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Tim Fulton, Small Business Matters, and Anthony Chen, “Family Business Radio”

August 19, 2019 by John Ray

North Fulton Business Radio

Tim Fulton, Small Business Matters, and Anthony Chen, "Family Business Radio"

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**John Ray, Anthony Chen, and Tim Fulton**

“North Fulton Business Radio,” Episode 156: Tim Fulton, Small Business Matters, and Anthony Chen, “Family Business Radio”

On this edition of “North Fulton Business Radio,” host John Ray speaks with small business consultant Tim Fulton, Small Business Matters, and family business specialist Anthony Chen, host of “Family Business Radio” on Business RadioX®.

Tim Fulton, Small Business Matters

Tim Fulton is a nationally recognized small business consultant and advocate. He has been involved in entrepreneurship for the past thirty years in varying capacities as a successful business owner, a small business counselor, and as an adjunct university professor. In 1994, he started Small Business Matters, an independent management consulting and training practice. During this time he has worked with companies such as Lucent Technologies, Carlson Companies, Insignia ESG, and Georgia Power.

Tim’s past work experience also includes serving as the assistant director of the Small Business Development Center at Clayton State University and the Director of the Family Business Institute at Florida International University. He has worked with thousands of business start-ups and existing business entities as a catalyst for starting and growing their business enterprise.

Tim’s own entrepreneurial experience includes the ownership and operation of several fast-growing retail and service businesses. Each of which resulted in successful M&A opportunities. In addition, he was one of the founders of a successful Atlanta-based INC 500 internet software company.

Tim currently is a Vistage Group Chair in Atlanta, Georgia. Over the past fourteen years, Tim has facilitated over 500 executive group meetings, participated in over 3000 face-to face discussions with chief executives, and trained over 2000 small business owners.

Tim Fulton is the author of a very popular award-winning book on small business titled Small Business Matters. This past year he published his second book Small Business Matters and All That Jazz. He has also been published and featured in numerous magazines and newspapers including the Atlanta Business Chronicle, Entrepreneur Magazine, and Catalyst Magazine. Tim also publishes his own award-winning electronic monthly newsletter, SMALL BUSINESS MATTERS, for small business owners.

Starting in 2013, Tim Fulton began hosting the Small Business Matters Conference in Atlanta. The event features twelve different speakers and over 200 small business owners and key executives in attendance.

For more information, go to the Small Business Matters website. To contact Tim directly, you can email or call directly at 678-427-9436.

Anthony Chen, “Family Business Radio”

**Anthony Chen, Host of “Family Business Radio”**

Anthony Chen is a financial advisor with Lighthouse Financial Network and the host of “Family Business Radio” on Business RadioX®.

Anthony started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

August 5, 2019 by John Ray

North Fulton Business Radio

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

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**John Ray, Myles Smith, and Todd Colwell**

“North Fulton Business Radio,” Episode 152: Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

How do you discover your unmet potential in retirement? Looking for a cool way to organize a corporate team building event? The answers to these questions and much more come from Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse. Join host John Ray as he speaks with these two great guests on this edition of “North Fulton Business Radio.”

Myles Smith, Empowered Transitions, LLC

Myles Smith is the Founder and CEO of Empowered Transitions, LLC. Through Empowered Transition, Myles helps people transition into retirement, not a cookie cutter “every day is a Saturday” retirement, but one that is custom built for them. Myles works with people to get past the anxieties and emotional issues they are coping with around retirement so they can retire to a life of their choosing, one which has meaning and purpose for them, and where they can have a lot of fun! When someone retires anymore, they are not retiring from whatever they were doing, they are retiring to the next phase of their life and the unlimited potential that holds for them.

Myles is a co-author of the international best-selling book on retirement, Retire Inspire 1, which came out this past March. He has a forthcoming book, “The Unlimited Potential of Your Retirement – Retire and Do What You Really Want to Do!,” to be released in a few months.

For more information on Empowered Transitions, go to https://empoweredtransitions.com to see some of the people Myles has helped.

Todd Colwell, Cole Family Entertainment, Sky Zone and Fowling Warehouse

Todd Colwell is the Manager of Sales, Organizational Development, and Projects for Cole Family Entertainment. Cole Family Entertainment provides active entertainment through two brands, Sky Zone Indoor Trampoline Parks and Fowling Warehouse. Sky Zone has three Metro Atlanta locations, in Suwanee, Roswell, and Newnan. Fowling Warehouse, new to Atlanta, will be opening soon in Midtown. Fowling™ [foe-ling] is the original football bowling pin game.

Cole Family Entertainment’s Jump In To Give™ is their organization’s way of giving back to the populations they serve locally, as well as the broader community. The “Sky Zone Young Heroes” program recognizes local youth who have demonstrated service in their local community. Sky Zone Cares is an annual partnership with a non-profit organization. Finally, Aim Sky High is a scholarship program where team members who meet a given criteria and are selected, will receive college tuition assistance.

