Mastering Your Financial Life: Recent Episodes

Judy Heft

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

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Mastering Your Financial Life — Episode 91

In this episode of Mastering Your Financial Life, Judy Heft interviews Cari Rincker, the Principal at Rincker Law, PLLC, a nationally recognized law firm focusing on Food, Farm, and Family. Cari is a mediator and a licensed attorney in New York, New Jersey, Connecticut, Illinois, Texas, and Kentucky. Cari is the mother of two toddlers and a children’s book author. She also hosts her own podcast, The Billable Mom.

Tune in to the episode to hear about:

  • Estate and Succession Planning: Cari discusses the critical importance of having a strategic plan for estate and succession, particularly for family-owned farms and businesses.

  • Advantages of Using Trusts: Learn about the benefits of incorporating trusts into estate plans, including avoiding probate and maintaining privacy.

  • Importance of Will Preparation: Insights on the necessity of having a will and the ideal times to review and update your estate plan.

  • Medicaid Planning and Trusts: Cari explains the strategic use of irrevocable trusts for Medicaid planning to protect assets when anticipating long-term care needs.

  • Succession Tips for Multi-Generational Businesses: Essential advice on preparing operational manuals and other tools to ensure a smooth generational transition in family businesses.

Learn more about Cari Rincker:

  • Connect with Cari on LinkedIn: https://www.linkedin.com/in/caririncker/

  • Follow The Billable Mom on LinkedIn: https://www.linkedin.com/company/thebillablemom

  • Follow Rincker Law PLLC: https://www.linkedin.com/company/rincker-law-pllc

  • Subscribe to Cari’s YouTube channel: http://www.youtube.com/@CariRincker

  • Subscribe to The Billable Mom’s YouTube channel: https://www.youtube.com/@TheBillableMom-uv2vp

  • Visit Rincker Law’s website: https://rinckerlaw.com

  • Visit The Billable Mom’s website: https://thebillablemom.com

  • Follow Cari on Facebook: https://www.facebook.com/caribrincker

  • Follow The Billable Mom on Facebook: https://www.facebook.com/thebillablemom

  • Follow Rincker Law on Facebook: https://www.facebook.com/RinckerLaw

  • Follow The Billable Mom on X: https://x.com/@TheBillableMom

  • Follow Cari on X: https://x.com/@CariRincker

  • Follow Rincker Law on X: https://x.com/@RinckerLaw

  • Follow The Billable Mom on Instagram: https://www.instagram.com/theBillableMom

  • Follow Rincker Law on Instagram: https://www.instagram.com/rinckerlaw

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 90

In this episode of Mastering Your Financial Life, Judy Heft interviews Maureen Weisner, co-founder and Managing Partner of career-consulting firm KICKSTART Your Transition. She specializes in working with individuals in or approaching transition, typically involving career change, divorce, education, business sale, workplace re-entry and other work/life events.

Maureen is a certified professional coach, seminar leader, speaker, and author and has been recognized as a Top 10 Executive Coach by Women’s Business Boston. Her extensive business knowledge integrates a broad depth of experience drawn from corporate sales, training, education and small business ownership, which she brings to her client base.

Tune in to the episode to hear about:

  • Career Transition Strategies: Maureen discusses the comprehensive approach required to guide clients through career changes, emphasizing the importance of alignment between personal skills and professional goals.

  • Challenges of Re-entering the Workforce: Insightful exploration of the unique challenges faced by those re-entering the workforce, particularly after significant life changes like divorce or child-rearing.

  • Effective Job Search Techniques: Maureen shares essential tips on how to optimize a job search, including leveraging LinkedIn for networking and the importance of cultural fit within potential employment opportunities.

  • Educational Choices and Career Development: Advice on navigating further education and training to align with career aspirations, especially for younger or mid-career professionals contemplating graduate school or a complete career pivot.

  • Navigating Corporate Culture: A deep dive into understanding and integrating into corporate cultures, crucial for both job retention and satisfaction in new roles.

Learn more about Maureen Weisner:

  • Connect with Maureen on LinkedIn: http://linkedin.com/in/maureenweisner

  • Follow KICKSTART Your Transition on LinkedIn: https://www.linkedin.com/company/kick-start-your-transition

  • Visit ​​KICKSTART Your Transition’s website: http://www.kickstartyourtransition.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 89

In this episode of Mastering Your Financial Life, Judy Heft interviews Anja Bernier, Managing Director of Efficient Evolutions™ LLC, a company specializing in business sales and acquisitions. Anja is an experienced company sale and company acquisition advisor to small and medium-sized businesses, individual investors and private equity firms. She is also a Certified Business Appraiser and Certified Valuation Analyst.

Tune in to the episode to hear about:

  • The importance of planning ahead for business sales, starting ideally 3-5 years in advance.

  • Key strategies to increase the value of your business, including customer diversification and financial transparency.

  • The role of profit margins and reducing discretionary expenses in optimizing business value.

  • How to effectively prepare your business and key employees for a smooth transition during the sale process.

Learn more about Anja Bernier:

  • Connect with Anja on LinkedIn: https://www.linkedin.com/in/anjabernier

  • Visit Efficient Evolutions’s Website: http://www.efficientevolutions.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com

  • Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 88

In this episode of Mastering Your Financial Life, Judy Heft interviews Shari Rash, Founder of GWA Wealth, a virtual financial advisory firm that helps women and millennial families address financial challenges and questions in a fun, comfortable, no-nonsense way. Shari, who also hosts her own podcast called Money Chic, specializes in empowering millennials and Gen X families with financial knowledge. She focuses on simplifying financial strategies to help her clients balance living for today while planning for tomorrow.

Tune in to the episode to hear about:

  • The Pitfalls of Traditional Budgeting: Shari discusses why conventional budgeting often fails and suggests alternative strategies for managing finances that accommodate real-life expenses and unexpected costs.

  • Creating a Spending Strategy: Learn how Shari guides her clients in developing a personalized spending strategy that includes saving for "wishes" like vacations and home renovations, which plays a crucial role in growing net worth.

  • Understanding Money Personalities: Shari explores the concept of money personalities and how understanding yours can drastically improve your financial decisions and relationships.

  • Teaching Kids About Money: Insights on how parents can effectively communicate about finances with their children to foster responsible money habits from a young age.

  • The Challenges of 'Adulting' Financially: Shari and Judy discuss the pressures and uncertainties millennials face as they navigate financial responsibilities without adequate guidance.

Learn more about Shari Rash:

  • Connect with Shari on LinkedIn: https://www.linkedin.com/in/shari-rash

  • Visit GWA Wealth’s website: https://www.gwawealth.com

  • Follow GWA Wealth on LinkedIn: https://www.linkedin.com/company/greenway-wealth-advisory

  • Subscribe to Shari’s YouTube Channel: https://www.youtube.com/@MoneyChicshari

  • Follow Shari on Facebook: https://www.facebook.com/moneychicshari

  • Follow Shari on X: https://x.com/moneychicshari

  • Follow Shari on Instagram: https://www.instagram.com/moneychicshari

  • Check out Shari’s podcast, “Money CHIC”: https://www.gwawealth.com/podcast

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com

Subscribe to Mastering Your Financial Life on Apple podcast:

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 87

In this episode of Mastering Your Financial Life, Judy Heft interviews Heidi Webb and retired Judge Julie Field, co-founders of the Consilium® Institute. Judge Field retired to co-found the institute, aiming to revolutionize divorce handling with a solution-focused approach. Heidi Webb, with expertise in family law and psychology, developed the Consilium® Process to aid clients' personal growth during divorce. Julie and Heidi are also co-authors of “Dissolution to Evolution.”

Tune in to the episode to hear about:

  • Introduction of the Consilium® Institute: Heidi Webb and Julie Field talk about their institute's holistic approach to divorce consultation, addressing financial, psychological, and legal aspects for better post-divorce outcomes.

  • Differences from Traditional Legal Processes: Heidi Webb and Julie Field emphasize that the Consilium® process focuses on long-term planning by starting with end goals like retirement and working backward to meet future objectives.

  • Multidisciplinary Approach: Heidi Webb and Julie Field mention their integration of financial professionals, lawyers, judges, and mental health experts into a cohesive team to provide comprehensive guidance.

  • Origins and Development: Heidi Webb and Julie Field go over how their long-standing friendship and professional collaboration led to the creation of the Consilium® Institute, inspired by their experiences as a divorce attorney and a judge.

  • Educational and Supportive Resources: Heidi Webb and Julie Field discuss the mastery courses and resources offered by the institute for professionals and clients, including their book "Dissolution to Evolution" to help clients navigate divorce strategically.

Learn more about Heidi Webb and Julie Field:

  • Connect with Julie Field on LinkedIn: https://www.linkedin.com/in/julie-field-959727223

  • Connect with Heidi Webb on LinkedIn: https://www.linkedin.com/in/heidirwebb

  • Connect with the Consilium® Institute on LinkedIn: https://www.linkedin.com/company/consilium-institute

  • Visit the Consilium® Institute on YouTube: https://www.youtube.com/@ConsiliumInstitute

  • Visit the Consilium® Institute's website: http://www.consiliuminstitute.com

  • Follow the Consilium® Institute on Facebook: https://www.facebook.com/Consiliuminstitute

  • Follow the Consilium® Institute on Instagram: https://www.instagram.com/consiliuminstitute

  • Consider buying their book, Dissolution to Evolution: Navigating Your Divorce Through the Consilium® Process:” https://www.amazon.com/Dissolution-Evolution-Navigating-Throught-Consilium/dp/1543923119

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 86

In this episode of Mastering Your Financial Life, Judy Heft interviews Aviva Pinto, Managing Director at Wealthspire Advisors, a New York City-based, $20 billion registered investment advisory firm with 350+ associates in over 20 locations across the country. Aviva brings over 30 years of experience in financial services, specializing in assisting individuals navigating significant life transitions such as divorce or widowhood. She is a Certified Divorce Financial Analyst (CDFA) and Certified Divorce Specialist (CDS), and a recognized speaker and contributor in financial circles.

Tune in to the episode to hear about:

  • The importance of financial preparedness before filing for divorce, and the potential financial pitfalls to avoid during the process.

  • How divorce can offer a path to personal empowerment and financial independence, especially for those who were not previously managing finances.

  • Common financial mistakes people make post-divorce and how to avoid them.

  • The emotional and psychological aspects of divorce, paralleling the grieving process of widowhood, and how to cope with the changes.

  • Practical advice on navigating the financial affidavit and ensuring financial security post-divorce.

Learn more about Aviva Pinto:

  • Connect with Aviva on LinkedIn: https://www.linkedin.com/in/avivapinto

  • Follow Wealthspire Advisors on LinkedIn: https://www.linkedin.com/company/wealthspireadvisors

  • Visit Wealthspire Advisors’s Website: http://www.wealthspire.com

    • Email: aviva.pinto@wealthspire.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 85

In this episode of Mastering Your Financial Life, Judy Heft interviews Andrea Greenspan, a passionate and highly experienced image, style, and brand consultant who founded ag Image Style Brand 9 years ago. Andrea helps individuals and companies explore their image, define their style, and effectively communicate their brand for maximum impact.

Tune in to the episode to hear about:

  • Journey to Becoming an Image Consultant: Andrea Greenspan shared her inspiring journey from being an empty nester to establishing herself as a certified image consultant.

