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Should you join a credit union instead of a bank? With Daniel Sulpizio

Should you join a credit union instead of a bank? With Daniel Sulpizio

You’ve probably heard about credit unions before. But do you know what they are and why you’d ever join one instead of a traditional bank? That’s what we discuss with Daniel Sulpizio in this episode. Find out how a credit union can potentially save you a lot of money and make your finances simpler and more streamlined.

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Investing in Real Estate
How To Start Investing In Real Estate (Realistically) with Frank Anastasi, CPA

How To Start Investing In Real Estate (Realistically) with Frank Anastasi, CPA

What is real estate investing actually like? How much does it really cost to start? What do you need to know to create a lucrative deal? Learn from a real estate investor and CPA Frank Anastasi, who started investing in properties in 2020 and now has the real estate business down to a science. Get a realistic point of view that you won’t find on google.

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2022 Has Been a Tough Year for Investors - Overcoming the Physical Toll of Stress
2022 Has Been a Tough Year for Investors – Overcoming the Physical Toll of Stress

2022 Has Been a Tough Year for Investors – Overcoming the Physical Toll of Stress

We have become constantly stressed. We are no longer in fight or flight mode just at the gym, we are in fight or flight mode just before bed. Stress is depleting us and taking away our ability to make the most out of our bodies for the rest of our lives. Mike Blaylock and Jason discuss how you can stay fit and active for the rest of your life by doing simple things like learning how to breathe better.

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How To Claim Social Security Without Losing Money with Martha Shedden
How To Claim Social Security Without Losing Money with Martha Shedden

How To Claim Social Security Without Losing Money with Martha Shedden

Social security might be your largest asset in retirement, but how long will it last? And how can you increase the money you receive when you retire? When you don’t know what you’re entitled to, you might leave more money on the table than you think. Catherine from HFM Investment Advisors and Martha Shedden, a social security expert and educator, have a conversation about what you must know about social security so that you can get as much money as possible during retirement.

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Building a First Generation Family Business: Dental Practice
Building a First Generation Family Business: Dental Practice

Building a First Generation Family Business: Dental Practice

A charming conversation between Dr. Harry and Cindy Monokian, and Michael Pallozi as they share how they built a dentistry practice from the ground up together, as a couple and as partners. They also talk about how it felt to gradually transition out of the business and officially hand everything over to their sons. They recount their long journey of intentional learning and inevitable trial and error as well as all the values they passed down to their sons.

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The 5 Things You Need To Survive A Bear Market
The 5 Things You Need To Survive A Bear Market

The 5 Things You Need To Survive A Bear Market

We have officially entered a bear market. In this episode, Jason and Tyler discuss the 5 things you need to do to survive and thrive in any bear market. They discuss how long it will take for the market to recover, what can diminish your returns in a bear market and how to avoid it, what your mind is like in a bear market, and the main thing you have to know before changing any of your investments.

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Growing Your Business By Helping Your Competitors
Growing Your Business By Helping Your Competitors

Growing Your Business By Helping Your Competitors

Bill Hoffman joins Michael Pallozzi to chat about how he grew a community-first business by first helping his competitors. They discuss what he’s doing to prepare his business for an eventual transition. At this point, his family members aren’t interested in running his extermination business so he shares other available avenues for business transition.

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Should You Buy A Home Now or Wait for Prices to Drop?
Should You Buy A Home Now or Wait for Prices to Drop?

Should You Buy A Home Now or Wait for Prices to Drop?

In this episode, Jason Gabrieli and Tyler Reedman discuss whether it’s a good time to buy a home given rising home prices. Most of us have a tendency to overanalyze our homebuying decisions and ultimately treat homebuying as an investment. In the conversation, they explain why you shouldn’t treat homeownership as an investment and they provide better metrics that help you decide whether it’s a good time for you to buy a home.

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