Thriving Musician Podcast

Ep. 92: Financial advisor helps the music industry build wealth

Eden is a leader of The LSS Group and brings the resources of RBC Wealth Management to entrepreneurs, retirees, corporate executives, small business owners, entertainment industry professionals, foundations and institutions that seek to grow their assets. As part of assessing investment solutions, great consideration is given to the liability aspects of the balance sheet and how best to maximize yield curve dynamics. Eden’s primary mission is to build tailored portfolios that help address the sophisticated financial requirements of the team’s client base. Additionally, she believes financial literacy is fundamental to empowering clients so that they feel confident in advocating for themselves and making informed decisions. Eden has written on topics regarding signs of cognitive decline and how to navigate a divorce when emotions often cloud sound judgement. Eden delivers access to the full complement of products and services available at RBC Wealth Management and works with the Investment Bank and Capital Markets teams as opportunities present. Her commitment to attentive personal service extends beyond investment guidance—she and the other two principals of The LSS Group draw from 100+ years of combined experience to offer a powerful level of interconnectivity that is essential to the clients in their charge. Leveraging her 27 years of asset management background, Eden has significant investment capabilities developed as a financial advisor at Citigroup and its predecessor firms. With her team, she joined J.P. Morgan Securities in 2009 and RBC Wealth Management in 2020 to bring clients the firm’s intellectual capital, industry-leading quality research and global investment platform. Eden earned a Bachelor of Arts degree from the University of Maryland, College Park and studied at the University of London, Birkbeck College. She is the chairman of the board of directors for MS Hope for a Cure, and in the fall of 2006 was inducted into the National MS Society’s Hall of Fame. She lives with her husband and three children in lower Manhattan. www.motifplanning.com/ep-92

Ep. 91: Free 10 day financial independence email course

www.motifplanning.com/10daycourse

Ep. 90: Music industry expert creates free Music Business Accelerator (MBA) program

Austin Breckenridge is the co-founder and Executive Director of The A&R Foundation. Born in San Jose, CA, he began his music career at 17, booking live events in the San Francisco Bay Area. In 2010, he founded Nemesis Media Inc., an independent label focused on emerging Bay Area artists. Under his leadership, the label released 10 albums, produced two local festivals, and expanded to Austin, TX in 2012, where he served as CEO until its successful exit in 2015. Over his 17-year career, Austin has worked as an artist manager, tour manager, business manager, and event producer. In 2015, Austin began his career in finance, holding roles in small business banking, commercial banking, community development, and business advising across Texas. His diverse background in music, finance, and entrepreneurship allows him to bridge creative and analytical business approaches. www.motifplanning.com/ep-90

Ep. 89: California attorney provides estate planning with heart

Patricia De Fonte is an estate planning attorney and the founder of De Fonte Law PC, a boutique estate planning firm that works with clients over Zoom all over California. She started the firm to offer what she thinks of as estate planning with heart. She wanted to create a better experience for her clients to preserve family harmony, empower their heirs, and thoughtfully reflect their values. Her dedication to estate planning and her clients has led her to receive the honor of being selected to the 2021 San Francisco Super Lawyers list, and she recently won the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. When obtaining her LL.M. in Estate Planning, Probate and Trust Administration from Golden Gate University, the federal exclusion rate (the amount of money you can have before federal taxes apply) jumped to $23 Million. Not many people have anywhere close to that amount of money. Her professors quickly changed the conversation from TAX TAX TAX to help the client in every way possible – by reviewing their insurance, by making sure they have terrific financial advisors and CPA’s, and by helping them create plans that let their personalities and goals for their loved ones shine through. Golden Gate University has social justice as a core mission, and at her firm it is a core value. Estate planning is intellectually stimulating and emotionally satisfying. She loves what she does! When she is not working at the firm, you will most likely find her reading the New Yorker in her backyard under her lemon tree, on vacation, watching zombie shows, or spending time with family and friends. Clients and friends have told her that she’s naturally warm and relatable. She will treat you as one of her own until Cards Against Humanity comes out, then all bets are off. www.motifplanning.com/ep-89

Ep. 88: Music career consultant helps find your B.E.A.T.

Jessica Muñiz-Collado is a music career consultant, composer/producer, and Assistant Professor of Music Business at the University of North Texas. Passionate about serving musicians, she is also the Founder of NIZCO MUSIC – a music career consulting company that helps musicians compose their careers to their own B.E.A.T. Additionally, she serves as Chair of the Music Industry Council for the College Music Society and serves on the education committees for both the Music Business Association and the Recording Academy (Texas Chapter) as well as being a Recording Academy Voting Member. As a composer/producer, Jessica has created music for numerous production companies including MundoFOX, Univision, PBS, IMAX, and Universal Production Music, and is a published and commissioned composer with both national and international performances of her work. www.motifplanning.com/ep-88