Lutz Talk Business

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This podcast episode is brought to you by our host Jack Moylan, Vice President & Treasurer Mike Alvano, and Director of Information & Quality Assurance Catie Dagle from Avenue Scholars. In this episode, you will learn about technology in the nonprofit world! The conversation helps answer the following questions:

Tell us about your organization and its mission!
How have you used technology to achieve your mission?
What struggles or challenges have you encountered?
Are you seeing any tech trends in the nonprofit world?
What does the future of technology look like for your organization?

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This podcast episode is brought to you by our host Jack Moylan, Lutz Consulting and M&A Shareholder Bill Kenedy. In this episode, you will learn about transitioning family businesses! The conversation helps answer the following questions:

What are the benefits of transitioning your business to a family member?
What are common mistakes family business owners make during the transition process?
What issues/pain points do you see within family businesses? How can these be solved?
How can family businesses best prepare for a transition?
Any resources or tips to help?

Resources:

Exit Planning Institute: https://exit-planning-institute.org/

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This podcast episode is brought to you by our host Jack Moylan, Technology Manager Mitchell Green, and President and CEO Eric Stueckrath from Outlook Nebraska. In this episode, you will learn about technology in the nonprofit world! The conversation helps answer the following questions:

Tell us about your organization and its mission!
How have you used technology to achieve your mission?
What struggles or challenges have you encountered?
Are you seeing any tech trends in the nonprofit world?
What does the future of technology look like for your organization?

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This podcast episode is brought to you by our host Jack Moylan, Lutz Talent Shareholder Chris Bouchard, and Human Resources Manager Robby Renshaw. In this episode, you will learn about changing career paths! The conversation helps answer the following questions:

Why do people change careers?
When is the right time to change career paths?
What should you look for in a job?
What are steps to get started?

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This podcast episode is brought to by our host Jack Moylan and Lutz Human Resources Manager Robby Renshaw. In this episode, you will learn about how recent grads can stand out in today’s job market! The conversation helps answer the following questions:

What does today’s job market look like for college graduates?
How does the hiring process/work differ from previous years?
What can recent grads do to stand out from the competition?
Any resources to help recent grads prepare for their first job search?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Shareholder Scott Kroeger. In this episode, you will hear about cybersecurity stories and tactics! The conversation helps answer the following questions:

Can you start by explaining what a phishing scam is?
How did they start?
What are some examples?
How have they evolved?
What tactics should users be aware of now?
How can users protect themselves from falling victim?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Investment Advisor and Principal, Nick Hall. In this episode, you will learn about the things to consider financially when having your first child! The conversation helps answer the following questions:

How early should you start financially planning for your first child?
What financial steps should you take before baby arrives? After?
What are my options for savings or investment accounts for the child?
What should listeners take into account in regards to taxes/tax planning?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Senior Financial Planner, Joe Carlson. In this episode, you will learn about applying for the FAFSA! The conversation helps answer the following questions:

What are the different types of financial aid?
- How much financial aid do you need?
What is the FAFSA?
Who is eligible to apply?
When can or should you apply?
What resources do you need to complete the application?
Any resources to help students?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Shareholder, Joe Donovan. In this episode, you will learn about making a financial plan with your spouse! The conversation helps answer the following questions:

Why is it important to create a financial plan with your spouse?
How do you get started?
What should you include in this plan
Should anyone else be involved in this process? Financial advisor? Tax consultant?
Any resources to help couples get started?

Resources:

Financial Access Checklist for Spouses

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Director, Missy Jackson. In this episode, you will learn about hybrid work! The conversation helps answer the following questions:

What do we mean when we say hybrid work?
Can you share your experience with hybrid work?
What benefits have you experienced with the hybrid work model?
What challenges? How have you overcome them?
Do you have any tips for people considering remote or hybrid work?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Consulting Shareholder, Susie Krause. In this episode, you will learn about habits and how they can help you be a successful leader! The conversation helps answer the following questions:

What habits do you have that you believe help you to be a good leader?
Have you always had them, or how did you form them?
Have you been able to refine/develop them over your career? How?
What habits have you seen other successful leaders possess?
Any tips/resources to help young professionals form/manage good leadership habits?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Manager, Adam Pfeiffer. In this episode, you will learn about paying off debt! The conversation helps answer the following questions:

What is debt and how do people get into it?
Why is it important to pay off your debt? What happens if you don’t?
What are some strategies for paying down debt faster?
Should you hire a financial adviser to help?
What are some tools or resources to help people manage their debt?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Family Office Services Director, Lisa Strutzel. In this episode, you will learn about passing family wealth between generations! The conversation helps answer the following questions:

Explain what it means to sustain family wealth and why it’s important.
What are the main reasons families don’t succeed in sustaining wealth?
How can families build and sustain wealth?
What role does the Family Office play?
Who else should be involved in this process?

