Welcome to this insightful episode of The Entrepreneur’s Journey, where Michael Pallozzi speaks with his longtime friend, business transformation specialist, Jen Goldman. They explore Jen’s passion for empowering small businesses to thrive, not just grow, and discuss her unique journey from humble beginnings to becoming a change agent for entrepreneurs. Jen reveals the critical importance of financial literacy, understanding profit and loss, and the discipline needed for businesses to make clear, strategic decisions. Through shared experiences and practical tips, Jen and Michael underscore how small business owners can build sustainable practices to drive growth, overcome burnout, and maintain a work-life…

With another election on the horizon, it’s no surprise that many of our clients are feeling nervous. The constant stream of headlines predicting market doom or dramatic economic shifts depending on who wins can leave even the most seasoned investors questioning their strategy. But while concerns about political change are understandable, it’s important to remember that markets—and disciplined investors—have navigated turbulent times before. Understanding Election-Year Anxiety A common fear among investors is that a change in leadership could trigger a financial crisis, or worse, send the economy into a tailspin. Whether it's concerns over new policies, rising taxes, or market…

Welcome to the Dollar Wise Podcast. Jason Gabrieli is joined by Andrew Barnhardt from the HFM team as they explore tax strategies related to charitable giving, focusing on the benefits of Qualified Charitable Distributions (QCDs) from IRAs. The discussion covers how changes in the tax code impact charitable deductions, who can benefit from QCDs, and key considerations when planning your charitable contributions. This episode is designed to help listeners optimize their charitable giving while maximizing tax benefits.Tune into this episode to also learn:  How changes in the standard deduction impact your charitable contributions. The eligibility criteria and benefits of…

In the latest episode of The Entrepreneur's Journey, host Michael Pallozzi sits down with his nephew, James Paoletti, to discuss the inspiring journey of building Spectrum Sports—a sports and fitness program designed specifically for individuals with special needs. This conversation dives deep into the challenges and triumphs of entrepreneurship, offering valuable insights for anyone looking to start, grow, or pivot their business. The Genesis of Spectrum Sports James Paoletti’s story is one of passion meeting opportunity. Before starting Spectrum Sports, James was a special needs teacher at Williamstown High School, where he spent nine years working closely with students on…