Tax Planning for a Better Retirement

August 1, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Planning for a Better Retirement

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Steven Julian, Jacqueline Sheldon, Tom Sheldon

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss tax planning for a better retirement with Financial Advisor Steven Julian of Infinity Wealth Management Group.

Steven Julian/Infinity Wealth Management Group

Infinity Wealth Management Group is here to serve. Let them know how they can help you take the first step, the next step, or plan for the last steps of your financial journey. They believe that you are looking to work with someone to help you on your financial journey. They want to help you build a team to win your financial journey. They believe their job is to teach what they know and listen and learn from what their clients know. They believe history and current trends will help them make the best investment decisions with their clients. Everyone has different goals to achieve. If they can help you down the road of your financial journey, then they have served you well.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

SIMON SAYS, LET’S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

February 21, 2019 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

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Wes Littlejohn/Marathon Financial Strategies

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For over 14 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation. For more info visit marathonfinancialstrategies.com

Derek Harp/The CyberList

The CyberList offers cyber security assessment services, training and a referral service to trusted third parties who can get appropriate cybersecurity work done for business leaders who generally do not have those contacts themselves. When you subscribe to The CyberList, you harness the best in the business who each have decades of experience with large and small companies alike in providing guidance and support in incident response, threat mitigation, penetration testing, business continuity planning, disaster recovery, employee awareness training, enterprise resource planning and more. Founded by Derek Harp, a former US Navy officer, serial entrepreneur of 25 plus years, a trusted leader in the field of cybersecurity and a founder of multiple SMB companies himself, The Cyber List allows you to gain access to balanced counsel and expert insights in all areas of cybersecurity.

Beau Henderson and Joel Wilsford with RichLife Advisors

August 28, 2018 by angishields

CEO Exclusive Radio

Beau Henderson and Joel Wilsford with RichLife Advisors

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On this CEO Exclusive, we discuss money, financial advisory and retirement planning, including the non-financial aspects of retirement with Beau Henderson and Joel Wilsford with RichLife Advisors.

RichLife Advisors has helped over 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled life with purpose.

Beau Henderson is the Bestselling Author of several books including The RichLife: Ten Investments for True Wealth, The Roadmap to a RichLife, The 5 Thieves That Will Steal Your RichLife, The RichLife Stewardship Principle and Masterful Communication For Success With Business and Life with Dr. Bill Lampton.

He holds a degree in Psychology from the University of Georgia as well as the designations of Retirement Income Certified Planner, National Social Security Advisor, Certified Long-Term Care, Master Certified Success Coach and Certified Master Behavioral Analyst, in addition to his role as CEO of The RichLife Advisors.

As a media contributor, Beau’s message of the RichLife has been featured in media outlets including The Huffington Post, Wall Street Journal, Reuters, CNBC, and MarketWatch.

Beau was studying at the University of Georgia to be a psychologist when his father passed away at 49 years of age from lung cancer. He felt helpless as he watched his mother, who had been married to his father since she was 18, struggle with financial decisions. He left college to return home and help her piece her life together.

Through his family’s heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone’s life by helping them navigate important financial decisions. His interest in psychology, coupled with his fascination with financial matters, led him to a career he loves. Now over 16 years later, he has never stopped learning and growing through his work.

Joel Wilsford, Advisor, Wealth Management at RichLife Advisors, works with clients to realize their “RichLife”. We all have a definition of how we want to live our lives and a dream of how we want to live our retirement. Joel’s goal is to work with clients to realize how to live in the now, while preparing for their RichLife retirement.

Connect with Beau and Joel on LinkedIn, and follow RichLife Advisors on Twitter and Facebook.

Retirement Planning for Overworked Business Owners

February 28, 2018 by Mike

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Marques Burnett with The Sports Utility Vehicle, Mattie Smith with Cartridge World Lawrenceville and Markell Bryant with Edward Jones Investments

July 27, 2017 by Mike

Gwinnett Business Radio

Marques Burnett with The Sports Utility Vehicle, Mattie Smith with Cartridge World Lawrenceville and Markell Bryant with Edward Jones Investments

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Marques Burnett, Mattie Smith, Markell Bryant

Marques Burnett/The Sports Utility Vehicle

The Sports Utility Vehicle (SUV) is committed to enhancing every sports event they work with while delivering content that engages, empowers, and connects brands with fans. The SUV uses content, expertise, and execution to give audiences the sports experience they want and brands the value they need. The SUV and its affiliate sites offer over 500 live events, full game replays, original segments, and branded content for general and sport-specific audiences. SUV helps sports properties by maximizing the experience for fans and brands that are a part of each event.

Mattie Smith/Cartridge World of Lawrenceville

Cartridge World of Lawrenceville is Gwinnett’s local supplier of desktop printers, ink and toner cartridges, and printer repair and service. Helpful technical resources are available at a convenient Lawrenceville retail location, with free delivery and recycling services for business customers.