Resources:

Raising Financially Fit Kids by Joline Godfrey https://www.amazon.com/Raising-Financially-Fit-Kids-Revised-ebook/dp/B00ALBR6Q4
How to Turn $100 Into $1,000,000 by James McKenna and Jeannine Glista https://www.amazon.com/How-Turn-100-into-000-ebook/dp/B015X2PG3K/ref=sr_1_1?crid=3QSKC4HGAPJRR&keywords=how+to+turn+100+into+1%2C000%2C000&qid=1650900639&s=digital-text&sprefix=how+to+turn+%2Cdigital-text%2C86&sr=1-1
Fantastic Family Meetings by Lisa Strutzel https://www.lutz.us/fantastic-family-meetings-the-key-is-in-the-planning/
Resilience Resources from the MacDermott Method https://www.macdermottmethod.com/lisastrutzel
Generosity Resources from I Like Giving https://www.ilikegiving.com/

How to Turn $100 into $1,000,000: Earn! Save! Invest!

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Director, Nick Hall. In this episode, you will learn about investing in real estate! The conversation helps answer the following questions:

Explain what it means to invest in real estate.
What are the benefits?
How does it affect you financially? Tax-wise?
How do you know which property is a good investment?
Any thoughts on real estate investing during this crazy housing market in Nebraska?
Are there any other factors you should consider?

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This podcast episode is brought to by our host, Jack Moylan, and VP of Investor Relations from Metonic Real Estate Solutions, Josh White. In this episode, you will learn about the art of networking! The conversation helps answer the following questions:

What does networking mean?
Who should you network with?
Why is it important for career development?
Do you have any tips for starting/driving conversation?
Advice on preparing an elevator pitch?
Any resources or programs you’d recommend for developing networking skills?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Client Relations Lead, Alex Cassidy. In this episode, you will learn about common interview questions and tips on answering them! The conversation helps answer the following questions:

What are the most common questions you hear or use yourself?
How would you recommend someone answer these?
How do questions differ as you get deeper into the interview process?
What are some good questions an interviewee could in turn ask their interviewer?
Do you have any tips or resources to help interviewees prepare for interview questions?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Shareholder, Stephanie Hand. In this episode, you will learn about personal branding! The conversation helps answer the following questions:

What is a personal brand and why is it important to have one?
How do you develop a personal brand?
How can a personal brand help you in your personal and professional life?
Do you ever “rebrand” your personal brand?
What are some tips for being professional and staying true to your values?

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This podcast episode is brought to by our host, Jack Moylan, and Audit Shareholder & Director of Marketing and Business Development at Lutz, Scott Carrico. In this episode, you will learn about how getting involved can help boost your career! The conversation helps answer the following questions:

What does it mean to be involved?
How does this help you in your career?
In what ways can you get involved?
Are there any specific programs you’d recommend?
Where can someone go to learn more or discover opportunities?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Shareholder, Scott Kroeger. In this episode, you will learn about artificial intelligence – what it is, how it’s currently used, and what its the future looks like! The conversation helps answer the following questions:

What is artificial intelligence?
What AI should I be using if I’m not already?
How is AI used in our day-to-day?
What are some expected developments in AI to watch for in the next year?
Where can someone go to learn more or stay up to date?
Any additional comments or tips?

Resources:

https://waitbutwhy.com/2015/01/artificial-intelligence-revolution-1.html

http://doyoutrustthiscomputer.org/

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This podcast episode is brought to by our host, Jack Moylan, and Family Office Services Director, Lisa Strutzel. In this episode, you will learn about how to work through issues within your family! The conversation helps answer the following questions:

Why is it important to confront/resolve issues within a family?
How do I know if there is an issue?
Who should address the situation? How?
What are some common issues you often see within families?
How can Lutz’s Family Office Services help families work through issues?

