Money Talks with Hugh Meyer: Recent Episodes
Highline Wealth Advisors
In this episode of Money Talks, Hugh interviewed, founder and CEO of Vast Holdings and Vast Solutions group, R. Kenner French. VastSolutionsGroup.com is THE pioneer in applying artificial intelligence technology to help entrepreneurs lower tax liability and prepare for retirement. It has grown to have a national footprint with offices across the country staffed by technical consultants who have as their chief concern: To benefit entrepreneurs!
We discussed:
What is known as the Step-Up Basis rule and how it impacts estate planning and the risks to it being disallowed by Congress.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Kenner French -
https://www.linkedin.com/in/r-kenner-french-8138211a6/
In this episode of Money Talks, Hugh had the opportunity to interview Research and Development Tax Expert, Tiffany Bisconer of Ascena Consulting in Phoenix, AZ. Tiffany and Hugh discussed the many important concepts and principles surrounding R&D Tax credits. Tiffany offered her 30,000 foot view of how this has been advanced due to COVID-19 from the perspective of business owners- how they look within their respective businesses and seek to analyze how this part of the tax code can help! Tiffany concluded with offering practical ways for small business owners to stay informed during this hectic times.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Tiffany Bisconer -
https://www.linkedin.com/in/tiffanybisconer
In this episode of Money Talks, Hugh interviewed CEO of DiBara Masonry, Founder of the Undercover Contractor and CEO of Confident Homeowner, Matt DiBara. Matt is a fourth generation business owner of a bicoastal Construction and Masonry business.
We Discussed:
1) Matt’s family upbringing in the Construction and Masonry business
2) Building and maintaining the culture of a Family run business
3) How Matt and his team, hit growth levers during Covid Times
4) How Matt has leveraged his experience into new endeavors.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Matt DiBara -
https://www.linkedin.com/in/matthew-dibara-9697741a2/
In this episode of Money Talks, Hugh interviewed the Co- founder of SteadiPay! SteadiPay provides a bank-agnostic platform that optimizes how small businesses allocate cash and credit, so they earn more, improve cash flow, and grow. Cash management is critical to the success of a small business, but it's a major chore. SMBs are wasting significant amounts of time and money using manual processes and legacy technology to track balances, move funds and make payments.
We discussed:
1) What Anthony learned through his experiences in several industries
2) The Genesis of Steadipay, the technology, and how it can change how Small business owners work through cash management
3) How Anthony and his team work with Small business owners, not just to aggregate data, but also to provide actionable advice!
4) Anthony’s views on how Fintech will continue to evolve
Anthony Strike -
https://www.linkedin.com/in/anthony-strike-3316089/
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
In this episode of Money Talks, Hugh interviewed the Founder & CEO @EBHConsulting & StartupFundHub.com, Christine E.B. Howard. "Since starting E.B. Howard Consulting, we have secured well over $65M in non-dilutive funding (e.g., SBIR/STTR funding), created hundreds of custom funding menu roadmaps for startups and small businesses, written hundreds of successful proposals for clients, and have evaluated several federally funded projects and programs." See more about E.B. Howard Consulting at EBHoward.com.
We discussed:
1) Non-dilutive funding vs Dilutive funding
2) Where to look for funding
3) Applying - tips, tricks, insights, etc.
4) Selecting a consultant (e.g., grant writer) do's & don't, what to look for, ethics, etc.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Christine E.B. Howard -
https://www.linkedin.com/in/cebhoward/
https://www.instagram.com/ebhowardconsultingllc/
https://www.facebook.com/EBHowardConsulting?ref_type=bookmark
In this episode of Money Talks, Hugh interviewed the founder of Overflow, Vance Roush. Overflow is Building the infrastructure to make generosity frictionless across every major asset class. Overflow was created to fundamentally change how charitable stock donation works. Overflow, automates the donation of appreciated stock to increase the tax benefits to you and the organizations you support.
We discussed:
1) Vance’s background as an entrepreneur and why he became a pastor
2) The genesis of Overflow and how it can change the world of charitable giving
3) Vance frames Overflow in the context of a potential monumental change in tax rates
4) His analysis of the NBA playoffs!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Vance Roush -
https://www.linkedin.com/in/vanceroush
Twitter: vanceroush
In this episode of Money Talks, Hugh interviewed founder and CEO of Smarty Prep and Streamline Tutors, Ian Siegel. Ian has spent several years as a serial entrepreneur in Education. Ian and his team are changing the way students prepare for Testing, and class room learning.
We discussed:
1) Ian’s goals of changing the way our kids are learning in the classrooms and test preparation.
2) How Ian has leveraged his business to the digital age, and continues to expand globally.
3) What he has learned as an entrepreneur in education and what his goals are for the future of education.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Ian Siegel -
https://www.linkedin.com/in/ian-siege...
Twitter: StreamlineTutor
In this episode of Money Talks, Hugh interviewed founder of the Dynosafe!, serial entrepreneur, Rebecca Romanucci. Rebecca created DynoSafe to provide independence to our disabled Veterans who have difficulty or are unable to go to the grocery store or pharmacy, DynoSafe is the patented, temperature-controlled, IoT, smart home device which secures to your home, protecting deliveries from theft and because it is climate-controlled, it protects perishable items like groceries, medication, electronics and take-out food from the elements.
We discussed:
1) Rebecca’s background as a daughter whose father served in the Navy for 30 years!
2) The genesis of Dynosafe and what she has learned as an entrepreneur.