Markell Bryant/Edward Jones Investments

Edward Jones is a financial services firm dedicated to serving the needs of individual investors. With nearly 15,000 financial advisors serving over 7 million investors, the firm has been built on the belief that the only way to do business is on a one-on-one personal basis. Edward Jones Investments does that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.

AGLCC

March 3, 2016 by CW

Midtown Business Radio

AGLCC

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AGLCC

I recently hosted Susanne Baugh, of Q&A Events on Midtown Business Radio. As we got to talking, she mentioned that I should meet Emma Foulkes, Presidnt of the Atlanta Gay Lesbian Chamber of Commerce. Because the respective missions of the chambers of commerce and Business Radio X have such overlap in the business environments we serve, I was pleased to reach out to her.

As the AGLCC’s website explains, “The AGLCC exists to promote the economic growth and advancement of our LGBT and allied business members, our non-profit organizational members as well as our corporate partners and their employees, through advocacy, leadership, education and support.”

When not overseeing AGLCC activities, Emma is Managing Partner at Commonwealth Business & Retirement Services. She’s a Certified Financial Planner, and has been advising entrepreneurs and high income earners in the Atlanta area since 2001. She provides retirement and business transition planning services in addition to others.

Bruce Logue is Director of Networking for AGLCC, and Managing Partner/Realtor at The Corbel Group at Keller Williams. The firm is comprised of a team of residential real estate specialists who use a unique combination of technology, creative and effective marketing, and tailored customer service to help their clients buy, sell, and invest in real estate. The Corbel Group offers a boutique style approach to real estate services while providing world class results.

Jan Stepp has been in the promotional products business for many years, and is the founder of Pizazzz Promotions. She shared how she takes a consultative approach with her clients to determine who they are trying to reach, the mission of their brand, and makes recommendations for how to best position themselves in front of prospects most effectively. She is also actively involved in AGLCC, hosting the chamber’s Vinings networking events.

Pizazzz is your one stop source for creative advertising specialty, promotional items and printed materials! The company can provide literally any item you can imagine with a logo on it! They have the perfect idea for: customer appreciation, trade show giveaways, sales meetings, grand openings, sales incentives, safety programs, open house, mail enclosures, event promotions, political campaign items, fund raising promotions, banners, table covers, labels, forms, stationary, brochures, holiday gifts, food gift items, non-profit donor gifts, embroidered and screen printed items, cards for any occasion, calendars…if it can be logoed, they have it 🙂

Pizazzz Promotions prides themselves on creative ideas, personal service, competitive pricing and on-time delivery! They work within your guidelines and budget to provide the perfect marketing and promotional items to fit your needs.

Alicyn McLeod is a CPA and Tax Partner with FinLogic, a tax and business advisory firm focused on growing service-based enterprises. She’s an ambassador for the AGLCC as well as a corporate partner. FinLogic employs a forward-thinking approach and their experts focus not just on where your company has been, but rather where you want your company to go.

The firm assists businesses in becoming more profitable, more streamlined and helps them resolve technical issues associated with financial reporting, taxation, debt acquisition and capital acquisition strategies. Whether you are in the process of starting your own business, selling your business or are somewhere in between, the professionals at FinLogic have the experience you need to navigate the issues faced in today’s business world.

David Olt is a doctor of chiropractic and the clinical director of Integrated Chiropractic Center, a Buckhead‐Atlanta practice he founded in 2000. A Georgia‐licensed chiropractor certified by the National Board of Chiropractic Examiners, Dr. Olt has been in practice for 21 years. He has provided pain and wellness care to thousands of patients.

He applies an integrated approach to pain care and health care that combines the effectiveness of several disciplines to support “whole person” care including chiropractic care, spinal and postural screening, corrective exercise instruction, nutritional counseling and massage therapy. His practice offers a one‐to‐one approach to spine and extremity pain relief that is non‐surgical, non‐pharmaceutical and focused on long‐term health and wellness.

Dr. Olt is a frequent speaker at lunch and learns and hosts the AGLCC Buckhead business builder luncheon. He has earned recognition for chiropractic care (Top 10 Chiropractors in Atlanta) and for business and community involvement (Four Avenues of Service, AGLCC Member of the Year 2014). Dr. Olt also serves as an examiner for the Chiropractic National Boards.

Special Guests:

Emma Foulkes, Managing Partner, Commonwealth Business & Retirement Services

BA, Information Systems, University of Phoenix–San Diego
Executive Program in Financial Planning, University of Georgia
Atlanta Business Chronicle/NAIFA – Top Female Financial Advisor in Atlanta, 2013 & 2014
Advocacy Chair, Financial Planning Association of Georgia

Bruce Logue, Managing Partner, The Corbel Group at Keller Williams

Previous Fulfillment Account Manager, Palm Coast Data
Former Methods/Procedures Training Manager, AT&T/CitiBank Universal Card Services
Previous Graphic Designer, Westinghouse Electric Company
Active volunteer, Atlanta Pet Rescue and Adoption

Jan Stepp, President/Founder, Pizazzz Promotions