Resources:

Lutz Family Office Services https://www.lutz.us/lutz-family-office-services/
The MacDermott Method https://www.macdermottmethod.com/
OTFD Tool https://www.lutz.us/wp-content/uploads/2021/11/OTFD-Tool.pdf
The Iceberg Assessment https://www.lutz.us/wp-content/uploads/2021/11/The-Iceberg-Assessment.pdf
Resilient Family Capital available at no charge from Lutz at www.macdermottmethod.com/lisastrutzel
It Takes Two Minutes to Shift Your Mindset and Build Resilience by Kristin MacDermott https://www.amazon.com/Takes-Two-Minutes-Mindset-Resilience/dp/0997692715
Just Listen by Mark Goulston https://www.amazon.com/Just-Listen-Discover-Getting-Absolutely/dp/0814436471/ref=asc_df_0814436471/?tag=hyprod-20&linkCode=df0&hvadid=312065696873&hvpos=&hvnetw=g&hvrand=14075101924372192063&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9024601&hvtargid=pla-449881368611&psc=1&tag=&ref=&adgrpid=61316180399&hvpone=&hvptwo=&hvadid=312065696873&hvpos=&hvnetw=g&hvrand=14075101924372192063&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9024601&hvtargid=pla-449881368611
Everyone Communicates, Few Connect by John Maxwell https://www.amazon.com/s?k=everyone+communicates+few+connect+by+john+c+maxwell&i=stripbooks&crid=17F1W0V22H2NE&sprefix=everyone+commun%2Cstripbooks%2C177&ref=nb_sb_ss_ts-doa-p_1_15

Just Listen: Discover the Secret to Getting Through to Absolutely Anyone

It Takes Two Minutes: To Shift Your Mindset and Build Resilience

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Director, Nick Hall. In this episode, you will learn about paying your student loans! The conversation helps answer the following questions:

What types of student loans are available/might someone have?
- What’s the difference?
When should I start paying off my student loans?
How much should I pay off each month?
Should I set up an automatic payment?
What if you can’t pay your loan?
- What are your refinancing options?
Anything I should do financially before aggressively paying down loans?
How has/will the COVID-19 0% interest rate on student loans affect repayment?
Any programs/resources to help students manage their loans?

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This podcast episode is brought to by our host, Jack Moylan, and Financial Planner, Joe Carlson. In this episode, you will learn about smart money moves you should make before year-end! The conversation helps answer the following questions:

As year-end approaches, when is it best to begin reviewing your personal financials?
What personal financials should you review? Why?
Do you often see clients make changes to their investment portfolio, savings, 401k, etc. at year-end?
- Any new year’s financial resolutions?
- Tax preparation tips?
How can you best prioritize your personal financial initiatives towards year-end?
Anything to be careful about in the coming year?
When should you seek the help of a professional?
What resources can individuals or investors use to help them better manage their financials?

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This podcast episode is brought to by our host, Jack Moylan, and founder and CEO of Smart Gen Society, Amie Konwinski. In this episode, you will learn about making smart choices online! The conversation helps answer the following questions:

Let’s talk about your mission and the importance of empowering smart digital choices.
What top concerns about the digital world do you hear from parents/educators?
What tips do you often discuss when it comes to social media and online safety?
What resources do you have available and how could someone start engaging with Smart Gen Society?

Resources:

https://www.smartgensociety.org/

https://www.smartgensociety.org/our-team/member/amie-konwinksi

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This podcast episode is brought to by our host, Jack Moylan, and Client Accounting Services Director, Scott Miller. In this episode, you will learn about the benefits of automating accounting processes for small to mid-size businesses! The conversation helps answer the following questions:

What does it mean to automate your accounting?
How do I know if a process can be automated?
What are the benefits of automating?
Does someone need to purchase software to begin automating?
Can you give us a real-world example of someone who implemented automation into their process?
How can someone get started? Resources?