  • Difference Between Image Consultant and Stylist: Andrea clarified the distinction between an image consultant and a stylist.

  • Importance of Colors in Fashion: Andrea emphasized the crucial role colors play in personal style. She detailed her meticulous color analysis process, which involves eye color, hair color, and more.

  • Creating a Functional and Stylish Wardrobe: Andrea explained her strategy for organizing wardrobes to reflect clients’ lifestyles, ensuring that their clothing is both functional and stylish.

  • Managing Weight Fluctuations with Style: Addressing common concerns about weight fluctuations, Andrea provided practical advice on maintaining a versatile wardrobe that accommodates changes in body size.

Learn more about and connect with Andrea Greenspan:

  • Visit Andrea’s website: https://andreagreenspan.com

  • Connect with Andrea on LinkedIn:

https://www.linkedin.com/in/andreagreenspan

  • Follow ag Image Style Brand on Instagram: https://www.instagram.com/ag_image_style_brand

  • Follow ag Image Style Brand on Facebook: https://www.facebook.com/ag.image.style.brand

  • Email: andrea@andreagreenspan.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 84

In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Rodin, an attorney for the healthcare professional. Stephanie works with professionals from all different medical fields, helping healthcare practices with anything from setting up employment agreements to selling their practices.

Stephanie is the founder and principal of Rodin Legal, P.C.

Tune in to the episode to hear about:

  • How Stephanie found herself in healthcare law while taking steps to avoid working in the healthcare industry

  • The biggest changes Stephanie has been seeing in the healthcare industry over the last few years

  • Employment Agreements and Non-Competes — defining them and real-life examples

  • Challenges and Successes Stephanie has been experiencing over the last few years

Learn more about Stephanie Rodin:

  • Connect with Stephanie on LinkedIn: https://rodinlegal.com

  • Visit Rodin Legal’s website: https://rodinlegal.com

  • Check out Stephanie’s podcast, “Speaking with Steph”: https://podcasts.apple.com/us/podcast/speaking-with-steph/id1606018253

  • Email: stephanie@rodinlegal.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 83

In this episode of Mastering Your Financial Life, Judy Heft interviews Gabrielle Lese, a shareholder in the New York office of Anderson Kill and a member of the Wills, Trusts, and Estates Group. With a focus on complex estates and blended families, Gabrielle guides clients through probate administration and addresses the needs of disabled or challenged family members in estate planning.

Tune in to the episode to hear about:

  • Why Everyone Needs an Estate Plan: Gabrielle stresses that estate planning is vital for everyone to communicate their wishes clearly in case of incapacity or death, involving wills and more.

  • Will Importance: Gabrielle underscores the necessity of having a will to ensure assets are distributed as desired, as intestacy laws can lead to unintended outcomes.

  • Trust Benefits: Gabrielle explores trusts, citing their advantages like avoiding probate, ensuring privacy, and protecting assets from creditors.

  • Gifting and Trusts Overview: Gabrielle discusses lifetime gifting within trusts for asset protection and estate tax planning.

Learn more about Gabrielle Lese:

  • Connect with Gabrielle Lese on Linkedin: https://www.linkedin.com/in/gabrielle-c-lese-683650b

  • Connect with Anderson Kill on Linkedin: https://www.linkedin.com/company/andersonkilllaw/about

  • Visit Anderson Kill’s website: https://www.andersonkill.com/People/Gabrielle-C-Lese

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Check out Judy’s published books, MASTERING YOUR FINANCIAL LIFECYCLES and HOW TO BE SMART, SUCCESSFUL, & ORGANIZED WITH YOUR MONEY: https://judithheft.com/book

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Mastering Your Financial Life — Episode 82

In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm. Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channels of finance, from Wirehouse and single family offices to trust accounts, and she is now thriving at the respected RIA, Wealthspire Advisors.

Tune in to the episode to hear about:

  • The common financial issues and goals clients bring to their advisors, including the need for clarity and strategic planning in their financial lives.

  • Insights into current trends in real estate investment, particularly how interest rates impact decisions about buying second homes or helping children with home purchases.

  • The influence of rising interest rates on investment strategies, with a focus on how this environment is reshaping approaches to fixed income and equity allocations.

  • Misconceptions about investment management and the importance of understanding the real goals of investing, beyond just achieving high returns.

  • The value of professional financial advice and how fees associated with wealth management can translate into long-term benefits for clients.

Learn more about Gail Harris:

  • Connect with Gail on LinkedIn: http://www.linkedin.com/in/gailmharris

  • Visit Gail’s business website: http://www.wealthspire.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 81

In this episode of Mastering Your Financial Life, Judy Heft interviews Anthony Verna, Managing Partner of Verna Law, P.C., an intellectual property and advertising boutique law firm. Anthony specializes in trademarks, patents, and copyrights, helping clients create and protect their innovative ideas. His practice involves collaboration with clients across various industries to ensure their intangible assets are secured.

Tune in to the episode to hear about:

  • An in-depth explanation of what constitutes intellectual property and its importance to the valuation of a business.

  • Real-world challenges and solutions in protecting intellectual property, including handling cases of infringement and misuse.

  • The impact of intellectual property on business strategies and the importance of having a comprehensive business plan.

  • Discussion on how intellectual property rights are handled in different contexts, such as fashion and comic book industries.

  • Insightful tips on navigating the complexities of patent filing and intellectual property law from an expert in the field.

Learn more about Anthony Verna:

  • LinkedIn Profile: https://www.linkedin.com/in/anthonyverna

  • YouTube Channel: https://www.youtube.com/@avernalawfirm

  • Website: http://vernalaw.com

  • Facebook Business: https://www.facebook.com/anthonyvernalaw

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 80

In this episode of Mastering Your Financial Life, Judy Heft interviews Sharon Bregman, Founder and Managing Member of 360déménager LLC. Sharon brings over 18 years of expertise in managing residential moves for clients ranging from high-net-worth individuals to seniors transitioning to assisted or independent living. Her company specializes in right-sizing rather than downsizing, handling everything from local moves to international relocations and storage solutions.

Tune in to the episode to hear about:

  • The common financial and emotional mistakes families make when managing estates or downsizing homes.

  • The importance of professional management in estate clearance to avoid overlooked valuables and potential family disputes.

  • Practical tips on managing the logistics of a move, including the benefits of professional packing and moving services.

  • The emotional challenges associated with moving and downsizing, particularly for seniors, and how professional help can ease this transition.

  • Real-life stories from Sharon's extensive experience that highlight the need for meticulous planning and execution in estate and move management.

Learn more about Sharon Bregman:

  • Connect with Sharon on LinkedIn: http://www.linkedin.com/in/sharonbbregman

  • Visit 360déménager LLC’s Website: http://www.360demenager.com/

  • Follow 360déménager LLC on Facebook: https://www.facebook.com/profile.php?id=100064452143799

  • Follow 360déménager LLC on Instagram: http://instagram.com/360demenager

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 79

In this episode of Mastering Your Financial Life, Judy Heft interviews Dahiema Grant, CEO and Founder of DSG Advisory CPA, a NY-based CPA firm where financial expertise meets unwavering support for female entrepreneurs and business owners. With 17 years at the helm of her own accounting firm, Dahiema specializes in cash flow management, accounting, and bookkeeping for startups, alongside tax preparation.

Tune in to the episode to hear about:

  • The significance of cash flow analysis for startups and established businesses and how it can predict financial health and future needs.

  • Practical strategies for managing cash inflows and outflows to enhance business financial stability.

  • The role of a fractional CFO and how they can provide strategic financial oversight to growing businesses.

  • Insights on the importance of proactive financial management and planning to avoid common pitfalls that businesses face.

  • Dahiema's personal journey in balancing a demanding career with her passion for marathon running.

Learn more about Dahiema Grant:

  • Connect with Dahiema on LinkedIn: https://www.linkedin.com/in/dsg-advisory-cpa/

  • Visit DSG Advisory CPA’s Website: https://www.dsgadvisorycpa.com/

  • Follow DSG Advisory CPA on Facebook: https://www.facebook.com/DSGAdvisoryCPA/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 78

In this episode of Mastering Your Financial Life, Judy Heft interviews Lesley Brovner and Mark Peters, founding partners of the boutique law firm, Peters Brovner, which focuses on civil litigation, internal investigations, and regulatory defense.

Tune in to the episode to hear about:

  • When and why internal investigations make sense for companies and nonprofits

  • An overview of some of the different federal regulations that industry leaders should be aware of as their business grows

  • The financial benefits for a company keeping up to date with your compliance requirements

  • 5 Common pitfalls and misconceptions in compliance

  • Regulatory attorneys — what they do; and when and why should you hire them

  • The Top 3 things Lesley and Mark wish every profit or not-for-profit knew

Learn more about Lesley Brovner and Mark Peters:

  • Connect with Lesley on LinkedIn: https://www.linkedin.com/in/lesleybrovner/

  • Connect with Mark on LinkedIn: https://www.linkedin.com/in/markgpetersesq/

  • Follow Peters Brovner LLP on LinkedIn: https://www.linkedin.com/company/peters-brovner-llp/

  • Visit Peters Brovner LLP’s website: https://petersbrovner.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 77

In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Eric Schutzbank from The Law Offices of Berid & Schutzbank, a family-founded law firm located in North Andover, Massachusetts. Eric concentrates his practice in the areas of Domestic Relations, Family Law, Dispute Resolution, Guardianship, Elder Care / Abuse Law, Criminal Law, and Probate Litigation.

Tune in to the episode to hear about:

  • The emotional complexity of divorce

  • The emotional and financial considerations when determining what to do with the marital home

  • Understanding how investments, inheritance, and retirement are distributed in divorce

  • The importance of hiring the right professionals when getting a divorce

  • What do you do if you suspect your divorcing spouse is hiding assets — the role of forensic accountants

Learn more about Eric Schutzbank:

  • Connect with Eric on LinkedIn: www.linkedin.com/in/attorneyschutzbank

  • Read Eric’s full profile on the Law Offices of Berid & Schutzbank,’s website: https://www.berid-schutzbank.com/attorney-eric-schutzbank/

  • Follow Law Offices of Berid & Schutzbank,on Facebook: https://www.facebook.com/beridschutzbankllc.lawfirm

  • Follow Eric on Twitter: https://twitter.com/AndoverAttorney

  • Email: eschutzbank@berid-schutzbank.com

  • Call: 978 655 4282

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 76

In this episode of Mastering Your Financial Life, Judy Heft interviews Fran Pastore, CEO and Founder of Women's Business Development Council (WBDC). Women’s Business Development Council is a 501(c)(3) non-profit organization that is dedicated to providing the tools and resources to help women thrive in business.

Tune in to the episode to hear about:

  • How Fran came to founding Women's Business Development Council and focusing her work on women entrepreneurs

  • The importance and impact of the Women's Business Ownership Act, which eradicated archaic and sexist state laws that mandated that women could not access capital for commercial purposes

  • The current and projected landscape of the United States economy and women business owners’ place in it with women starting businesses at twice the rate of their male counterparts

  • The types of grants that the WBDC gives away, including those for childcare

Learn more about Fran Pastore:

  • Connect with Fran on LinkedIn: https://www.linkedin.com/in/francinepastore

  • Visit the Women's Business Development Council’s website: https://ctwbdc.org/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 75

In this episode of Mastering Your Financial Life, Judy Heft interviews Dina De Giorgio, an attorney with over 30 years of experience handling all aspects of Family Law, divorce, child support, pre-nuptial agreements and custody issues. Dina is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP. and has an office on Long Island and in New York City.