3) Her amazing success story and entrepreneurial lessons as a winner on the ABC hit show, Shark Tank!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Rebecca Romanucci -
linkedin.com/in/romanucci-rebecca-p3
DynoSafe.com (Company Website)
In this episode of Money Talks, Hugh interviewed founder of Carver Edison, Aaron Shapiro. Carver Edison is a Financial Technology company committed to revolutionizing Employee Stock Purchase Plans (ESPP). We discussed:
1) How Aaron cut his teeth in the Institutional Investing world, which helped him to formulate and build the culture and value proposition at Carver Edison
2) The Mechanics and description of a Employee Stock Purchase Plan
3) The Carver Edison Solution
4) Why Aaron carries around a notebook and pen, everywhere!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Aaron Shapiro -
https://www.linkedin.com/in/ashapiro1/
https://www.carveredison.com
In this episode of Money Talks, Hugh interviewed a Co-founder of the startup Pave. Ema Rouf is a cofounder of a new startup called Pave. She is a 3x founder with over 10 years of experience in building and growing startups in the B2B space. Pave is building a Cashflow API that makes it easier for fintech developers to connect their data sources and get clean and unified insights into their customer’s earnings, spending habits and financial health indicators. Pave has raised financing from Better Tomorrow Ventures, Bessemer Venture Partners, and Village Global. We discussed: 1) Ema’s background prior to starting Pave 2) The genesis of Pave, how it works, its value proposition and how it fits within Fintech 3) Ema’s overall view of Venture and Fintech 4 How this technology can help entrepreneurs and small business owners.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Ema Rouf -
https://www.twitter.com/emaspeaks
In this episode of Money Talks, Hugh interviewed the founder of Next Step Social Communications, Katie Brinkley. Katie has spent almost two decades and a digital marketing and social media consultant. Her services include everything from content creation, website maintenance, to marketing strategy sessions. We discussed: 1) Katie’s background and how she overcame a difficult start to her career to become a highly successful entrepreneur? 2) Discussion of Katie’s current business, Next Step Social Communications, and how she helps build fire digital marketing campaigns for small business owners 3) What sets Katie and her team apart from other groups 4) How Katie has leveraged social media to build and grow her current business
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Katie Brinkley -
www.nextstepsocialcommunications.com
https://www.instagram.com/next.step.social
https://www.facebook.com/nextstepsocialcommunications
https://www.twitter.com/_katiebrinkley
Contact Kate Brinkley -
Phone: 303.503.9101 Email: katie@nextstepsocialcommunications.com
In this episode of Money Talks, Hugh interviewed Elle Bruno. Elle is the Managing Director of the Techstars & Western Union Accelerator. Elle has been a founder and startup operator for 19 years. In 2004 she started her first company, an eBay ancillary marketplace, and since then she has been involved in building three venture-backed startups, most notably Trunk Club. Her expertise is in consumer tech, specifically revenue and growth. Elle has been an angel investor and advisor since 2015, with a focus on investing in female founded companies. We discussed: 1) Elle’s background as a founder and startup operator for 19 years. In 2004 she started her first company, an eBay ancillary marketplace, and since then she has been involved in building three venture-backed startups, most notably Trunk Club. 2) A Discussion of Techstars and Western Union Accelerator- how founders can connect to the program, what problems/markets are being addressed and the amazing networking capabilities 3) What Elle has learned from her journey as an entrepreneur and how she has created an amazing group of women founders and executives to help support and educate other women founders within their startups.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Elle Bruno -
https://www.linkedin.com/in/ellebruno/
www.techstars.com
In this episode of Money Talks, Hugh interviewed the CEO Confidant, Angel Ribo. Angel helps Sales VPs make their teams the Custodians of their company’s Profits. Angel and his team, Boost Sales team Accountability ⦿ Improve remote Sales Team Performance ⦿ Increase Channel Partners accountability ⦿ Accelerate channel partners/franchisees Sales growth ⦿ Train your Employees to become the Custodians of Your Company’s profits We discussed: ⦿ Angel’s background and the Genesis of the CEO Confidant ⦿ How Angel and his team built their process and value proposition ⦿ How to increase team performance in a time of remote work ⦿ How Angel has leveraged social media to build his business.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Angel Ribo -
https://www.linkedin.com/in/angelribo/
https://www.twitter.com/angeletgaruda
In this episode of Money Talks, Hugh interviewed the CEO and Founder of Orum. Orum is a platform for frictionless financial infrastructure, focused on smart, real time and fully automated money movement.
We discussed:
- Stephany’s background as a founder and Certified Financial Planner!
- What is Orum, the company mission and discussion of its key products, Foresight and Momentum.
- Why the ACH money movement process is inefficient and ripe for change
- How Stephany believes the vision and of the company can help change/better society
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Stephany Kirkpatrick -
https://www.linkedin.com/in/stephany-kirkpatrick/
In this episode of Money Talks, Hugh interviewed the Co-Hosts of the Wharton Fintech Podcast, Miguel Armaza and Ryan Zauk. The Wharton Fintech podcast interviews the best and the brightest in the world of Fintech. We discussed: 1)The foundation of Wharton Fintech and how it has developed 2)The genesis of the podcast and how it is able to connect with the leaders in the space 3)How Miguel and Ryan see the current role of Fintech in the community and to Small Business Owners 4) The potential Opportunity set for Fintech founders in the near future and what Ryan and Miguel have learned from the podcast
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Wharton Fintech -
https://www.linkedin.com/in/ryanzauk
https://www.linkedin.com/in/armaza
In this episode of Money Talks, Hugh interviewed, serial entrepreneur and Co-Founder at Handstand, Josh Zipin. Josh is also an Account manager with Stripe, a burgeoning technology and payments company. Josh has built full-featured products from the ground up touching everything from product, business development, sales, marketing, UX design and research, and operations.
We discussed: 1) Josh and his background as a serial entrepreneur, first selling sports cards in middle school and later Nike sneakers 2) His current role at Stripe and the role Stripe may play in the future of fintech 3) His friendship with Stephen Curry! 4) Visions for the future as an entrepreneur
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Josh Zipin -
https://www.linkedin.com/in/jozipin/
In this episode of Money Talks, Hugh interviewed, “Kids and Money Pioneer," New York Times #1 best selling author, entrepreneur, Neale Godfrey. Neale is known as a Financial Literacy trailblazer who has impacted families across the country. We discussed: 1) Neale’s beginning in the banking industry and what made her change course 2) The power of the Children’s Financial network 3) How she has leveraged technology in her business
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Neale Godfrey -
https://www.linkedin.com/in/nealegodfrey/
https://www.twitter.com/NealeGodfrey
In this episode of Money Talks, Hugh interviewed, founder and CEO of Vast Holdings and Vast Solutions group, R. Kenner French. VastSolutionsGroup.com is THE pioneer in applying artificial intelligence technology to help entrepreneurs lower tax liability and prepare for retirement. It has grown to have a national footprint with offices across the country staffed by technical consultants who have as their chief concern: To benefit entrepreneurs! We discussed: 1) Kenner’s background as an entrepreneur in finance and how he built Vast Holdings 2)How Kenner has introduced Artificial Intelligence in his work to help mitigate the tax liabilities of founders and entrepreneurs 3)How Kenner thinks through the tax and investment process as an entrepreneur 4)We discussed Kenner’s influence on Clubhouse and how he has built an amazing community as a tax professional
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
R .Kenner French -
https://www.linkedin.com/in/r-kenner-french
In this episode of Money Talks, Hugh interviewed, founder and CEO of Operate, Carey Ransom. Operate is a venture studio that invests capital & a world-class team into product-centric entrepreneurs building data-centric software companies. We're designed to maximize each company's launch velocity & success, which lead to better companies & investment returns for everyone involved.