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This podcast episode is brought to by our host, Jack Moylan, and Tax & Consulting Shareholder, Jeff Synder. In this episode, you will learn about how to overcome challenges with clients/own your mistakes at work! The conversation helps answer the following questions:

What does it mean to “own your mistakes?”
- What are ways that you have “owned your mistakes” in the client sense?
- Internally?
How important is it to know who is at fault? What if you don’t think a mistake was made?
If you feel like you’ve made a mistake, what are your first steps to remedy the situation?
Why is it important to own up to your mistakes at work?
Can you give us an example of someone who didn’t own their mistake and the outcome?
Do you have any tips or resources to help (especially for new employees/younger staff)?

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This podcast episode is brought to by our host, Jack Moylan, and Consulting and M&A Shareholder, Bill Kenedy. In this episode, you will learn about creating a long-term business plan! The conversation helps answer the following questions:

Why is it important for business owners to create a business plan?
- What are the benefits?
- When should you create a plan?
- When and how often should you update
When creating a long-term plan for your business what should you consider?
What are common mistakes you see owners make when creating a long-term strategy?
Are there any tools or resources people can use to help them get started with a business plan?

Resources:

The M&A Client Experience + An Exit Planning Success Story (The Walling Company)

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This podcast episode is brought to by our host, Jack Moylan, and Audit & Consulting Shareholder, Ryan Cook. In this episode, you will learn about the transition from college to the workforce! The conversation helps answer the following questions:

Can you talk about the path that led you to Lutz?
Today, what do you believe are some of the biggest challenges employees transitioning from college to a career face?
What advice would you give a student considering getting a degree in accounting?
What advice would you give to someone starting their career?
What resources could help someone prepare for the business world?

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This podcast episode is brought to by our host, Jack Moylan, Development Coach, Jen Walde, and Audit Director, Katie Byrd. In this episode, you will learn about ways to manage stress in the workplace. The conversation helps answer the following questions:

How prevalent would you say stress is in the workplace?
What are common causes of stress at work?
What is the best way to respond to these stressors?
How can you best manage workplace stress?
How can you help others that are stressed at work?
Has COVID played a role in stress at work?

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This podcast episode is brought to by our host, Jack Moylan, and Staff Accountant, Will Frei. In this episode, you will learn about Non-Fungible Tokens (NFT’s). The conversation helps answer the following questions:

What is an NFT and how does it work?
Why are non-fungible tokens important?
How do you use and buy them?
Can anyone make an NFT?
Any resources to learn more about NFT’s?

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This podcast episode is brought to by our host, Jack Moylan, and Chief Information and Risk Officer, Bob Keenan. In this episode, you will learn about taking risks in your career and why it's important. The conversation helps answer the following questions:

What does it mean to take risks in your career?
- Can you give us some examples?
How can taking risks help you grow professionally?
What if things don’t turn out how you planned?
When is the right time to be take risks in your career?

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This podcast episode is brought to by our host, Jack Moylan, and Tax & Consulting Shareholder, Stacy Watson. In this episode, you will learn about out-of-state taxes. The conversation helps answer the following questions:

Why are people required to pay out-of-state taxes?
How do you know if you are required to pay out-of-state taxes?
How do out-of-state taxes work for:
- Social media influencers/bloggers that have contracts with a business in another state?
- Remote employees living in one state and working in another?
- Ecommerce businesses that sell products/services in another state?
What are common mistakes you see people make when filing out-of-state taxes?
Are there any tools or resources people can use to help them determine eligibility/file out-of-state taxes?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Investment Adviser and Principal, Justin Vossen. In this episode, you will learn about living wills and trusts. The conversation helps answer the following questions:

Wills and Living Trusts
- What are they?
- What is the difference?
- Advantages?
- Disadvantages?
When should you establish a will or trust?
How do you know which one is right for you? Can you have both?
How do you get started (who can help/where do you go)?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Client Relations Manager, Steve Guenther. In this episode, you will learn about how to overcome negativity in the workplace. The conversation helps answer the following questions:

What is a negative work environment?
- How does a negative work environment affect the business and its employees?
- How do you know if you’re in one?
What creates or causes a negative work environment?
- How can one detoxify these situations?
- How do you know if it’s time to leave the company?
If business owners see this happening, what can they do to change this?
Are there any resources you recommend to help?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Human Resources Specialist, Robby Renshaw. In this episode, you will learn about keeping it professional, while still being yourself at work! The conversation helps answer the following questions:

How would you define professionalism?
What are the characteristics of a professional individual?
What are some ways to stay professional in the workplace, but still be yourself?
Why is getting to know the workplace culture important to staying professional?
Does being professional all the time at work lead to career success?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Director and Investment Advisor, Joe Hefflinger. In this episode, you will learn about the basics of insurance! The conversation helps answer the following questions:

Right out of college, what types of insurance should you be thinking about?
Moving into your 20’s and 30’s, how should your thinking about insurance change?
Can you talk a little bit about life insurance? What different types are there?
What about long-term disability insurance?
- What are the different policy features and what are important things to look for?
Are there resources out there to help determine where to find the best policy?