Tune in to this episode for these key takeaways:

  • "Divorce-proofing" your marriage in financial terms — the most effective way for both partners

  • The Role Prenuptial Agreements play in a marriage — who should consider them and why

  • Important factors to consider when contemplating a divorce

Learn more from and connect with Dina De Giorgio:

  • Connect with Dina on LinkedIn: https://www.linkedin.com/in/dina-de-giorgio-02154414

  • Follow Schwartz Sladkus Reich Greenberg Atlas LLP on LinkedIn: https://www.linkedin.com/company/schwartz-sladkus-reich-greenberg-atlas-llp/

  • Read more about Dina and her firm at Schwartz Sladkus Reich Greenberg Atlas LLP's website : https://ssrga.com/attorney/dina-de-giorgio

  • Follow Dina on Facebook: https://www.facebook.com/DinaDeGiorgio

  • Follow Dina on Instagram: https://www.instagram.com/dinadegiorgio

  • Email: ddegiorgio@ssrga.com

  • Call: 212-743-7047

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 74

In this episode of Mastering Your Financial Life, Judy Heft interviews Frank Demming, owner and operator of a lead generation digital marketing agency called Local Business Marketing Solutions. He helps small law firms increase their revenue by promoting their services using proven online marketing strategies.

Tune in to this episode for these key takeaways:

  • The circumstances that led Frank to start his own business

  • Why Frank decided to cash out his retirement savings to start his business rather than taking out a business loan

  • How Frank managed his finances in the early years of running his business

  • Frank’s biggest lessons he learned when starting his business and managing his finances

  • The hardest thing Frank encountered when switching from working for a business to starting his own business

Learn more from and connect with Frank Demming:

  • Connect with Frank Demming on LinkedIn: https://www.linkedin.com/in/fdemming/

  • Follow Local Business Marketing Solutions on LinkedIn: https://www.linkedin.com/company/local-business-marketing-solutions

  • Visit Local Business Marketing Solutions on YouTube: https://www.youtube.com/@lbmsllc

  • Visit Local Business Marketing Solutions’ Website: https://lbmsllc.com

  • Tune in to Frank’s podcast, Marketing Solutions for Local Law Firms, on Apple: https://podcasts.apple.com/us/podcast/marketing-solutions-for-local-law-firms/id1596766131

  • Tune in to Frank’s podcast on Spotify: https://open.spotify.com/show/45aMzOAc8IwyuKnOwqEysS

  • Check out Frank’s book, 7 Steps to Recession Proofing Your Business, on Amazon: https://www.amazon.com/gp/product/1671718844

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 73

In this episode of Mastering Your Financial Life, Judy Heft interviews Scott Mautner, a corporate lawyer who specializes in start up financing, mergers and acquisitions and outsource general counsel.

Tune in to this episode for these key takeaways:

  • Understanding the multiple sides to Scott’s practice, including Mergers and Acquisitions and startup financing

  • Scott’s role as an Outside General Counsel

  • Scott’s work with startup companies

  • How businesses can utilize attorneys in an efficient and cost-effective way

Learn more from and connect with Scott Mautner:

  • Connect with Scott Mautner on LinkedIn: https://www.linkedin.com/in/scott-mautner/

  • Email: SMautner@homlegal.com

  • Phone: (914) 686-4800

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 72

In this episode of Mastering Your Financial Life, Judy Heft interviews NirajChhabra, Managing Director of SideBar Advisors. SideBar Advisors provides financial planning for attorneys. In addition, they provide complementary CLEs & networking opportunities specifically for attorneys.

Tune in to this episode for these key takeaways:

  • Financial planning for attorneys — the specific needs and specialized planning

  • Suggested financial vehicles for attorneys, including their employer benefits and beyond

  • Financial planning concerns for women — 3 key areas make it unique

Learn more from and connect with NirajChhabra:

  • Connect with Niraj on LinkedIn: https://www.linkedin.com/in/nirajchhabra/

  • Follow SideBar Advisors on LinkedIn: https://www.linkedin.com/company/sidebaradvisors/

  • Visit SideBar Advisors' website: https://sidebaradvisors.com/

  • Follow SideBar Advisors on Facebook: https://www.facebook.com/SideBarAdvisors/

  • Consider attending SideBar Advisors' upcoming events (RSVP here: https://sidebaradvisors.com/events/):

**** Solo & Small Firm Attorney Virtual Networking on February 28, 2024 at noon EST

**** Women’s Attorney Virtual Networking on March 28, 2024 at noon EST

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 71In this episode of Mastering Your Financial Life, Judy Heft interviews Wendy Prince. Wendy is Principal and founding member of Prince Law Group, LLC, which focuses in family law, representing individuals in all alternative dispute resolution areas of matrimonial law including marriage and dissolution agreements in divorce and family law. Wendy has focused her entire legal career on family law with an emphasis on divorce mediation and other non-adversarial processes.

Tune in to this episode for these key takeaways:

  • Non-adversarial options for divorce — definitions and differences

  • Divorce Mediation — how to guide clients when they refuse outside counsel

  • Asset division differences in Connecticut and New York

  • The benefits of a prenuptial agreement

Learn more from and connect with Wendy Prince

  • Connect with Wendy on LinkedIn: https://www.linkedin.com/in/wendyprinceesq/

  • Visit Wendy's business website: https://princelawgroup.com

  • Phone: (203) 405-0987

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 70

In this episode of Mastering Your Financial Life, Judy Heft interviews Jen Cochrane, Co-founder and Chief Executive Officer at Gifted Travel Network. Jen has one of the most unique backgrounds of any executive of a modern travel agency. Jen was previously an executive with the Federal Reserve where she was a start-up and turnaround specialist tasked with tackling some of the Fed’s most complex business challenges.

In her current role as co-founder and CEO of Gifted Travel Network, Jen has steered the company through start-up and growth phases with a vision for creating a unique business in a mature industry. Her work has led to GTN being recognized throughout the industry for its innovative approach to supporting and educating grooming successful travel entrepreneurs.

Tune in to this episode for these key takeaways:

  • The benefits of using a travel agent

  • Why businesses should be hiring ahead of growth

  • The importance for businesses to invest in services and technology

  • How travel advisors are paid

  • How to create a team comprised of people with different personality and work styles who you can delegate important work to

  • Key steps necessary to transition your mass market travel business into the exclusive luxury travel market

  • Key ingredients to becoming a successful travel agent/advisor

  • Gifted Travel Network's Travel MBA training program for travel advisors: https://www.giftedtravelnetwork.com/travel-mba

Learn more from and connect with Jen Cochrane:

  • Connect with Jen on LinkedIn: https://www.linkedin.com/in/jennifercochrane/

  • Follow Gifted Travel Network on LinkedIn: https://www.linkedin.com/company/giftedtravelnetwork

  • Subscribe to Gifted Travel Network's channel YouTube: https://www.youtube.com/ @giftedtravelnetwork

  • Visit Gifted Travel Network's website: http://www.giftedtravelnetwork.com

  • Follow Gifted Travel Network on Facebook: https://www.facebook.com/GiftedTravelNetwork

  • Follow Gifted Travel Network on Instagram: https://www.instagram.com/giftedtravelnetwork/

  • Email: lybbi@giftedtravelnetwork.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 69In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Howard Graber, co-founding partner at GraberRoberts, LLC. GraberRoberts is a law firm in Stamford, Connecticut that focuses on all aspects of family law including premarital agreements, postnuptial agreements, divorce, property division, business valuation, child support, spousal support, contempt, domestic violence, child custody, visitation, modification of support, custody/visitation orders and appeals. Our goal is to obtain the best possible outcome for our clients with the least emotional and financial impact on the family.Tune in to this episode for these key takeaways: * The most important questions to ask a prospective divorce attorney * How the Covid pandemic affected divorce law cases in Connecticut * Financial steps to be taken before broaching the topic of divorce with your spouse * What to look for and where to look when suspicious of your spouse hiding funds * What a spendthrift trust is and how it can help protect your assets * The secret to a successful marriageLearn more from and connect with Howard Graber: * Connect with Howard on LinkedIn: https://www.linkedin.com/in/howard-r-graber-7a1743109/

  • Follow GraberRoberts LLC on LinkedIn: https://www.linkedin.com/company/graberroberts-llc

  • Visit Howard's firm website: https://www.graberroberts.com/ * Read Howard's full bio: https://www.graberroberts.com/howard-r-graber * Follow GraberRoberts on Facebook: https://www.facebook.com/GraberLaw/

  • Email: HGraber@graberroberts.com********In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 68

In this episode of Mastering Your Financial Life, Judy Heft interviews Todd Stankiewicz, president and CIO of SYKON Capital. Todd's mission is to transform the wealth management experience. At SYKON, they champion a pioneering approach that goes beyond traditional risk metrics.

Tune in to this episode for these key takeaways:

  • The Revolution of Behavioral Finance in Wealth Management — How behavioral finance has transformed the traditional methods of wealth management, and why the everyday investor needs to understand this shift

  • Tailoring Financial Advice to Client Core Values — Rather than solely focusing on a client's financial goals that may change as time passes, Todd highlights the importance of tailoring to core values, which remain consistent

  • Innovative Technologies and Their Role in Modern Financial Decision-making — How cutting-edge tools, like the ones used at SYKON Capital, help in capturing the human essence behind financial decisions

  • Education and Empowerment in Financial Planning — How individuals can educate themselves to make empowered financial decisions that resonate with their life goals

Learn more from and connect with Todd Stankiewicz:

  • Connect with Todd on LinkedIn: https://www.linkedin.com/in/todd-stankiewicz-chfc%C2%AE-cfp%C2%AE-cmt%C2%AE-5b517a57/

  • Follow Sykon Capital on LinkedIn: https://www.linkedin.com/company/sykon-capital

  • Visit Sykon Capital's website: https://www.sykoncapital.com/

  • Follow Sykon Capital on Facebook: https://www.facebook.com/people/Sykon-Capital-LLC/100094605116024/

  • Follow Sykon Capital on Twitter: https://twitter.com/SykonCap

  • Follow Sykon Capital on Instagram: https://www.instagram.com/sykoncap/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 67In this episode of Mastering Your Financial Life, Judy Heft interviews Lauren Banyar Reich, Founder & CEO of LBR/PR. At LBR/PR, Lauren and her team deliver top-tier media placements that move the needle for their clients. Lauren’s energy and enthusiasm lead the way at LBR/PR, whether she’s cultivating new business, heading up strategy sessions or asking a million questions to really understand what makes her clients – and their businesses – tick. She loves geeking out on entrepreneurship, listening to podcasts (like this one!), helping people in her network, drinking dry martinis (with a twist) and flipping tires at the gym.

For almost two decades, Lauren has been helping business thought leaders leverage their expertise for greater visibility, credibility and ultimately profitability for their businesses. Throughout her career, Lauren has worked with bestselling authors, C-Suite executives, entrepreneurs, doctors, lawyers and innovative brands and non-profits to advance their business goals by generating high-impact press placements.