We discussed:
1) How Carey found his way into the world of Venture Capital
2) What is Operate, how Carey and his team help build and structure start-ups
3) The Outlook for Venture Capital as a whole.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Carey Ransom -
https://www.linkedin.com/in/careyransom/
https://www.twitter.com/ransomthoughts
In this episode of Money Talks, Hugh interviewed, successful entrepreneur, strategic service partner and Fractional CFO, Janey Stahl. Janey has spent almost a decade advising small business owners across the country.
We discussed:
1) How Janey built her current practice
2) What is a Fractional CFO
3) Janey’s three ways to make your business more self sufficient and less dependent on you the Small business owner
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Janey Stahl -
https://www.linkedin.com/in/janeystahl
https://www.instagram.com/janeystahl
Hugh interviewed the Chief Investment Officer of Charlesworth & Rugg, Cyrus Amini. Cyrus co-manages the investment selection, research, and asset allocation decisions. He is a voting member of the Investment Committee, and the firm's Chief Compliance Officer. Cyrus received a B.A. in Economics from the University of Pennsylvania, and a J.D. from Boston College Law School. Cyrus is a Member of NY State Bar Association, and a CFA Charterholder.
We discussed:
1) The Current State of the Equity and Fixed Income markets, along with a specific review of the last 6 months
2) The impact of the Treasury Yield Curve on the capital markets, as we have moved to a very Steep Yield Curve
3) The definition of long duration assets, along with the impact higher long term interest rates on High growth stocks
4) Risks and opportunities for 2021 and beyond
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
In this episode of Money Talks, Hugh interviewed, successful entrepreneur, Forbes contributor and social media expert, Alexa D'Agostino. Alexa has built an amazing career in social media and has developed a second to none masterclass on how to scale your business and achieve your goals!
We discussed:
1) How Alexa built and sold her businesses for large exits
2) What Alexa is currently building now
3) How to build a social media strategy that works, is authentic.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Alexa D'Agostino -
https://www.linkedin.com/in/alexadagostino
https://www.marketingbymodification
In this episode of Money Talks, Hugh interviewed serial entrepreneur, podcast host, and CEO of Flowster, Trent Dyrsmid. Flowster, is a process management app where people can come to get "playbooks" to help them build systems, and then easily delegate the ongoing operation of their systems and processes to their team.
We discussed:
1) Trent’s background, where he learned to cold call as a stock broker!
2) The genesis of Flowster and how it can help you small business
3) Trent’s current views of small business and how to hit on important growth levers
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Trent Dyrsmid -
https://www.linkedin.com/in/trentdyrsmid
https://twitter.com/TrentDyrsmid
In this episode of Money Talks, Hugh interviewed CEO consultant and Executive Business Coach and Strategist, Tony Maree Torrey. For 18 years Tony Maree Torrey has been hired by CEOs, celebrities and other top performers who want to make a difference for themselves, their business and the future. With the power of traditional coaching and psychology, evidence-based, advanced modalities and smart business strategies clients learn to WIN FROM WITHIN, activate their highest impact and expand personal fulfillment.
We discussed:
1) Tony’s background in consulting and how she has built an amazing practice
2) Her thoughts and steps for growth with Covid-19 times
3) Our comprehensive discussion, on LinkedIn Strategy, building your profile, connecting and creating content to attract high levels of viewership
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Tony Maree Torrey -
https://linkedin.com/in/tonymaree
https://www.tonymaree.com/
In this episode of Money Talks, Hugh interviewed serial entrepreneur and Co-Founder of Marketplace Superheroes, Stephen Somers. Stephen has spent years helping entrepreneurs to build and grow successful businesses on Amazon! We Discussed: 1) Stephen’s background 2) The genesis of Marketplace Superheroes 3) How to best leverage Amazon to build and grow an E-Commerce enterprise
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Stephen Somers -
https://www.instagram.com/stephenjsomers
https://www.linkedin.com/in/somersstephen/
In this episode of Money Talks, Hugh interviewed founder of Local Grown Salads, serial entrepreneur and consultant, Zale Tabakman. We discussed: 1) Zale’s background as a serial entrepreneur 2) The Foundation of Local Grown Salads, an Indoor Vertical Farm 3) Educating founders on how to seek out Tax Credits and Tax Friendly environments
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Zale Tabakman -
linkedin.com/in/zaletabakman
In this episode of Money Talks, Hugh interviewed founder of Tomorrow Zone, Deborah Reuben. Tomorrow Zone is a future-focused technology strategy consulting firm. A strategic advisor, author, and speaker, Deborah works to inspire new thinking and explore the art of the possible through her extensive technical knowledge, equipment finance experience, and passion for challenging the status quo.
We discussed:
1) Deborah’s background in Technology and Start-ups
2) The foundation and message of Tomorrow Zone
3) How Deborah views the changes in the world of Technology brought on by COVID-19.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Deborah Reuben -
https://www.linkedin.com/in/deborahreuben
In this episode of Money Talks, Hugh interviewed CEO and Founder of Summit, Matthew Wensing. Matt is serial entrepreneur and has made amazing progress with his latest creation.Summit allows you to define little building blocks of business activity called events. Like the cells of a spreadsheet, events can hold values, contain logic, repeat with a specific frequency (daily, weekly, monthly, yearly, etc.) and even point to each other.
We Discussed:
1) Matt’s Background as an entrepreneur.
2) The Foundation and Formation of Summit
3) The process behind Summit and how it can dramatically help your Financial Modeling.
4) The Democratization of Fintech
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Matt Wensing -
https://www.linkedin.com/in/wensing/
https://www.twitter.com/mattwensing
In this latest episode of Money Talks, Hugh interviewed Jason Berkowitz, digital marketing strategist and CEO of Break the Web! Jason and his team work with Small Business owners and entrepreneurs to build out Search Engine Optimization strategies, Content Marketing to generate web traffic to your business!
We discussed:
1) What is SEO and why it is important
2) Jason’s Break The Web concept
3) How to leverage SEO and other content strategies to build awareness
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Jason Berkowitz -
https://www.linkedin.com/in/jasonberkowitzseo
https://www.twitter.com/jberkowitzseo
Noble A. DraKoln is the Founder and CEO of Drakoln Capital Partners, a venture capital and investment firm. Noble has been involved in multiple tech startups as a consultant, investor and director. His books have been translated into multiple languages, he has been a keynote speaker around the world, contributing writer to Forbes, Futures Magazine, along with dozens of other financial magazines, and a radio and T.V. financial commentator on Bloomberg and Fox Business News.
