The Balance Sheet
Kicking Off 2025: Lessons, Laughs, and Financial Smarts
01/17/2025
Join hosts Nick Brown, Managing Partner, and Dale Shaw, CFP, as they ring in the new year with a lively and insightful discussion in this episode of The Balance Sheet. In this episode, Nick and Dale reflect on the standout moments from 2024, from unexpected market twists to humorous trends that had everyone talking. They share personal anecdotes, professional lessons, and practical financial takeaways that made 2024 a year to remember. Looking ahead, they explore what 2025 might hold for families, businesses, and investors. From emerging trends to simple financial habits, they’ll help you kick off the new year with confidence and optimism.
From Hustle to Harmony: How EOS Revolutionized My Business
11/26/2024
In this episode of Your Wealth, Your Way, hosts Nick Brown and special guest James Strole, owner of Workspace Resource, dive deep into the transformative power of the Entrepreneurial Operating System (EOS). Strole shares his journey from running a "lifestyle business" to building a scalable enterprise using the EOS framework. This episode is a must listen for business owners eager to scale their operations, boost team cohesion, and reclaim their time. Whether you're new to EOS or looking to refine your approach, this conversation offers invaluable takeaways for entrepreneurial success.
Life Insurance as an Asset: Transforming Policies into Profits
10/17/2024
In this insightful episode, we welcome Jamie Mendelsohn from the Asher Group to explore into the transformative potential of life settlements. Listeners will discover how life insurance policies can be converted into significant financial assets, offering a fresh perspective on policy management. The discussion covers the innovative auction process developed by the Asher Group, designed to maximize the value of these policies through competitive bidding. Jamie shares compelling success stories and practical strategies for policyholders considering this option. Whether you're reevaluating your financial plans or simply curious about the untapped value of life insurance, this episode offers valuable insights and expert guidance. Tune in to learn how life settlements could reshape your financial landscape.
Balancing Act: The Journey to Wellness and Professional Success with Ryan Lore
09/26/2024
Dive into an inspiring transformation with this episode of the "Your Wealth. Your Way." podcast. Join Nick Brown, CFA, CFP, as he engages in a thought-provoking conversation with Ryan Lore, co-owner of CrossFit Town Center and a seasoned Business Development professional at Mid-South Control Line. In this episode, you'll discover Ryan's remarkable journey of reshaping his life, where he masterfully balances the demands of a high-pressure 9 to 5 job with the responsibilities of gym ownership and a dedication to fostering a vibrant, healthy lifestyle for himself and his family. Ryan shares his personal story, detailing the pivotal moments that led him to prioritize his health and fitness, and how this focus has propelled both his professional and personal growth. He candidly opens up about the challenges he has faced along the way, including time management struggles, the trials of running a business, and the importance of staying motivated amidst life’s obstacles. Ryan also highlights his triumphs, illustrating how maintaining a commitment to wellness has transformed not only his own life but also positively impacted those around him. Packed with insights and practical strategies, this episode serves as a valuable resource for anyone looking to transform their life, prioritize wellness, and discover effective ways to find harmony between work and personal health. Tune in for a captivating story of change, resilience, and the pursuit of a balanced, fulfilling life, and get ready to be inspired to embark on your own journey toward a better you.
Private Client Property/Casualty Insurance: Insights with Ken Beaman, CIC, CPRM
08/30/2024
In our latest episode of "Private Client Property/Casualty Insurance: Insights with Ken Beaman, CIC, CPRM," we explore private client insurance with the expert guidance of Ken Beaman, CIC, CPRM. Join us as we discuss the intricacies of property and casualty insurance, specifically addressing the unique needs of high-net-worth individuals. This episode underscores the significance of comprehensive insurance coverage, particularly in light of the increasing frequency of catastrophic weather events, like those we have recently experienced in Houston, TX. Learn why collaborating with professionals to ensure your home is adequately insured is a wise strategy for protecting your assets. Our guest, Ken Beaman, boasts over 40 years of experience as a Certified Insurance Counselor and Certified Professional Risk Manager. Drawing from his vast knowledge, Ken sheds light on the evolving challenges within the insurance sector, including the rising threat of cyber risks and the imperative for board members to secure appropriate coverage while serving in organizations. Listeners will gain valuable insights into the consultative and holistic approach employed by Ken’s firm, Marsh McLennan Agency, which customizes solutions to protect what matters most to high-net-worth clients. Tune in for an episode rich with expert advice and strategies to navigate the complex landscape of private client insurance.
Connelly v. The United States: Impact on Buy-Sell Agreements
07/19/2024
In Episode 2, titled "Connelly v. The United States: Implications for Buy-Sell Agreements - Insights from Estate Attorney Jacqueline Albus", we explore the profound impact of recent legal developments on estate planning and business ownership. Estate Attorney Jacqueline Albus lends her extensive expertise to dissect the Connelly case, providing invaluable guidance for business owners who must now revisit and potentially revise their Buy-Sell Agreements in light of the ruling.
Welcome to Your Wealth. Your Way. Living a Healthy & Wealthy Life
06/07/2024
Welcome to our first episode of Your Wealth. Your Way. Living a Healthy & Wealthy Life podcast! We're diving right in by giving you a quick peek into who Granite Harbor is as a firm and what exciting topics we'll cover in future episodes. Join us as we step into the world of podcasting!
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