Tune in to this episode for these key takeaways:

  • What is public relations and why is it important

  • Biggest misconceptions about PR

  • How to know if PR is right for your business and what things should be in place before starting a PR or thought leadership campaign

  • LBR/PR in a Box — what it is and why we need this in the market

  • How to set your business apart from the competition

Learn more from and connect with Lauren Banyar Reich:

  • Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lbrpr/

  • Follow LBR/PR on LinkedIn: https://www.linkedin.com/company/lbr-pr

  • Visit LBR/PR's website: https://www.lbrpr.com/

  • Email: lreich@lbrpr.com********In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 66

In this episode of Mastering Your Financial Life, Judy Heft interviews Merry Neitlich. For over 30 years, Merry has been a leader in branding and business development working with professional service providers. She is an award-winning consultant who assists firms in raising their visibility and driving new revenue.

Merry is founding partner of EM Consulting, a leading business development consultancy with over 25 years of experience in professional services marketing, brand development and business development solutions, coaching and training. There are offices in Irvine, California and Chicago, Illinois.

Tune in to this episode for these key takeaways:

  • The importance of creating a distinctive brand that's real and true to the business and how Merry and her team get there with their clients

  • Why a company should start with branding when thinking of business development

  • How a company or firm applies its brand to achieve increased visibility and profits

  • Once the brand is applied, how to strategize to create sustained business development opportunities that combine clients, non-clients, and referral sources

  • The most common mistakes firms and companies make with regard to their websites

  • How long it takes to go from branding to seeing actual revenue increase

Learn more from and connect with Merry Neitlich:

  • Connect with Merry on LinkedIn: https://www.linkedin.com/in/merryneitlich/

  • Follow EM Consulting on LinkedIn: https://www.linkedin.com/company/extreme-marketing/

  • Visit EM Consulting's website: https://emconsults.org/

  • Email: merry@emconsults.org

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Mastering Your Financial Life — Episode 65

In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance. Dynama Insurance is an independent brokerage representing the country’s largest and most reputable insurance companies. Dynama takes an educational, transparent approach and will help you compare multiple options in order to select the best possible insurance policy. Erin provides life, health, disability, and long-term care insurance from the strongest insurers.

Tune in to this episode for these key takeaways:

  • The most important advice Erin gives to someone who needs insurance

  • Mistakes to avoid when buying insurance

  • Ideal age to acquire long-term care insurance

  • Types of insurance Erin recommends for particular life stages

  • Life Settlement — What is it and is it right for you

Learn more from and connect with Erin Ardleigh:

  • Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh

  • Visit Dynama Insurance's Website: https://dynamainsurance.com/

  • Email: Erin@dynamainsurance.com********

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/Visit Judith Heft & Associates' Website: http://www.judithheft.com/Subscribe to Mastering Your Financial Life on Apple podcast:https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Katherine Taylor, a Maryland lawyer who represents business owners. Based in Maryland, Katherine is the Founder and Owner of Taylor Legal™. Katherine is also an adjunct professor in the Intellectual Property and Entrepreneurship Clinic at the University of Maryland Carey School of Law.

Taylor Legal™ specializes in representing startups, emerging and established businesses and/or their founders and owners. Like many of our clients, we at Taylor Legal™ are running a business, so we understand the issues that face business owners.

Tune in to this episode for these key takeaways:

  • How to protect your business in the event the owner becomes incapacitated or passes away

  • The key differences between being a solo practitioner, forming an LLC, and becoming a corporation

  • What a business owner can do to protect their own personal assets from any potential claims against their business

  • The importance of an operating agreement

  • How business bank accounts should be titled

  • How to choose the signatory on business bank accounts

Learn more from and connect with Katherine Taylor:

  • Visit Taylor Legal's website: https://www.taylorlegal.com/

  • Watch Katherine's videos and subscribe to the Taylor Legal YouTube channel (if you're a business owner, make sure to check out Katherine's video on the Corporate Transparency Act): https://www.youtube.com/channel/UCLSQcqb98NubiqJIM8WfYOQ

  • Connect on LinkedIn: https://www.linkedin.com/in/katherineltaylor/

  • Follow Taylor Legal on LinkedIn: https://www.linkedin.com/company/taylor-legal/

  • Follow Taylor Legal on Facebook: https://www.facebook.com/taylorlegalbizlaw

  • Follow Katherine on Instagram: https://www.instagram.com/ktaylorpics/

  • Do you have experience with Taylor Legal? Write a review on Google: https://tinyurl.com/yjktf84u

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast:https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Pamela Mosiello.

Pam Mosiello has over 20 years of experience in public accounting with a focus on tax planning, preparation and consulting services to high-net-worth Individuals, family office clients, trusts and estates, private foundations and closely held businesses. She advises clients with complex tax reporting requirements, including those with financial assets held in foreign trusts, institutions and other entities.

In addition, Pamela also provides multi-state tax planning concerning residency as well as tax planning for individuals approaching retirement. She also has extensive experience representing clients before the IRS and state/local taxing authorities.

Tune into the episode for insights from Pamela Mosiello:

  • Pam's takeaway from the October 2023 tax season

  • How Pam is advising her clients for end-of-year planning

  • The importance of preparing ahead for taxes

  • Advice about charitable giving

Connect with and learn more from Pamela Mosiello:

  • Connect with Pam on LinkedIn: https://www.linkedin.com/in/pamela-a-mosiello-cpa-143a9422/

  • Read more about Pam on the UHC website: https://uhy-us.com/professional/pam-mosiello

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast:

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Eric Sarver, Esq., the founding attorney of Sarver Law Firm, PLLC, a Manhattan-based boutique employment law and business law firm which opened its doors in April of 2001. Eric and his firm counsel, defend, and represent small to mid-sized businesses in various industries, helping small to mid-sized companies to navigate the ever-changing world of federal, state, and municipal labor and employment laws, while defending employers / management in federal and state courts, arbitration, or in government investigations in matters such as employment discrimination, wage and hour violations, paid leave issues, breach of employment contract, or commission disputes. Sarver Law Firm, PLLC further provides business law services, from business formation to buy-sells, drafting of Investor Agreements, RSPA’s, Operating Agreements, partnership formation and dissolution, and commercial litigation.

Tune into the episode for insights from Eric Sarver:

  • How the change to a remote or hybrid workforce created new labor and employment law challenges, and financial impact, for businesses

  • 3 Lessons in employment law that employers can take away from the Covid-19 pandemic

Connect with and learn more from Eric Sarver:

A Long Island native who went to SUNY Binghamton and Hofstra Law School, Eric Sarver began practicing law in January 1999 at a prominent Park Avenue firm, and later at a small civil rights and employment law firm on Long Island. Eric lives in suburban New Jersey with his wife, Sarah, and their young son, Nathan. He enjoys spending time with his family, playing guitar, karaoke, cycling, the beach, and going to the gym.

  • Connect with Eric on LinkedIn: https://www.linkedin.com/in/eric-sarver-esq-a7a4a413/

  • Visit Sarver Law Firm, PLLC's website: https://sarver-law.com/

  • Follow the Sarver Law Firm, PLLC on LinkedIn: https://www.linkedin.com/company/sarver-law-firm/

  • Subscribe to the Sarver Law Firm, PLLC on YouTube: https://www.youtube.com/@SarverLawFirmPLLC

  • Follow the Sarver Law Firm, PLLC on Facebook: https://www.facebook.com/SARVERLAWFIRM/

  • Follow the Sarver Law Firm, PLLC on Twitter: https://twitter.com/EricSarver73

  • Check out Eric's podcast: https://podcasts.apple.com/us/podcast/employment-law-today/id1616933480

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

  • Subscribe to Mastering Your Financial Life on Apple podcast:https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Jeremy Poock, founder of Senior Attorney Match. Founded in 2013, Senior Attorney Match designs and implements succession plans for attorneys.

Tune into the episode for insights from Jeremy Poock:

  • How law firms are valued

  • How to and the importance of transferring client trust when selling a firm

  • Options lawyers have when selling a law firm

  • Why lawyers should have business training

  • Current trends seen in law firm sales

  • Financial tips for senior lawyers considering succession planning for their law practices

Connect with and learn more from Jeremy Poock:

  • Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremypoock/

  • Follow Senior Attorney Match on LinkedIn: https://www.linkedin.com/company/senior-attorney-match/

  • Subscribe to Jeremy's YouTube Channel: https://www.youtube.com/@thelawfirmseller

  • Visit Senior Attorney Match's website: https://www.seniorattorneymatch.com/

  • Follow Senior Attorney Match on Facebook: https://www.facebook.com/SeniorAttorneyMatch

  • Follow Senior Attorney Match on Twitter: https://twitter.com/srattorneymatch

  • Tune in to Jeremy's two live streams per month: (i) The State of the Market for Law Firm Sales in 7 Minutes; and (ii) The Ask the Law Firm Seller Show: https://srattorneymatch.podbean.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

  • Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Jill Spielberg, a Partner at Abrams Fensterman, LLP. Jill is the Director and Partner-in-Charge of the Matrimonial and Family Law Practice of the White Plains Office.

Tune in to the episode for insights from Jill Spielberg:

  • The surprising benefits of prenuptial agreements for both parties outside just the protection of assets

  • Why she wishes couples were required to take a marriage education course

  • Where to begin from a financial perspective when contemplating divorce

  • The importance of financial inclusion in a marriage to be prepared in case of unexpected death or divorce

  • Why Jill sees divorce mediation as counter-intuitive

Connect with and learn more from Jill Spielberg:

  • Read more about Jill on her firm's website: https://www.abramslaw.com/attorneys/jill-spielberg/

  • Connect on LinkedIn: https://www.linkedin.com/in/jill-spielberg-9b654930/

  • Call: (914) 607-7010 * Email: jspielberg@abramslaw.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

  • Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance.

Tune into the episode for insights from Dan Wice:

  • The importance of life insurance in your financial planning strategy and how it will evolve throughout your life

  • Wealth transfer strategies — what's working and what isn't

  • The difference between Permanent Insurance and Term Insurance

  • The importance of Long-term Care and how it may change throughout your life

Connect with and learn more from Dan Wice:

  • Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354

  • Visit Dan's business website: https://www.americanbusiness.com/

  • Email: dwice@americanbusiness.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

  • Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Jeffrey M. Verdon, Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. Jeffrey's focus is on estate planning and asset protection for affluent families and successful business owners.

