Shows
ADULTING DEMYSTIFIEDThe Reality of Arrests & Legal Representation with Attorney Adam RossenAdulting Demystified with Odelia Goldberg, Episode 12In this episode of Adulting Demystified, Odelia Goldberg speaks with Attorney Adam Rossen, founder and CEO of Rossen Law Firm, a top criminal defense practice in South Florida. A former prosecutor, Adam now dedicates his career to defending individuals facing serious criminal charges, driven by a passion for helping people when bad things happen. Known for his hands-on leadership style, Adam is committed to “defending your tomorrow” by empowering his team and relentlessly advocating for his clients. He also hosts the podcast: Success in South Florida.Tune in to the...2025-05-1428 min
ADULTING DEMYSTIFIEDAvoid Construction Mistakes with Maureen MascaroAdulting Demystified with Odelia Goldberg, Episode 11In this episode of Adulting Demystified, Odelia Goldberg speaks with Maureen Mascaro, Founder & Chief Project Officer at The Common Area, an owner's rep & project management services company serving commercial and residential clients across Florida, The Bahamas, into Georgia, Tennessee, Texas and up to NY. She has also successfully launched 2 additional companies that provide additional services such as estate management and handyman services which serve a similar client base in a wider range of ways.Tune in to the episode to hear about:- Maureen’s role as a...2025-05-0130 min
ADULTING DEMYSTIFIEDDemystifying Estate and Tax Planning with CPA Marc EgortAdulting Demystified with Odelia Goldberg, Episode 10In this episode of Adulting Demystified, Odelia Goldberg speaks with Marc Egort, principal at Marc Egort, CPA, P.A., a full-service CPA firm specializing in the Health Care industry in Fort Lauderdale Florida.Tune in to the episode to hear about: * Common misconceptions in estate planning and business management * The importance of organization in business and how Marc’s experience in various sectors allows him to offer valuable advice beyond traditional tax preparation * The value of regular communication with professionals like CPAs and th...2025-04-1629 min
ADULTING DEMYSTIFIEDMedicaid Myths & Realities with Andrew BellinsonAdulting Demystified with Odelia Goldberg, Episode 9In this episode of Adulting Demystified, Odelia Goldberg speaks with Andrew Bellinson, Managing Partner and Owner of Bellinson Law Firm, P.A. Andrew is an elder law attorney focused on Medicaid law.Tune in to the episode to hear about: * Medicaid planning and common misconceptions about Medicaid eligibility* The differences between estate planning and elder law, emphasizing the importance of specialized knowledge and proper planning to avoid complications* Insights on how Odelia and Andrew’s practices complement each other, helping clients navigate complex leg...2025-04-0327 min
ADULTING DEMYSTIFIEDOffshore Trusts and Asset Protection with Craig RedlerAdulting Demystified with Odelia Goldberg, Episode 8In this episode of Adulting Demystified, Odelia Goldberg speaks with Craig Redler, asset protection attorney and Principal of Law Offices of Craig S. Redler, LLC.Tune in to the episode to hear about:* The concept and utility of offshore trusts, debunking myths about their legality, and highlighting the need for mechanisms like trust protectors to safeguard assets* The specifics of estate taxation, the differences between self-settled and non-self-settled trusts, and the impact of U.S. laws like FATCA on global asset protection strategies...2025-03-2046 min
ADULTING DEMYSTIFIEDHelping Individuals Optimize Their Professional & Personal Development with Philip BerryAdulting Demystified with Odelia Goldberg, Episode 7In this episode of Adulting Demystified, Odelia Goldberg speaks with Philip Berry, President of Philip Berry Associates LLC, a firm specializing in executive leadership coaching, personal branding and organizational effectiveness. Philip helps individuals optimize their professional and personal development.Tune in to the episode to hear about:* The importance of continuous learning and adaptability, emphasizing that staying curious and updated is crucial for long-term success* Common misconceptions in professional growth, such as the false belief that one does not need to change after reaching certain...2025-03-0735 min
ADULTING DEMYSTIFIEDNavigating Around Common Misconceptions in Financial Planning with Howard KramerAdulting Demystified with Odelia Goldberg, Episode 6In this episode of Adulting Demystified, Odelia Goldberg speaks with Howard A. Kramer, a friend, client, and colleague. Howard is a CERTIFIED FINANCIAL PLANNER® Practitioner and Accredited Investment Fiduciary®. His work focuses on providing fiduciary advice, life planning and managing family wealth. Tune in to the episode to hear about: * The importance of ongoing financial planning and the role a fiduciary plays * Advice on choosing the right financial planner and the significance of the Certified Financial Planner designation, which requires experience, education, examination, and ethics...2025-02-2030 min
ADULTING DEMYSTIFIEDFrom Theory to Practice: Essential Tips for Business Owners with Daniel BengioAdulting Demystified with Odelia Goldberg, Episode 5
In this episode of Adulting Demystified, Odelia Goldberg speaks with Daniel Bengio, CPA, Chief Tax Minimization Officer at his firm, DBCPA. With over 30 years of experience in tax and financial consulting, Daniel shares key insights on navigating LLCs and S Corporations, minimizing tax burdens, and improving financial literacy.