We Discussed:
1) Noble’s Background
2) The Genesis of his Venture Capital and Investment Firm
3) The Landscape and current state of the VC World
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Noble A. DraKoln
https://www.linkedin.com/in/drakoln
https://www.twitter.com/specacademy
Michael Sidgmore is a Partner at Broadhaven Ventures, where he focuses on sourcing, investing, and managing investments into early-stage FinTech companies globally. Michael has led Broadhaven Ventures' investments into Liveoak Technologies, Credijusto (Seed, Board Director / Observer & Advisor), as well as his work as a Venture partner at Goodwater Capital.
We discussed:
1) Michael’s background in Venture
2) The impetus for his Alt goes Mainstream blog
3) Social Capital meets Financial Cap
4) Alternatives investments goes mainstream
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Michael Sidgmore -
https://www.linkedin.com/in/michaelsidgmore/
https://www.twitter.com/michaelsidgmore
In this episode of Money Talks, Hugh interviewed, Author, CFA, Executive Coach and President of Cathedral Capital in Ft. Worth, Texas, Brooke Lively. Cathedral is, A team of CFOs and Profitability Strategists who help attorneys with fast-growing firms across the country turn their companies into profitable, thriving businesses so the owner can create the life they want.
We discussed:
1) What is Cathedral Capital and its process
2) Brooke’s 30K Ft view of the Small Business Owner now and new opportunities
3) Brooke talks about her concept of Good, Better, Best, a thoughtful process for all Business Owners to think through
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Brooke Lively -
linkedin.com/in/brookelively
In this latest episode of Money Talks, Hugh interviewed Deirdre Clute and Will Schmitt, Co-Founders of Rightfoot. A fintech company focused on streamlining how student loans are paid off they are enabling a new generation of products and services that make it easier to manage and pay credit cards, student loans and various consumer bills. Helping people get started on and get back on the right foot.
We Discussed:
1) Deirdre and Will’s background as entrepreneurs
2) The genesis of Rightfoot
3) How Rightfoot works with prospective clients
4) The future of Rightfoot and its role in Fintech
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
The Rightfoot Team-
https://www.linkedin.com/company/therightfoot/
https://www.linkedin.com/in/deirdre-clute/
https://www.linkedin.com/in/danielle-pensack-10b6125b/
https://twitter.com/hellorightfoot
In this latest episode of Money Talks, Hugh interviewed, the CEO of Finance-Ability, Stephanie Sims. Stephanie has more than two decades of experience in finance, quality & IT management, and valuation of public and private entities. Through a unique process, Stephanie and her team work with Founders and Early stage entrepreneurs to best understand their respective financing needs and how best to deploy capital.
We discussed:
1) Stephanie’s experience as an investment banker and small business owner, which has given her a unique perspective
2) How she came to start Finance-Ability and her process for working with entrepreneurs
3) How Stephanie helps entrepreneurs build economic stories that make dollars and sense!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Stephanie Sims -
https://www.linkedin.com/in/stephaniejsims
https:/instagram.com/Finance_Ability
In this latest episode of Money Talks, Hugh interviewed, Social Media talent manager, Naomi Lennon. Naomi is the President of Lennon Management. Since the inception of YouTube's Partner Program in 2009, Naomi Lennon has managed the careers of some of YouTube's biggest celebrities including RCLBeauty101 (#1 most viewed female channel worldwide), Alphacat, Racka Racka and Tiktok star Nathan Piland.
We discussed:
1) Naomi’s Background
2) The Genesis of her Talent Mgmt biz, How Naomi connects with prospectives, and how she helps manage their careers
3) Naomi’s thoughts on how to build an authentic social media presence
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Naomi Lennon -
https://www/linkedin.com/in/naomi-lennon-3b59325b
https://instagram.com/naomilennon
In this latest episode of Money Talks, Hugh interviewed Devin Miller. Devin Miller is the CEO and Co Founder of Secure. Secure is the first purpose built emergency savings app designed to help people save for an emergency and navigate unexpected financial hardships.
We discussed:
1) Devin’s Background as an Entrepreneur
2) The Genesis of Secure and how it can dramatically help the savings process for employees and employers
3) The Fintech Evolution and Landscape from Devin’s perspective
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Devin Miller-
https://www.linkedin.com/in/devinpmiller
In this episode of Money Talks, Hugh interviewed, author, speaker and technology expert Trina Martin.
We discussed:
1) The biggest issues small and medium sized businesses face with technology
2) How businesses can improve their efficiencies and effectiveness with multiple systems and apps.
3) Specific secure and cost effective applications that small business owners can put into action today!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Trina Martin -
https://linkedin.com/in/trina-l-martin
https://www.twitter.comTrinaLMartin
https://www.facebook.com/TheTrinaLMartin
https://instragram.com/Trina.l.martin
In this latest episode of Money Talks, Hugh interviewed Josh Jensen, JJ the CPA! JJ THE CPA has over 27 years of public accounting experience bringing daily videos & value to his over 43,000 subscribers on YouTube where he has amassed more than 3,500,000 views. He founded his own CPA firm at age 25, and still serves & advises his private clients daily.
We Discussed:
1) What is PPP round 2? How do perspectives navigate the application process
2) The ramifications of PPP and its significance with Employee Retention Tax Credits
3) Taking stock in your business, planning ahead and strategizing how to take advantage of the numerous tax credits permitted by the IRS.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
JJ The CPA -
https://linkedin.com/in/jjthecpa
https://twitter.com/JJtheCPAOK
https://instagram.com/jjthecpa
https://www.youtube.com/channel/UCq6pedUxZMTt9fkq9YCX8Kg
In this episode of Money Talks, Hugh interviewed podcast host and CEO of YAP Media, Hala Taha. Hala now currently has over 8 years of corporate marketing experience and is quickly rising up the ranks. Young and Profiting Podcast merges Hala’s passions for radio, entrepreneurship, business, and continued learning. Hala is an expert on networking, rising from failure, personal branding, Linkedin and Podcasting.
We discussed:
1) Hala’s amazing journey in the entertainment and radio industry in New York
2) The steps she took within social media to build her podcast following
3) How Hala learned from some difficult experiences in the corporate world to help build her amazing marketing company
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Hala Taha -
https://www.linkedin.com/in/htaha
https://www.twitter.com/YAP_Podcast
https://youngandprofiting.com/
https://instagram.com/yapwithhala
In this episode of Money Talks, Hugh interviewed podcast host and Fintech expert, Zach Anderson Pettet. Zach has spent several years helping to build and structure start-ups in the Fintech Space. Zach is an innovator and has a unique understanding of the Fintech space as a whole and how it is revolutionizing financial services and other industries.
