In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.


In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Fried, matrimonial and family law partner at Berkman, Botger, Newman & Schein, LLP.

Michael can be found on LinkedIn at https://www.linkedin.com/in/michael-fried-b9a24264/ or https://www.berkbot.com/

Connect with Judy Heft on Linkedin https://www.linkedin.com/in/judyheft/Visit Judith Heft & Associates' Website http://www.judithheft.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Regina DeMeo, matrimonial attorney and Founder of the Law Office of Regina A DeMeo.

Connect with Regina on Linkedin at https://www.linkedin.com/in/regina-demeo-90160714/.

Visit her website at www.reginademeo.com.

Connect with Judy Heft on Linkedin https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website http://www.judithheft.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Priya Royal, Managing Attorney at Royal Law Firm PLLC and Co-Founder and President - LAWYERS FOR PROGRESS (now, Powerful Progress, economic empowerment focused 501c3). Ms. Priya Prakash Royal, Esq., LL.M., MBA, is a former IRS attorney and an established expert in tax law and estate planning

Connect with and learn more about Priya Royal:
On Linkedin: ​https://www.linkedin.com/in/pproyal/
Website: https://royalesq.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Melissa Fecak. Melissa is Founder of South Jersey Divorce Solutions, a small law firm focused on assisting families with divorce, mediation, collaborative divorce and limited legal services. Melissa Fecak, Esq. is an experienced and trained mediator, collaborative practitioner and family lawyer.

Connect with and learn more about Melissa Fecak:
https://www.sjdivorcesolutions.com/
https://www.facebook.com/SJDivorceSolutions;
Stay tuned for an upcoming podcast!

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Lisa Zeiderman, Managing Partner at Miller Zeiderman LLP.

Connect with Lisa Zeiderman on LinkedIn: https://www.linkedin.com/in/lisazeiderman/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews settlement-focused attorney, Carolyn Walsh Parry. Carolyn is passionate about understanding the family unit's importance despite a divorce. Her goal is to help her clients get through the emotional process with as little stress as possible and to stay strong and unified together.

Connect with Carolyn Walsh Parry on LinkedIn: https://www.linkedin.com/in/carolyn-walsh-parry-esq/
Reach out to Carolyn Walsh Parry: [email protected]
Visit https://carolynparrylaw.com/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Sabine Franco, founder and managing attorney of the Ambitious Legacy Firm, helping the sandwich generation find peace and security with trusts and estates planning and legacy planning. Sabine is also the host of the Ambitious Legacy podcast and author of the book, You're Richer than You Think.

Learn more about Sabine Franco :
Visit Sabine's company website: https://www.franco-lawfirm.com/
Subscribe to Sabine's YouTube channel: https://www.youtube.com/channel/UCYlF1yfBcEdcX1cv5BbzYGw
Tune into Sabine's podcast, Ambitious Legacy: https://anchor.fm/ambitiouslegacy

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Sara Meyers, an estate planning attorney and Partner at Enea, Scanlan & Sirignano, LLP located in White Plains, New York. Sara focuses her practice on Elder Law, Estate Planning, Guardianships, and long term care planning strategies, with a focus on Medicaid home care and nursing home issues.

Learn more about Sara Meyers:
Connect with Sara on LinkedIn: https://www.linkedin.com/in/sara-meyers-39a2765/
Visit Sara's firm's website: https://www.esslawfirm.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews tax attorney, Yvonne Cort. Yvonne is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies.

Learn more about Yvonne Cort:
Connect with Yvonne on LinkedIn: https://www.linkedin.com/in/yvonne-cort-23994120/
Visit Yvonne's firm website: https://cbmslaw.com/team/yvonne-r-cort/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Brian Califano, Co-founder & Managing Partner of AcceleratingCFO. AcceleratingCFO is a New York-based fractional CFO firm that makes it possible for entrepreneurs to benefit from over 40 years of senior Fortune 500 experience.

Special offer for Mastering Your Financial Life Viewers: Email Brian and mention that you saw him on this show and you will receive a free diagnostic on your business.

Connect with Brian Califano on Linkedin: https://www.linkedin.com/in/therealbriancalifanocpamba/
Learn more about Brian on his company's website: https://acceleratingcfo.com/
Follow Brian on Twitter: https://twitter.com/acceleratingcfo
Email Brian: [email protected]

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews CPA and Tax Advisor, William Minoff.