Links:

https://www.lutz.us/services/lutzfinancial/

https://lifehappens.org/

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This podcast episode is brought to by our host, Jack Moylan, and Boyd Ober, President and CEO of Leadership Resources. In this episode, you will learn what it means to have a growth mindset and how to develop one! The conversation helps answer the following questions:

Can you explain the concept of a growth mindset (“fixed” vs “growth”)?
How does mindset affect your role at work?
What are ways you can adopt a growth mindset?
Do you have recommendations of tools or resources that can help listeners develop a growth mindset?

Links:

https://lrsuccess.com/

https://lrsuccess.com/changeyourmindset/

Sapiens: A Brief History of Humankind by Yuval Noah Harari

Discipline Equals Freedom (Field Manual) by Jocko Willink

Man's Search for Meaning by Viktor E. Frankl

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki

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This podcast episode is brought to by our host, Jack Moylan, and Graham Brooks and Kyle Cartwright of SEAchange, Ltd. In this episode, you will learn what a B-Corp is and how they are being used to foster positive change in the community! The conversation helps answer the following questions:

What is a B-Corp? What is the purpose of this business structure?
Are B-Corps a popular method for structuring businesses?
How does a company become a certified B-Corp?
Do you have any advice for someone who is interested in starting a B-Corp?

Links:

https://www.seachangeltd.com/

https://www.seachangeltd.com/podcast

https://www.amazon.com/Everybody-Matters-Extraordinary-Caring-People/dp/1591847796

Everybody Matters: The Extraordinary Power of Caring for Your People Like Family

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This podcast episode is brought to you by our host, Jack Moylan, and award-winning entrepreneur and founder of Well Traveled Kids luxury travel blog and Trips by Well Traveled Kids Travel Agency, Sarah Stopek Hirsch. In this episode, you will learn about Sarah's journey as an entrepreneur! The conversation discusses:

What is an entrepreneur? Did you always want to be an entrepreneur?
How did you get your idea or concept for the business?
What roadblocks did you face when turning down this path?
What are the advantages of entrepreneurship?
What advice would you give to someone considering an entrepreneurial path?

Links:

https://welltraveledkids.com/

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Director of Talent Acquisition, Chris Bouchard. In this episode, you will learn about generational differences in the workplace! The conversation helps answer the following questions:

What are generational differences?
What generations are currently in the workplace?
What are the conflicts and potential between generations in the workplace?
How do generations influence each other?
How can you help encourage positive integration between generations in the workplace?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Training & Development Manager, Marisa Gift. In this episode, you will learn about business writing and how it affects all types of communication in the workplace! The conversation helps answer the following questions:

What is “business writing”?
Why is business writing important?
What are best practices for effective business writing?
What are some common business writing mistakes people make?
What are some tips to help improve your business writing?
Are there any tools or programs you can use to help you with business writing?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Development Coach, Jen Walde. In this episode, you will learn how to communicate better in the workplace! The conversation helps answer the following questions:

What does it mean to communicate effectively in the workplace?
- Why is it important?
What are the different methods of communication in the office?
- How do you employ these methods properly?
Can you give some examples of good communication?
What are some tips for improving your communication skills?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Business Development Manager, Paul Meyers. In this episode, you will learn all about creating partnerships through business development! The conversation helps answer the following questions:

What is business development? What does a business development representative do?
What skills or characteristics does someone need to be successful at business development?
What advice would you give someone considering a business development job?
How has COVID affected the world of business development?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Audit Shareholder, Jared Hardy. In this episode, you will learn all about financial statements! The conversation helps answer the following questions:

What is a personal financial statement and when would someone use this?
Who should complete a personal financial statement?
Can you prepare one yourself, or do you need to hire a professional?
What documents do you need to fill out your personal financial statement?
Are there resources individuals can utilize to get help with their financial statements?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Consulting Shareholder, Ron Nebbia. In this episode, you will learn what it takes to be an effective leader in the workplace! The conversation helps answer the following questions:

How would you define a leader in the workplace?
What skills or characteristics does an effective leader possess?
What would you say is the most difficult part about being a leader?