Jeffrey is also author of Estate Planning for Women Only (available on Amazon: https://www.amazon.com/Estate-Planning-Women-Jeffrey-Verdon/dp/1494807505)

Tune into the episode for insights from Jeffrey Verdon:

  • Jeffery's career journey that led him to his unique approach to estate planning for the more affluent family and business owner

  • What asset protection planning is and why is it so important

  • Some of the techniques Jeffery's firm uses to achieve integrated estate planning with asset protection

  • Jeffrey's book, Estate Planning for Women Only — How and why he came to write it and key takeaways

Connect with and learn more from Jeffrey Verdon:

  • Connect on LinkedIn: https://www.linkedin.com/in/jeffreyverdon/

  • Follow Falcon Rappaport & Berkman LLP on LinkedIn: https://www.linkedin.com/company/frblaw/

  • Follow Falcon Rappaport & Berkman LLP on YouTube: https://www.youtube.com/channel/UCvNmnNgrh4HneTAPN9HK1DQ

  • Visit Falcon Rappaport & Berkman LLP's website:

===* https://jmvlaw.com/

===* https://frblaw.com/practice-areas/asset-protection/

  • Follow Falcon Rappaport & Berkman LLP' on Facebook: https://www.facebook.com/FRBLaw

  • Follow Falcon Rappaport & Berkman LLP' on Twitter: https://twitter.com/frblaw

  • Call: 949-333-8152

  • Email: JVerdon@frblaw.com ********In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/

  • Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Maura Carley, Founder and President of Healthcare Navigation, LLC, a fee-based health insurance consulting and advocacy firm. Maura has a master's in public health from Yale, is a certified health insurance consultant, and spent many years as a hospital and health plan executive before starting Healthcare Navigation. Maura is also the author of "Health Insurance: Navigating Traps and Gaps" (https://www.healthcarenavigation.com/book)

Tune into the episode for insights from Maura Carley:

  • Upcoming Medicare Open Enrollment and when to make a change

  • The difference between original Medicare and the Advantage plans — pros and cons of both

  • Understanding COBRA

Connect with and learn more from Maura Carley:

  • Connect with Maura on LinkedIn: https://www.linkedin.com/in/mauracarley/

  • Follow Healthcare Navigation on LinkedIn: https://www.linkedin.com/company/healthcare-navigation/

  • Visit Healthcare Navigation's website: https://www.healthcarenavigation.com/

  • Follow Healthcare Navigation on YouTube: https://www.youtube.com/channel/UC7uqMAOTm0wXjOhNdbWBXtw

  • Follow Healthcare Navigation on Facebook: https://www.facebook.com/HealthcareNavigation/

  • Follow Maura on Twitter: https://twitter.com/MauraCarley

  • Follow Healthcare Navigation on Instagram: https://www.instagram.com/healthcarenavigation/

  • Call (CT local): 203 655-2614

  • Call (from anywhere): 800-599-0246

  • Email: info@healthcarenavigation.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast:https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Sarah Jacobs, Esq., family law mediator and attorney at Jacobs Berger, LLC. She is also the co-founder and partner at Jacobs Berger, a boutique law firm dedicated to de-stressing the divorce process.

Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and Qualified as a Mediator, Sarah practices law throughout the State of New Jersey. Together with partner Jamie N. Berger, Esq. their boutique Morristown family law firm is managed with the goal of providing high-quality service tailored to each client's individual needs. In her capacity as both a family law mediator and litigator, Sarah works with negotiation-minded clients in a cooperative setting. Sarah is also a skilled litigator with the knowledge needed to take even the most complex cases to court, if necessary.

Tune into the episode for insights from Sarah Jacobs:

  • The hidden costs of divorce

  • How to plan financially for post-divorce life

  • How Sarah and her firm help their clients make rational and reasonable financial decisions when going through a divorce

  • Unique teachings Sarah’s firm provides to the monied spouse

Connect with and learn more from Sarah Jacobs:

  • Connect with Sarah on LinkedIn: https://www.linkedin.com/in/sarah-j-jacobs/

  • Subscribe to Sarah’s YouTube Channel: https://www.youtube.com/channel/UCGEO4WCZtpCOzNEeGqXdZMg

  • Visit her firm’s website: https://jacobsberger.com/

  • Follow Jacobs Berger on Facebook: https://www.facebook.com/jacobsberger/

  • Follow Jacobs Berger on LinkedIn: https://www.linkedin.com/company/jacobs-berger-llc/

  • Email: info@jacobsberger.com

  • Call: (973) 354-4551

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Seth Zuckerman, criminal defense attorney and partner at ChaudhryLaw PLLC.Seth is a well-regarded former prosecutor, who is now a fearless, tireless, and zealous advocate for all clients facing investigation or criminal charges. Seth represents both individual and corporate clients in a wide variety of white-collar and traditional criminal defense matters in federal and state courts in New York and throughout the country. Seth also represents clients in parallel regulatory proceedings brought by the Securities and Exchange Commission(SEC) and Title IX university misconduct proceedings.Seth serves on the Criminal Advocacy Committee of the New York City Bar Association.Seth was recently recognized as a Super Lawyers Rising Star (which is only awarded to the top 2.5% of attorneys) and a "Top 40 Under 40" Criminal Defense Attorney in New York City.Tune into the episode for insights from Seth Zuckerman: * When and why people might need a criminal defense attorney like Seth * The bail and bond process * How starting out as a prosecutor gives Seth an advantage as a defense attorney * The types of people Seth works with * What a relief defendant and how they may be named in civil litigation despite not being accused of wrongdoingConnect with and learn more from Seth Zuckerman: * Connect with Seth on LinkedIn: https://www.linkedin.com/in/seth-zuckerman-4a89734b * Visit ChaudhryLaw PLLC's website: https://chaudhrylaw.com/zuckerman/ * Call Seth and his team at 212.785.5550 — Seth is happy to chat with anyone with any questions about criminal defense — if they've had an interaction with the government, have been a witness to a crime, received a subpoena, or if they suspect they're the subject of any investigation********In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Monica Allen, Author of "Girls Just Wanna Have Fund$." Monica is also a Dual licensed MHNP and Family Nurse Practitioner.

Monica Allen left the corporate world and wrote her book to help younger versions of herself with money. Instead of just retiring to a beach, she is letting her passion for helping women manage their money become her purpose.

Tune into the episode for insights from Monica Allen:

  • How not being able to afford pizza one night after Monica and her partner worked all day was a turning point for her and set her on her quest to change her financial way of life
  • Thoughts on mindset and money and the connection between your health and financial life — how a poor financial mindset acts like an "invisible noose"
  • Why it's never too late to get your financial life in order
  • What Covid and inflation has done to our hope and what the consequences are that we have to deal with
  • Why it's important to prioritize people first, then money

Connect with and learn more from Monica Allen:

  • Connect with Monica on LinkedIn: https://www.linkedin.com/in/monica-allen-209072163/
  • Visit Monica's website: https://www.allenmoneytalks.com/
  • Follow Monica on Instagram: https://www.instagram.com/allenmoneytalks/
  • Follow Monica on Facebook: https://www.facebook.com/AllenMoneyTalks/
  • Buy Monica's book, "Girls Just Wanna Have Fund$: Four Steps to Financial Freedom": https://www.amazon.com/Girls-Just-Wanna-Have-Fund-ebook/dp/B0C3NMWPQS?ref_=ast_author_mpb

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/
  • Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial.

Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.

Stacy is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide.

Tune into the episode for insights from Stacy Francis: * The most important things to do when you lose a loved one * Specific financial documents that need to be collected once widowed * Who you need to inform when your spouse passes away * How to let others help you when you're grieving * How to navigate handling your late spouse's retirement accounts and benefits

Connect with and learn more about Stacy Francis: * Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacyfrancis/ * Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc * Subscribe to Francis Financial's YouTube Channel: https://www.youtube.com/user/francisfinancial * Tune into Stacy's podcast show, Financially Ever After Widowhood: https://podcasts.apple.com/us/podcast/financially-ever-after-widowhood/id1259474146 * Visit Stacy's business' website: https://francisfinancial.com/ * Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/ * Follow Francis Financial on on Twitter: https://twitter.com/francisfinance * Follow Francis Financial on on Instagram: https://www.instagram.com/francisfinancialinc/ * Download a FREE Guide: Financial Help for Widows: https://francisfinancial.com/financial-help-for-widows/ * Email: Stacy@francisfinancial.com * Learn about Savvy ladies, a nonprofit organization Stacy organized over 20 years ago providing free financial education to all women: https://www.savvyladies.org

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Real Estate Specialist, Len Schwartz. Len helps clients round their portfolio by adding income properties.

Len is a Certified Luxury Home Marketing Specialist (CLHMS) and Member, Institute for Luxury Home Marketing, Million Dollar Guild. He is also a Senior Real Estate Specialist (SRES), Certified Negotiation Expert (CNE) and Certified Distressed Property Expert (CDPE).

Tune into the episode for insights from Len Schwartz:

  • Types of properties Len helps clients acquire

  • Why it's a good idea for people in their twenties to become homeowners instead of waiting, regardless of assets and wealth

  • The importance of a good lender for young, first-time home buyers

  • The benefits of investing in income-generating properties

  • What Len's clients say his greatest strengths are

Connect with and learn more about Len Schwartz:

  • Connect with Len on LinkedIn: https://www.linkedin.com/in/lenschwartz/

  • Follow Len's business on Facebook: https://www.facebook.com/LenSchwartzTeam

  • Call Len: 203.912.5254

  • Email Len: LenSchwartz@kw.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Career Coach and Resume Writer, Jasmine Briggs-Rogers. Jasmine is a Career Transitioner, helping executives, managers, other professionals, and recent graduates find their dream jobs.

Tune into the episode for insights from Jasmine Briggs-Rogers:

  • The importance of your social media presence and activity
  • Tips for transitioning your career
  • The importance of networking and how to do it
  • Which jobs you should and should not be applying to
  • Tips for resumes
  • Special advice for stay-at-home moms looking to reenter the workforce
  • Tips on interviewing

Connect with and learn more about Jasmine Briggs-Rogers:

  • Connect with Jasmine on LinkedIn: https://www.linkedin.com/in/jasminebriggs
  • Follow Creatively Inspired Career Coaching on LinkedIn: https://www.linkedin.com/company/creatively-inspired-coaching/
  • Watch Jasmine's videos and subscribe to her YouTube channel: https://www.youtube.com/Jasminebriggs11
  • Visit Jasmine's business website: https://www.jasminebriggs.com/
  • Follow Jasmine on Facebook: https://www.facebook.com/JasmineBriggsLifeCoach
  • Follow Jasmine on Twitter: https://twitter.com/jasminebriggs1
  • Follow Jasmine on Instagram: https://www.instagram.com/CICoaching/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Gayle Gruenberg, the Chief Executive Organizer of Let’s Get Organized, an award-winning organizing company located in northern New Jersey. Gayle helps people living with chronic disorganization to declutter and create and maintain organizing systems. She is a Certified Professional Organizer in Chronic Disorganization, Certified Virtual Organizing Professional, and an Organizer Coach.