Connect with William Minoff:
https://www.linkedin.com/in/billminoff/
Email William: [email protected]

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Fabienne Frederickson, Founder of Boldheart and Advocate for women making their own money – a lot of it.

Connect with Fabienne Frederickson...
On Linkedin: https://www.linkedin.com/in/fabiennefredrickson/
On Facebook: https://www.facebook.com/iamboldheart/
On Instagram: https://www.instagram.com/iamboldheart/

Learn more...
https://boldheart.com/

Get Fabienne's book for free: http://theleveragedbusinessbook.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ"

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews Kathy D'Agostino, Founder and Owner of Win at Business Coaching LLC. Kathy is an ICF certified business coach and expert in corporate culture and strategy dedicated to helping small and mid-size companies transform their businesses and their lives.

Connect with and learn more about Kathy D'Agostino...
On Linkedin: ​https://www.linkedin.com/in/kathydagostino/
Email: [email protected]
Website: https://winatbusinesscoaching.com/

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Joel Salomon, Chief Prosperity Officer of SaLaurMor Prosperity Coaching. Joel is also the best-selling author of Infinite Love and Money, The 9 Money Rules Millionaires Use: Only The Unconventional Ones, and Mindful Money Management: Memoirs of a Hedge Fund Manager.

Learn more about Joel Salomon:
Subscribe to his YouTube channel: https://www.youtube.com/channel/UCyDrwdh3LDaMgxH3SOJE0nw
Visit his website: https://www.salaurmor.com/
Connect with Joel on LinkedIn: https://www.linkedin.com/in/joel-salomon/
Follow Joel on Facebook: https://www.facebook.com/JoelProsperitySalomon

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Judi Otton, Fractional CFO and Founder/CEO of GrowthCast, a consulting firm dedicated to helping small business owners grow "Fiscally Fit" businesses.

Learn more about Judi Otton:
Visit her company website: https://growth-cast.com/
Connect with Judi on LinkedIn: https://www.linkedin.com/in/judiotton/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Sal Alesia, Financial Planner & Financial Advisor at Morgan Stanley. Sal is also a Certified Divorce Financial Analyst and concentrates his practice on people who are going through life transitions.

Tune into this conversation to hear Judy and Sal discuss:
* financial considerations to think about when contemplating divorce or another huge life transition
* the difference between equitable and equal

Learn more about Sal Alesia:
* Connect with Sal on LinkedIn: https://www.linkedin.com/in/salvatorealesia/
* Visit Sal's business website: https://advisor.morganstanley.com/salvatore.alesia

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Mark Campbell, Managing Director at Scout Valuations, an independent valuation and investment banking firm.

Tune into the episode to learn about:
* Why someone would need a business valuation
* Examples of valuations Mark is working on currently
* Where Mark sources most of his leads

At Scout Valuations, Mark manages valuation practice, specializing in business valuations of all types of business entities for purposes such as: divorce proceedings, shareholder disputes, tax compliance, estate planning, financial reporting, and mergers and acquisitions. Mark provides attorneys, high net worth individuals, public and privately held companies and business owners with valuation services for business planning and succession, shareholder disputes, buy/sell agreements, financial reporting, mergers and acquisitions, gifting interests, estate planning, taxation, matrimonial dissolutions, restructurings and reorganizations and litigation support services.

Connect with and learn more about Mark Campbell...
* Connect with Mark on LinkedIn: https://www.linkedin.com/in/markcampbell/
* Visit Mark's business website: https://truenorthcp.com/scout-valuations/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Geoff Garfield, Sales Specialist at SuccessionMatching, an online community of business buyers, sellers, and succession planning professionals. Their mission is to provide the assistance required for successful ownership transitions that benefit all parties involved, ensuring farms and businesses in communities across North America continue to operate for generations to come.

