Wealth

Podcasts relating to personal or business finance.

Expanding Your Business and Career – Meet Steve Cotton

"Every business is in the people business.  Your customers and your employees will decide how well you do." - Steve Cotton Everyone starts somewhere. You've worked hard to build your business.  Things are moving along. Then you wonder, "Should I grow this?" Big question.  Even if you answer that question, many other questions linger.  Daunting questions. Which type of corporate entity will support expansion? Should I grow by expanding into other countries? Can we create new markets by applying our skills to different problems? How do I sort through all the different growth opportunities to find the right one for our business? Enter Steve Cotton. From a part time position in a shoe store to entering the C-Suite.  Steve has seen, experienced, and learned. Now he's an investor.  A mentor. Steve and his partners run CDK Ventures.  Leveraging their vast experience to help small businesses grow.  To expand. To help [...]

By | 2018-02-14T04:40:47+00:00 February 14th, 2018|Podcasts, Wealth|0 Comments

How To Perservere When Life Gets Tough – Meet Alex Chaunt

It takes guts. Coming to an unknown country.  Not knowing the rules.  Sensing an opportunity.  Facing overwhelming odds to make your dream come true. Especially when you've fallen in love. For Alex Chaunt, it was the love of aviation.  Helicopters to be exact. For him, it became a passion.  A mission.  To share his love with as many people as possible.  To let them experience what he experiences every day. To "slip the surly bonds of earth ... Put out my hand and touch the face of God."* Along his path, Alex has had plenty of time to reflect, to be introspective about his entrepreneurial and life journey. Especially the challenges one faces in life.  And how we choose to handle those challenges speaks volumes about our character. In this episode, we talk about The Fortitude necessary when starting a business Is it really a failure?  Or an undiscovered opportunity? [...]

By | 2017-12-13T07:06:11+00:00 December 13th, 2017|Podcasts, Wealth|0 Comments

How to Plan for a Down Payment – With Jeff Tilson, Financial Planner

There's too many options.  Too many voices.  Too much information. Should I?  Or is it better to wait?  Are there any penalties?  What are the tax implications?  Are there any penalties? Will this help me achieve my objective? What is the market really doing? I have to learn something else?  What is the IRR? In this land of confusion, Jeff Tilson is right at home. Jeff's mission: take your goals, turn them into a map, and help you navigate the terrain. Whether you're goal is short term (down payment on a home) or mid-term (college education for the kids) or even long-term (retirement), Jeff leverages his vast experience to make sure you're making the decisions that are right for you.  Understanding the psychology and knowing the level of risk one is willing to take. In this episode we talk about People's attitudes about bull and bear markets Rational and irrational [...]

By | 2017-12-06T17:28:14+00:00 December 5th, 2017|Podcasts, Wealth|0 Comments

Meet Matt Halvorson – E007

Sometimes, you just have to go all in. Part risk taker.  Part adventurer.  Part visionary.  All entrepreneur. Win some.  Lose some.  Win some more.  Being flexible.  Always willing to learn what's needed to get ahead.  To move the needle just a bit every day. All while not forgetting where you're from.  Not forgetting those who need a break. That's Matt Halvorson. Matt moved to Long Beach nearly 5 years ago.  And has thrived ever since.  He and his roommate saw an opportunity and decided to capitalize on it.  Focus on creating the best product on the market. Sure they could have made a quick buck.  Got in.  Got out. But that's not Matt. He and his business partner wants to build something. For them, slow and steady wins the race. In this interview, we discuss: His origins and what he has had to overcome Building a business with no formal [...]

By | 2017-11-01T05:12:55+00:00 October 31st, 2017|Podcasts, Wealth|0 Comments

Meet Lisa Ramelow from La Strada – E005

"Look for ways to give back to the community because the more you give back to anybody the more comes back to you." - Lisa Ramelow You're walking down 2nd street in Belmont Shores.  Your stomach growling with each restaurant you walk by.  At one point, you stop at one restaurant.  It's pretty busy.  Must be good.  Italian?  Why not? You take a seat.  Within minutes, a glass of ice water appears on your table to stave off that California heat.  Bread and butter.  Enough to temporarily satisify Mr. Grumpy Belly. Suddenly, a blonde woman approaches your table.  A warm smile.  Kind eyes.  Even kinder words of greeting.  Welcoming you to La Strada.  She quickly goes over the specials.  Let's you know that she's available if you should need anything.  Says she'll be back to check on you later. As she walks away, what you don't realize is that you [...]

By | 2017-10-19T04:14:18+00:00 October 17th, 2017|Podcasts, Wealth|0 Comments

Meet Scott Affre – E003

It's a gorgeous Sunday morning.  The coffee pot just finished brewing your favorite coffee.  You pull a mug down, pour a cup and look into your backyard. "Why not?" you ask yourself. You step out of your kitchen, into the freshly cut grass of your lawn.  You take a seat on your patio.  Smell the aroma of your fresh coffee. What's special about that? It's that it's your kitchen.  Your backyard.  Your yard.  Your grass. That's the pride of home ownership.  Something Scott Affre helps people accomplish every day. A loan officer by trade, Scott works tirelessly to help first time home buyers make that dream come true. Scott Affre (@scott.affre) is a Long Beach native, working tirelessly to help people buy their dream homes for over 25 years.  When he's not sitting behind his labtop, you can find him participating in numerous causes that raise money for charities or [...]

By | 2017-10-04T11:02:20+00:00 October 4th, 2017|Podcasts, Wealth|0 Comments

Lionel K from Sconeage Bakery – E001

...and then one day, I met this woman. It seems the most romantic adventures begin with that sentence.  You meet someone.  Standing on the white sand beaches of Mexico.  Feeling the ocean breeze, the warm ocean water.  And then, the person you want to spend the rest of your life comes into view.  You talk all night long.  You really connect with this person.  And the next morning, they're gone. And when she left, she took Lionel's heart. Lionel moved to Long Beach, married that woman and launched his coffee shop business.  Before long, Sconeage was born.  Maybe you've tried their legendary tri-berry scones.  Or snacked on his drool inducing granola. Running a coffee shop is tough.  But Lionel and his family prevails.  Twenty five years and going strong.  He found a way to differentiate his business.  Something every business needs to do in order to survive. Here's his story. [...]

By | 2017-09-22T03:16:56+00:00 September 22nd, 2017|Podcasts, Wealth|4 Comments