK, Chablani S, Amrock LG, Lambert JK, Post KD, Geer EB. Predictors of Quality of Life in 102 Patients with Treated Cushing's Disease. Clin Endocrinol (Oxf) 2014 Jun 17. PMID: 24931777
Sundaram NK, Carluccio A, Geer EB. Characterization of persistent and recurrent Cushing’s Disease. Pituitary. 2013 August 29. PMID: 23990348
Sundaram NK, Geer EB, Greenwald BD. The impact of traumatic brain injury on pituitary function. Endocrinol Metab Clin North Am. 2013 Sep;42(3):565-83. doi: 10.1016/j.ecl.2013.05.003. PMID: 24011887.
Carluccio A, Sundaram NK, Yanagisawa R, Tomer Y. Apathetic thyrotoxicosis secondary to atypical subacute thyroiditis. Endocrine Practice. 2012 May 1:1-9. PMID: 2254894
Hi! I’m Stephanie Rodin, host of the Speaking With Steph podcast. In this episode, I want to speak to you about HIPAA. As we all know, HIPAA is a way to safeguard the protected information of patients or individuals. In this episode, we discuss:
- How HIPAA safeguards protected information of patients by de-identifying data, which includes removing specific identifiers.
- HIPAA addresses the privacy of patients' information by focusing on 18 specific identifiers such as names, addresses and Social Security numbers.
- The 18 identifiers include details like phone numbers, email addresses, medical record numbers and even photographic images.
- This de-identification process is vital to maintain the privacy standards set by HIPAA and prevents improper sharing of PHI with unauthorized parties.
- De-identifying data is particularly crucial when conducting research to ensure compliance with HIPAA when sharing results with third parties.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance.
In this episode, we discuss:
- How Leonard became a financial advisor
- The importance of financial planning starting from the end of medical school or early residency.
- When clients should start planning
- Why Leonard believes financial education is lacking
- The importance of having both partners involved in financial discussions.
Leonard Cohen, MBA, is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate, and preserve wealth as they plan for a secure future. He specializes in disability insurance and retirement planning. Len truly cares about benefiting his clients and takes pride in his ability to develop long lasting relationships based on trust and integrity. He is always striving to provide the same level of ethical service that he would expect for himself and goes the extra mile to provide his clients with extraordinary service and follow-up on their behalf.
Len graduated in 1980 from the State University of New York at Stony Brook with a Bachelor of Science degree in Chemistry. In 1986, he achieved his MBA in Marketing Management from Pace University and began a twenty-five-year career in the pharmaceutical industry specializing in oncology as an office representative, hospital representative, research liaison and product manager. While collaborating with medical professionals, Len held numerous resident and fellow oriented financial seminars at area hospitals. It is Len’s firsthand experience with a wide range of business situations that enabled him to develop a keen insight into the needs of others, both individually and professionally. He realized how important it is to make a lifelong impact on people’s lives, and he now brings his unique abilities to the financial services industry and to FHFG.
Len resides with his wife Jill in Bellmore, NY and they have two daughters, Melissa, and Brittany. They are proud to share that Melissa is a certified pediatric RN at Cohen’s Children’s Hospital and Brittany works as a PA in the Bellevue stroke unit.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H54352. 2024-167874 Exp 1/26.
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about patient consent forms.
In this episode, we discuss:
- Reviewing and updating patient consent forms annually with guidance from professionals like attorneys or financial advisors to ensure compliance and accuracy.
- What a comprehensive consent form should cover from a legal perspective.
- How often patients should sign and discuss updated consent forms.
- Why regular updates protect both the patient and the practice.
- What specific policies and reviews should be included in a consent form.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guests, Preston Alexander and Sarah Covington. The three chat about Preston and Sarah’s four-step approach to helping healthcare providers establish successful and compliant practices. This method involves strategic planning, administrative setup, operations, and go-to-market strategies, crucial for avoiding common financial pitfalls like premature marketing and restrictive contracts.
In this episode, we discuss:
- How Sarah and Preston met
- Their four stages for setting up a practice
- When they involve themselves
- Why their services are valuable
- Common financial mistakes
Sarah Covington: Compliance officer, adjunct faculty, state bar leader, and patient advocate passionate about advancing healthcare innovation and accessibility for underserved populations.
Social Media Links:
https://www.linkedin.com/in/sarah-covington-7691b555/
Preston Alexander: Tenured healthcare leader, global medical device portfolio manager, exited medical device entrepreneur, keynote speaker, and healthcare financial author focused on changing healthcare systems.
Social Media Links:
https://www.linkedin.com/in/preston-alexander/
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a new New York law that came into place on January 1, 2025, about paid prenatal leave.
In this episode, we discuss:
- How to access information regarding this new law about paid prenatal leave
- What is offered, what it covers, and what employers need to do
- When the Law Takes Effect
- Why the law is important
- Who is eligible for the leave and the notice requirement for the employee
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin speaks with her guest, Richard Hittman. The two discuss the common pitfalls in lease agreements, the essential team you need for securing a healthcare practice location, and the lengthy process of setting up a practice.
In this episode, we discuss:
- How client education is handled
- What problematic clauses are found
- When to question terms and conditions
- Why a specialized team is essential
- Why a thorough lease review is crucial
- How clients should trust their instinct
Dr. Richard A. Hittman, D.M.D.
Richard A. Hittman is a seasoned expert in commercial real estate leasing and sales, with a specialized focus on medical and office spaces in Manhattan. Since 2000, Richard has been instrumental in navigating complex lease negotiations and providing strategic guidance in office layout and design for a diverse range of healthcare professionals, including general practitioners and specialists.
Prior to his real estate career, Richard was the President and Owner of a successful healthcare services company from 1992 to 2000. Under his leadership, the company expanded to eight offices across the state, employing over 325 staff members and generating revenues of $10 million. His ability to integrate comprehensive healthcare solutions with operational efficiency made a profound impact on the institutions and medical facilities he served.
Richard began his professional journey as a dentist, developing and expanding two multi-disciplinary dental practices in Connecticut from 1978 to 1992. During this time, he mastered contract negotiations with insurance companies to offer services on a set fee basis, significantly enhancing the accessibility and affordability of dental care.
Richard holds a Doctor of Dental Medicine (D.M.D.) degree from the University of Pennsylvania, School of Dental Medicine, and a Bachelor of Science in Biology/Business from Fairleigh Dickinson University. His extensive experience in both healthcare and real estate underscores his unique ability to understand the needs and priorities of medical professionals, making him a valued partner in their business endeavors.
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about your legal entities and whether you have a fee that is owed to the state in order to keep your legal entity current and active.
In this episode, we discuss:
- Ensuring your legal entity remains active by timely filing the necessary statements (biennial for PLLCs/LLCs and triennial for PCs).
- Updating any address changes to keep your records with the Secretary of State up-to-date.
- State-specific requirements for filing statements.
- The frequency for filing the necessary statements.
- Ensure you receive all legal notifications and maintain compliance.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to cover a crucial update on the beneficial ownership interest filing. A recent U.S. District Court ruling has temporarily paused the enforcement of this filing. We'll discuss what this means for you, whether you've already filed or still need to.
In this episode, we discuss:
- The Beneficial Ownership Interest filing requirement and its enforcement status.
- Legal entities formed before January 1, 2024, were originally required to file by December 31, 2024, to avoid penalties and fines.
- The enforcement has been temporarily blocked as of December 3, 2024, by a U.S. district court ruling in the case of Texas Top Cop Shop, Inc. v. Garland.
- The suspension of the filing requirement is temporary, and it’s unclear whether it will become permanent or lifted, potentially introducing a new filing deadline.
- The filing requirement was created as part of the Corporate Transparency Act to prevent shell companies and gather information about the owners of legal entities.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Sean O’Rourke. The two chat about their adventurous bucket list dreams, discussing everything from cross-country road trips and touching the pyramids of Giza to hiking to Everest Base Camp and exploring Easter Island.
In this episode, we discuss:
- Stephanie and Sean describe their top five bucket list items.
- Memorable Life Plans and Legacy.
- The importance of planning personal and professional goals amidst negativity.
- They discuss how sharing their writing intentions will help turn them into reality.
- From bar muscle-ups to learning languages, Sean and Stephanie explore personal growth.
- With all these aspirations, Sean and Stephanie stress the power of accountability.
Sean O’Rourke is a Cyber Liability consultant for Combs & Company, an insurance brokerage and consultancy for small- and mid-sized businesses. Sean works with companies to mitigate the myriad of financial risks posed to their technology and data by internal and external threats. Sean has been in and around IT for almost 30 years, so he has a unique perspective on cyber liability and the potential disruptions faced by businesses in today’s interconnected world. He’s also well versed in the growing cyber regulatory landscape, lending an experienced voice to the growing obligations companies and officers face when it comes to cyber incidents. Sean gives frequent talks on the business impacts of cyber events; he’s a long-time mentor to students at his alma mater, Washington & Lee University, and through Baruch College's Executives on Campus mentoring program; and he’s a CrossFit & Spartan coach.
https://www.linkedin.com/in/scorcyber/
This week Stephanie Rodin chats with her guest, Lola Gazivoda. The two chat about Lola's journey from a banking executive to an innovative entrepreneur, launching a company that helps dental and medical practices significantly reduce payroll costs. We explore the benefits and intricacies of offshore staffing, the importance of data security and HIPAA compliance, and how her services are making waves in the dental industry.
In this episode, we discuss:
- Discover how Lola transitioned from a successful banking career to helping U.S. businesses, particularly in the dental and healthcare sectors, find highly skilled talent in Albania.
- Get an in-depth look at what dental practice owners should consider when thinking about offshore resources, including data security and HIPAA compliance.
- Using offshore talent can save dental practices between 50% to 80% on typical U.S. payroll costs. This significant reduction in labor costs allows practices to reinvest in their growth and operations
- Learn about Lola’s incredible journey from Albania to becoming a top banking executive in the U.S. and eventually founding Bota Consulting Group.
- Hear how Bota Consulting Group handles everything from recruitment to HR management, ensuring seamless integration and ongoing support for their clients.
Lola Gazivoda is the founder and CEO of Bota Consulting Group, an offshore recruiting, consulting, and management firm that sources top talent from her home country of Albania for remote positions with U.S. businesses, saving them 50-80% on typical U.S. payroll costs. With nearly 20 years of experience in the banking industry, Lola has an extensive background, including an 11-year tenure at M&T Bank where she served as a Senior Vice President within the Business and Professional Banking Group in Westchester. Prior to M&T, she held positions at Chase and Capital One.
Born and raised in Albania, Lola relocated to the USA at the age of 14 without knowing a word of English, starting high school in the Bronx. She is deeply proud of her heritage and actively participates in community nonprofits both within the Albanian community and the broader Greater NYC area. In 2020, she was recognized as a “40 Under 40 Rising Star” by the Westchester Business Council. Lola has served on the boards of the Childcare Council of Westchester and the Westchester chapter of Vatra, and she is currently a board member of the Business Initiative Corporation of New York and the Westchester Medical Center Foundation. She resides in Bedford with her husband John and their three children – Daniel, Nicoleta, and Julia.
Website: BotaConsultingGroup.com
Personal: https://www.linkedin.com/in/lolagazivoda/
Business: www.linkedin.com/company/bota-consulting-group
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause.
In this episode, we discuss:
- How the varying enforceability of noncompetes across states might affect a business that operates in multiple states.
- Why FTC's ruling was deemed unenforceable and null and void by the Supreme Court.
- The Supreme Court's ruling on the Loper case in July 2024 and it’s impact on other states.
- The constitutional and statutory interpretations that were questioned and why the courts found these arguments compelling.
- The potential legal advice, the importance of understanding the clause's limitations, and strategies for negotiating terms.
- The Importance of scrutinizing existing and new employment agreements.
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Eric Lorenzo. The two chat about shifts in new interpretations of the rules in immigration over the last 16 years, how greatly who is in office affects those changes, and what he would change about the immigration process. In this episode, we discuss:
- How he acquired an interest in immigration, and the deep roots where that began
- What shifts he has seen in new interpretations of the rules in immigration over the last 16 years
- What changed about the immigration process during Trump’s presidency
- Why he was recruited to deal with the migrant crisis while Trump was in office
- How The Family Unity Executive Order passed by Biden impacted Lorenzo’s practice and the lives of many of his clients
- How long the process of gaining citizenship may take, based on what type of green card is being applied for and which branch of the government is being gone through
- What Eric would change about the immigration process
Eric Lorenzo has been an immigration lawyer for 16 years and currently runs his own practice in Midtown Manhattan. He has represented and consulted several small and large companies, including publicly traded companies on their immigration issues regarding their employees. He graduated from the Delaware Law School in 2007 where Joe Biden was a professor. He was recruited to work with Mayor Eric Adams’s office to deal with the migrant crisis in New York City. He has spoken numerous times on various employment based and family based immigration topics with the American Immigration Lawyers Association.
Website: https://lorenzolawnyc.com/
Disclaimer: The content of this podcast is not intended as advice, it is my recommendation when applying for any benefits with US Immigration to always speak with and retain a competent immigration attorney prior to filing.
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about an important update concerning the New York State Health and Mental Hygiene Bill, particularly the new rules coming into effect on October 20, 2024, that impact how healthcare providers manage patient consent forms and credit card payments.
In this episode, we discuss:
- Overview of the new rules
- Restrictions on credit card pre-authorizations
- Guidelines for assisting patients with financial products
- Separate consents for treatment and payment
- Impact on fee-for-service practices
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Ivy Slater. The two chat about the four pillars of a business - finance, team, marketing, and sales - and offers a deep expansion on all topics, offering the tools for business’ alignment, growth, and scalability, and peace. In this episode, we discuss:
- What Slater Success does, and how they help their clients to scale, ensure long-term growth, and set them up for succession planning
- What business owners should be looking to run a “good, solid company”
- What four parts of a business determine scalability
- How to make sure your marketing is working with your growth and sales
- Why infrastructure is so important to where your business is and where it’s going
- How to bob and weave with your obstacles, and how to override fear and uncomfortability
- What you’ll find in Ivy’s new book, releasing soon
- A tip from Ivy on owning a business and keeping it in growth
Ivy Slater is a professionally certified business coach, speaker, best-selling author and podcast host. After owning and operating a 7-figure printing business, having been in the industry for 20 years, she started Slater Success which focuses on developing great leaders and facilitating business growth and expansion. Ivy holds masterminds and retreats with her private client base and corporate training on communication and strategic planning. She speaks nationwide on the topics of leadership, sustainable growth, relationships and sales.
Best Selling Author of From the Barre to the Boardroom
Website: https://slatersuccess.com/
LinkedIn: https://www.linkedin.com/in/ivyslater/
Facebook: https://www.facebook.com/slatersuccesscoaching
Instagram: https://www.instagram.com/ivyslaterssc/
Pinterest: https://www.pinterest.com/slatersuccess/
Twitter: https://twitter.com/SlaterSuccessCC
YouTube: https://www.youtube.com/channel/UCJ8b1sGnADlpFE2NrqUfToQ?view_as=subscribe
Her Success Story Podcast: https://slatersuccess.com/podcasts
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about social media and the impacts it can have on your practice. In this episode, we discuss:
- When an employee's social media content becomes problematic for the employer
- Employer responsibility for their employee’s social media content
- How to set up a social media policy for your business in order to protect yourself
- How to best plan the monitoring and notice to employees in regards to their conduct on and off the premises
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates. In this episode, we discuss:
- How she fell into the financial world 28 years ago by saying yes to everything
- The wide range of people and businesses that Judy and her team help and what they do for them
- Why it’s important to run a household in the same way you would run a business
- How spending plans are set up with clients, and how often they revisit for revision
- What differences can be found in managing the financials of married couples, seniors, and retirees
- What financial concierge and forensic bookkeeping services are offered by Judy’s company
- What knowledge can be found in Judy’s books
Judy Heft is the founder and president of Judith Heft & Associates celebrating over 28 years helping high net-worth individuals and small businesses with bookkeeping and bill pay. She is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her books, “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow,“ and “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life,” are available on Amazon.
EMAIL: judy@judithheft.com
LINKEDIN: www.linkedin.com/judyheft
WEBSITE: www.judithheft.com
FACEBOOK: www.facebook.com/judithheftassoc
INSTAGRAM: www.Instagram.com/judithheftassociates
YOUTUBE: https://www.youtube.com/@judithheftassociates4929
Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the potential of misclassifying an employee as an independent contractor.
In this episode, we discuss:
- What the difference is between an independent contractor and an employee (1099 vs W2)
- What information should be considered when making this determination
- What are the potential risks of misclassifying a worker
- What consequences you can face as a result of a misclassification
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Robert Schlesinger. The two chat about the intricacies of financial planning, Tempus Financial’s department dedicated specifically to MD’s, and risk management tools that can best prepare you for the future.
In this episode, we discuss:
- What got him into finance, and drew him to the financial planning niche
- Why Tempus Financial has a whole department dedicated to MD’s
- Why early saving and planning is so imperative to healthcare practitioners
- Robert’s advice on handling student loans
- What risk management tools can protect you for the future
- Why we should all be having financial conversations with the future version of ourselves
Originally from Long Island NY, Rob graduated from the University of Florida with a Bachelor's degree in Finance and a Master's degree in International Business. Rob’s mission is to guide his clients and alleviate the financial pressures that emerge when starting and growing a family. Rob also works with small and medium sized businesses, providing creative solutions to minimize taxes and maximize savings.
He currently resides in Brooklyn with his family. He enjoys running, building magnatile houses with his kids, playing fetch at Prospect Park with his dog, and exploring new restaurants and travel destinations with his wife.
Website: tempus-financial.com
Podcast: The Tempus Podcast
Disclosures: stay tuned
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about S-Corps, and explain the differences between an S-Corp, a PC, and a PLLC.
In this episode, we discuss:
- What legal entities can be used in New York state
- How different entities are treated for tax purposes
- At what point you can indicate how you want your legal entity to be taxed
- Who can best help you understand the best type of legal entity for your business
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause, a topic that’s gotten some play in the press and is creating some problems for practices and individuals alike.
In this episode, we discuss:
- What non-competes are used for and what they restrict
- What courts have looked for in the past in determining the legitimacy of the non-compete in the business
- The FTC’s final non-compete rule, and what it all really means
- When the rule goes into effect, and what happens when it does
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin speaks with her guest, Jay Bliss. The two talk about the one-stop-shop in Valley Bank’s services offered, the intricacies involved in financing commercial real estate, and advice on the subject of retirement.
In this episode, we discuss:
- What services Valley Bank provides for small businesses
- What issues regularly present themselves in financing real estate
- How he manages to be the quarterback, coach, and wide receiver for his clients
- Who you want in your corner when purchasing commercial real estate
- What the bank requires to be able to make it to the closing table
- The question that is always asked at the beginning of a transaction
- How best to set yourself up for retirement, as far as earlier agreed upon terms in purchased property
- Advice in finding the right banker for you
Jay Bliss is a Business Banker at Valley Bank. His primary focus is on helping businesses obtain financing for investment (multi family and/or mixed use as well), commercial real estate, lines of credit for working capital, term loan requests for businesses, equipment financing, as well as providing solutions for their everyday cash management needs.
Bliss has an amazing network that has enabled him to become a trusted resource for his clients, and if he can’t do something directly, most likely he knows someone who can. He has built his reputation on speedy response time, and excellent customer service. Having been a business owner, and helping others run their business, he understands what it’s like to be a business customer of the bank.
LinkedIn: https://www.linkedin.com/in/jaybiss/
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that was put into place by a new federal requirement for legal entities, which relates to beneficiary ownership information.
In this episode, we discuss:
- What sits under the umbrella of legal entities
- What they need to do to
- Where you can find more information about this topic: https://www.fincen.gov/boi-faqs
- What the Corporate Transparency Law actually is
- The requirements of when and what you need to report
- What adjustments may be made due to the recent case calling it unconstitutional
- Where you can report your ownership interest: https://boiefiling.fincen.gov/fileboir
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I speak to you about credit card merchant fees being passed on to the consumer. Some questions have come up as far as how one is able to do this and its legality.
In this episode, we discuss:
- What disclosures need to be in place
- What the penalty is for lack of disclosure
- What transparency need to be in place, as far as the new law is concerned
- What differences can be found in card types and capping
- How to make sure your business is doing this correctly
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000 with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future.
In this episode, we discuss:
- What drove him to want to start his own firm, and what steps led him to finding his why
- How he found where the real financial need is, and what sets TATRA apart
- A brief education into the financial space and all of its acronyms
- What benefits can be found in a fee-only financial firm, and what we should look for when looking for a firm that best supports our individual interests
- What ways the industry has evolved in Matthew’s career, and the niche he found within those changes
- What lessons he has learned along the way
- What’s so inspiring about his outlook on the next recession
Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNERTM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth.
Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 13+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset.
Website: www.tatrawealth.com
Facebook: https://www.facebook.com/TATRAWealth/
LinkedIn: https://www.linkedin.com/in/matthew-stack/
Twitter: https://twitter.com/mstack87
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the power of attorney, which gives someone the authority to act for another in specified matters, which may be legal, financial or both.
In this episode, we discuss:
- What a power of attorney may be drafted for
- How to choose the right attorney to draft this agreement for you
- What advantages and disadvantages one might come across in these matters
- What to be careful of in the wording of this document
- How to choose your power of attorney, and what they should be aware of
- At what age you should prepare your POA
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Peter Morandi
This week Stephanie Rodin chats with her guest, Peter Morandi. The two chat about Peter’s background and expertise in construction, what to consider when building and converting spaces into medical offices, and why to include contractors and architects in conversations at the very beginning of starting a practice.
In this episode, we discuss:
- Why it’s best for businesses to include contractors in the conversation before they begin looking for their offices
- What conversion of retail space into medical office space entails, and how it is beneficial to both retailers and medical practices
- What delays can be anticipated in the construction of this work, and how to stay ahead of it
- How the industry of contracting was affected by the pandemic, and what changes have remained
- What surgery centers’ infrastructure costs to build or convert
- How construction as a whole has evolved since the beginning of Peter’s family business started
Peter Morandi, CEO of LEED AP, comes from a long line of contractors. Growing up just outside Boston, he watched his father, grandfather, uncles and cousins build the business by managing workers’ personalities, keeping the equipment running and living up to clients’ expectations. He learned a lot in those formative years, and never doubted that construction would be his life’s work. Peter studied Construction Management and Engineering at Roger Williams University and headed south to New York shortly after graduation. After 10 years as a construction manager, director of operations and chief operating officer for a leading NYC contractor, Peter started Eastman Cooke in 2009. Taking great pride in his team and projects, he runs the company with a focus on collaboration, innovation, safety and reliability. He believes in asking clients the right questions, creating solutions, and delivering projects without surprises.
Website: https://www.eastmancooke.com/ LinkedIn: https://www.linkedin.com/company/eastman-cooke-&-associates/ Facebook: https://www.facebook.com/eastmancooke
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about taking that first step in opening up your own practice or business. Before making any of the moves to actually open up, there are certain things to consider in order to make the process as smooth as possible. In this episode, we discuss:
- What to look for in your current contract of employment
- What insights you’ll want to gain from your accountant or financial consultant
- How to set up the new practice, and what to have in place before you open your doors
- The best advice I was given when I started my business
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Mike Hennan
This week Stephanie Rodin chats with her guest, Mike Hennan. The two chat about marketing as a whole, and more specifically in dentistry. He offers his expert advice for a startup’s website, where the focus should lie in the beginning, and how to adjust the website’s offerings along with the business’ growth.
In this episode, we discuss: * How Mike became so knowledgeable about dentistry without studying it * What he was actually educated in, and how it along with his family helped shape what his business actually does * Where his niche market was found * Who he works with, and the extra branch added to the message in their marketing when working with specialists * What levels of marketing PatientBoost offers to their clients * Mike’s advice for a startup’s website, where the focus should lie in the beginning, and how to adjust the website’s offerings along with the business’ growth * What Mike thinks about using Chatbots on your dentistry website * Why he says Google Ads make a difference, and how PatientBoost boosts your search rankings * What the process of working with PatientBoost looks like for their clients, and their inspiring efforts to offer loyalty and care in what they provide * How the possibility of a recession is affecting the dental industry, and their suggestions for finding success in your practice and your relationships during this time * What he sees as the biggest takeaway for using the services of PatientBoost
Mike Hennan loves dentistry as much as you can without being a dental professional. He loves helping dental practices and industry partners devise the best marketing strategy to help them attract their ideal patients/clients and grow their business.
He is the co-founder and head of sales & partnerships at PatientBoost - The Business & Marketing Consultancy for Growth Minded Practice Owners. He is also the co-founder & CEO at the Dental Business Association - The Association for Dental-Focused Service Providers, and is the host of the Growing A Dental Practice Podcast - inspiring the next generation of practice owners.
Website: https://patientboost.dental/Facebook: https://www.facebook.com/patientboostofficial Instagram: https://www.instagram.com/patient.boost/ LinkedIn: https://www.linkedin.com/in/mikehennan/ YouTube: https://www.youtube.com/channel/UCOebfFE7zJSKeoOWqaH6tBg Podcast: https://patientboost.dental/dental-podcast/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you directly about the termination of employees, and what to consider before even having a discussion with the employee in question. In this episode, we discuss:
- What to consider before having a discussion with the employee or sending out written notice
- Why it’s important to carefully go over the employment contract and the laws of your state
- How to make sure there are no post-termination legal issues that may arise after a termination
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Andrew Smiley
This week Stephanie Rodin chats with her guest, Andrew Smiley. The two talk about Andrew’s life, his practice at Smiley & Smiley, and the many inspiring ways that he gives back.
In this episode, we discuss:
- How Andrew got involved with trial law, and what he has learned in his 27 years of practice
- What interesting cases he has been involved in recently
- What common theme he has found in the challenges he comes across
- What changes were brought by COVID to his practice and the practice of law altogether
- How the pandemic made an impact on continuing legal education
- What three charitable causes that Andrew is an advocate for and how he helps
- How Andrew finds the time to juggle and balance all that he does
Andrew is the lead trial attorney for Smiley & Smiley, where his practice focuses on significant personal injury, medical malpractice, and wrongful death. Andrew is a graduate of Brooklyn Law School. He served as Academy President in 2017-2018, and is also a Past President and Board Member of the New York City Trial Lawyers Alliance. He hosts The Mentor, Esq., a podcast for lawyers.
Website: https://www.smileylaw.com/Website: https://thementoresq.com/Instagram: https://www.instagram.com/thementoresq/ LinkedIn: https://www.linkedin.com/in/andrewsmiley/ Facebook: https://www.facebook.com/smileyandsmiley/ YouTube: https://www.youtube.com/channel/UCi-Sr8gE7PKSBQUeLUiz18A
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to address the issue of forming legal entities in New York, and the parameters of using your existing PLLC or PC in another state. I speak directly about the best way to move forward, the best way to protect yourself, your patients, and your legal entity, and how to continue practicing in that new state as seamlessly as possible. In this episode, we discuss:
- What questions to ask yourself before relocating your practice
- What to consider when setting up your legal entity in a different state, and why you might want to restart completely
- What the easiest and most efficient way to continue practicing is, and who you should ask for help
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Michael Oberther This week Stephanie Rodin chats with her guest, Michael Oberther. The two chat about the mission of Supporting Strategies, and how they come in to find proactive business solutions and cut the chaos out of your accounting life.
In this episode, we discuss: * How he unintentionally became a bookkeeper * What Michael does in an average day at Supporting Strategies * How he stays in touch with his network, and helps it to grow * What industries and locations Supporting Strategies focuses on * What changes in the market Michael has seen since covid started * What offers the greatest impact on business growth * What exactly does Supporting Strategies do for their larger clients * Why the common question across all industries has to do with proactive business leadership * How he found the one question to highlight hard lessons in business
Michael Oberther, Director of Business Development, Supporting Strategies NYC
A dynamic sales and networking professional, Michael has an exceptional background in business development and client relationships. His experience spans information technology, human resources, payroll and labor compliance. His expertise in understanding client requirements and market conditions allows him to identify client-centric solutions.
Website: https://www.supportingstrategies.com/ Facebook: https://www.facebook.com/SupportingStrategiesNYC
LinkedIn: https://www.linkedin.com/in/michaeloberther/
Instagram: https://www.instagram.com/supporting_strategies_nyc/
Hard Lessons : https://www.youtube.com/channel/UCNS1uuLXl2gt40OE75uuhJQ
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to address what’s coming up for this podcast in 2023. It is my intention to offer you answers to the legal requirements for your practice no matter what your next steps are.In this episode, we discuss:
- What’s coming up for the podcast in 2023
- What experts we’ll bring in so that you may better understand how to prepare for your next moves
- Advice for moving forward to ensure a smooth transition
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal
Dr. Michael LaFemina
This week Stephanie Rodin chats with her guest, Dr. Michael LaFemina. The two chat about the many benefits of acupuncture, the connection between the physical and emotional body, and how Golden Light Acupuncture empowers their patients to access peace, ease, and day-to-day health practices.
In this episode, we discuss:
- What initially drew Michael to work in acupuncture, and the magic of it all
- Why acupuncture works so well for patients, and how it is used to resolve the issues and pain that his patients are experiencing
- How to ask the right questions for finding the pain in your neck
- Why the connection between the physical and emotional body is such a vital piece of the work that Golden Light Acupuncture does
- What challenges Michael has come across in his practice and life
- How we can all live in a way that promotes our own health daily
- How to access peace and ease in a stressful moment
- What catalyst began the piece of their practice that offers meditation for families, offering the tools for stillness, focus, and transformation
Dr. Michael LaFemina, D.Ac, MS Ed is a Licensed Acupuncturist and a co-founder of Golden Light Acupuncture and the founder of Meditation for Families. His specialities in clinical practice are acute and chronic pain, long-term health optimization, and pediatrics, and he is the former Director of Continuing Education at the Tri-State College of Acupuncture. Michael holds a Doctorate in Acupuncture from the Pacific College of Health Sciences, a Masters in Education from Hofstra University, and graduated Summa Cum Laude from Hofstra University Honors College with double majors in History and Music. Michael has been teaching yoga and meditation since 2011. He lives in the Hudson Valley region with his wife and two daughters. When not at work, Michael enjoys cooking, playing music, and working in the garden.
Disclaimer: Any discussions that follow are for educational purposes only and are in no way to be construed as medical advice. If you have any medical concerns, please contact your healthcare provider.
Website: https://goldenlightacupunctureny.com/ Facebook: https://www.facebook.com/GoldenLightAcupunctureNY/ Instagram: https://www.instagram.com/golden_light_acupuncture/
Michael Shapot
This week Stephanie Rodin chats with her guest, Michael Shapot. The two chat about the Manhattan real estate market, things to consider when renting or buying, and the difference between a killer deal and a deal-killer.
In this episode, we discuss:
- What challenges Michael finds in the current climate of the real estate market
- How he addresses the concerns of buyers and sellers, and what factors he recommends considering in all transactions
- Why Manhattan isn’t as “interest rate sensitive” as the rest of the world
- What life circumstances vs. real estate circumstances determine in the market
- The difference in a killer deal and a deal-killer
- Why you need a knowledgeable broker
- What to look for when finding the right realtor for you
Michael believes that educating clients about market conditions and how they relate to their unique situation is key to establishing trusted, professional relationships. It is important that clients understand their options and feel comfortable making smart, informed choices. By being the cool, calm, collected voice of reason, no matter how crazy the process can get, Michael encourages his clients to make decisions based on fact and reason rather than impulsive emotions.
Michael has been a leader in the Manhattan real estate industry, with his finger on the pulse of the market, since leaving his career as an attorney and then being recognized with outstanding production awards at every real estate company he has been associated with. He has been recognized by his peers and colleagues, receiving the coveted Manhattan Realtor of the Year Award by the Manhattan Association of … Realtors.
He is a lifelong student and teacher, who continues to develop his professional resume and share his knowledge and expertise with his fellow RE colleagues. Michael holds the distinction of Accredited Buyer Representative (ABR), Certified Divorce Specialist, Certified Relocation Professional (CRP), and Master Faculty Trainer for Keller Williams University, in addition to being a licensed attorney in New York.
Currently, Michael leads a team of innovative and skilled real estate professionals. Like Michael, they believe in bringing positive energy and conclusions to each transaction for every client. Providing excellent service, coupled with innovative systems and marketing, a strong legal perspective, and market savvy are the foundations of the Shapot Team’s professional work ethic and philosophy.
On a personal note, Michael is an avid cyclist and skier. He has volunteered on co-op boards, the Real Estate Board of NY and is a devoted supporter of Sharsheret. Michael and his team organize and run the semi-annual Shapot Team Clothing Drive, which benefits different charities in NYC. His wife, Chaye, and two grown sons cheer him on in his endeavors, as do his clients. Go JETS!
Website: https://www.michaelshapot.com/ LinkedIn: https://www.linkedin.com/in/michaelshapot/?original_referer=https%3A%2F%2Fwww.michaelshapot.com%2F Facebook: https://www.facebook.com/michael.shapot.1 Twitter: https://twitter.com/iHealthsciences YouTube: https://www.youtube.com/channel/UC6quL7XdVYnpTC8O-IHBmVA
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, as we close off the year 2022, I want to give thanks to my listeners for being here, to my clients for entrusting me with their legal needs, and to all the many people who have helped me and my practice along the way.
In this episode, we discuss:
- Who Stephanie wants to give thanks to
- How this year has been a moving and meaningful one
- What issues the healthcare industry has come across this year
- What changes the patients, practices, and providers have found in 2022
- What the podcast will cover in 2023
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Stephen Horney
This week Stephanie Rodin chats with her guest, Stephen Horney. The two chat about the high quality of life that comes from consistent care, measurements for a healthy lifestyle, and ways to be aware of your own health.
In this episode, we discuss:
- Stephen’s background, and how he became interested in athletics and physical therapy
- What influences shaped his early experiences in therapeutic healing
- How healthcare has changed during his career
- What needs to happen in healthcare to switch to a more preventative model of care
- What is your VO2 max, and how much this metric matters
- Stephen’s suggestions for keeping yourself in good health
- What’s the 12 minute run test, and what does it do for you
- Pelotons vs Assault Bikes, and which muscles we need to be working
- What to look for in your health coach or personal trainer
Steve Horney graduated from Quinnipiac University's top-ranked accelerated Masters program and began his clinical practice in 2005. For the last 13 years, he’s prided himself on combining extensive physical therapy knowledge with his own experiences as an athlete to effectively treat his patients.
Steve has been seen on CBS Newspath, and specializes in the assessment and treatment of athletes with the ultimate goal of helping them become pain free and less susceptible to injury in the future. He works with each of his patients one-on-one to help them understand the root cause of their pain.
In his professional life, Steve worked with some of the top physical therapists in the city and managed one of New York's premiere physical therapy clinics before starting iPT. He has also completed his Manual Therapy Certification, a 2 year matriculating program from the University of St. Augustine, studying Manual Therapy with world-renowned Stanley Paris PT PhD to develop his healing hands.
In order to help the athletic population perform better, Steve became a certified strength and conditioning specialist (CSCS) from National Strength & Conditioning Association specializing in exercise physiology for athletes in high school to professional level and recently went on to complete his Hardstyle Kettlebell Certification.
DISCLAIMER: The content of this podcast is for educational purposes only and should not be construed as providing medical advice in any way.
If you have any questions concerning your health, please contact your primary physician or call 911 if you are having an emergency.
Website: https://ihealthsciences.com/foundations-of-health
Facebook: https://www.facebook.com/ihealthsciences/
Twitter: https://twitter.com/iHealthsciences
Instagram: https://www.instagram.com/ihealthsciences/
Course: https://www.eventbrite.com/e/8-foundations-of-health-movement-part-1-tickets-166808224891
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about telehealth services, which allow practitioners to provide healthcare virtually.
In this episode, we discuss:
- Why many patients prefer telehealth services
- What New York’s healthcare practitioners need to understand about the state’s telehealth guidelines
- What patients need to understand about telehealth services
- The pros and cons of telehealth
- Where to look for more information on New York’s telehealth services and guidelines
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Gerda Maissel
This week Stephanie Rodin chats with her guest, Dr. Gerda Maissel. The two chat about Dr. Gerda’s path to founding My MD Advisor, and how she fills in the gaps in communication found in healthcare systems between doctors and patients.
In this episode, we discuss:
- How she found and navigated the path to starting My MD Advisor, and the gaps in healthcare communication the company fills
- What steps are taken in their process to help find solutions for Dr. Maissel’s clients
- Where the lines are drawn in the relationship of client-advisor, and how that differs from a doctor-patient relationship
- Why it’s advantageous for Dr. Gerda’s clients to have her come into their appointments
- How virtual appointments keep My MD Advisor as cost effective and efficient
Dr. Gerda Maissel is a Physical Medicine and Rehabilitation physician who also worked in health system c-suite leadership. She combined her clinical, administrative, and business skills to form a unique patient advocacy organization – My MD Advisor. Today she will talk about the services she offers at My MD Advisor as well as the new field of health care advocacy.
Website: https://www.mymdadvisor.com/
Facebook: https://www.facebook.com/mymdadvisor
LinkedIn: https://www.linkedin.com/in/gerda-maissel/
TikTok: https://www.tiktok.com/@mymdadvisor
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you directly about credit card fees. As business owners, many of us pay these fees on a monthly basis. Today I’ll address legal loopholes in the transfer of these fees.
In this episode, we discuss:
- How does it all work?
- What you need to know to pass along the fees to the end-user
- What you are and are not allowed to do under New York state law
- How to make sure your business stays within the parameters of these laws
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Evan GasmanThis week Stephanie Rodin chats with her guest, Evan Gasman. The two chat about commercial real estate, focusing especially on medical offices, and the many requirements, fine points, and negotiations to consider when buying or leasing property of this kind.
In this episode, we discuss:
- How Evan transitioned from healthcare financing to commercial real estate
- What Evan’s process with his clients looks like, and how long it takes
- Why Evan’s requirements are crucial in moving forward
- How the commercial market has changed since Covid
- What fine points and negotiations to look for when being commercially
- Leasing vs purchasing
- Evan’s advice for the work/life balance
Evan is a senior broker at CARR Real Estate in NYC. He is a commercial real estate broker specializing in tenant representation focusing on users looking to buy or lease commercial property in NY. Some of his clients include some of the largest hospital systems, urgent cares, veterinary offices, dental offices and small medical practices and office users.
Prior to working in commercial real estate Evan had a long career in healthcare finance, both at hedge funds and the investment banking division of Goldman Sachs. At one point in time he was Senior manager and partner of trading at a $10 billion long/short statistical arbitrage book specializing in global healthcare equities known as Caxton Associates. Evan began his career as analyst in the healthcare investment banking division at Goldman Sachs. Evan graduated from New York University with a degree in economics in 2004.
Facebook: https://www.facebook.com/newyorkmedicalrealty
Instagram: https://www.instagram.com/newyorkmedicalrealty/
Evan GasmanThis week Stephanie Rodin chats with her guest, Evan Gasman. The two chat about commercial real estate, focusing especially on medical offices, and the many requirements, fine points, and negotiations to consider when buying or leasing property of this kind.
In this episode, we discuss:
- How Evan transitioned from healthcare financing to commercial real estate
- What Evan’s process with his clients looks like, and how long it takes
- Why Evan’s requirements are crucial in moving forward
- How the commercial market has changed since Covid
- What fine points and negotiations to look for when being commercially
- Leasing vs purchasing
- Evan’s advice for the work/life balance
Evan is a senior broker at CARR Real Estate in NYC. He is a commercial real estate broker specializing in tenant representation focusing on users looking to buy or lease commercial property in NY. Some of his clients include some of the largest hospital systems, urgent cares, veterinary offices, dental offices and small medical practices and office users.
Prior to working in commercial real estate Evan had a long career in healthcare finance, both at hedge funds and the investment banking division of Goldman Sachs. At one point in time he was Senior manager and partner of trading at a $10 billion long/short statistical arbitrage book specializing in global healthcare equities known as Caxton Associates. Evan began his career as analyst in the healthcare investment banking division at Goldman Sachs. Evan graduated from New York University with a degree in economics in 2004.
Facebook: https://www.facebook.com/newyorkmedicalrealty
Instagram: https://www.instagram.com/newyorkmedicalrealty/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you directly about the topic of HIPAA, and addressing the issues that have come up since the updates that were made in 2013.
In this episode, we discuss:
- What must be done to remain compliant
- What businesses and individuals are covered under HIPAA
- What HIPAA compliance covers
- What issues may come up when working with third-parties
- How to stay on top of the ever-changing HIPAA rules, and why it is so important to understand them
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Erin Ardleigh
This week Stephanie Rodin chats with her guest, Erin Ardleigh. The two chat about the interesting journey that led Erin to start Dynama Insurance, some tips for finding the right broker and policy to best suit your needs, and the joy that she finds in bringing clarity to her clients.
In this episode, we discuss:
- What made Erin decide to start her own brokerage, and the journey that got her there
- How Dynama Insurance helps entrepreneurs get through tough times
- A brief explanation of disability policies, and how to find the right one for you
- Why having a good writer is so valuable
- What tips Erin has for us in choosing insurance
- What types of insurance Dynama offers, and Erin’s suggestions in finding the right broker
- How her experience in travel has made her a better business owner
- Erin’s advice in being prepared for travel and life
- The joy she finds in bringing clarity to her clients
Erin Ardleigh is the founder and president of Dynama Insurance, an independent brokerage based in New York City. Her vision is to make the insurance planning process more transparent and more accessible for her clients. Erin is passionate about helping other business people, especially women. She has been quoted in Forbes, Barron’s, Money, NerdWallet, and other media.
Erin has a Bachelor of Arts degree in Communication and Culture from the City University of New York (CUNY). She lives in Manhattan, where she tries to keep up with the city’s culinary and artistic happenings. Erin is a member of the Advisory Board of the World Music Institute, a non-profit that presents music and dance from around the globe in NYC.
A lifelong passion for travel has led Erin across all seven continents. She finds that traveling and running a successful business have much in common – planning well, listening, continual learning and last minute problem solving when the unexpected happens.
Website: www.dynamainsurance.com
LinkedIn: www.linkedin.com/in/ardleigh
Instagram: https://www.instagram.com/dynama_insurance/
The MedSpa: A Brief Overview
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about the topic of Medical Spas, which have become much more widely used across the country, and addressing many of the questions that my clients have asked about them.
In this episode, we discuss:
- What is a MedSpa, and who is allowed to own one?
- Is a MedSpa considered the practice of medicine?
- Can a non-physician own any part or all of a MedSpa?
- How to work within the regulations of MedSpas?
- What type of treatments can be provided?
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Ethan Ganc
This week Stephanie Rodin chats with her guest, Ethan Ganc. The two chat about Ethan’s practice, what changed in it during the pandemic, and what he enjoys most about being an attorney.
In this episode, we discuss:
- How Ethan started a career in law, representing a variety of industries
- What changed in his practice during the pandemic
- What positive things that remain in his practice after Covid
- Ethan’s book recommendations
- A quick lesson in history
- What Ethan enjoys most about being an attorney
- An inspirational story in restructuring
Ethan Ganc has a passion for helping others overcome problems, and this drew him to the practice of law. For more than twenty years, he has provided legal counsel that enables entrepreneurs and C-suite executives to build and maintain healthy businesses.