Tune into the episode to learn:
* How and why Geoff moved from asset management and personal financial planning to sales management
* What kind of sales SuccessionMatching helps with
* What size and types of companies does Geoff work with
* SuccessionMatching's movement to New York and other next steps in its growth and development

Connect with and learn more about Geoff Garfield..
* Connect with Geoff on LinkedIn: https://www.linkedin.com/in/geoff-garfield/
* Visit SuccessionMatching's website: https://successionmatching.com/
* Contact Geoff: [email protected] | 914.329.8555

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Arlene Newman, President and Founder of Career Bound Success. As a Career Strategist, Arlene provides professionals at all levels with skills and strategies to successfully execute job search campaigns and land exciting career opportunities.

Learn more about Arlene Newman:
* Connect with Arlene on LinkedIn: https://www.linkedin.com/in/arlenenewman/
* Visit Arlene's business website: http://www.careerboundsuccess.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Shalofsky, Owner of the Organizing Zone.

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Connect with Stephanie Shalofsky on Linkedin: https://www.linkedin.com/in/stephanieshalofskyofficeorganizer/

Visit Stephanie Shalofsky's Website: https://www.theorganizingzone.com/

In this episode of Mastering Your Financial Life, Judy Heft interviews Xavier Lederer, Founder & CEO of Ambrose Growth Business Coaching. Ambrose Growth helps you grow faster and with less pain. They do this by helping you and your leadership team identify and remove growth roadblocks.

Tune into the episode to learn about:
* How Xavier leads from a place of love, not from a place of fear
* How to set up and work with efficient systems
* How to leverage day-to-day leadership to help your employees grow
* How to take care of yourself as a leader so that you can better take care of others.
* How to join the CEO book club (free of charge)
* How to join the CEO Workshop series (free of charge)

Xavier Lederer is the entrepreneur's secret weapon. Xavier works with growth-minded CEOs who are frustrated by the way their business is growing; often they lose sleep at night because they can’t focus on their most important priorities during the day. As a business growth coach his passion is to help mid-market companies adjust their management approach so that they can grow faster and with less pain – and hence create exciting opportunities for personal development.

Connect with and learn more about Xavier Lederer...
* Connect with Xavier on LinkedIn: https://www.linkedin.com/in/xavierlederer/
* Visit Xavier's business website: https://www.ambrosegrowth.com/
* Read from the Ambrose Growth's blog: http://www.ambrosegrowth.com/Business-Resources/
* Follow Xavier on Twitter: https://twitter.com/Xavier_Lederer
* Sign up for Ambrose Growth's newsletter: https://www.ambrosegrowth.com/newsletter-signup/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Rona Wexler, Founder & President, The Employability Expert. Rona is Your Employability Expert in legal disputes. Employability Expert works mostly within the following areas:
* Family Law
* Employment Litigation
* Personal Injury
* Insurance Matters

A vocational evaluator, career consultant, executive recruiter and business consultant, Ms. Wexler knows the real world of employability assessment and job placement. She combines her expertise in assessing job candidates with a vocational evaluator’s scientific methodology and solid labor market research for divorce proceedings and employment litigation. It is this combination that the courts find most compelling.

Tune into the episode to learn:
* What is an Employability Expert?
* Who needs to consult with an Employability Expert and when?
* The best advice for someone in need of an Employability Expert

Connect with and learn more about Rona Wexler...
* Connect with Rona on LinkedIn: https://www.linkedin.com/in/ronawexler/
* Visit The Employability Expert's Website: https://theemployabilityexpert.com
* Contact Ms. Wexler: (646) 335-5236

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Gayle Gruenberg, the Chief Executive Organizer of Let’s Get Organized, an award-winning organizing company located in northern New Jersey. Gayle helps people living with chronic disorganization to declutter and create and maintain organizing systems. She is a Certified Professional Organizer in Chronic Disorganization, Certified Virtual Organizing Professional, and an Organizer Coach.

Tune into the episode for insights from Gayle Gruenberg:
* What chronic disorganization is
* The first steps to getting organized
* How a professional organizer can help
* How a person can select a professional organizer
* The warning signs of chronic disorganization

