• 01:00

    Retirement: Planning for your future

    in Business

    You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.


     


    What you will learn:



    What is financial planning, really?
    What are the biggest mistakes business owners make in retirement options
    How can planning for retirement can reduce current taxes


    Todays Guest:


    Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership. 


     

  • 01:00

    ProGro Show #1 - Organized Planning

    in Motivation

    This is the first episode ever for the ProGrow Show! 


    Who am I and why should you care? I'm the host, Melody Campbell, of CCSalesPro.com. At CCSalesPro we work with the independent sales professional representing merchant services, cash advance, point of sale, web design, and payroll services. 


    If you're an independent sales agent - this is the place to come for professional development - the skills that help you to perform at the top of your game. Tune in live to join in the conversation. Come back and listen to the archives anytime for a boost of "rocket fuel"!


    Today's topic - Organized Planning.

  • 00:17

    Estate Planning - The New Version in The Changed World

    in Legal

    Estate Planning has changed and grown dramatically in the quarter century that I have been practicing law. This broadcast will focus on the changes since the new millenium and will cover a range of issues including tax, society and the economy in relation to estate plans.


     


    This program is brought to you by "LadyLawyer" Cynthia Rignanese, an attorney licensed to practice law in the State of Florida in the United States. No attorney-client relationship can be based solely on today's program.


     


    Ms. Rignanese may be contacted about individual questions at her office at 863-294-1114.

  • 00:47

    Advance Care Planning, End of Life Plans

    in Health

    Dr. Jonas will review a fascinating Advanced Care Planning Symposium he attended at UD last weekend which included an introduction to a new proposed DNR form for Ohio (MOLST form).  Grief and loss is the topic of Dr Synonymous Blog this week.  Other blogs and tweets may be mentioned as the show moves along.  Listen in.  Join the chat room.

  • 00:32

    John Baldino on Workforce Planning

    in Social Networking

    John Baldino @jbalive drops by @DriveThruHR  to share his insights on Workforce Planning


    DriveThruHR was designed to be a captivating and easy-to-digest lunch discourse that covers topics relevant to HR professionals.  Each 30-minute episode features a guest speaker who shares her or his knowledge and experience in human resources. Our hosts and special guest cover a wealth of topics, including HR Technology, Recruiting, Talent Management, Leadership, Organizational Culture and Strategic HR, every day at 12:00 pm Central Time.  The radio program is hosted by @williamtincup, @Thehrbuddy @TheOneCrystal & @MikeVanDervort..  The #1 HR show, with amazing HR conversations and follow us on the twitters at  @drivethruhr and #dthr.


    http://www.facebook.com/drivethruhr


    http://instagram.com/drivethruhr


    http://www.linkedin.com/company/1651206


    http://www.drivethruhr.com/


     

  • 00:28

    Divatosity: How To Create A Simple And Healthy Menu

    in Food

    Join the Bougie Girl as she discusses how to create and write up a food menu. This episode is aimed at folks looking to both embrace and sustain healthier eating habits.

  • 00:38

    Pre- and Post-Marital Agreements as Estate Planning Tools with Debbie Cunningham

    in Women

    Today Debbie Cunningham, attorney at law is joining us to continue the conversation about wills, trusts, and the critical value of planning ahead. We're going to explore the various pre- and post-marital agreements that create agreements that are not 'divorce planning', rather, they provide a guide as to how probate, creditors, bankruptcy, business ownership and more can be handled. Tune in to hear more!


    ABOUT PLAID FOR WOMEN:


    Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard. 


    LET’S GET SOCIAL!


    Plaid FB: http://www.Facebook.com/PlaidforWomen 


    Plaid TW: http://www.twitter.com/plaidforwomen


    CONTACT INFO FOR TODAY'S GUEST:


    Debbie Cunningham


    Attorney at Law


    320 Decker Drive, Suite 100


    Irving, TX 75062


    Email: debbie@irving-law.com


    Phone:  972-719-2559?


     


    OUTTRO MUSIC BY JACK T. BLUES

  • 00:27
  • 00:31

    Pre-Call Planning is the Key to Sales Call Success

    in Business

    Lively discussion with Lisa Magnuson:  Pre-Call Planning your Single Source for Prospecting Success


    When was the last time your team closed a seven-figure deal?  Despite the best sales talent, many high potential, big contracts either get whittled down, end up stalled, or are lost completely.  Large, strategic accounts are complex and require a very different approach to identify, develop and win.  Can you afford to chase smaller opportunities at the expense of bigger deals that can exponentially change your company’s growth curve?


    Top Line Sales has a proven track record of guiding account teams to land larger deals.  We’re proud to have enabled our clients to land over $100 million in new contracts.  We are not simply advice-givers - we work side-by side with your account executives, running deal war rooms, applying just-in-time expertise, tools and live deal coaching where it counts: in the field.


    Example: Top Line Sales helped one of their TOP Line Account War Room clients land a contract for a new customer worth 20m – their second largest deal in the country for that solution set


           Lisa's books: Secrets to Increase Sales with Existing Customers,The Simple Executive Engagement Plan, The 48-Hour Rule and Other Strategies for Career Survival


    http://www.toplinesales.com


     

  • 00:38

    DO YOUR PLANNING BEFORE YOUR BUILDING

    in Business

    Do your planning and prepare your fields before building your house.  Pro 24:27 


    The proverb enjoins a man to look well to his resources before he undertakes to build a house or to establish a family. "Without" (chuts) (Proverbs 7:12; Proverbs 8:26); in the fields. Put in due order all immediate work in thy farm. And make it fit for thyself in the field; and get ready for what has to come next. That is, in short, steadily and with due foresight cultivate your land; provide abundant means of subsistence before you attempt to build up your house. A suitor had, as it were, to purchase his bride from her relations by making considerable presents; it was therefore necessary to provide a certain amount of wealth before contemplating matrimony. And afterwards build thy house. This is, indeed, the meaning of the passage; but the Hebrew makes a difficulty, as it is literally, "afterwards and thou shalt build." 

  • 00:40

    Legal Planning for Challenging Circumstances with Debbie Cunningham

    in Women

    Today, I’m welcoming Debbie Cunningham, attorney at law, back to the show to talk about legal planning for challenging circumstances. What if one or more of your heirs become addicts, or disabled or irresponsible? If there is no plan in place, the state laws prevail, which may cause harm or further dissention. Trusts, guardianships and more are easily set up and protect your family from heartache and angst.


    ABOUT PLAID FOR WOMEN:


    Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard. 


    LET’S GET SOCIAL!


    Plaid FB: http://www.Facebook.com/PlaidforWomen 


    Plaid TW: http://www.twitter.com/plaidforwomen


    CONTACT INFO FOR TODAY'S GUEST:


    Debbie Cunningham


    Attorney at Law


    320 Decker Drive, Suite 100


    Irving, TX 75062


    Email: debbie@irving-law.com


    Phone:  972-719-2559?


    OUTTRO MUSIC BY JACK T. BLUES

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