We discussed:
1) How Zach entered the Fintech space
2) His 30,000 foot view of Fintech as it pertains to entrepreneurs and Small Business Owners
3) The significance of taking care of our minds and bodies!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Zach Anderson Pettet -
https://twitter.com/zachpettet
https://linkedin.com/in/zachpettet
In this episode of Money Talks, Hugh interviewed social media guru and sales consultant, podcast host, Michelle Weinstein. Michelle’s mission is to utilize her superpower to help entrepreneurs sell high-value services to their clients. She shows clients how to have empowered sales conversations, own their value and worth, and skyrocket their top-line revenue.
We discussed:
1) How Michelle developed the “Pitch Queen” and her CPA consulting practice
2) The significance of being a specialist and owning and developing a Niche in your business
3) We discussed the concept of Value versus Price- Communicate your true value proposition
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Michelle Weinstein -
https://www.facebook.com/thepitchqueen/
https://www.twitter.com/thepitchqueen
https://ww.instagram.com/thepitchqueen
In this episode of Money Talks, Hugh interviewed the CEO of HM Bradley bank in Los Angeles, Zach Bruhnke. HM Bradley is a growing institution, focused on creating and providing savings solutions to its customers. HM Bradley is a Fintech company offering savings rates of up to 3% APY!
We discussed:
1) The foundation of HM Bradley and how has created an amazing savings solution
2) The HM Bradley Value Proposition
3) What is the Fintech Space, its growth and how HM Bradley fits in going forward.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Zach Bruhnke -
https://www.twitter.com/zbruhnke
https://github.com/zbruhnke
In this episode of Money Talks, Hugh interviewed real estate investment manager and partner Nicholas Halaris of Metros Capital in Los Angeles. Metros Capital is a real estate investment and development company with a unique mission: To produce superior absolute returns by investing in projects where it can create innovative, beautiful and environmentally friendly built spaces.
We discussed: Current state of the Real Estate Market from both the residential and commercial impacts of the migration away from larger cities into smaller metro area Potential Investment Opportunities in 2021
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Nick Halaris:
https://www.linkedin.com/in/nicholas-halaris-4a25b93/
https://www.twitter.com/NickHalaris
In this episode of Money Talks, Hugh had the opportunity to interview, Joel Block of Bullseye Capital. He is a professional investor who has been a principal in over 30 syndicated real estate or entrepreneurial transactions in addition to advising on dozens more. Joel has taught thousands of real estate brokers, CPAs, attorneys, and Investors about raising capital and best practices for structuring group investments. Joel is a nationally recognized expert in Private Placements, Reg D Offerings, Operating Agreements, deal structure, valuations, tax issues and capital raising approaches with both accredited and non-accredited Investors. Joel and Hugh discussed the recent economic and market related events in the last 6 months. Joel talked about the lack of further government support for small business and the need for the government to step up now! Joel discussed his current positioning for his clients and outlook for 2021. He believes there will be a “ownership shuffle” of business in the coming year which will offer opportunity!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Joel Block -
https://www.linkedin.com/in/joelblock
https://www.twitter.com/
Hugh interviewed Richard Myerson of Myerson Wealth in Los Angeles. Richard works on Tax Minimization to Wealth Maximization and Income Preservation- his group works with affluent and ultra-affluent families, business-owners and HENRYs (High Earner, Not Rich Yet) as Los Angeles' Best-in-Class Life Insurance strategists.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Richard Myerson-
http://linkedin.com/in/richardmyerson
In this episode of Money Talks, Hugh had the opportunity to interview founder and president of Mainsail Consulting Group, and a serial entrepreneur, Bob Roitblat. Bob, with more than 30 years of hands-on P&L responsibility running companies at every phase of a business' life cycle--Idea, Start-up, Growth, Maturity, Decline and Death. Hugh and Bob discussed the subjects of innovation and disruption. Bob focused on the real causes of disruption and how small business owners need to be proactive and not re-active in their respective planning. Bob discussed why our customers change their behaviors and why the bar for innovation is high today and climbing!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Bob Roitblat -
https://www.linkedin.com/in/bobroitblat/
https://www.twitter.com/BobRoitblat
In this episode of Money Talks, Hugh interviewed, social media guru, marketing expert and CEO of Fit Life Creation, Katrina Julia. Katrina is an I am a Lifestyle Expert, entrepreneur, athlete, nationally recognized, and global leader with outlets such as WeWork, Fitness MBA, American Institute of CPAs, Herbalife, & Airbnb. Helped 10,000 people transform in 7 industries.
We discussed:
1) What is the Lifestyle Brand Business
2) How to automate and delegate, take advantage of applications and other resources to compound your growth
3) Her 6 Pack of Wealth Concept.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Katrina Julia -
https://www.linkedin.com/in/katrinalifestyletransformation
https://www.twitter.com/katrinajuliafit
In this episode of Money Talks, Hugh had the opportunity to interview filmmaker, author and exec Craig Detweiler. Craig is currently the President of The Wedgewood Circle. Craig’s commentary has appeared on ABC’s Nightline, CNN, FOX and NPR. Craig and Hugh discussed how the big technology companies such as Netflix, Apple and Amazon have benefited from the shutdown of the major entertainment studios. The focus of this segment being the Digital World vs the Analog world. The adopters of the digital world have been able to refocus their efforts and thrive during these hectic times. Craig also discussed how electronic media and e-commerce is so crucial right now, how do we monetize ourselves and our stories amidst this pandemic, how do you stand out and be authentic and deliver on a value proposition.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Craig Detweiler -
https://linkedin.com/in/craig-detweiler-51b1784
https://www.instagram.com/craigdet/
In this episode of Money Talks, Hugh had the opportunity to interview executive performance coaching expert Jenna Dillon of Jenna Dillon Coaching in Los Angeles, CA. Jenna Dillon is committed to working with high performing individuals and companies who are up to exploring what they’re capable of achieving within their lives, careers, company culture and leadership. Jenna and Hugh discussed the current landscape for executive coaching and how it has been impacted by COVID-19. Jenna discussed how small business owners have the opportunity now to make significant changes to their respective corporate culture and business continuity. The importance of communication within and reinforcing a flexibility in the workplace.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
In this episode of Money Talks, Hugh speaks with published author, international keynote speaker, and business executive coach, Stacey Copas. She is the owner of the Academy of Resilience, where she “works with leaders to shift the way they perceive and respond to change and adversity.” Listen in as Stacey discusses how her uniquely challenging backstory fuels her work today, finding rituals for resilience that work for you, and ways to escape the constant bombardment of negativity we’re facing in 2020 so that we can embrace the positivity and hope that the post-pandemic world will bring.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
In this episode of Money Talks, Hugh interviewed, Dmitry Norenko, CEO of Upswot, a SAAS based company powering SMB-focused sales efficiency of online and offline channels of the Banks with continuous monitoring & insights into 92 alternative data sources. Hugh and Dmitry discussed: The genesis and growth of Upswot as a two year old company The impact of Fintech on entrepreneurs and small business owners and how Upswot is becoming such a tremendous resource to community banks The goals and outlook for the company as we go into 2021, continued growth of the platform to continue to help SMB’s across the US.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Dmitry Norenko -
https://www.linkedin.com/in/dmitrynorenko
https://twitter.com/bNesis
In this episode of Money Talks, Hugh had the opportunity to interview Family Law specialist, Dan Gold of TLD Law in Orange County, CA. Since joining TLD Law, Mr. Gold’s practice has emphasized family law, participating in over 100 contested hearings and trials. Mr. Gold has been certified by the State Bar of California Board of Legal Specialization as a family law specialist. Dan and Hugh discussed the definition of Grey Divorce, and how it has become so prevalent in society today. Due to the nature of Grey Divorce, this issue comes with a large set of complexities. These require the expertise of a Certified Family Law specialist. Moreover, Dan discussed how it is critical to hire an attorney who is a counselor!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Dan Gold -
https://www.linkedin.com/in/daniel-gold-2aa21b13/
In this episode of Money Talks, Hugh had the opportunity to digital marketing expert, and founder of Entrepreneurs of Success, Sara Khoudary. Sara is an accomplished digital marketing master with over 20 years of experience in creating highly engaging and actionable digital marketing strategies for small business. Sara discussed the concept of community and building a high value network. The key to not spread oneself so thin, over multiple social media mediums. The key being, identify your niche, your value proposition and create your authority blueprint. In addition, Sara gave a 30,000 view of her client process and how to build a digital presence!