Connect with and learn more about Gayle Gruenberg,:
* Connect with Gayle on LinkedIn: https://www.linkedin.com/in/gaylegruenberglgo/
* Follow Let's Get Organized LLC on LinkedIn: https://www.linkedin.com/company/let's-get-organized-llc/
* Subscribe to Gayle's YouTube Channel: https://www.youtube.com/@GayleGruenberg
* Visit Let's Get Organized on the web: https://lgorganized.com
* Follow Gayle of Facebook: https://www.facebook.com/gayle.gruenberg * Follow Let's Get Organized LLC on Facebook: https://www.facebook.com/LetsGetOrganizedLLC
* Follow Gayle on Twitter: @GayleGruenberg
* Follow Let's Get Organized on Instagram: https://www.instagram.com/letsgetorganizedllc/
* Follow Gayle on Pinterest: https://www.pinterest.com/gaylelgo/ GetOrganizedWithGayle
* Listen to Gayle's podcast, Make Space for Blessings!: https://podcasters.spotify.com/pod/show/gayle-gruenberg * Order the Let's Get Organized! Books: https://www.amazon.com/dp/B0BT8KP9W2?binding=kindle_edition&qid=1682707010&sr=8-2&ref=dbs_dp_rwt_sb_pc_tukn
* Keep your eyes open for Gayle's new book and related course coming called "Get the Big O (Organized, of course)! 7 Steps to a Life of Calm, Clarity, and Control"

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Career Coach and Resume Writer, Jasmine Briggs-Rogers. Jasmine is a Career Transitioner, helping executives, managers, other professionals, and recent graduates find their dream jobs.

Tune into the episode for insights from Jasmine Briggs-Rogers:
* The importance of your social media presence and activity
* Tips for transitioning your career
* The importance of networking and how to do it
* Which jobs you should and should not be applying to
* Tips for resumes
* Special advice for stay-at-home moms looking to reenter the workforce
* Tips on interviewing

Connect with and learn more about Jasmine Briggs-Rogers:
* Connect with Jasmine on LinkedIn: https://www.linkedin.com/in/jasminebriggs
* Follow Creatively Inspired Career Coaching on LinkedIn: https://www.linkedin.com/company/creatively-inspired-coaching/
* Watch Jasmine's videos and subscribe to her YouTube channel: https://www.youtube.com/Jasminebriggs11
* Visit Jasmine's business website: https://www.jasminebriggs.com/
* Follow Jasmine on Facebook: https://www.facebook.com/JasmineBriggsLifeCoach
* Follow Jasmine on Twitter: https://twitter.com/jasminebriggs1
* Follow Jasmine on Instagram: https://www.instagram.com/CICoaching/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Mitchell Fink, the Book Doctor. Mitch helps people bring their dreams to life on paper, helping them write, edit, and publish their written works. He's currently working on a novel, called Creatures of the Wind. Coming in September will be the launch of an hour-long talk show, Celebrity POV, which Mitch will host. Celebrity POV will appear on the Fireside multimedia platform founded by Falon Fatemi and Mark Cuban, and will also stream live on TruthDAO's YouTube channel.

Connect with Mitchell Fink on LinkedIn: https://www.linkedin.com/in/mitchell-fink-b5057734/

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 70

In this episode of Mastering Your Financial Life, Judy Heft interviews Jen Cochrane, Co-founder and Chief Executive Officer at Gifted Travel Network. Jen has one of the most unique backgrounds of any executive of a modern travel agency. Jen was previously an executive with the Federal Reserve where she was a start-up and turnaround specialist tasked with tackling some of the Fed’s most complex business challenges.

In her current role as co-founder and CEO of Gifted Travel Network, Jen has steered the company through start-up and growth phases with a vision for creating a unique business in a mature industry. Her work has led to GTN being recognized throughout the industry for its innovative approach to supporting and educating grooming successful travel entrepreneurs.

Tune in to this episode for these key takeaways:
* The benefits of using a travel agent
* Why businesses should be hiring ahead of growth
* The importance for businesses to invest in services and technology
* How travel advisors are paid
* How to create a team comprised of people with different personality and work styles who you can delegate important work to
* Key steps necessary to transition your mass market travel business into the exclusive luxury travel market
* Key ingredients to becoming a successful travel agent/advisor
* Gifted Travel Network's Travel MBA training program for travel advisors: https://www.giftedtravelnetwork.com/travel-mba

