Shows
CELEBRATE Like a CEO!Ep 12: CELEBRATE LIKE A CEO | FINALE + PREVIEW!It’s the end of one journey, but the beginning of another. In this heartfelt episode of "Celebrate Like a CEO," your host, Stefan Whitwell, bids farewell to "Celebrate Like a CEO". The podcast is taking a pause, making way for an exciting new show called "Wicked Smaht Wealth" to take center stage.
Expect shorter, punchier episodes in "Wicked Smaht Wealth," each clocking in at less than five minutes. Stefan plans to kick off each episode by venting about frustrating or mind-boggling experiences in the financial industry. In the latter half, he'll offer valuable insights into...
2023-11-2707 min
Anderson Business Advisors PodcastRecession Planning Part 3/3 - Commercial Real Estate Is Melting FAST (How To Protect Yourself)Welcome to Part III of our recession planning series. Toby Mathis, Esq. and Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, are back to discuss the facts, statistics, and future trends they see happening in the crumbling commercial real estate market. There are great investment deals out there, but you need to look at facts and numbers. Don’t fall for the bargain investment “story.” Enlist the assistance of a pro to make sure you don’t get in over your head.
Highlights/Topics:
Commercial real estate – current stats and trends
Interest rates are doubling
Commercial...
2023-09-0416 minCELEBRATE Like a CEO!Ep 11: Interview with Allie Danziger on Innovation and Impact: Redefining Student Success“So many managers are frustrated–’Why don’t Gen Zers understand this? How do they not get the way that the workplace works? Well, they've never been in the workplace,” explains Allie Danziger, founder and CEO of Ampersand. Acting as CEO and boss of her own company since she was 24 years old, she realized that the knowledge and practical skills she was able to learn in the in-person workplace were simply not available to the new generation entering a post-Covid, hybrid workplace. She founded Ampersand in 2020 to fill in that education to employment skills gap, giving new hires preparation for succes...
2023-08-3147 minAnderson Business Advisors PodcastRecession Planning Part 2/3 - Private Lending Opportunities & RisksIn today’s episode, Toby Mathis, Esq. welcomes Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC, back to the show for Part II of a three-part series. Stefan is a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan discuss the shrinking assets and lack of funding from big banks and the private funding (as well as investment) opportunities that you might consider instead. Find a fiduciary who is a money manager and get access to these things the right way.
Highlights/Topics:
Opportunities in this ma...
2023-08-3116 minCELEBRATE Like a CEO!Ep 10: Interview with Ariel Rosenbaum“When it's not your family, we don't have that baggage of when we were kids with the sibling or the parent and family dynamics. So it's really easy for us to just enter as a third neutral party and make recommendations,” explains Ariel Rosenbaum, experienced social worker and CEO of Senior Services of Austin. Aging can be a really complicated process for families to navigate, especially when a loved one’s health begins to decline. After an eye opening experience with her own grandfather's health decline and care management that left much to be desired, Ariel was inspired to create...
2023-07-3131 minCELEBRATE Like a CEO!Ep 9: Interview with Jane Mosbacher Morris“Patience can be a business superpower if you know how to manage it and you utilize it well,” explains Jane Mosbacher Morris, CEO of TO THE MARKET., a women-owned technology enabled B Corp which provides transparency in the international supply chain, allowing retailers, brands and corporations to procure goods and quantify both the environmental and social impact of their procurement. Growing up, Jane learned patience and discipline through ballet and musical theater, dreaming of someday acting on Broadway. Instead, these critical skills, the work ethic, and the confidence she gained from performing helped her to step into her role as a...
2023-07-2455 min
7 in 7 Show with Zack EllisonHow AI Transforms The Investment Industry With Stefan Whitwell, Founder & CIO, Whitwell & Co. (S1.E13)Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Stefan Whitwell (https://whitwelladvisors.com/), founder and Chief Investment Officer of Whitwell & Co. enjoys helping business owners prepare for the sale of their businesses and be more strategic in how they fund their business in its early growth stages. Stefan shares his extensive experience in finance and discusses the intersection of AI, automation, and the investment industry. In this episode, Zack and Stefan discuss: 1. The Wisdom of Following Market Trends 2. The Dangers of Stagnant Portfolio Strategies ...
2023-07-181h 05
The Clinton Donnelly ShowHelp I'm Rich! | Wealth Management for Large Cryptocurrency PortfoliosClinton and Stefan Whitwell explore crucial topics like inheritance planning for cryptocurrency wealth, the role of self-directed Roth accounts, and alternative wealth management strategies that promise more than just HODLing. Whether you're an affluent investor or aspiring to be one, this video offers valuable insights and expert advice on managing your crypto wealth effectively.
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2023-06-2050 minCELEBRATE Like a CEO!Ep 8: Interview with Bryce Young“I try to celebrate my position as a CEO by giving myself time with my family. A lot of people don't get that, and I didn't always have that when I started the company,” shares Bryce Young, CEO of Warm Audio, a global powerhouse in the pro audio industry that manufactures and sells quality audio recording equipment at affordable prices. When Bryce was in high school attempting to record an album with his band, he realized the huge gap between the sound quality of pricey recording equipment as opposed to what the average person could afford. Today, Bryce talks abou...
2023-05-2338 minCELEBRATE Like a CEO!Ep 7: Interview with Joshua Brown“The point of being a brokerage is to not monetize our agents, it's to create a house where experienced agents can come and work together without the undue pressures that come from being in somewhat of a hostile work environment,” explains Joshua Brown, licensed real estate broker, CEO and Founder of Pushing Forward Realty in #Brooklyn, New York. Inspired by his father’s work as a pastor, he decided to create a real estate business based on #collaboration instead of competition. Today, Joshua talks about how his agency differs from others in the industry.
Joshua saw the...
2023-05-1655 minCELEBRATE Like a CEO!Ep 6: Interview with Sujan Patel“I found early on when I dug deep, that I just like solving problems. So as long as I'm in a role, in a function, or what the business is doing is constantly challenging me, I don't care what the business is. I just want to solve some sort of problem,” shares Sujan Patel, owner of Mail Shake, Ramp Ventures, ZoomShift and other SAAS businesses. As a serial entrepreneur, Sujan has learned a lot about how to grow and scale a successful business. Today, Sujan joins host Stefan Whitwell to talk about his career journey, when to #followyourheart, and the...
2023-05-0855 minCELEBRATE Like a CEO!Ep 5: Interview with Christi Beca“When you start reaching a certain level of success, especially as a woman, I feel that you're obligated to not necessarily give a handout, but a hand up to disadvantaged women behind you, and pull up a seat at the table,” shares Christi Beca, founder of Christi Beca Realty and Flower Mound Women in Business. Christi built her nonprofit at the same time as building her #realtor business, all while being a single mom. Today, Christi joins host Stefan Whitwell to talk about her journey as a serial entrepreneur and #girlboss, the gift of giving back by uplifting disadvantaged wome...
2023-05-0249 minCELEBRATE Like a CEO!Ep 4: Interview with Robert Nitsche“My dad taught me a long time ago to find those people that are really great at what they do and learn from them,” shares Robert Nitsche, CEO of The Nitsche Group, an independent insurance agency operating in Texas since 1949. Robert took his first steps in the office of his family’s business where he is now the CEO. Although as a child he did not think he wanted to take over the family business, he discovered a talent and passion for the work along the way. Today, Robert joins host Stefan Whitwell to talk about the lessons he learne...
2023-04-2443 minCELEBRATE Like a CEO!Ep 3: Interview with Jungmin Kang“People build this parasocial relationship with influencers that they love, and they feel connected to them. And I want to be that teen entrepreneur who can become like that friend or that parent figure if they want to start their own businesses and they don't have anyone who's supporting them right now,” explains Jungmin Kang, teen entrepreneur, CEO and founder of SnoopSlimes, an enormously successful designer slime company based in Austin, TX. After starting her own company at just 13 years old, this girl boss and slime enthusiast hopes to inspire other teens to go after their dreams. Today, Jungmin join...
2023-04-0331 minCELEBRATE Like a CEO!Ep 2: Interview with Carrie Colbert“We're going to be better business people when we take better care of ourselves as well. So it's not necessarily just a selfish thing either. We’re better for our families, our communities, and our businesses when we're in a better condition ourselves,” explains Carrie Colbert, founder of Curate Capital, a venture capital investment business that funds women-owned businesses around the world. As a female founder herself, Carrie is no stranger to the unique challenges facing women-owned businesses. Today, she joins host Stefan Whitwell to talk about venture investing, the value of positive recognition, and the importance of self-care.
...
2023-03-2747 minCELEBRATE Like a CEO!Ep 1: Interview with Jay B Sauceda, Entrepreneur“Start a business, and just start asking for help. You can get there a lot faster than what I think a lot of other people can or do, who tend to be more closed and guarded in their approach,” says Jay B Sauceda, entrepreneur-in-residence with Salt Box and former CEO of Sauceda Industries. Today, he joins host Stefan Whitwell to talk about the lessons he has learned along his entrepreneurial journey from how to celebrate your human capital to the importance of saying thank you.
Jay B focuses on building Texas culture into his businesses with...
2023-03-2245 minCELEBRATE Like a CEO!Trailer“Celebration is the key to success without burnout,” shares Stefan Whitwell, CEO of Whitwell and Company, a nationwide investment and tax planning firm. Tune into Celebrate Like a CEO podcast hosted by Stefan every Monday for conversations with some of the best, brightest business owners and CEOs in the country. Learn what it takes to run a successful business without burning out by taking the time to appreciate those around you and finding everyday wins to celebrate.
Connect with Stefan:
https://whitwelladvisors.com/
https://www.facebook.com/ActionDaddy
https://www.linkedin.com/in/whitwel...
2023-02-1302 min
Changing Reality Channeling Our Inner Creativity and Curiousity ft. Stefan Whitwell, Founder and Chief Investment Officer at Whitwell & CoThis week, we are having Stefan Whitwell, the Founder & Chief Investment Officer at Whitwell & Co. Learn from his phenomenal journey that took him across the world and up the ladder of the finance industry.
2022-09-011h 10