Ep 16 - The Writing Was on the Wall: Leaving Your Mark in a Family Business with Liqui-Mark CEO, Josh Goodelman
Josh discusses the psychology of decision making under uncertainty, including how entrepreneurs must often unlearn control-driven behaviors.
Ep 15 - Samantha Burd — Modernizing Lady Burd Cosmetics: A Third‑Gen Burd Takes Flight
Samantha discusses overcoming early challenges as a family‑run, women‑led manufacturer & how Lady Burd offers low minimum order quantities to democratize access to the beauty industry.
Ep 14 - Leading with Values: Doug Lennick of think2perform on Emotional Intelligence for Success in Wealth and Life
Behavioral finance expert Doug Lennick discussed how emotional intelligence shapes successful investment decisions.
Ep 13 - Vicki Schneps: The Long Island Queen of Media — How Adversity Built an Empire
Vicki Schneps founder of Schneps Media, turned her passion for education into a thriving media empire and that empowers and supports community journalism.
Ep 12 - The Dopamine of Doing Good: Sunrise Day Camp - Turning Wealth Into Magic for Underprivileged Kids With Cancer and Their Families with Arnie Preminger
Sunrise Association, the organization behind Sunrise Day Camps, the world’s first full-summer day camps for children with cancer and their siblings.
Ep 11 - Jack Guarnieri: The Pinball Wizard of Customer Service
Wealthy people love toys that blend nostalgia with luxury—and few capture that thrill better than a high-tech, custom pinball machine!
Ep 10 - From Paperboy to Payroll Prince: Meet Rob Basso, the Consummate Entrepreneur
Rob Basso, a seasoned entrepreneur and business coach who shares his journey from humble beginnings to building and selling multiple successful businesses
Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman
Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and financial planning.
Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer
The growth of Dynasty Financial Partners, insights into wealth management, and the importance of philanthropy and veteran support.
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Ep 7 - From Transactions to Transformation: A Pioneer’s Journey in Financial Advisor Recruiting
Evolution of financial advisory careers, the rise of going independent in the financial advisor world, and building a thriving business from the ground up.