Learn more from and connect with Jen Cochrane:
* Connect with Jen on LinkedIn: https://www.linkedin.com/in/jennifercochrane/
* Follow Gifted Travel Network on LinkedIn: https://www.linkedin.com/company/giftedtravelnetwork
* Subscribe to Gifted Travel Network's channel YouTube: https://www.youtube.com/@UCRLyPchbmAxUNcGSCPDAe2w
* Visit Gifted Travel Network's website: http://www.giftedtravelnetwork.com
* Follow Gifted Travel Network on Facebook: https://www.facebook.com/GiftedTravelNetwork
* Follow Gifted Travel Network on Instagram: https://www.instagram.com/giftedtravelnetwork/
* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 67

In this episode of Mastering Your Financial Life, Judy Heft interviews Lauren Banyar Reich, Founder & CEO of LBR/PR. At LBR/PR, Lauren and her team deliver top-tier media placements that move the needle for their clients. Lauren’s energy and enthusiasm lead the way at LBR/PR, whether she’s cultivating new business, heading up strategy sessions or asking a million questions to really understand what makes her clients – and their businesses – tick. She loves geeking out on entrepreneurship, listening to podcasts (like this one!), helping people in her network, drinking dry martinis (with a twist) and flipping tires at the gym.

For almost two decades, Lauren has been helping business thought leaders leverage their expertise for greater visibility, credibility and ultimately profitability for their businesses. Throughout her career, Lauren has worked with bestselling authors, C-Suite executives, entrepreneurs, doctors, lawyers and innovative brands and non-profits to advance their business goals by generating high-impact press placements. "

Tune in to this episode for these key takeaways:
* What is public relations and why is it important
* Biggest misconceptions about PR
* How to know if PR is right for your business and what things should be in place before starting a PR or thought leadership campaign
* LBR/PR in a Box — what it is and why we need this in the market
* How to set your business apart from the competition

Learn more from and connect with Lauren Banyar Reich:
* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lbrpr/
* Follow LBR/PR on LinkedIn: https://www.linkedin.com/company/lbr-pr
* Visit LBR/PR's website: https://www.lbrpr.com/
* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge.

In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth. Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.

Connect with David Edwards on Linkedin: https://www.linkedin.com/in/davidedwardsmba/
Learn more about David Edwards and Heron Wealth at https://heronwealth.com or 800 99-HERON

Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Avani Ramnani, Managing Director at Francis Financial, Inc. Ms. Ramnani is a Wealth manager for women going through divorce or widowhood.

Connect with Avani Ramnani on Linkedin: https://www.linkedin.com/in/avaniramnani/
View her company's website: https://www.francisfinancial.com
View her company's blog: https://francisfinancial.com/blog/
Follow Francis Financial on Twitter: https://twitter.com/FrancisFinance
Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/
Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

* In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Lili Vasileff, Owner and Founder of Wealth Protection Management in Greenwich, CT. Lili is a divorce financial expert, wealth advisor, speaker and author four books.

* Connect with Lili Vasileff on LinkedIn: https://www.linkedin.com/in/lilivasileff/
* Visit Lili's business website: https://wealthprotectionmanagement.com/
* Get Lili's free guidebook "7 Steps to Protect Your Wealth During Transition": https://wealthprotectionmanagement.com/#getguidebook
* Follow Wealth Protection Management on Facebook: https://www.facebook.com/WealthProtectionManagement/
* Follow Wealth Protection Management on Twitter: https://twitter.com/WealthLili
* Follow Wealth Protection Management on Instagram: https://www.instagram.com/moneyanddivorce/
* Subscribe to on YouTube: https://www.youtube.com/channel/UCOCdeqUTQeuupEpGntuaD5w

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Larry Heller, Founder & President of Heller Wealth Management.

Heller Wealth Management provides strategic investment advice and personalized financial planning to allow their clients to live their lives with confidence and freedom. They are an independent, fee-based financial planning and investment advisory firm helping individuals, families and business owners enhance the quality of their lives through complete financial advice.

Connect with and learn more about Larry Heller:
* Connect with Larry on LinkedIn: https://www.linkedin.com/in/larryhellercfp/
* Visit Heller Wealth Management's website: https://hellerwealthmanagement.com/
* Check out and subscribe to the Life Unlimited Podcast: https://hellerwealthmanagement.com/podcast/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Hymes, Vice President & Financial Advisor at Shufro, Rose & Co., LLC. Michael has worked in the wealth management industry since 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New York City.

Connect with and learn more about Michael Hymes:
* Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-hymes-cfp%C2%AE-cpwa%C2%AE-6b6a9825/
* Visit Michael's business website: https://shufrorose.com/
* Email Michael: [email protected]

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial.

Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.

Stacey is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide.

Tune into the episode for insights from Stacy Francis:
* The most important things to do when you lose a loved one
* Specific financial documents that need to be collected once widowed
* Who you need to inform when your spouse passes away
* How to let others help you when you're grieving
* How to navigate handling your late spouse's retirement accounts and benefits

Connect with and learn more about Stacy Francis:
* Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacyfrancis/
* Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc
* Subscribe to Francis Financial's YouTube Channel: https://www.youtube.com/user/francisfinancial
* Tune into Stacy's podcast show, Financially Ever After Widowhood: https://podcasts.apple.com/us/podcast/financially-ever-after-widowhood/id1259474146
* Visit Stacy's business' website: https://francisfinancial.com/
* Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/
* Follow Francis Financial on on Twitter: https://twitter.com/francisfinance
* Follow Francis Financial on on Instagram: https://www.instagram.com/francisfinancialinc/
* Download a FREE Guide: Financial Help for Widows: https://francisfinancial.com/financial-help-for-widows/
* Email: Stacey@
* Learn about Savvy ladies, a nonprofit organization Stacy organized over 20 years ago providing free financial education to all women: https://www.savvyladies.org



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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 68

In this episode of Mastering Your Financial Life, Judy Heft interviews Todd Stankiewicz, president and CIO of SYKON Capital. Todd's mission is to transform the wealth management experience. At SYKON, they champion a pioneering approach that goes beyond traditional risk metrics.

Tune in to this episode for these key takeaways:
* The Revolution of Behavioral Finance in Wealth Management — How behavioral finance has transformed the traditional methods of wealth management, and why the everyday investor needs to understand this shift
* Tailoring Financial Advice to Client Core Values — Rather than solely focusing on a client's financial goals that may change as time passes, Todd highlights the importance of tailoring to core values, which remain consistent
* Innovative Technologies and Their Role in Modern Financial Decision-making — How cutting-edge tools, like the ones used at SYKON Capital, help in capturing the human essence behind financial decisions
* Education and Empowerment in Financial Planning — How individuals can educate themselves to make empowered financial decisions that resonate with their life goals

Learn more from and connect with Todd Stankiewicz:
* Connect with Todd on LinkedIn: https://www.linkedin.com/in/todd-stankiewicz-chfc%C2%AE-cfp%C2%AE-cmt%C2%AE-5b517a57/
* Follow Sykon Capital on LinkedIn: https://www.linkedin.com/company/sykon-capital
* Visit Sykon Capital's website: https://www.sykoncapital.com/
* Follow Sykon Capital on Facebook: https://www.facebook.com/people/Sykon-Capital-LLC/100094605116024/
* Follow Sykon Capital on Twitter: https://twitter.com/SykonCap
* Follow Sykon Capital on Instagram: https://www.instagram.com/sykoncap/

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeff Weiner, President of HKM Associates. Jeff and everyone at HKM is committed to helping their clients realize a healthy and prosperous future.

Learn more about Jeff Weiner and HKM Associates:
https://www.hkmassociates.com
516-316-1255 (cell)

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates, .

In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance, an independent insurance advisor.

Connect with Judy Heft on Linkedin https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website http://www.judithheft.com/

Connect with Erin Ardleigh on Linkedin https://www.linkedin.com/in/ardleigh/
Visit Dynama Insurance's Website https://dynamainsurance.com/

In this episode of Mastering Your Financial Life, Judy Heft interviews Ben Palancia, owner of Albert Palancia Insurance Agency in Mamaroneck, NY, a specialist in commercial property and casualty insurance.

Learn more about Ben Palancia:
Connect with Ben on LinkedIn: https://www.linkedin.com/in/palanciainsurance/
Visit Ben's business website: https://palanciainsurance.com/

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews David Mosenson. David Mosenson is the Founder and President of J&G Associates, Inc. and has been in the life insurance and financial service business for over 33 years. David and his associates help provide financial security to their clients by using a comprehensive financial approach and they offer products and solutions to protect what is most important.

Tune into the episode to learn about:
* How enduring tragedy and trauma helped J&G become a unique company able to empathize and make meaningful recommendations
* The scope and complexity of the comprehensive services J&G provide — not just insurance and estate planning but true succession planning
* The joys and challenges of running a 100% virtual and family-run company

Connect with and learn more about David Mosenson...
* Connect with David on LinkedIn: https://www.linkedin.com/in/davidmosenson/
* Visit David's business website: https://www.j-gassociates.com/
* Contact David: [email protected]

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Gordon Coyle, Expert Commercial Insurance Broker, Creator of The Strategic Risk Process, and Host of The New York Business Leaders Podcast. Gordon is
Principal & Chief Risk Architect at The Coyle Group and the third-generation owner of the business, an insurance brokerage started by his grandfather in 1929.

Tune into the episode to learn about:
* What it's like to run a third generation company
* How the insurance brokerage business has changed over the years
* The Coyle Group's clients types (and Gordon's favorites)

Connect with and learn more about Gordon Coyle...
* Connect with Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/
* Visit the business website: https://thecoylegroup.com/
* Subscribe to Gordon's podcast, The New York Business Leaders Podcast: https://newyorkbusinessleaders.libsyn.com
* Email Gordon: [email protected]
* Subscribe to The Coyle Group on YouTube: https://www.youtube.com/@TheCoyleGroup1

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie is a specialist and an award-winning independent insurance broker. She is a trusted resource for consumers and professionals alike.

With Rona Loshak, Natalie formed Karp Loshak LTC Insurance Solutions in 2008, recognizing the void in the marketplace for specialists in Long Term Care Insurance options. As adult children of widowed mothers, they represent the sandwich generation—those who care for children and aging parents. They saw first-hand the importance of planning ahead.

Tune into the episode to learn:
* The importance of long-term care in your financial plan
* How long-term care insurance helps preserve wealth
* How an employer can use long-term-care as benefits to its employees
* The tax benefits long-term-care can provide to businesses
* What incentives exist for individuals
* Why it's best not to wait to get long-term-care insurance

Connect with and learn more about Natalie Karp:
* Connect with Natalie on LinkedIn: https://www.linkedin.com/in/nataliekarp/
* Visit Natalie's business website: https://karploshak.com/
* Call Natalie and her team at Karp Loshak LTC Insurance Solutions: 516.801.1419

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Maura Carley, Founder and President of Healthcare Navigation, LLC, a fee-based health insurance consulting and advocacy firm. Maura has a master's in public health from Yale, is a certified health insurance consultant, and spent many years as a hospital and health plan executive before starting Healthcare Navigation. Maura is also the author of "Health Insurance: Navigating Traps and Gaps" (https://www.healthcarenavigation.com/book)


Tune into the episode for insights from Maura Carley:
* Upcoming Medicare Open Enrollment and when to make a change
* The difference between original Medicare and the Advantage plans — pros and cons of both
* Understanding COBRA

Connect with and learn more from Maura Carley:
* Connect with Maura on LinkedIn: https://www.linkedin.com/in/mauracarley/
* Follow Healthcare Navigation on LinkedIn: https://www.linkedin.com/company/healthcare-navigation/
* Visit Healthcare Navigation's website: https://www.healthcarenavigation.com/
* Follow Healthcare Navigation on YouTube: https://www.youtube.com/channel/UC7uqMAOTm0wXjOhNdbWBXtw
* Follow Healthcare Navigation on Facebook: https://www.facebook.com/HealthcareNavigation/
* Follow Maura on Twitter: https://twitter.com/MauraCarley
* Follow Healthcare Navigation on Instagram: https://www.instagram.com/healthcarenavigation/
* Call (CT local): 203 655-2614
* Call (from anywhere): 800-599-0246
* Email: [email protected]


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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance.

Tune into the episode for insights from Dan Wice:
* The importance of life insurance in your financial planning strategy and how it will evolve throughout your life
* Wealth transfer strategies — what's working and what isn't
* The difference between Permanent Insurance and Term Insurance
* The importance of Long-term Care and how it may change throughout your life

Connect with and learn more from Dan Wice:
* Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354
* Visit Dan's business website: https://www.americanbusiness.com/
* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 65

In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance. Dynama Insurance is an independent brokerage representing the country’s largest and most reputable insurance companies. Dynama takes an educational, transparent approach and will help you compare multiple options in order to select the best possible insurance policy. Erin provides life, health, disability, and long-term care insurance from the strongest insurers.