Links:

CliftonStrengths - https://www.gallup.com/cliftonstrengths/en/252137/home.aspx

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Audit Shareholder, Sam Addy. In this episode, you will receive tips and information on starting a nonprofit business! The conversation helps answer the following questions:

What are the main differences between a nonprofit and for-profit business?
What are the legal qualifications for starting a nonprofit?
What makes a nonprofit business structure an attractive option for entrepreneurs?
What mistakes do you see made when launching nonprofits?
Is now a good time to start a nonprofit? Has COVID presented any challenges?

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This podcast episode is brought to by our host, Jack Moylan, and Insights Analyst at Quantum Workplace, Todd Pernicek. In this episode, you will learn about how and when to give and receive feedback! The conversation helps answer the following questions:

What is employee feedback and why does it matter?
What are the different types of feedback?
Who should you ask for feedback and when?
What is the best way to ask for and receive feedback?
How and when is it appropriate to give feedback to others?

Links:

Radical Candor
Work Rules!: Insights from Inside Google That Will Transform How You Live and Lead
Quantum Workplace

Work Rules!: Insights from Inside Google That Will Transform How You Live and Lead

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This podcast episode is brought to by our host, Jack Moylan, Lutz's Family Office Services Director, Lisa Strutzel, and the Omaha Community Foundation's Executive Vice President, Matt Darling. In this episode, you will learn about charitable giving and how to do it! The conversation helps answer the following questions:

What does charitable giving all encompass?
What are the benefits of charitable giving and how can I make the biggest impact?
If I choose the donation route, how does that affect my taxes?
How do you decide which charities you want to support?
Has COVID-19 affected charitable giving?

Links:

https://www.lutz.us/family-philanthropy-creating-shared-legacy/
https://shareomaha.org/
https://www.fidelitycharitable.org/guidance/disaster-relief/how-to-help-novel-coronavirus.html
https://www.goodhousekeeping.com/holidays/gift-ideas/g391/gift-donation-charity/
https://www.oprahmag.com/life/g25223818/gifts-that-give-back/
https://www.guidestar.org/
https://www.charitynavigator.org/
https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=847
https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=2247
https://www.kiplinger.com/taxes/tax-deductions/601279/do-you-qualify-for-a-300-tax-deduction-under-the-cares-act
https://www.omahagives.org/
https://omahafoundation.org/

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Account Manager, Jessica Murray. In this episode, you will learn about using safe passwords, how to secure your home network, and more! The conversation helps answer the following questions:

What are the risks of unsafe online practices?
What measures could you employ to reduce these risks?
Are there any differences in risks at home vs. in public vs. at work?
Are there any software or apps available to help you practice or monitor safe online habits?

Resources:

Lutz Tech Cybersecurity Document
LastPass
1Password
Dashlane
Splashtop
Dark Web Monitoring
https://haveibeenpwned.com/

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Manager, Steven Nebbia. In this episode, you will learn about KPIs and how to successfully measure them! The conversation helps answer the following questions:

What are KPIs and why are they important to businesses?
When should you use KPIs?
How do you set meaningful KPIs?
What software or programs are available to help you track, measure, and report on KPIs?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tech Shareholder, Gary Newton. In this episode, you will learn about cybercrime and ways to combat it! The conversation helps answer the following questions:

What is cybercrime?
Who are the cybercriminals?
Where do you see cybercrime happen most (eg. work, home, etc.)?
What do you do if your company falls victim to cybercrime?
How can you protect your business from falling victim to cybercrime?
Have you seen a rise in cybercrime during COVID-19?

Download the Lutz Tech scorecard and definitions sheets here.

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Data Analytics Manager, Tony DeSantis. In this episode, you will learn about analytics vs. reporting! The conversation helps answer the following questions:

What's the difference between reporting and analytics?
What is the difference in results you can you expect from reports vs. analytics?
Are there different tools you should use for reporting vs. analytics?
What are some things you see businesses do wrong when it comes to generating reports or gathering analytics?