Ethan began his practice working at one of New York City’s most respected boutique corporate bankruptcy and restructuring firms. It was through this experience that Ethan learned to identify the causes of business distress and work with his clients to address the issues facing their businesses. That ability now enables him to spot issues before they become problems and guide his clients towards healthier business operations.
During his career, Ethan has worked with a variety of businesses, including commercial landlords, real estate investors, equipment leasing and financing companies, general contractors, advertising agencies, apparel manufacturers, lighting manufacturers, and magazine publishers.
Ethan has experience representing these businesses and their owners on a range of matters including serving as outside general counsel; drafting and negotiating commercial lease agreements, vendor contracts, consulting agreements, and non-disclosure agreements, among other; protecting the rights of creditors, including commercial lenders, in all types of bankruptcy proceedings; representing corporate and individual debtors in all aspects of bankruptcy proceedings under Chapters 11, 7, and 13 of the Bankruptcy Code; providing counsel and representation to business owners and individuals about out-of-court alternatives to bankruptcy and asset protection; and prosecuting and defending preference and fraudulent transfer litigation in Bankruptcy Court.
Website: https://ethanganclegal.com/
LinkedIn: https://www.linkedin.com/company/law-office-of-ethan-ganc/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you directly about fee splitting, when it comes to licensed practitioners, and how it can impact their careers and licensing.
In this episode, we discuss:
- What fee splitting is, and what it is not
- Examples of and exemptions to fee splitting
- Why knowing more about fee splitting is important to your practice
- How to work with referrals
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Edward Alferoff
This week Stephanie Rodin chats with her guest, Edward Alferoff. The two chat about the passion and purpose that Edward finds in financial planning, finding solutions and providing wellness and protection for the clients of Vital Planning Group.
In this episode, we discuss:
- How Edward transitioned into financial services
- What services Vital Planning Group offers, and how it provides solutions and wellness
- How financial planning helps people to navigate the challenges of life, and the passion Edward has in providing protection for his clients
- The question that Edward always asks, and how it gives him the opportunity to help people get through tough situations and make their lives better
- What Edward does to keep a work-life balance, and how the pandemic affected the way it works
- Edward’s inspiring definition of success
- What challenges Vital Planning Group comes across, and what they do to construct a plan for success and peace of mind
Edward Alferoff is a Senior Partner with Vital Planning Group, a Financial Planning Firm located in New York, NY. Vital Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Edward may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.
Edward has 19 years of experience and has spent more than a decade helping physicians quantify their personal vision of financial success and developing integrated strategies to help them meet their financial goals. He met most of his clients while presenting financial education workshops throughout the New York Metro area including— Corporate Education and Financial Literacy for Medical Residents and Fellows. He enjoys educating, motivating and advocating for his clients to make prudent financial decisions. A cornerstone of Edward’s practice is his commitment to lifelong learning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional and earned the Retirement Planning Specialist certificate from the University of Pennsylvania’s Wharton School of Business. He earned a Master of Science from Brooklyn College. In his spare time, he loves spending time with family and friends, traveling and working out.
Website: https://www.vitalplanning.com/
LinkedIn: https://www.linkedin.com/company/vitalplanninggroup/
Facebook: https://www.facebook.com/VitalPlanning/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about the importance of non-disclosure agreements in protecting your practice.
In this episode, we discuss:
- What is an NDA?
- What information does it protect?
- How does it protect the practice?
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Janet Falk
This week Stephanie Rodin chats with her guest, Janet Falk. The two chat about the 5 things Janet suggests doing to attract more clients, creating and monitoring your marketing and RBI, and a process that’s designed to get you in the news.
In this episode, we discuss:
- The 5 things Janet suggests doing to attracting more clients, and how to get it done
- What you’ll find in her new e-book: Create and Monitor Your Marketing and RBI
- What is Janet Falk’s process?
- Why people should want to be in the news
- Why we all need a media profile, and how to create one
- How to get in touch with the right people for your purpose
- The inside on responding ‘no comment’
- The many resources made available by Janet
Janet Falk is a Communications professional with more than 30 years’ experience in-house, as a consultant and at public relations agencies. As Chief Strategist of Falk Communications and Research, she manages pro-active media outreach and has secured placement of executives and events in local, national and international print and broadcast media. For example, articles in three hotel industry publications generated more than 800 phone calls from hotel industry CFOs inquiring about a client’s services, a far more impactful and economical approach than buying a list of hotel executives for cold-calling. Attorneys, medical professionals, CPAs, business executives and consultants rely on her insight, strategy and analysis. Janet is a versatile writer who can prepare newsletters, speeches, presentations and website copy, as well as marketing literature.
Website: https://www.janetlfalk.com
LinkedIn: https://www.linkedin.com/in/janetlfalk/
Facebook: https://www.facebook.com/falkcomms
Twitter: https://twitter.com/JanetLFalk
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about the differences between hiring an independent contractor vs an employee in healthcare practices, as well as across other industries.
In this episode, we discuss:
- The difference between an independent contractor (IC) vs an employee, and benefits and disadvantages of both
- How compensation structures, provided benefits, and schedules differ
- What the employer controls in an employee/employer relationship
- What the IC controls in a contracted relationship
- Steph’s tips for protecting the practice when bringing in independent contractors
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Christopher Weber
This week Stephanie Rodin chats with her guest, Christopher Weber. The two chat about how physicians and dentists can best plan for financial success, focusing on income protection, insurance policies, and retirement.
In this episode, we discuss:
- Chris’ favorite restaurant in Manhattan
- What steps Chris takes to helps protect physicians and dentists
- The worries of Chris’ clients, and how he assists them with keeping things balanced
- Christopher’s perspective in saving for the compounding curve
- Insurance coverage, disability policies, and when to begin your plan
- What’s the Big Five?
- What happened to MetLife and its policyholders
- How to choose the best insurance company for your individual needs
- Policy provisions in disability insurance
- Umbrella and excess liability policies
- How best to plan for financial success in retirement
Christopher Weber works exclusively with physicians and dentists, helping them to make intelligent and informed decisions from residency through retirement. Chris lectures on the importance of proper financial planning at over 50 hospitals throughout the United States. His first step in the planning process focuses on income protection.
Chris has been recognized for his work in this area with multiple industry awards such as the Next Generation Award, Inner Circle Award, as well as being a guest speaker at various events focused on educating other financial advisors. He lives on the Upper West Side in Manhattan, and when he's not working, he's in search of the next best restaurant NYC has to offer.
Chris is series 7, 66, life and health licensed and has the RICP designation-Retirement Income Certified Professional.
Disclosure:
Strategies mentioned may not be suitable for everyone, information expressed may not take into account your specific situation or objectives and is not intended as recommendations appropriate for you.
Website: https://www.strategiesforwealth.com/
LinkedIn: https://www.linkedin.com/company/strategies-for-wealth/
Facebook: https://www.facebook.com/StrategiesforWealth/
YouTube: https://www.youtube.com/channel/UCZKYtw_sYasbaq97aeyewfw/featured
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about employee manuals, and how to have them dictate roles and expectations in ensuring the running of a smooth and efficient practice.
In this episode, we discuss:
- What information to include in employee manuals
- Why an attorney should look over these documents
- Additional information to include in the healthcare industry
- How to write a roadmap for the employees to understand their responsibilities within the practice
- Steph’s tips for providing training to help employees better understand the manual’s contents
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Kevin Violick
This week Stephanie Rodin chats with her guest, Kevin Violick. The two chat about the interesting world of tax management, how the role of a CPA is changing, and grant programs that may benefit your business.
In this episode, we discuss:
- How the pandemic has affected the accounting world
- What the next best steps are moving forward, and the challenges in staying up to date with the continuous changes
- The USDHHS grant program: its phases, stipulations, and reporting requirements
- What Kevin’s company is doing to help their clients stay in line with all reporting requirements, including patient and employee documentation per quarter
- Why it is necessary for the USDHHS to have the reports on these grants
- What the Employee Retention Credit represents, its benefit to business owners, and its requirements and qualifications
- How Kevin sees the job of a CPA transforming into a technology-driven advisory role
- The biggest time-saving tool, and how much it has changed things for accountants and clients
Kevin Violick, CPA, is a tax manager with Botwinick & Company, LLC and has been with the firm for over four years. Kevin specializes in providing tax, accounting, and assurance services to clients in a wide range of industries, including dental, manufacturing, real estate, tech-startup, and retail. Before joining Botwinick & Company, Kevin was with a ‘Big Four’ accounting firm in their NY Metro industrial products assurance practice.
Email: Kevin.Violick@Botwinick.com
Website: https://www.botwinick.com/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you directly with respect to termination letters for patients, and what healthcare providers should consider in these instances.
In this episode, we discuss:
- What reasons patient termination might be considered
- What responsibilities the healthcare provider has when terminating a patient’s care
- Why there is a 30 day wait time for a patient termination’s validity
- What courses of action should be taken by the healthcare provider before patient termination
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Stefanie Skupin
This week Stephanie Rodin chats with her guest, Stefanie Skupin. The two chat about The Leaders Work, and how they are achieving anxiety-free workdays for doctors, veterinarians, and other medical professionals.
In this episode, we discuss:
- How Stefanie started, the challenges and transitions in her journey, and learning techniques of stress management along the way
- How she supports medical professionals who strive for relaxed excellence at work
- How The Leaders Work is achieving anxiety-free workdays for doctors, veterinarians, and other medical professionals
- Why the pandemic has brought the necessity of stress relief to the forefront
- The deep work being done in workshops by The Leaders Work
- What content will be presented in Stef’s new workshop, Money
- Tips for stress relief, and the importance of awareness
- The importance of grounding, and how it helps to see from a different perspective
- Benefits of breathing, and becoming your most meditative self
- The Courageous Communication course coming soon, and how to learn more about it
SE Skupin, DVM, CEO&Facilitator at The Leaders Work supports doctors, veterinarians and other medical professionals who strive for relaxed excellence at work, and want to have the deep satisfaction and joy of working in a medical career radiate out into every aspect of their lives.
In 15 years of working as a veterinarian, Stef has learned that stress, even in difficult situations, is an optional response. Her passion is to help doctors and primary caregivers be more effective by cultivating the ability to stay calm, confident, and joyful at work. In her private sessions and workshops, Stef helps participants learn how to stay grounded in challenging situations, develop the ability to tap into an ever-present sense of inner wisdom and peace, and build strong yet subtle support structures for themselves and others.
Stef was born in Germany and has lived in the UK and South Africa, as well as traveling widely. She experiences herself as a global citizen. She lives with her husband, twin daughters, and animals in Washington State in the US.
Website: https://theleaderswork.com/
LinkedIn:https://www.linkedin.com/in/theleadersworkstefanie-e-skupin/
Facebook: https://www.facebook.com/StefESkupinDVM
Instagram: https://www.instagram.com/theleaderswork/
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be talking to you directly with respect to the new bill enacted in 2022, the No Surprises Act. Passed to provide protection to patients who inadvertently received care from an out-of-network provider that they did not choose on their own. These surprise bills pose a financial hardship to the patients who, in the end, didn’t choose that provider. It is estimated that this bill will apply to appx 10mil out-of-network surprise medical bills this year alone.
In this episode, we discuss:
- What services are covered under this bill?
- What types of treatment are covered by this bill?
- What do providers need to do to abide by the No Surprises bill?
- In what cases can a waiver be consented to?
- What should the waiver consent form consist of?
- Steph’s recommendations going forward from a legal perspective
Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner.
Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal
Sean O’Rourke
This week Stephanie Rodin chats with her guest, Sean O’Rourke. Keeping things light, the two chat about their friendship, and list their top five concerts.
Sean O’Rourke is a Cyber Liability consultant for Combs & Company, an insurance brokerage and consultancy headquartered in New York City. Sean works with small- and mid-sized businesses to mitigate the myriad of financial risks posed to their technology and data by internal and external threats. Sean has been in the IT arena for 25+ years, 12 of which he spent running a technology firm he co-founded, so he has a unique perspective on cyber liability and the potential disruptions faced by businesses in today’s interconnected world. Sean gives frequent talks on the business impacts of cyber events; he sits on the boards of multiple private companies; and he serves as a mentor to a number of students from his alma mater, Washington & Lee University, and is part of Baruch College's Executives on Campus program. He's a Spartan and CrossFit coach and also the host of the YouTube channel interview series, Did You Know That?
Disclaimer:
The views and opinions expressed in this interview are mine alone and do not reflect those of Combs & Company, or any past employer.
Contact Information:
Sean C. O’Rourke
Cyber Liability Consultant/CFO
In this episode, we discuss:
- Who is Sean O’Rourke?
- What are Steph and Sean’s top five concerts?
- The venues that have mattered in compiling these lists
- Sean’s humble brag
- What show made both of their lists
- Steph’s curveball concert
- The stage proximity debate
- The shows that almost made the lists
- Sean’s favorite mosh pit
- What will they see next?
Website: https://combsandco.com/
LinkedIn: https://www.linkedin.com/in/scorcyber/
Facebook: https://www.facebook.com/Combs-Company-LLC-266055646764567/
Instagram: https://www.instagram.com/combsandcompany/
YouTube: https://www.youtube.com/channel/UCei3_AQqJGaIsAlwlsSmYTw
YouTube series: https://www.youtube.com/channel/UCzWDF3_GlAYQ0LYpaqHyfaw
Stephanie Rodin
Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. It’s a new podcast that will provide information across multiple industries who support small businesses, with a slight concentration in healthcare practices. The goal is to provide educational information to our listeners that will help them to better understand small business, and to outline issues that they may come across as they grow and expand.
Since my early childhood, I have been surrounded by healthcare professionals, as my immediate relatives are either dentists or physicians whose practices encompass a variety of specialties. As a result, even before I decided to pursue a career in law, I was exposed to the legal issues that routinely arise during the practice of dentistry and medicine.
After many years working in the field of dental/medical defense malpractice, where I learned firsthand the pitfalls that await those who do not properly set up their practices, I established my own firm, Rodin Legal, P.C., in 2010 to provide advice, counsel, and legal expertise to help my clients navigate the legal complexities attendant to the healthcare field.
My firm concentrates on assisting individual and multi-member practices to ensure their legal protection and profitability from formation until retirement. From setting up the right legal entity to preparing practice consent forms to reviewing and drafting the necessary legal agreements, Rodin Legal, P.C. is the legal resource to inform healthcare practices of how best to protect themselves during expansion and growth, to avoid or reduce the likelihood of audits and run a practice with limited risk.
In this episode, we discuss:
- Who is Stephanie Rodin?
- Where the idea for the Speaking with Steph podcast came from
- Who will be on the Speaking with Steph podcast
- What Stephanie and her guests will talk about
- How often Speaking with Steph will air
- How the Speaking with Steph podcast will differ from other podcasts
Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal