30 Years as an Entrepreneur in Non-Profit Video Production
Robin Smith discusses taking the leap of faith at 40 to start a non-profit video production company and the factors that lead her to take that chance and lessons learned on keeping a business running for 30 years.
Introduction to HTB Alternatives Philosophy
Leah Jones and Stephen Rosen, Managing Director and Partner of Hightower Bethesda discuss HTB's philosophy on use of alternative investments. Starting from the adoption of the philosophy, to the definition of alternatives and walking through thoughts on asset allocation and cash flow generation, incorporating the use of alternatives.
Amicable Divorce: Is It Possible?
A conversation with Regina DeMeo about a collaborative approach to divorce, using a mediator when possible to save costs and tips for how to spend the least amount of money on attorney fees.
Tax Planning Opportunities Now w/ Lou Ruebelmann
Review some tax planning opportunities as they relate to business owners and individuals that people can do now.
The Process of Pension Property Division During Divorce for Federal Employees
In this episode of the Hightower Bethesda Divorce Series, Jessica joins Sarah as they scrape the surfaces of nuances of being a Federal employee going through a divorce. She is in the process of publishing a 600-page book on the topic. Listen in to learn different factors that apply when it comes to the division of pension property for federal employees during a divorce.
HTB Investment Themes for 2021
A conversation with Mike Zoller, Senior Investment Analyst at HTB where we discuss Hightower Bethesda’s Investment themes for 2021.
Defined Benefit Plan: A Retirement Plan Every Small Business Owner with No Employees Should Have
Leah Jones and Phil Pirio discuss the details of setting up a Defined Benefit Plan for business owners with no employees and 1099 income. A great way to maximize retirement savings and minimize taxes.
Tax Changes: What You Should Be Thinking About
In this episode of the Hightower Bethesda podcast, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeffrey Gershen, from Aronson’s Tax Services Group, about potential changes under President Joe Biden’s upcoming administration. Jeffrey is a CPA that focuses on serving business owners and specializes in tax compliance, business planning and consulting. He discusses potential changes that might be in the pipeline with Biden’s proposed plans and mentions a few concerns he’s hearing from his clients. Listen to some of the strategies he suggests to be more proactive.
Women & Wealth - Avoiding Common Pitfalls in Managing Your Finances
In this episode, Leah Jones, Director of Financial Planning at Hightower Bethesda, speaks with fellow female financial advisor within the Hightower umbrella, Jordann M. Andrusiak, Synergy Capital Solutions. Together they discuss the reasons why women are still falling behind in making money and investing, despite the progress they’ve made in education, decision-making, and their careers, as well as how women can feel more confident when dealing with finances.
Market Outlook 2020 Getting Past the Elections & Beyond
In this episode, Leah Jones is joined by Josh Feuerman as they look at the disconnect between the market and economy now, and what’s potentially in store for the market over the next few years.
Financial Literacy and Transparency in Marriage and Divorce
In this episode, Leah is joined by Meg McKinney as she explores the topic of financial literacy and transparency in marriage and divorce. She dives deep into the process she as a family lawyer takes couples through to educate them on how to manage their financial situations.
Jessica Markham: Learning to Run A Law Firm as a Business
In this episode of the Women Business Owner Series, Leah speaks with Jessica as she shares her journey from an employee to a law firm business owner. Listen in to learn how Jessica runs her business with a passion and creating an environment where the staff and the clients are happy.
The Effects of The Coronavirus on Divorce Cases and Processes
In this episode, Leah speaks with Erin on the effects of COVID-19 on divorce processes both in and out of court.
Financial Implications During A Divorce When the Woman is the Primary Bread Winner with Heather Hostetter
In this episode, Leah speaks with Heather about the process of property distribution during a divorce primarily with alimony and child support when the woman is the main breadwinner.
Sarah Djamshidi: Starting a Business as a Way to Solve an Existing Problem
Sarah shares how her passion for helping business owners strategize their exit led her to start her own business. Listen in to hear tips that Sarah gives to women who want to take that rip of faith and start their own business.
Brian Lodestro: How COVID-19 has Affected the Fixed Income World
In this episode, Stephen talks with Brian on how the recent COVID-19 pandemic has affected the fixed income world. He shares how different financial sectors are going to change in the coming months or years as compared to how they were in the last few years.
Sarah Djamshidi: How to Have a Successful Exit Strategy for Your Business
Meet Sarah Djamshidi, the owner of Speedshift Advisors. She is an exit strategy advisor and licensed banker who works with clients to obtain a successful exit strategy as defined by what’s really important to them. She has been doing this for over 2 decades and has worked with over 200 companies and has even testified in the US senate over small business issues.
The Premier Episode of the Hightower Bethesda Podcast
In this premiere episode, Leah and Stephen explain who HighTower Bethesda is, what they do, and the purpose of starting two podcasts. They share what is to be expected in the podcasts going forward.