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Sara Khoudary-
https://www.linkedin.com/in/skhoudary
https://www.twitter.com/SaraKhoudary
In this episode of Money Talks, Hugh had the opportunity to interview marketing guru, Maribeth Kuzmeski of Red Zone Marketing. Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Hugh and Maribeth discussed the impacts on COVID-19 on her business and how she has been helping clients transform and keep moving forward. She talked about the important concept of self-promotion. Why small business owners need to have an understanding and how best to communicate their value proposition. Maribeth, discussed how we as business owners need to be authentic and genuine in our messaging. Finally, Maribeth discussed the concept of the marketing funnel, the process of delivering on content marketing and seeing the process all the way to client engagement.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Maribeth Kuzmeki -
https://twitter.com/MBKuzmeski
https://www.linkedin.com/company/red-zone-marketing-llc/
https://www.youtube.com/user/redzonemarketing
In this episode of Money Talks, Hugh had the opportunity to interview entrepreneur Mike Watts. Mike has Founded six companies totaling over $50 million in sales and now teaching entrepreneurs to reach their financial, personal and spiritual goals. Mike and Hugh discussed the impact of COVID-19 on his business and enterprises and how he has pivoted and is growing at an accelerated rate. Mike went into depth on his company DMD Products, the manufacturer for his mobile phone handle, called the Love Handle. Mike discussed the story of his partnership with the Shark, Daymond John. Finally, Mike offered his advice for business owners going forward and the idea that crisis creates opportunity!
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Mike Watts -
https://www.instagram.com/mikewatts/
https://www.facebook.com/lovehandletv
https://www.linkedin.com/in/mike-watts-21402578/
https://twitter.com/lovehandletv
In this episode of Money Talks, Hugh had the opportunity to interview Bunny Young of A Better Place Consulting. A Better Place Consulting provides Coaching, Public Speaking, Workshops & E-Learning Courses to help organizations & business owners overcome adversity, combat personal& employee burnout and create strategic growth plans focused on achieving goals through a balanced work/family lifestyle. Bunny discussed her background as part of a military family, stunt woman and now workplace consultant. Bunny talked about her process with business, both big and small. How executives need to clarify the Vision and the Mission of their organization and empower their employees to drive the decision making process. Bunny concluded by discussing the importance of self care and connectivity.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Bunny Young -
https://www.instagram.com/bunnyhas6legs
https://abetterplaceconsulting.com/getstarted
In this episode of Money Talks, Hugh had the opportunity to interview ERISA Attorney Christine Roberts who is a Partner at Santa Barbara, California-based, Mullen & Henzel, L.L.P., regarding how the CARES Act can impact Qualified Retirement Plans and some responsibilities of plan sponsors. Hugh and Christine provided a detailed update to IRS Notices 2020-50 and 2020-51, which details the regulations involving COVID-19 related distributions from retirement plans and IRA’s. In addition, Christine pointed out that the rapidly approaching deadline of August 31,2020, for people who took required mandatory distributions before the onset of COVID-19. Hugh and Christine discussed updates on employee sponsored plans related to COVID-19 distributions, and the law surrounding how record- keepers must account for these distributions. Lastly, Christine discusses some recent ERISA compliance issues, i.e. employee salary deferrals and employer matching contributions.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Christine Roberts -
http://www.eforerisa.com/
https://www.linkedin.com/in/christine-roberts-04019a2
https://www.twitter.com/EforERISA
In this episode of Money Talks, Hugh interviewed David Dussault of P1 Industries a U.S. based industrial and technological manufacturer in Schenectady, NY. In this discussion, Hugh and Dave talked about foundation of P1 industries in New York, his family’s history of working at General Electric in the North American hub and what he learned from those experiences to start P1. Dave discussed how he and his team reacted to the COVID-19 pandemic and expanded his workforce, marketing teams and move into a hyper-growth mode for the company. Finally, Dave talked about the P1 value proposition, Machines do the Work and people make the difference!
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
David Dussault -
https://www.linkedin.com/in/david-w-dussault-8ba2286
https://www.twitter.com/p1ventures
In this episode of Money Talks, Hugh interviewed commercial real estate office leasing experts, Rick and Lindy Pearson of Cresa. In this discussion, Rick and Lindy talked about their Value Proposition and that VP of their firm Cresa. They discussed the concept of “workplace strategy” and how that is a key element of their practice. In addition, Rick and Lindy discussed the ever -changing landscape in the Office leasing market as COVID-19 has caused issues for both tenants and landlords. Finally, Rick and Lindy discussed the importance of remaining relevant and consistent with Social Media. Moreover, Rick left viewers with a significant piece of advice of remaining patient and thinking through any decisions pertaining to your office space during these uncertain times.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Rick and Lindy Pearosn -
https://www.linkedin.com/in/lindy-ann-pearson-0a53a21b
https://www.twitter.com/rpearsoncresa
https://www.linkedin.com/in/rickpearson2
https://www.instagram.com/rickandlindypearson
In this episode of Money Talks, Hugh speaks with serial entrepreneur Doug Ludlow, CEO of MainStreet. Previously, he served as Chief of Staff of SMB Ads at Google. Aside from MainStreet, Doug founded two other businesses which he has since sold: The Happy Home Company and Hipster. Listen in as Doug discusses the inspiration behind the founding of MainStreet and how they help small business owners, and how COVID-19 has shifted the zeitgeist for employees and entrepreneurs all over the world.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
In this episode of Money Talks, Hugh interviewed successful entrepreneur and published author, Mike Michalowicz. In this discussion, Mike talked about his rise in business and fall and rise once again and how he accomplished his goals. He discussed his mission of Eradicating Entrepreneurial poverty, how he did it and how he advises small business owners. Finally, Mike talked about the importance of a repeatable process in business and how to transform your business in 5 simple steps.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
https://www.linkedin.com/in/hughmeyer/
Mike Michalowicz-
https://www.linkedin.com/in/mikemichalowicz
https://www.twitter.com/mikemichalowicz
In this episode of Money Talks, Hugh had the opportunity to interview, Jonathan Goldhill of the Goldhill Group in Los Angeles, CA. Jonathan Goldhill is an adviser, coach, consultant, trainer, facilitator, and business therapist with 30 years of experience in his craft. He has been guiding closely-held and family-owned businesses since 1987. Jonathan and Hugh discussed The concept of disruptive successor, how the second generation business owner has numerous challenges upon taking over the family business. Why it’s vitally important to have one in a family business before you pass it on to the next generation? Finally we discussed Jonathan’s 7 P’s playbook for business owners and entrepreneurs.
Hugh Meyer -
http://www.instagram.com/hughmeyerofficial
Jonathan Goldhill -
https://www.linkedin.com/in/thegoldhillgroup
https://www.twitter.com/Coach2CEOS
https://www.instagram.com/Jonathangoldhill
In this episode of Money Talks, Hugh had the opportunity to interview Family Law attorney, Robyn Santucci of Santucci Family Law, in Los Angeles, CA. Robyn discussed how COVID-19 has impacted her business and the business of Family Law in Los Angeles. While it was a major disruption to all businesses and legal matters, the courts remain open and are processing paperwork and case matters at every level. Robyn has harnessed the power of Social Media and continues to pen her blog and provide helpful video clips on LinkedIn. Robyn addressed the importance of families taking the time to do their homework if they intend to file for a divorce. Organize all pertinent documents, take inventory of assets and consult with an attorney!
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
Robyn Santucci -
https://www.linkedin.com/in/robynsantucci
In this episode of Money Talks, Hugh had the opportunity to interview, The head of Product Strategy at Zaarly in Kansas City, and author of The Almanack of Naval Ravikant, Eric Jorgenson. Eric spent over three years putting together and compiling this amazing and instructive manual of one of the pioneers of Silicon Valley, Venture capital. Eric and Hugh spent time discussing the genesis of the book, how Eric spent years emailing Naval and discussing his critical concepts of building wealth and happiness in our lives. Eric discussed on of the many key concepts in the book, Leverage. How Naval thinks about Leverage and why understanding Leverage from a myriad of ways is key in the digital world. In addition, we spoke on the importance of “productizing” oneself in the digital world. Finally, Eric spent time discussing the power of the internet and how it has, “ massively broadened the possible space of careers.”
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
Eric Jorgenson -
https://www.linkedin.com/in/erjorgenson/
https://www.twitter.com/EricJorgenson
https://www.Navalmanack.com
In this episode of Money Talks, Hugh had the opportunity to interview Adam Davidson, author of the amazing book, The Passion Economy. He also co-founded and co-hosted National Public Radio’s “Planet Money,” after serving as the international business and economics correspondent for NPR. Adam has been a frequent contributor to “This American Life,” including co-reporting the episode “The Giant Pool of Money,” which received the Peabody, DuPont-Columbia, and Polk Awards, and was named one of the top works of journalism of the decade by New York University’s Arthur L. Carter Journalism Institute. Hugh and Adam focused on Adam’s amazing book, The Passion Economy. The book was published earlier in 2020 and details the amazing story of 5 different people, who took a leap of faith, realized what they truly felt a passion for in their work and made it happen. Adam discussed his idea of the new rules for thriving in the 21st century. Some of these include, Pursue intimacy at scale, only create value that can’t be easily copied, the price you charge should match the value you provide. In conclusion, Adam discussed the role of the internet and technology in business, the concept of matching and how this has evolved over the last two decades- but more change is yet to come.
Hugh Meyer -
https://instagram.com/hughmeyerofficial
In this episode of Money Talks, Hugh had the opportunity to interview the Chief Investment Officer of Charlesworth & Rugg, Cyrus Amini. Cyrus co-manages the investment selection, research, and asset allocation decisions. He is a voting member of the Investment Committee, and the firm's Chief Compliance Officer. Cyrus received a B.A. in Economics from the University of Pennsylvania, and a J.D. from Boston College Law School. Cyrus is a Member of NY State Bar Association, and a CFA Charterholder.
Hugh and Cyrus discussed the growing chasm between the real economy( jobs market, GDP, etc) and the outperformance of the US Stock market. The job market continues to be constrained, but the capital markets continue to move higher. Cyrus went into significant detail regarding the recent Federal Reserve, Jackson Hole meeting. The Fed outlined its new policy on inflation and growth targets.
Finally, Cyrus and Hugh discussed the impact on the dollar by the Fed policy and recent fiscal stimulus measures.
In this episode of Money Talks, Hugh had the opportunity to interview, Jon Ferrara, He's the founder and CEO of Nimble, an award-winning social sales, and marketing CRM for individuals and teams. It's Ranked #1 in Overall Satisfaction by G2 Crowd and integrates with Microsoft Office 365 and Google G Suite. Jon was the creator and co-founder of the award-winning customer management product GoldMine. Jon talked about his background in the CRM business, a true pioneer and innovator through his create of Goldmine. More important to Jon, is the development of relationships, the human contact and have a clear value proposition. Jon believes in the 3 P’s, Purpose, Passion and Plan. Jon also discussed how to stay top of mind with people and your clients, your clients are the main character of the story- the significance of listening! Finally, the importance of being a giver on Social Media and in life.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
Jon Ferrera -
https://www.linkedin.com/in/jonvferrara
https://www.twitter.com/Jon_Ferrara
In this episode of Money Talks, Hugh interviewed business attorney and strategic business growth expert DeAnn Chase of Chase Law Group in Manhattan Beach, CA. In this discussion, Hugh and DeAnn discussed the critical topic of AB-5 and its impact on self employed workers- moreover, how COVID-19 brought on additional issues. Lastly, DeAnn discussed how her firm leverages social media, provides prospects with an informative E-guide and consistently updates her clients on all pertinent matters.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
DeAnn Chase -
https://linkedin.com/in/deann-flores-chase
https://www.facebook.com/ChaseLawGroupSouthBay/
In this episode of Money Talks, Hugh interviewed real estate investment manager, Nicholas Halaris of Metros Capital in Los Angeles. In this discussion, Hugh and Nick gave the viewers a 30,000 foot view of the Commercial Real Estate market both locally in LA and the country as a whole. More specifically, Nick focused on the continued migration of young adults and others moving out of larger metropolitan areas. Nick also discussed the impacts to the office leasing market. Lastly, Nick gave the viewers a discussion of the overall risk appetite of Real Estate investors both locally and across geographies. Nick has spoken to other colleagues in the industry who agree that while there is cash ready to invest, people are being cautious on price dislocations that may occur in the Real Estate Market.
Hugh Meyer-
https://www.instagram.com/hughmeyerofficial
In this episode of Money Talks, Hugh interviewed Justin White, CEO of K&D Landscaping in Santa Cruz, CA. K&D Landscaping is a 3 decade old commercial and residential landscape design company. In this discussion, Hugh and Justin discussed the background of K&D as a 30 year old family run business. Justin talked about his decision to scale up the business in the last decade and the successes as a result. Hugh and Justin talked about the effects of COVID-19 on the business and how Justin successfully navigated potentially difficult times. In addition, Justin talked about the 6 Core Value of his business and what it means to give back to his community and other competitors throughout the country.
Hugh Meyer -
https://www.instagram.com/hughmeyerofficial
Justin White -
https://www.twitter.com/KnDLandscaping
https://www.facebook.com/kndlandscapinginc
In this episode of Money Talks, Hugh had the opportunity to interview entrepreneur and thought leader, Anthony “pomp” Pompliano of Morgan Creek Digital. Pomp discussed his background, first in the Army and then into the world technology leading teams at both Facebook and Snapchat. Pomp went into a larger discussion of how he built his Social Media platform. He has a broad reach including twitter, a daily newsletter on all things technology in the world as well as the Pomp podcast! He talked about how he manages this large effort, while finding new investments and the day to day management of Morgan Creek. Finally, Pomp gave some amazing advice for small business owners, to leverage the new age of digital, lean on your partners and have a specific and detailed plan of action for everyday!
Hugh Meyer- https://www.instagram.com/hughmeyerofficial
Anthony Pompliano - https://www.instagram.com/pompglobal
Hugh welcomed Mark Newsome, of Youcanmarketonlinenow.com.
Hugh and Mark discussed:
1.) How and why small, mid sized business owners, service providers or up and coming on or offline entrepreneurs, (especially offline), have to start proactively leveraging the mega benefits of the Internet.
2.) How not to be or become victimized by the over proactive use of social media marketing. A dangerous caveat they simply have to quickly be made aware of.
3.) How and why small business owners, (definition) 50 employees or less and traditional service providers can and must start strategically leveraging their customer base. And see themselves as extremely valuable, potential distribution or bridging agents to other local, non directly competing vendors.
Hugh welcomed expert thought leader, author and accomplished speaker and investor Joel G. Block.
Hugh and Joel discussed his 30,000-foot view of the world currently, perhaps highlighting issues you see through the eyes of a small business owner?
Hugh and Joel discussed actionable ideas to help business owners form strategies to protect their business specifically how to possibly help these owners find ways to ADVANCE their business in this climate? From adversity, opportunity?
Joel also gave a long discussion on how to use telemarketing and video to leverage marketing for small business in the future.
Joel Block -
https://linkedin.com/in/joelblock
https://twitter.com/JoelBlock
https://www.youtube.com/user/bullseyecap
In this episode of Money Talks, Hugh interviewed entrepreneur, founder and chairman of Moneta Pro, Stephen Meade. In this discussion, Hugh and Stephen discussed the many pieces to Stephen’s Bullseye Belief System. How to convey the emotional value of what you do, design your own destiny and the process to measure business opportunities. In addition, Stephen explained the critical nature of specificity in networking with other professionals, how to craft a direct email and how you can be a resource to others.
Stephen Meade-
http://www.twitter.com/StephenMeadeLA
http://www.linkedin.com/in/stephenmeade
In this episode of Money Talks, Hugh interviewed Jason Williams of Morgan Creek Digital in Chapel Hill, North Carolina. Jason, is an accomplished executive, board member and investor with over 20 years of demonstrated success leading companies through start up to successful exits.
In this discussion, Hugh and Jason discussed, Jason background and experience in the health care industry, more specifically his start up Fastmed and his thoughts on the impact of Covid-19. Hugh and Jason discussed the impacts to the Labor Market in the U.S. and the present and future of Venture Capital.
Finally, Jason discussed the landscape for Digital Assets and Cryptocurrency and the impacts of Federal Reserve policies on the U.S. Dollar.
Jason Williams-
http://twitter.com/JWilliamsFstmed
https://www.youtube.com/c/GoingParabolic
Hugh welcomed Joshua Jensen, known as JJ the CPA to social media and the Tax world. JJ the CPA is a tax expert for small businesses and has an unparalleled view and analysis on all things government stimulus. Hugh and JJ, discussed the latest updates on the PPP and EIDL packages and how to take advantage of the extensions and funding. JJ and Hugh also discussed the relevance of the 8 vs 24 week forgiveness option within the PPP and how JJ believes in the 24 week option. They also discussed the dynamics of Health Insurance deductions within an S corp and C Corp and finally JJ provided some poignant advice for small business owners going forward.
JJ The CPA-
http://www.linkedin.com/in/jjthecpa
http://www.twitter.com/JJtheCPAOK
https://www.youtube.com/channel/UCq6pedUxZMTt9fkq9YCX8Kg
http://www.instagram.com/JJthecpa
On, May 14, 2020 Hugh interviewed Richard Myerson of Myerson Wealth in Los Angeles. Richard works on Tax Minimization to Wealth Maximization and Income Preservation- his group works with affluent and ultra-affluent families, business-owners and HENRYs (High Earner, Not Rich Yet) as Los Angeles Best-in-Class Life Insurance strategists.
Richard and Hugh discussed
1) How reduced interest rates affect the insurance landscape
2) How your insurance policies may be impacted
3) Why a competent professional should review your policies in the COVID-19 World.
Richard Myerson-
http://linkedin.com/in/richardmyerson