Charitable Strategies with Dan Nigito, American Philanthropic Advisors

How to Run a Successful Multigenerational Family Business with Bard Manufacturing

In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam Bard Steel) and 5th generation (James Steel and Megan Steel Kimbell) of Bard Manufacturing. Hear how the family mission and vision statement have influenced the company culture, how to keep a family business going and thriving over several generations, how to integrate external talent within your Board of Directors and leadership team, how the company has pivoted over time, and why it’s so important to keep it a family business. Learn more about Bard Manufacturing at BardHVAC.com [https://www.bardhvac.com/] and check out the flipbook celebrating their 110th anniversary: https://online.flippingbook.com/view/912787504/ [https://online.flippingbook.com/view/912787504/] Connect with Jordan at WSWealthManagers.com [https://www.wswealthmanagers.com/]

Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services

The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion, how it affects decision-making, what Moira’s process looks like with clients, the importance of clearly communicating your goals, and how high net worth families prefer to receive advice. Connect with Moira at MoneyMindAndMeaning.com [https://moneymindandmeaning.com/], BlackwoodFES.com [https://www.blackwoodfes.com/], on LinkedIn [https://www.linkedin.com/in/moira-somers/], and her book Advice That Sticks [https://www.amazon.com/Advice-That-Sticks-financial-advice/dp/1788600142], and Jordan at WSWealthManagers.com [https://www.wswealthmanagers.com/]

Charitable Strategies with Dan Nigito, American Philanthropic Advisors

How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs), life insurance, and family foundations to create strategies for wealth accumulation and preservation. Hear what accidental philanthropy is, how taxation affects wealth accumulation, how to use CRTs, whether you can use them at a young age, and how much to put in them. Connect with Dan at Nigito.com [http://nigito.com] and on LinkedIn [https://www.linkedin.com/in/daniel-nigito-42557116/], and Jordan at WSWealthManagers.com [https://www.wswealthmanagers.com/]

Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger

Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how to get the right people at the table, how the market has changed in recent years, and how to understand the opportunities and risks with your real estate. Connect with Blair [https://www.linkedin.com/in/blair-wood-90b86b6/] and Kevin [https://www.linkedin.com/in/kevingjoseph/] on LinkedIn and at WWMRealEstate.com [https://www.wwmrealestate.com/], and Jordan at WSWealthManagers.com [https://www.wswealthmanagers.com/]

What Makes a Business Valuable? With Shina Culberson, Quist

How is a business valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business owner journey, what goes into a business valuation, why business owners should care about their valuation, common mistakes that make businesses less attractive, and how much to focus on the business vs. in the business as a business owner. Connect with Shina at QuistValuation.com [https://quistvaluation.com/] and on LinkedIn [https://www.linkedin.com/in/shina-culberson-cfa-cepa-90736411], and Jordan at WSWealthManagers.com [https://www.wswealthmanagers.com/]