Tune into the episode for insights from Gayle Gruenberg:

  • What chronic disorganization is
  • The first steps to getting organized
  • How a professional organizer can help
  • How a person can select a professional organizer
  • The warning signs of chronic disorganization

Connect with and learn more about Gayle Gruenberg,:

  • Connect with Gayle on LinkedIn: https://www.linkedin.com/in/gaylegruenberglgo/
  • Follow Let's Get Organized LLC on LinkedIn: https://www.linkedin.com/company/let's-get-organized-llc/
  • Subscribe to Gayle's YouTube Channel: https://www.youtube.com/@GayleGruenberg
  • Visit Let's Get Organized on the web: https://lgorganized.com
  • Follow Gayle of Facebook: https://www.facebook.com/gayle.gruenberg
  • Follow Let's Get Organized LLC on Facebook: https://www.facebook.com/LetsGetOrganizedLLC
  • Follow Gayle on Twitter: https://twitter.com/GayleGruenberg
  • Follow Let's Get Organized on Instagram: https://www.instagram.com/letsgetorganizedllc/
  • Follow Gayle on Pinterest: https://www.pinterest.com/gaylelgo/GetOrganizedWithGayle
  • Listen to Gayle's podcast, Make Space for Blessings!: https://podcasters.spotify.com/pod/show/gayle-gruenberg
  • Order the Let's Get Organized! Books: https://www.amazon.com/dp/B0BT8KP9W2?binding=kindle_edition&qid=1682707010&sr=8-2&ref=dbs_dp_rwt_sb_pc_tukn
  • Keep your eyes open for Gayle's new book and related course coming called "Get the Big O (Organized, of course)! 7 Steps to a Life of Calm, Clarity, and Control"

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Keren Birnbaum, Founding Partner at Birnbaum Lewis, PLLC and Of Counsel at JLC & Associates. For over 10 years, Keren has advised clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. Her practice is concentrated in the areas of Estate Planning, Trust and Estate Administration and Elder Law.

Keren provides personalized attentive service to her clients to put them at ease and help them achieve their goals. In 2022, Keren co-founded, with Jaime Lewis, Birnbaum Lewis, PLLC, a boutique law firm focusing in Estate Planning, Probate, Trust Administration, Elder Law, & Special Needs Planning.

Tune into the episode to learn about Keren Birnbaum: * When one needs to begin thinking about their estate plan * Common estate planning mistakes * Necessary documents needed in an estate plan

Connect with and learn more about Keren Birnbaum:

  • Connect with Keren on LinkedIn: https://www.linkedin.com/in/keren-g-birnbaum/
  • Visit the Birnbaum Lewis website: https://www.birnbaumlewis.com/
  • Follow Birbaum Lewis on Instagram: https://www.instagram.com/birnbaumlewis/
  • Follow Birbaum Lewis on Facebook: https://www.facebook.com/BirnbaumLewis
  • Follow Birbaum Lewis on LinkedIn: https://www.linkedin.com/company/birnbaum-lewis/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Robin Faller, Vice President of Digital Sales at Ferocious Media. Robin is experienced in website design, SEO, SEM, social media content and advertising, and much more in the realm of social media and the internet.

Ferocious Media is a full service digital marketing agency, among the top 3% of Google Partners in the US. Their award-winning expert team is dedicated to their client's success in website design and development, search engine marketing & optimization, social media marketing, and branding through display and native advertising, audio streaming, video streaming ads including pre-roll and OTT/Connected TV.

Tune into the episode to learn about:

  • The differences between Search Engine Marketing and Search Engine Optimization
  • What types of businesses and people you should hire to help you with Search Engine Marketing and Search Engine Optimization
  • The anatomy of the search engine results page
  • Why consistent blogging is an amazing tool for any business
  • The importance and usefulness of a Google Business page
  • What a business owner should consider when organizing their website

Connect with and learn more about Robin Faller:

  • Connect with Robin on LinkedIn: https://www.linkedin.com/in/robin-faller-1210a93/
  • Visit Ferocious Media's Website: https://ferociousmedia.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews, Joshua Goldberg, Co-managing Partner at Nath, Goldberg & Meyer. Joshua is a patent attorney helping companies who want to protect their innovations in under one year to introduce new products, prevent competition and build company value. Joshua "helps clients let people live in the future."

Nath, Goldberg & Meyer (NGM) is an intellectual property law firm engaging in all aspects of intellectual property law practice.

Tune into the episode to learn:

  • The value of patenting new innovations
  • What a patent search is and why it is an essential first step before applying for a patent
  • How long the patent process takes, what to expect, and how to expedite the process
  • Why patents are considered a "legal monopoly" and what it means

Connect with and learn more about Joshua Goldberg:

  • Connect with Joshua Goldberg on LinkedIn: https://www.linkedin.com/in/joshuabgoldberg/
  • Visit Joshua's business website: https://nathlaw.com/
  • Contact Joshua for a FREE initial consultation. Call the office (703.548.6284) or email Joshua (jgoldberg@nathlaw.com)

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews, Financial investigator Phil Segal. Phil is the founder of Charles Griffin Intelligence in New York City. He understands both law and complex finance. Phil is also an author of the book, The Art of Fact Investigation (Ignaz Press, 2016).

Charles Griffin Intelligence specializes in legal and complex financial investigations. They help lawyers, investors and litigants with fact finding. They can find assets, conduct due diligence, and locate and profile witnesses or other key individuals in the context of litigation, takeover battles, or crisis management.

  • Tune into the episode to learn: What kind of people hire Phil for financial investigation
  • What a professional financial investigations is going to uncover that the average layman cannot
  • How Phil uncovers private financial information while NOT invading anyone's privacy or breaking the law
  • What Phil and his firm are not able to investigate
  • How to tell a good investigator from bad one

Connect with and learn more about Philip Segal:

  • Connect with Philip Segal on LinkedIn: https://www.linkedin.com/in/philip-segal-charles-griffin-intelligence-ny/
  • Visit Phil's business' site: https://charlesgriffinllc.com/
  • Learn more and buy Phil's book, The Art of Fact Investigation: https://tinyurl.com/543zc42v
  • FREEBIE OFFER: Anyone listening to this show is entitled to a free 15-minute phone consultation about their matter. Just mention Mastering your Financial Life and call 917 677 1606

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Allison Dolzani, a partner at Julie Kessler LLP. A boutique law firm dedicated to trusts and estates since 1946, Julie Kessler LLP offers estate planning solutions designed to maximize estate, gift, income, and generation-skipping tax efficiency. ​

Tune into the episode to learn:

  • When to consult an estate planning attorney
  • The reasons a couple may want to consider a pre-nuptial or post-nuptial agreement
  • The types of clients Allison and her firm generally service
  • The differences between a Will a Revocable Living Trust and why Allison recommends one over the over

Allison specializes in estate planning, estate administration and Surrogate’s Court practice. She represents both domestic and international individuals and multigenerational families in sophisticated estate planning, with an emphasis on minimizing the impact of gift, estate, generation-skipping transfer and income taxes.

Connect with and learn more about Allison Dolzani:

  • Connect with Allison Dolzani on LinkedIn: https://www.linkedin.com/in/allison-e-dolzani-esq-29365080
  • Visit Allison's business website: https://www.jandklaw.com/
  • Email Allison: adolzani@jandklaw.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews CPA and partner at Citrin Cooperman, Robert Winton. Robert has over 20 years of experience in tax and business advisory services.

Tune into the episode to learn:

  • The importance of tax planning for businesses
  • The importance of tax planning for individuals
  • What is the pass-through entity tax (PTE) and who can take advantage of it
  • What business owners need to be thinking about when it comes to financial reporting

Connect with and learn more about Robert Winton:

  • Connect with Robert on LinkedIn: https://www.linkedin.com/in/robertwinton/
  • Visit Robert's business website: https://www.citrincooperman.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/
  • Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie is a specialist and an award-winning independent insurance broker. She is a trusted resource for consumers and professionals alike.

With Rona Loshak, Natalie formed Karp Loshak LTC Insurance Solutions in 2008, recognizing the void in the marketplace for specialists in Long Term Care Insurance options. As adult children of widowed mothers, they represent the sandwich generation—those who care for children and aging parents. They saw first-hand the importance of planning ahead.

Tune into the episode to learn:

  • The importance of long-term care in your financial plan
  • How long-term care insurance helps preserve wealth
  • How an employer can use long-term-care as benefits to its employees
  • The tax benefits long-term-care can provide to businesses
  • What incentives exist for individuals
  • Why it's best not to wait to get long-term-care insurance

Connect with and learn more about Natalie Karp:

  • Connect with Natalie on LinkedIn: https://www.linkedin.com/in/nataliekarp/
  • Visit Natalie's business website: https://karploshak.com/
  • Call Natalie and her team at Karp Loshak LTC Insurance Solutions: 516.801.1419

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Geoff Garfield, Sales Specialist at SuccessionMatching, an online community of business buyers, sellers, and succession planning professionals. Their mission is to provide the assistance required for successful ownership transitions that benefit all parties involved, ensuring farms and businesses in communities across North America continue to operate for generations to come.

Tune into the episode to learn:

  • How and why Geoff moved from asset management and personal financial planning to sales management
  • What kind of sales SuccessionMatching helps with
  • What size and types of companies does Geoff work with
  • SuccessionMatching's movement to New York and other next steps in its growth and development

Connect with and learn more about Geoff Garfield..

  • Connect with Geoff on LinkedIn: https://www.linkedin.com/in/geoff-garfield/
  • Visit SuccessionMatching's website: https://successionmatching.com/
  • Contact Geoff: geoff@successionmatching.com | 914.329.8555

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Rona Wexler, Founder & President, The Employability Expert. Ms. Wexler is Your Employability Expert in legal disputes. Employability Expert works mostly within the following areas:

  • Family Law
  • Employment Litigation
  • Personal Injury
  • Insurance Matters

A vocational evaluator, career consultant, executive recruiter and business consultant, Ms. Wexler knows the real world of employability assessment and job placement. She combines her expertise in assessing job candidates with a vocational evaluator’s scientific methodology and solid labor market research for divorce proceedings and employment litigation. It is this combination that the courts find most compelling.

Tune into the episode to learn:

  • What is an Employability Expert?
  • Who needs to consult with an Employability Expert and when?
  • The best advice for someone in need of an Employability Expert

Connect with and learn more about Rona Wexler...

  • Connect with Rona on LinkedIn: https://www.linkedin.com/in/ronawexler/
  • Visit The Employability Expert's Website: https://theemployabilityexpert.com
  • Contact Ms. Wexler: (646) 335-5236

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Andrea Brodie, partner at Abrams Fensterman, LLP in the matrimonial and family law department. Abrams Fensterman, LLP serves clients throughout New York State from offices in Long Island, Brooklyn, White Plains, Rochester, and Albany.

Prior to joining Abrams Fensterman, Ms. Brodie worked at another prominent family law boutique firm as their senior associate with an emphasis almost exclusively on family and matrimonial cases. Read more about Andrea Brodie: https://www.abramslaw.com/attorneys/andrea-brodie/

Tune into the episode to learn about:

  • What people should know before they get married
  • The importance of keeping your financial paperwork in order
  • How to anticipate potential financial issues when entering a marriage
  • What are some things people should do if they are contemplating filing for divorce

Connect with and learn more about Andrea Brodie...

  • Connect with Andrea on LinkedIn: https://www.linkedin.com/in/andrea-m-brodie-2930a411/
  • Visit Andrea's bio page on her firm's website: https://www.abramslaw.com/attorneys/profile/andrea-brodie/1287/view
  • View Andrea's profile on Avvo: https://www.avvo.com/attorneys/11042-ny-andrea-brodie-3794948.html

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

  • Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
  • Visit Judith Heft & Associates' Website: http://www.judithheft.com/
  • Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
  • Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews matrimonial attorney, Elizabeth (Elle) Erickson. With her varied experiences in all facets of family law practice and matrimonial litigation, Elle has developed a sophisticated and creative approach to litigation and negotiation.

Tune into the episode to learn about:

  • Why Prenuptial Agreements are important for young couples
  • Top Misconceptions about financial issues in divorce

Elle has practiced exclusively in the field of matrimonial and family law since prior to her graduation from law school, beginning her tenure with a firm of solicitors in London, England. She began her career serving as the Judicial Law Clerk to Hon. Ronald L. Reisner in the New Jersey Superior Court – Family Part, where she assisted with drafting decisions and orders on all issues before that court, including pendente lite relief, child support, custody, equitable distribution, maintenance, court procedure and jurisdiction, and post-judgment enforcement and modification. With more than fifteen years of experience, Elle has represented clients in all stages of complex and high net worth matrimonial and family law matters, including pre-judgment and appellate proceedings on Long Island, in Westchester County, and New York City.

Connect with and learn more about Elle Erickson...

  • Connect with Elle on LinkedIn: https://www.linkedin.com/m/in/elleerickson
  • Visit her business website: https://www.amsllp.com/attorney/elizabeth-e-erickson
  • Follow Elle on Instagram: https://www.instagram.com/elleesquirenyc/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Xavier Lederer, Founder & CEO of Ambrose Growth Business Coaching. Ambrose Growth helps you grow faster and with less pain. They do this by helping you and your leadership team identify and remove growth roadblocks.

Tune into the episode to learn about:

  • How Xavier leads from a place of love, not from a place of fear
  • How to set up and work with efficient systems
  • How to leverage day-to-day leadership to help your employees grow
  • How to take care of yourself as a leader so that you can better take care of others.
  • How to join the CEO book club (free of charge)
  • How to join the CEO Workshop series (free of charge)

Xavier Lederer is the entrepreneur's secret weapon. Xavier works with growth-minded CEOs who are frustrated by the way their business is growing; often they lose sleep at night because they can’t focus on their most important priorities during the day. As a business growth coach his passion is to help mid-market companies adjust their management approach so that they can grow faster and with less pain – and hence create exciting opportunities for personal development.

Connect with and learn more about Xavier Lederer...

  • Connect with Xavier on LinkedIn: https://www.linkedin.com/in/xavierlederer/
  • Visit Xavier's business website: https://www.ambrosegrowth.com/
  • Read from the Ambrose Growth's blog: http://www.ambrosegrowth.com/Business-Resources/
  • Follow Xavier on Twitter: https://twitter.com/Xavier_Lederer
  • Sign up for Ambrose Growth's newsletter: https://www.ambrosegrowth.com/newsletter-signup/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Mark Campbell, Managing Director at Scout Valuations, an independent valuation and investment banking firm.

Tune into the episode to learn about:

  • Why someone would need a business valuation
  • Examples of valuations Mark is working on currently
  • Mark's journey as CPA to Business Valuation Expert and business owner

At Scout Valuations, Mark manages valuation practice, specializing in business valuations of all types of business entities for purposes such as: divorce proceedings, shareholder disputes, tax compliance, estate planning, financial reporting, and mergers and acquisitions. Mark provides attorneys, high net worth individuals, public and privately held companies and business owners with valuation services for business planning and succession, shareholder disputes, buy/sell agreements, financial reporting, mergers and acquisitions, gifting interests, estate planning, taxation, matrimonial dissolutions, restructurings and reorganizations and litigation support services.

Connect with and learn more about Mark Campbell...

  • Connect with Mark on LinkedIn: https://www.linkedin.com/in/markcampbell/
  • Visit Mark's business website: https://truenorthcp.com/scout-valuations/
  • Contact Mark: mcampbell@scout-valuations.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Jordan Linn, a partner at Tannenbaum Helpern Syracuse & Hirschtritt LLP in their Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings a wealth of knowledge and sophisticated legal counsel to his clients. He advises business owners, real estate families, and other high net-worth individuals. Read more about Jordan and his work with Tannenbaum Helpern Syracuse & Hirschtritt LLP here: https://www.thsh.com/attorneys/jordan-s-linn

Tune into the episode to learn about:

  • How Jordan got into Trusts and Estates
  • What types of matters Jordan finds to be the most fulfilling
  • The reasons behind and the consequences of people procrastinating in getting their estate planning in order
  • Business Succession Planning

Connect with and learn more about Jordan Linn...

  • Connect with Jordan on LinkedIn: https://www.linkedin.com/in/linnjordan/
  • Read Jordan's bio on Tannenbaum Helpern Syracuse & Hirschtritt LLP's website: https://www.thsh.com/attorneys/jordan-s-linn

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcasthttps://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Gordon Coyle, Expert Commercial Insurance Broker, Creator of The Strategic Risk Process, and Host of The New York Business Leaders Podcast. Gordon is
Principal & Chief Risk Architect at The Coyle Group and the third-generation owner of the business, an insurance brokerage started by his grandfather in 1929.
Tune into the episode to learn about:
What it's like to run a third generation company
 How the insurance brokerage business has changed over the years
The Coyle Group's clients types (and Gordon's favorites)
Connect with and learn more about Gordon Coyle...
 Connect with Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/
Visit the business website: https://thecoylegroup.com/
 Subscribe to Gordon's podcast, The New York Business Leaders Podcast: https://newyorkbusinessleaders.libsyn.com
Email Gordon: gbcoyle@thecoylegroup.com
 Subscribe to The Coyle Group on YouTube: https://www.youtube.com/@TheCoyleGroup1
In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Marci Goldfarb, Senior Counsel at Schwartz Ettenger located in Melville, NY. Marci has been practicing law for over 30 years and specializes in all aspects of Estate Planning, including preparation of Wills and Trusts, probate proceedings, and estate and trust administration.

Tune into the episode to learn about:

  • Why is a Power of attorney necessary and what could happen if you don't have one?

  • What happens to your minor children if you die without a will?

  • Should you have a revocable trust?

  • When should you make updates to your estate plan?

  • What happens if you die without a will?

Connect with and learn more about Marci Goldfarb...

  • Connect with Marci on LinkedIn: https://www.linkedin.com/in/marcishoregoldfarb/

  • Visit Schwartz Ettenger's website: https://selawny.com/

  • Email Marci: msg@selawny.com

  • Call Marci: 516-398-2709

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Nancy Kellman, Divorce Attorney. Nancy assists clients and their spouses in the financial and banking fields. Nancy is owner of Law Offices of Nancy D. Kellman. Attorney Kellman is a seasoned litigator. She knows the intricacies of the legal process and will use her knowledge of the relevant law to support and guide you at the negotiation table or in the courtroom.

Tune into the episode to learn about:

  • How Nancy helps clients who are contemplating divorce

  • What options a couple has once a divorce is decided upon

  • How Nancy's practice evolved to focus on divorce and family law issues

Connect with and learn more about Nancy Kellmann...

  • Connect with Nancy on LinkedIn: https://www.linkedin.com/in/nancy-d-kellman-2819b619/

  • Visit Nancy's business website: https://www.ndkellmanlaw.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews David Mosenson. David Mosenson is the Founder and President of J&G Associates, Inc. and has been in the life insurance and financial service business for over 33 years. David and his associates help provide financial security to their clients by using a comprehensive financial approach and they offer products and solutions to protect what is most important.

Tune into the episode to learn about:
How enduring tragedy and trauma helped J&G become a unique company able to empathize and make meaningful recommendations
 The scope and complexity of the comprehensive services J&G provide — not just insurance and estate planning but true succession planning
* The joys and challenges of running a 100% virtual and family-run company

Connect with and learn more about David Mosenson...
Connect with David on LinkedIn: https://www.linkedin.com/in/davidmosenson/
 Visit David's business website: https://www.j-gassociates.com/
* Contact David: david.mosenson@j-gassociates.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews David Lieser. David is a Partner in the Litigation, Trust and Estates and Elder Law Practice Groups at Certilman Balin Adler & Hyman, LLP. He is well-versed in trust and estate matters and elder law issues, including Medicaid planning, Article 81 guardianship matters, estate planning, estate administration, and Surrogate’s Court litigation. He also has an extensive background in commercial litigation in federal and state courts, with experience in all aspects of trial and appellate work.

Tune into the episode to learn about:
the importance of estate planning no matter the size of your estate
 how and when to plan for long-term care

Connect with and learn more about David Lieser ...
Connect with David on LinkedIn: https://www.linkedin.com/in/david-lieser/
 Visit David's business website: https://certilmanbalin.com/
* Contact David: dlieser@certilmanbalin.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Hymes, Vice President & Financial Advisor at Shufro, Rose & Co., LLC. Michael has worked in the wealth management industry since 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New York City.

Connect with and learn more about Michael Hymes:
Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-hymes-cfp%C2%AE-cpwa%C2%AE-6b6a9825/
 Visit Michael's business website: https://shufrorose.com/
* Email Michael: mhymes@shufrorose.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Joe Chatham, Managing Partner/Founder of USA 500 Clubs LLC. The USA 500 Clubs is an exclusive professional membership organization providing a platform for high-end professional business advisers to increase commerce through collaboration, strategic relationships, reputation management/enhancement, branding, and education.

Joe is a seasoned business development leader and executive, with a focus on relationship marketing.

Connect with and learn more about Joe Chatham:
Connect with Joe on LinkedIn: https://www.linkedin.com/in/joechatham/
 Visit Joe's business website: https://www.usa500clubs.com/
* Call Joe: 818-470-0336

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Larry Heller, Founder & President of Heller Wealth Management.

Heller Wealth Management provides strategic investment advice and personalized financial planning to allow their clients to live their lives with confidence and freedom. They are an independent, fee-based financial planning and investment advisory firm helping individuals, families and business owners enhance the quality of their lives through complete financial advice.

Connect with and learn more about Larry Heller:
Connect with Larry on LinkedIn: https://www.linkedin.com/in/larryhellercfp/
 Visit Heller Wealth Management's website: https://hellerwealthmanagement.com/
* Check out and subscribe to the Life Unlimited Podcast: https://hellerwealthmanagement.com/podcast/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Iris Goldfeder, owner and CEO of GasStoveCreative. GasStoveCreative is a full-service, holistic marketing company, providing custom, boutique work for small, local businesses in the Lafayette, Indiana, area and beyond. They provide marketing and consultation services to small business owners who are lacking the time, skill-set, and resources needed to successfully market their business. GasStoveCreative specializes in brand marketing, traditional marketing services, podcast production, video production, animation, and more.

Connect with and learn more about Iris Goldfeder:
Connect with Iris on LinkedIn: https://www.linkedin.com/in/igoldfeder/
 Visit GasStoveCreative's website: https://gasstovecreative.com
Check out Iris' podcast at https://gasstovecreative.com/lafayette-the-cookbook-podcast/
 Take Iris' marketing quiz: https://woorise.com/gasstovecreativemarketing/marketing-quiz

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Sal Alesia, Financial Planner & Financial Advisor at Morgan Stanley. Sal is also a Certified Divorce Financial Analyst and concentrates his practice on people who are going through life transitions.

Tune into this conversation to hear Judy and Sal discuss:

* financial considerations to think about when contemplating divorce or another huge life transition

* the difference between equitable and equal

Learn more about Sal Alesia:

  • Connect with Sal on LinkedIn: https://www.linkedin.com/in/salvatorealesia/

  • Visit Sal's business website: https://advisor.morganstanley.com/salvatore.alesia

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Arlene Newman, President and Founder of Career Bound Success. As a Career Strategist, Arlene provides professionals at all levels with skills and strategies to successfully execute job search campaigns and land exciting career opportunities.

Learn more about Arlene Newman:

  • Connect with Arlene on LinkedIn: https://www.linkedin.com/in/arlenenewman/

  • Visit Arlene's business website: http://www.careerboundsuccess.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Shari Davidson, Founder of On Balance Search Consultants. On Balance Search Consultants is a boutique search firm that specializes in finding top talent in the legal community.

Learn more about Shari Davidson:

  • Connect with Shari on LinkedIn: https://www.linkedin.com/in/sharidavidson/

  • Visit Shari's business website: https://www.onbalancesearch.com/who-we-are/

  • Follow Shari on Twitter: https://twitter.com/sharidavidson

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Ben Palancia, owner of Albert Palancia Insurance Agency in Mamaroneck, NY, a specialist in commercial property and casualty insurance.

Learn more about Ben Palancia:

Connect with Ben on LinkedIn: https://www.linkedin.com/in/palanciainsurance/

Visit Ben's business website: https://palanciainsurance.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews tax attorney, Yvonne Cort. Yvonne is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies.

Learn more about Yvonne Cort:

Connect with Yvonne on LinkedIn: https://www.linkedin.com/in/yvonne-cort-23994120/

Visit Yvonne's firm website: https://cbmslaw.com/team/yvonne-r-cort/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Sara Meyers, an estate planning attorney and Partner at Enea, Scanlan & Sirignano, LLP located in White Plains, New York. Sara focuses her practice on Elder Law, Estate Planning, Guardianships, and long term care planning strategies, with a focus on Medicaid home care and nursing home issues.

Learn more about Sara Meyers:

Connect with Sara on LinkedIn:  https://www.linkedin.com/in/sara-meyers-39a2765/

Visit Sara's firm's website: https://www.esslawfirm.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Sabine Franco, founder and managing attorney of the Ambitious Legacy Firm, helping the sandwich generation find peace and security with trusts and estates planning and legacy planning. Sabine is also the host of the Ambitious Legacy podcast and author of the book, You're Richer than You Think.

Learn more about Sabine Franco :

Visit Sabine's company website: https://www.franco-lawfirm.com/

Subscribe to Sabine's YouTube channel: https://www.youtube.com/channel/UCYlF1yfBcEdcX1cv5BbzYGw

Tune into Sabine's podcast, Ambitious Legacy: https://anchor.fm/ambitiouslegacy

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Judi Otton, Fractional CFO and Founder/CEO of GrowthCast, a consulting firm dedicated to helping small business owners grow "Fiscally Fit" businesses.

Learn more about Judi Otton:

Visit her company website: https://growth-cast.com/

Connect with Judi on LinkedIn: https://www.linkedin.com/in/judiotton/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In this episode of Mastering Your Financial Life, Judy Heft interviews Joel Salomon, Chief Prosperity Officer of SaLaurMor Prosperity Coaching. Joel is also the best-selling author of Infinite Love and Money, The 9 Money Rules Millionaires Use: Only The Unconventional Ones, and Mindful Money Management: Memoirs of a Hedge Fund Manager.

Learn more about Joel Salomon:

Subscribe to his YouTube channel:  https://www.youtube.com/channel/UCyDrwdh3LDaMgxH3SOJE0nw

Visit his website: https://www.salaurmor.com/

Connect with Joel on LinkedIn: https://www.linkedin.com/in/joel-salomon/

Follow Joel on Facebook: https://www.facebook.com/JoelProsperitySalomon

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Lili Vasileff, Owner and Founder of Wealth Protection Management in Greenwich, CT. Lili is a divorce financial expert, wealth advisor, speaker and author four books.

  • Connect with Lili Vasileff on LinkedIn: https://www.linkedin.com/in/lilivasileff/

  • Visit Lili's business website: https://wealthprotectionmanagement.com/

  • Get Lili's free guidebook "7 Steps to Protect Your Wealth During Transition": https://wealthprotectionmanagement.com/#getguidebook

  • Follow Wealth Protection Management on Facebook: https://www.facebook.com/WealthProtectionManagement/

  • Follow Wealth Protection Management on Twitter: https://twitter.com/WealthLili

  • Follow Wealth Protection Management on Instagram: https://www.instagram.com/moneyanddivorce/

  • Subscribe to on YouTube: https://www.youtube.com/channel/UCOCdeqUTQeuupEpGntuaD5w

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

View Details

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews settlement-focused attorney, Carolyn Walsh Parry. Carolyn is passionate about understanding the family unit's importance despite a divorce. Her goal is to help her clients get through the emotional process with as little stress as possible and to stay strong and unified together.

Connect with Carolyn Walsh Parry on LinkedIn: https://www.linkedin.com/in/carolyn-walsh-parry-esq/

Reach out to Carolyn Walsh Parry: carolyn@carolynparrylaw.com

Visit https://carolynparrylaw.com/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeff Weiner, President of HKM Associates. Jeff and everyone at HKM is committed to helping their clients realize a healthy and prosperous future.

Learn more about Jeff Weiner and HKM Associates:

https://www.hkmassociates.com

516-316-1255 (cell)

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Avani Ramnani, Managing Director at Francis Financial, Inc. Ms. Ramnani is a Wealth manager for women going through divorce or widowhood.

Connect with Avani Ramnani on Linkedin: https://www.linkedin.com/in/avaniramnani/

View her company's website: https://www.francisfinancial.com

View her company's blog: https://francisfinancial.com/blog/

Follow Francis Financial on Twitter: https://twitter.com/FrancisFinance

Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/

Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

View Details

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Lisa Zeiderman, Managing Partner at Miller Zeiderman LLP. A family law attorney, CFL and Certified Divorce Financial Analyst, Lisa regularly handles complex financial and custody divorce matters for high-net-worth individuals. She also serves on executive board of Savvy Ladies, a nonprofit that provides financial education to women in need.

Connect with Lisa Zeiderman on LinkedIn: https://www.linkedin.com/in/lisazeiderman/

Learn more about Lisa Zeiderman on her company website: https://lisazeiderman.com/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Mitchell Fink, the Book Doctor. Mitch helps people bring their dreams to life on paper, helping them write, edit, and publish their written works. He's currently working on a novel, called Creatures of the Wind. Coming in September will be the launch of an hour-long talk show, Celebrity POV, which Mitch will host. Celebrity POV will appear on the Fireside multimedia platform founded by Falon Fatemi and Mark Cuban, and will also stream live on TruthDAO's YouTube channel.

Connect with Mitchell Fink on LinkedIn: https://www.linkedin.com/in/mitchell-fink-b5057734/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Melissa Fecak. Melissa is Founder of South Jersey Divorce Solutions, a small law firm focused on assisting families with divorce, mediation, collaborative divorce and limited legal services. Melissa Fecak, Esq. is an experienced and trained mediator, collaborative practitioner and family lawyer.

Connect with and learn more about Melissa Fecak:

https://www.sjdivorcesolutions.com/ 

https://www.facebook.com/SJDivorceSolutions;

Stay tuned for an upcoming podcast!

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Priya Royal, Managing Attorney at Royal Law Firm PLLC and Co-Founder and President - LAWYERS FOR PROGRESS (now, Powerful Progress, economic empowerment focused 501c3). Ms. Priya Prakash Royal, Esq., LL.M., MBA, is a former IRS attorney and an established expert in tax law and estate planning 

Connect with and learn more about Priya Royal:

On Linkedin: https://www.linkedin.com/in/pproyal/

Website: https://royalesq.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Kathy D'Agostino. Kathy D’Agostino is an ICF certified business coach and expert in corporate culture and strategy dedicated to helping small and mid-size companies transform their businesses and their lives.

Connect with and learn more about Kathy D'Agostino...

On Linkedin: https://www.linkedin.com/in/kathydagostino/

Email: Kathy@winatbusinesscoaching.com

Website: https://winatbusinesscoaching.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Fabienne Frederickson, Founder of Boldheart and Advocate for women making their own money – a lot of it.

Connect with Fabienne Frederickson...

On LinkedIn: https://www.linkedin.com/in/fabiennefredrickson/

On Facebook: https://www.facebook.com/iamboldheart/

On Instagram: https://www.instagram.com/iamboldheart/

Learn more...

https://boldheart.com/

Get Fabienne's book for free: http://theleveragedbusinessbook.com/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews CPA and Tax Advisor, William Minoff.

Connect with William Minoff:

https://www.linkedin.com/in/billminoff/

Email William: William.minoff@gmail.com

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Brian Califano, Co-founder & Managing Partner of AcceleratingCFO. AcceleratingCFO is a New York-based fractional CFO firm that makes it possible for entrepreneurs to benefit from over 40 years of senior Fortune 500 experience.

Special offer for Mastering Your Financial Life Viewers: Email Brian and mention that you saw him on this show and you will receive a free diagnostic on your business.

Connect with Brian Califano on Linkedin: https://www.linkedin.com/in/therealbriancalifanocpamba/

Learn more about Brian on his company's website: https://acceleratingcfo.com/

Follow Brian on Twitter: https://twitter.com/acceleratingcfo

Email Brian: brian@acceleratingcfo.com

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

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In this episode of Mastering Your Financial Life, Judy Heft interviews family attorney, Regina DeMeo. Regina is owner and attorney at the Law Office of Regina A. DeMeo. Since 1998, Regina has helped families in transition address their legal issues related to custody, child support, alimony, and property division either through negotiated settlements or litigation. 

Connect with Regina on Linkedin: https://www.linkedin.com/in/regina-demeo-90160714

Learn more about Regina DeMeo on her firm's website: https://www.reginademeo.com/

Follow Regina on Twitter: https://twitter.com/GenXsmartie

Follow Regina on Facebook: https://www.facebook.com/genxsmartie

Subscribe to Regina's YouTube Channel: https://www.youtube.com/user/genxsmartie

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/ 

Visit Judith Heft & Associates' Website: http://www.judithheft.com/ 

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Fried, a partner at Berkman Bottger Newman & Schein LLP. An experienced litigator and trial attorney practicing exclusively in the field of Matrimonial and Family Law since 1997, Michael has assisted high net worth individuals in navigating difficult matters relating to equitable distribution, child support, spousal maintenance, and contested custody matters with patience, skill, and sensitivity.

Connect with Michael Fried on Linkedin: https://www.linkedin.com/in/michael-fried-b9a24264/

Learn more about Michael Fried on his firm's website: https://www.berkbot.com/attorneys/michael-l-fried/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth. Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.

Connect with David Edwards on Linkedin: https://www.linkedin.com/in/davidedwardsmba/

Learn more about David Edwards and Heron Wealth at https://heronwealth.com or 800 99-HERON

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel:https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Shalofsky, Owner of the Organizing Zone.

Connect with Stephanie Shalofsky on Linkedin: https://www.linkedin.com/in/stephanieshalofskyofficeorganizer/

Visit Stephanie Shalofsky's Website: https://www.theorganizingzone.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel:https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

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Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance, an independent insurance advisor.

Connect with Judy Heft on Linkedin

https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website

http://www.judithheft.com/

Connect with Erin Ardleigh on Linkedin

https://www.linkedin.com/in/ardleigh/

Visit Dynama Insurance's Website

https://dynamainsurance.com/