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This podcast episode is brought to by our host, Jack Moylan, Licensed Marriage & Family Therapist, Kristin MacDermott, and Lutz Family Office Services Director, Lisa Strutzel. In this episode, you will learn about resilience skills! The conversation will help you answer the following questions:

What does it mean to be resilient?
Why is resilience important?
How can someone practice resilience in the workplace and in their personal lives?
How does the MacDermott Method help a person become "resilient?"
How does Lutz's Family Office practice relate to resiliency?

Resources:

The MacDermott Method
It Takes Two Minutes: To Shift Your Mindset and Build Resilience
- Get the first five chapters of this book for free by visiting the MacDermott Method website!
5 Conversations to Have With Your Kids This Week
The Price of Privilege
A Man's Search for Meaning

The Price of Privilege: How Parental Pressure and Material Advantage Are Creating a Generation of Disconnected and Unhappy Kids

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Human Resources Shareholder, Stephanie Hand. In this episode, you will learn about the CliftonStrengths assessment! The conversation helps answer the following questions:

What are CliftonStrengths?
How can you use CliftonStrengths to improve in your career and personal life?
What are common misconceptions about the CliftonStrengths assessment?
How can you use CliftonStrengths to work better in teams?
Can your strengths change?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Tax Manager, Justin Korth. In this episode, you will learn about the expenses associated with starting a business. The conversation helps answer the following questions:

What does it cost to start a business?
Are there ways to get help financially with my startup?
What are some common financial mistakes startups make?
What financial challenges has COVID presented for startups?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Sourcer, Ashley Englund. In this episode, you will learn tips for startup businesses. The conversation helps answer the following questions:

What is the recipe for startup success?
What are the common mistakes startups make?
When is the right time to start a business?

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Sourcer, Jessica Howes. In this episode, you will learn about millennial burnout. The conversation includes information on:

What causes millennial burnout
Symptoms of burnout
Strategies to avoid burnout

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Investment Adviser, Nick Hall. In this episode, you will understand what it costs to purchase a home. The conversation includes information on:

Prepping your finances for the mortgage process
Additional expenses you should prepare for
Types of loans available for buying a home

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Financial Investment Adviser, Chris Wagner. This episode covers everything you need to know about 401k's including:

How a 401k plan works
What benefits a 401k plan offers
How often you should review your plan
Limits for contributing to your 401k
Other investment options

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This podcast episode is brought to by our host, Jack Moylan, and Licensed Medical Health Practitioner (LMHP), Robyn Burnett. This episode covers everything you need to know about employee assistance programs including:

What an Employee Assistance Program (EAP) is
What services or benefits are included in an Employee Assistance Program
How it works
- Is it confidential?
- Is it free for employees?
How COVID-19 has affected the use of EAPs
Where to find more information on these programs

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This podcast episode is brought to by our host, Jack Moylan, and Licensed Mental Health Practitioner (LMHP), Tyler Byrd. Since May is mental health awareness month, this episode covers everything you need to know about mental health including:

Myths and facts about mental health
The difference between mental health and mental illness
The effect of COVID-19 on mental health
Tips for managing mental health

Resources from the show:

Psychology Today: https://www.psychologytoday.com/us
Character Strengths Survey: https://www.viastrengths.org/survey/account/register

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This podcast episode is brought to by our host, Jack Moylan, and Training & Development Manager, Marisa Gift. In this episode, Jack and Marisa discuss Mentorships! Topics include:

What is a mentor/mentee and why is having one important?
What should you talk about with your mentor/mentee?
What are the characteristics of a “good” mentor or mentee?
How do I find/pick a mentor?

Resources referenced in the show:

25 Tips from the Best Mentors We Know

The Coaching Habit book

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This podcast episode is brought to by our host, Jack Moylan, HR Benefits & Compliance Specialist, Courtney Martin, and Human Resources Shareholder, Steph Hand. In this episode, Jack, Courtney, and Steph discuss employee benefits! Topics include:

Overview of the different types of benefits offered by companies
Explanation of costs, eligibility, and vesting schedules
Insurance provider information
Where to get help if you are unemployed

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This podcast episode is brought to by our host, Jack Moylan, and Lutz Talent Relations Lead, Steve Guenther. In this episode, Jack and Steve discuss everything about interviews! Topics include: