Home > The Money Answers Show
Topics: Business,

Guest: Kevin Short
Description: 
Why sell your business for anything less than the maximum? Kevin short, renowned mergers and acquisition authority, joins host Jordan Goodman to discuss how can a company sell for an outrageous price? What are the key elements of positioning your business to exceed industry average prices by alot? How can you attract deep pocketed buyers? What is the key competitive advantage your business brings to the table and are the owner and the company ready for a sale to happen?.

Guest Bio: Kevin Short is the Managing Partner and CEO of Clayton Capital Partners, a St. Louis-based investment banking firm specializing in merger and acquisition advisement.  Beginning in 2007, Thomson Reuters, FactSet Mergerstat and Investment Dealers’ Digest all ranked Clayton Capital Partners as a top U.S. M&A firm. The firm was the winner of the 2014 Acquisition International M&A Firm of the Year Award. Kevin is the author of Sell Your Business For An Outrageous Price, winner of the 2015 Axiom Business Book Award Bronze Medal for Entrepreneurship. Short has orchestrated more than 150 purchase/sale transactions with an aggregate value of more than $1 billion. As an expert in mergers and acquisitions, Short has been named a judge for the M&A Advisor Award.  He writes and speaks frequently to groups of business owners, advisers to business owners and academics.  Mr. Short divides free time between his family working to enable the education of children from low-income families.

URL: http://www.kevinmshort.com/ & http://www.thinkoutrageous.com/

Click for more information

Guest: Ed Lyon
Description: 
If avoiding tax mistakes and penalties while maximizing tax savings is your goal then Ed Lyon, author, consultant, and founder of Tax Strategies, has knowledge-based advice for you. Ed talks with host Jordan Goodman about tax mistakes, tax planning, tax strategies, tax reform and more. Lyon is a recognized authority on tax practices. He brings his humor, insights and experience to a top-level conversation about everything taxes. Listen to hear Lyon’s counsel about tax planning and the potential to trip audit flags, the difference between tax preparation and tax planning and the question almost everyone wants to hear: how to pay less in taxes.

Guest Bio: Ed Lyon is an authority on tax planning – an author, consultant, speaker, the co-founder of TaxCoach™ Software, and Chief Tax Strategist for Financial Gravity, a Dallas-based provider of Fractional Family Office services. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed is also the Chief Tax Strategist for Financial Gravity.  Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

URL: www.financialgravity.com 

Click for more information

Guest: Richard C Cella III
Description: Which side of the retirement savings gap are you on? Are you one of the few who’ve saved enough or one of the who majority haven’t?  There’s a retirement crisis in the U.S.!  Richard Cella, author of ‘Your Personal Retirement Machine,’ talks with host Jordan Goodman about creating retirement readiness and what financial freedom really means. Cella explores his 7 Rules for Successful Retirement Investing, emphasizing sound guidelines that significantly improve investor’s likelihood of arriving at retirement age in a position to have both time and money. Cella and Goodman talk about the 4 Pillars of Investing and why Cella believes that retirement planning is the most important.

Guest Bio: Richard C. Cella, III is author of the book “Your Personal Retirement Machine,” and the founding partner of Ipswich Bay Advisors, a Massachusetts wealth management firm. He is also a member of Ed Slott’s Elite IRA Advisor Group, the nation’s leading experts regarding IRAs, tax planning, and retirement distributions. Richard began his financial services career in 1983 as a life insurance agent for John Hancock. Since that time, he has excelled in his professional growth as an investment advisor to complement his expertise in retirement plans such as 401(k)s and IRAs. He is an industry leader not only for his business growth but for the breadth and quality of his client services. Richard is licensed in several states and holds a full complement of securities licenses under FINRA including series 6, 7, 24, 26, 63, 65, and 66 enabling him to offer his clients the complete universe of investment options including fee-based investment advice and alternative investments.

URL: http://www.ipswichfinancial.com/

Click for more information

Guest: Chris Prefontaine
Description: Is it really possible to buy real estate without using your own cash or credit? Is financial freedom through real estate investing truly possible? Chris Prefontaine, author of Amazon bestseller ‘Real Estate on Your Terms – Create Continuous Cash Flow Now, Without Using Your Cash or Credit’, talks with host Jordan Goodman about his extensive personal and professional experience both as a real estate investor and as a coach helping others to successfully learn real estate investing. As a big advocate of continually learning and improving, Fontaine discusses some of his biggest lessons along the way and how both new and experienced investors can ease their learning curve.

Guest Bio: Chris Prefontaine is the Best Selling author of Real Estate on Your Terms – Create Continuous Cash Flow Now, Without Using Your Cash or Credit.  Chris has been in real estate for 25+ years. His experience includes the construction of single family and duplex homes, owning a Realty Executives Franchise as broker / owner, and coaching ½ million+ realtors to scale & automate. He’s done condo conversions (multi family homes to condos) and “raise the roof” projects (converting single family ranches to colonials). Chris is a big advocate of constant education and participates regularly in high end mastermind groups and consulting with private mentors. He runs his own buying and selling businesses, buying 2-5 properties monthly and helping clients do the same thing. Chris and his family/team have done over 80 million in real estate transactions. They mentor, coach, consult and actually partner with students. He’s the founder of SmartRealEstateCoach.com and SmartRealEstatecoachPodcast.com.

URL: https://www.smartrealestatecoachpodcast.com/ and http://www.smartrealestatecoach.com/

Click for more information

Guest: Danielle DiMartino
Description: Danielle DiMartino joins host Jordan Goodman for a high level discussion about the Federal Reserve and her insights into what might be on the table with Trump, interest rate hikes, and more. Trump has the opportunity to reshape the Federal Reserve - will he take it and if he does, what might he do and what would the ramifications be? What happens if he fails to make meaningful change? DiMartino Booth and Goodman talk about the Fed’s balance sheet and it’s relationship to data. What happens to the balance sheet if and when another recession comes along? How should the Feds fight the next recession? DiMartino Booth and Goodman explore these topics and more in a fast moving, well-informed discussion.

Guest Bio: Danielle DiMartino Booth is a global thought leader on monetary policy and economics. She is the author of ‘FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America’  and the founder of Money Strong LLC. DiMartino Booth is also a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on major media outlets. Prior to Money Strong, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She continues to research, write and speak on the financial markets. DiMartino Booth has a reputation for making bold predictions based on meticulous research, perspective and experience. DiMartino Booth has a BBA from the University of Texas at San Antonio,  an MBA in Finance and International Business from the University of Texas at Austin, and an MS in Journalism from Columbia University.

URL: http://dimartinobooth.com

Click for more information

Guest: Dorie Clark
Description: Dorie Clark, popular author, adjunct professor and respected thought leader, joins Host Jordan Goodman to talk about creating multiple revenue streams and the changing entrepreneurial landscape. As the job market continues to quickly evolve, increasing numbers of people will find themselves in non-traditional employment, essentially responsible for finding and creating work for themselves. Clark believes just about everyone can learn how to monetize what they do and should not only to earn more money but also to protect against downswings and employment changes. Clark and Goodman discuss Clark’s new book, Entreprenurial You. Clark interviewed more than 50 very high earning entrepreneurs to understand how and why they found success and how readers can apply those lessons to get started creating your own revenue streams

Guest Bio: Dorie Clark is an adjunct professor at Duke University’s Fuqua School of Business and the author of Entrepreneurial You, Reinventing You and Stand Out, which was named the #1 Leadership Book of 2015 by Inc. magazine. A former presidential campaign spokeswoman, the New York Times described her as an “expert at self-reinvention and helping others make changes in their lives.” A frequent contributor to the Harvard Business Review, she consults and speaks for clients including Google, Microsoft, and the World Bank. You can download her free Entrepreneurial You self-assessment workbook and learn more at dorieclark.com/entrepreneur.

URL: http://dorieclark.com

Click for more information

Guest: Gary Smith
Description: Exactly what is value vesting and why should every investor be familiar with it? Author and economist Gary Smith joins host Jordan Goodman to talk about Value Vesting and Smith’s new book Money Machine: The Surprisingly Simple Power of Value Vesting. Smith and Goodman talk about what value vesting is and what it isn’t, how it’s different than investing methods that try to time the market, and why value investors look at investments so differently than what most contemporary investment strategies recommend. Smith talks about why gold and collectibles are not investments that value investors turn to and why value investors like investments with solid dividends and earnings at a low price. Smith brings his customary common sense and well thought out understandings of the interplay between market,psychology and finance to a conversation that every level of investor should find interesting and fruitful.


Guest Bio: Gary Smith is the Fletcher Jones Professor of Economics at Pomona College. He received his Ph.D. in Economics from Yale University and was an Assistant Professor there for seven years. He has won two teaching awards and written (or co-authored) more than eighty academic papers and twelve books including Standard Deviations: Flawed Assumptions, Tortured Data, and Other Ways to Lie With Statistics, What the Luck? The Surprising Role of Chance in Our Everyday Lives, and Money Machine: The Surprisingly Simple Power of Value Investing. His research has been featured by Bloomberg Radio Network, CNBC, The Brian Lehrer Show, Forbes, The New York Times, Wall Street Journal, Motley Fool, Newsweek, and BusinessWeek

URL: http://garysmithn.com/

Click for more information

Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.


Guest Bios: Alan Clopine is the CEO & CFO of Pure Financial Advisors.  Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies. His goal is to help clients create tax-efficient income streams that are sustainable in retirement. Alan is the co-host of Your Money, Your WealthSM, a financial talk radio show, heard weekly in San Diego on KFMB, and in Los Angeles/Orange County on KRLA. Alan received a Bachelor’s degree from the University of California, San Diego and received his CPA certification in 1984. He currently volunteers at St. Peters Episcopal Church with a primary focus on outreach activities in Mexico and Africa. Prior volunteer activities have included over ten years of coaching youth sports in baseball and soccer. Alan enjoys beach activities, his condo in Kauai, sports, golf, playing guitar and hanging with his family. Alan is married to Anne and has two sons, Robbie & Ryan.

As President, Joe Anderson has led Pure Financial Advisors to achieve over $1.5 billion in assets under management and has grown their client base to over 1,300. Joe is the firm’s advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management. In addition to training Pure’s advisors, Joe teaches over 50 retirement classes a year. Joe is co-host of Your Money, Your Wealth℠, a financial talk show consistently top rated radio show in San Diego’s financial market and launched the first Your Money, Your Wealth℠ television broadcast in 2014. Joe philanthropic activities include the American Heart Association’s Heart Ball. He’s a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Joe received a Bachelor of Science degree in Finance from the University of Florida. He is a frequent speaker, enjoys playing golf, basketball and cheering for his alma mater, the Florida Gators.

URL: purefinancial.com

Click for more information

Guest: Whitney Nicely
Episode Description: Whitney Nicely talks with host Jordan Goodman about flipping houses and investing in real estate with no money down, no credit and no banks! Nicely, a real estate investor, flipper and real estate investment teacher, helps beginning real estate investors get past their fear and into actual investing. Goodman and Nicely discuss which is safer, investing in the stock market or investing in real estate, why everyone should take a close look at real estate investing and steps to take to find your first deal

Guest Bio: Whitney Nicely went from no investments (or strategies) to 19 houses, 19 apartment units and 7 chunks of land in less than three years all bringing monthly money to her bank account on auto pilot. She has traveled the United States speaking on stages, teaching her simple strategies, and meeting with other successful real estate investors- and still buying houses the way she teaches others. Whitney is a dog mom to Abby the Labby-130 pounds of loving fur, wifey to Jason East- an apartment investor, stepmom to Gavin (12) and Harrison (10). Since 2016, Whitney has led and trained hundreds of future real estate rock stars to grow their portfolios, collect checks and achieve financial freedom. 100's of real estate newbies are securing leads, signing deals and scaling their dream incomes through the First Deal Done Fast Program.  

URL: www.whitneynicely.com

Click for more information

Guest: Gary Stone
Episode Description: 
Gary Stone, author and Managing Director of Share Wealth Systems, addresses one of the biggest problems most Americans face: not having enough money set aside to live comfortably in retirement.

Guest Bio: Gary Stone,  Managing Director, Share Wealth Systems, is the author of “Blueprint to Wealth: Financial Freedom in 15 Minutes a Week.” Gary has a Bachelor of Science degree majoring in Computer Science and Mathematics. He started his investing career in the stock market in 1989. Combining two of his main business interests, computing, and the stock

market, Gary established a business that provides active investing research, solutions, services and coaching to everyday investors. Gary has researched and designed two commercially available investing methodologies for self-directed investors who invest in the U.S. and Australian stock markets. His business has also developed its own commercially available intermediate-range charting software called Beyond Charts. 

URL: www.fixmynestegg.com

Click for more information
«I just want to thank you one more time for the two seminars you gave to the employees of Lowe & Partners/SMS. I think we reached almost 100 employees (out of 350) which is absolutely astonishing for this group, and indicates the need for this kind of education.»
- Ann Robins, Lowe & Partners/SMS
«On behalf of the Solar Electric Power Association (SEPA), the Solar Energy Industries Association (SEIA), and the 9,500 business attendees of Solar Power Conference, I would like to thank you for your participation as the moderator of our CEO Panel. »
- Julia Hamm, Executive Director, Solar Electric Power Association Chair, Solar Power Conference