Tune in to the episode to hear about:
* LLC vs. S Corporation Confusion: Daniel Bengio clarifies that LLCs can opt for S Corporation tax benefits, a frequent source of client confusion.
* Distributions Misconception: Daniel Bengio notes that...2025-01-0333 min
ADULTING DEMYSTIFIEDStrategic Planning for Unmarried Couples with Giselle Diaz San JoseAdulting Demystified with Odelia Goldberg, Episode 4
In this Adulting Demystified episode, Odelia Goldberg and Giselle Diaz San Jose discuss legal challenges unmarried couples face in Florida, covering common law marriage, estate planning, and financial protections.
Tune in to the episode to hear about:
* No Common Law Marriage in Florida: Giselle Diaz San Jose notes Florida doesn't recognize common law marriage, requiring legal marriage for rights.
* Estate Planning is Crucial for Unmarried Couples: Diaz San Jose stresses unmarried couples need estate planning to secure decision-making rights.
* Tax and Insurance Implications...2024-12-2033 minADULTING DEMYSTIFIEDBuilding Wealth Through Real Estate with Ken ZorovichAdulting Demystified with Odelia Goldberg, Episode 3
In this episode of Adulting Demystified, Odelia Goldberg speaks with Ken Zorovich, Branch Manager at NFM Lending, who has over 20 years of experience helping clients build wealth through real estate. Ken holds a Finance degree from Florida State University and is a member of the National Association of Mortgage Brokers.
Tune in to the episode to hear about:
* Personalized Mortgage Lending: Ken highlights the importance of tailoring mortgage solutions to individual financial situations rather than offering quick, generic options.
* The Importance of Preparation: He emphasizes...2024-11-2535 minADULTING DEMYSTIFIEDAddressing Homelessness & Housing Affordability with Sandra Veszi EinhornAdulting Demystified with Odelia Goldberg, Episode 3
In this episode of Adulting Demystified, Odelia Goldberg speaks with Sandra Veszi Einhorn, Executive Director of the Coordinating Council of Broward and Nonprofit Executive Alliance. A nonprofit executive and small business owner, she focuses on collaboration to address homelessness and housing affordability in Broward County, advocating for compassionate solutions and access to resources.
Tune in to the episode to hear about:
* Nonprofit Coordination and Community Challenges: Sandra Veszi Einhorn emphasizes the need for collaboration across sectors to tackle homelessness and housing affordability in Broward County.
...2024-10-2948 minADULTING DEMYSTIFIEDNavigating the Tricky Waters of Taxation with Bette HochbergerADULTING DEMYSTIFIED with Odelia Goldberg, Episode 1
In this episode of Adulting Demystified, Odelia Goldberg speaks with Bette Hochberger, CPA, CGMA, owner of a distinguished CPA firm delivering tailored accounting solutions to Tech Start-Ups, Small Businesses, and High-Income Individuals across South Florida and globally. With expertise spanning legal, medical, crypto, and real estate sectors, Bette and her team excel in providing Contract Accounting for small to medium-sized businesses. Bette is dedicated to empowering small businesses, ensuring they achieve their personal and professional goals through comprehensive accounting and tax management services.
Tune in to the episode to...2024-10-2828 min
Boomers TodayEstate Planning – What You Need to KnowOdelia Goldberg, Esq. was born in Israel and moved to the United States when she was six years old. She was educated in the United States and received her Juris Doctorate and graduated Cum Laude. Odelia regularly lectures to attorneys, CPAs and seniors throughout New York State and South Florida on Elder Law and how to protect your assets and leave money to heirs. She has established herself as a noted authority in the area of Estate Planning, Trusts and Estates, Probate and Contracts. www.SeniorCareAuthority.com2022-09-1427 min
Bette Hochberger, CPA, CGMAFinance Friday ft Odelia Goldberg, Esq.Buying Real Estate in Florida on #FinanceFriday ft Odelia Goldberg, Esq. According to Odelia, Florida is the best place to live and die. On this Finance Friday featuring Odelia Goldberg, Esq. We will discuss buying real estate in Florida and the processes involved.
Read the article and watch the video here: https://bettehochberger.com/finance-friday/buying-real-estate-in-florida-finance-friday-with-odelia-goldberg-esq-4224/
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Support this podcast: https://podcasters.spotify.com/pod/show/bettehochbergercpa/support2021-03-2412 min