Tune in to this episode for these key takeaways:
* The most important advice Erin gives to someone who needs insurance
* Mistakes to avoid when buying insurance
* Ideal age to acquire long-term care insurance
* Types of insurance Erin recommends for particular life stages
* Life Settlement — What is it and is it right for you?

Learn more from and connect with Erin Ardleigh:
* Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh
* Visit Dynama Insurance's Website: https://dynamainsurance.com/
* Email: ⁠[email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Iris Goldfeder, owner and CEO of GasStoveCreative. GasStoveCreative is a full-service, holistic marketing company, providing custom, boutique work for small, local businesses in the Lafayette, Indiana, area and beyond. They provide marketing and consultation services to small business owners who are lacking the time, skill-set, and resources needed to successfully market their business. GasStoveCreative specializes in brand marketing, traditional marketing services, podcast production, video production, animation, and more.

Connect with and learn more about Iris Goldfeder:
* Connect with Iris on LinkedIn: https://www.linkedin.com/in/igoldfeder/
* Visit GasStoveCreative's website: https://gasstovecreative.com
* Check out Iris' podcast at https://gasstovecreative.com/lafayette-the-cookbook-podcast/
* Take Iris' marketing quiz: https://woorise.com/gasstovecreativemarketing/marketing-quiz

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Joe Chatham, Managing Partner/Founder of USA 500 Clubs LLC. The USA 500 Clubs is an exclusive professional membership organization providing a platform for high-end professional business advisers to increase commerce through collaboration, strategic relationships, reputation management/enhancement, branding, and education.

Joe is a seasoned business development leader and executive, with a focus on relationship marketing.

Connect with and learn more about Joe Chatham:
* Connect with Joe on LinkedIn: https://www.linkedin.com/in/joechatham/
* Visit Joe's business website: https://www.usa500clubs.com/
* Call Joe: 818-470-0336

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Robin Faller, Vice President of Digital Sales at Ferocious Media. Robin is experienced in website design, SEO, SEM, social media content and advertising, and much more in the realm of social media and the internet.

Ferocious Media is a full service digital marketing agency, among the top 3% of Google Partners in the US. Their award-winning expert team is dedicated to their client's success in website design and development, search engine marketing & optimization, social media marketing, and branding through display and native advertising, audio streaming, video streaming ads including pre-roll and OTT/Connected TV.

Tune into the episode to learn about:
* The differences between Search Engine Marketing and Search Engine Optimization
* What types of businesses and people you should hire to help you with Search Engine Marketing and Search Engine Optimization
* The anatomy of the search engine results page
* Why consistent blogging is an amazing tool for any business
* The importance and usefulness of a Google Business page
* What a business owner should consider when organizing their website

Connect with and learn more about Robin Faller:
* Connect with Robin on LinkedIn: https://www.linkedin.com/in/robin-faller-1210a93/
* Visit Ferocious Media's Website: https://ferociousmedia.com

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 66

In this episode of Mastering Your Financial Life, Judy Heft interviews Merry Neitlich. For over 30 years, Merry has been a leader in branding and business development working with professional service providers. She is an award-winning consultant who assists firms in raising their visibility and driving new revenue.

Merry is founding partner of EM Consulting, a leading business development consultancy with over 25 years of experience in professional services marketing, brand development and business development solutions, coaching and training. There are offices in Irvine, California and Chicago, Illinois.

Tune in to this episode for these key takeaways:
* The importance of creating a distinctive brand that's real and true to the business and how Merry and her team get there with their clients
* Why a company should start with branding when thinking of business development
* How a company or firm applies its brand to achieve increased visibility and profits
* Once the brand is applied, how to strategize to create sustained business development opportunities that combine clients, non-clients, and referral sources
* The most common mistakes firms and companies make with regard to their websites
* How long it takes to go from branding to seeing actual revenue increase

Learn more from and connect with Merry Neitlich:
* Connect with Merry on LinkedIn: https://www.linkedin.com/in/merryneitlich/
* Follow EM Consulting on LinkedIn: https://www.linkedin.com/company/extreme-marketing/
* Visit EM Consulting's website: https://emconsults.org/
* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