Shows
2/13 Strategic PartnersMonth in Review: August 2024Senior Financial Advisor, Ray Baraldi recaps August 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-09-0903 min2/13 Strategic PartnersMonth in Review: July 2024Senior Financial Advisor, Ray Baraldi recaps July 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-08-1204 min2/13 Strategic PartnersMonth in Review: June 2024Senior Financial Advisor, Ray Baraldi recaps June 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-07-1204 min2/13 Strategic PartnersMonth in Review: May 2024Senior Financial Advisor, Ray Baraldi recaps May 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-06-0704 min2/13 Strategic PartnersMonth in Review: April 2024Senior Financial Advisor, Ray Baraldi recaps April 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-05-1005 min2/13 Strategic PartnersMonth in Review: March 2024Senior Financial Advisor, Ray Baraldi recaps March 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-04-0904 min2/13 Strategic PartnersGreg Sarian on Bloomberg Radio: Surveillance (March 19, 2024)Listen to Greg Sarian on Bloomberg Radio: Surveillance interviewed by Paul Sweeney and Bailey Lipschultz.
2024-03-2106 min2/13 Strategic PartnersMonth in Review: February 2024Senior Financial Advisor, Ray Baraldi recaps February 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-03-0804 min2/13 Strategic PartnersMonth in Review: January 2024Senior Financial Advisor, Ray Baraldi recaps January 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2024-02-0904 min2/13 Strategic PartnersDecember 11, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of December 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-12-1903 min2/13 Strategic PartnersNovember 13, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of November 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-11-2004 min2/13 Strategic PartnersNovember 6, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of November 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-11-1304 min2/13 Strategic PartnersOctober 30, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of October 30, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-11-0304 min2/13 Strategic PartnersOctober 23, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of October 23, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-10-3004 min2/13 Strategic PartnersOctober 9, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of October 9, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-10-1601 min2/13 Strategic PartnersOctober 2, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of October 2, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-10-0903 min2/13 Strategic PartnersSeptember 25, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of September 25, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-10-0204 min2/13 Strategic PartnersSeptember 18, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of September 18, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-09-2505 min2/13 Strategic PartnersSeptember 11, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of September 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-09-1804 min2/13 Strategic PartnersSeptember 4, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of September 4, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-09-1305 min2/13 Strategic PartnersAugust 21, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of August 21, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-08-2904 min2/13 Strategic PartnersAugust 14, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of August 14, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-08-2104 min2/13 Strategic PartnersAugust 7, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of August 7, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-08-1405 min2/13 Strategic PartnersJuly 31, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of July 31, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-08-0704 min2/13 Strategic PartnersJuly 17, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of July 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-07-2107 min2/13 Strategic PartnersJune 19, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of June 19, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-06-2306 min2/13 Strategic PartnersJune 12, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of June 12, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-06-2006 min2/13 Strategic PartnersMay 29, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of May 29, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-06-0505 min2/13 Strategic PartnersMay 15, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of May 15, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-05-1905 min2/13 Strategic PartnersMay 8, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of May 8, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-05-1506 min2/13 Strategic PartnersMay 1, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of May 1, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-05-0805 min2/13 Strategic PartnersApril 17, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of April 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-04-2404 min2/13 Strategic PartnersApril 3, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of April 3, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-04-0605 min2/13 Strategic PartnersMarch 27, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of March 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-03-3105 min2/13 Strategic PartnersMarch 20, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of March 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-03-2405 min2/13 Strategic PartnersMarch 13, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of March 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-03-1704 min2/13 Strategic PartnersMarch 6, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of March 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-03-1005 min2/13 Strategic PartnersFebruary 27, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of February 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-03-0604 min2/13 Strategic PartnersFebruary 20, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of February 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-02-2704 min2/13 Strategic PartnersFebruary 13, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of February 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.
2023-02-2104 min2/13 Strategic PartnersFebruary 6, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of February 6, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-02-1404 min2/13 Strategic PartnersJanuary 30, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of January 30, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-02-0605 min2/13 Strategic PartnersJanuary 23, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of January 23, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-01-2704 min2/13 Strategic PartnersJanuary 16, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of January 16, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-01-2005 min2/13 Strategic PartnersJanuary 9, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of January 9, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-01-1205 min2/13 Strategic PartnersJanuary 2, 2023 Week in ReviewSenior Financial Advisor, Ray Baraldi recaps the week of January 2, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
2023-01-0606 min2/13 Strategic PartnersCreating an Ideal OutcomeIn this episode, Greg Sarian, CEO and founder of Sarian Strategic Partners, Tony Parisi, Managing Director at Strategic Exit Advisors, Kevin Wager, Sr. Financial Advisor at Sarian Strategic Partners, and Morgan Buswell, Communications Director of Sarian Strategic Partners, share key planning ideas and strategies for selling a company. They talk about understanding how a buyer will value your business and view risk as well as how to prepare your company for an optimal transaction. They also discuss how business owners should consider priorities related to employees and company culture/value fit, and the fundamentals of the deal. Listen for...2022-05-0944 min2/13 Strategic PartnersDemystifying Cryptocurrency WebinarIn this episode, Ray Baraldi, Senior Financial Advisor, and Maddie Rice, Investor Relations at Grayscale Investments talk about the cryptocurrency and the digital assets space. Maddie discusses what cryptocurrency is, its store value and investment possibilities and opportunities. She also talks about the products Grayscale offers.
What You Will Learn:
[02:37] What are digital assets
[04:21] Four key use cases for cryptocurrency
[06:21] Risks associated with cryptocurrency
[07:50] The various types of cap tokens
[10:32] Grayscale products and the ETF conversation process
[14:02] How to contact Maddie
[14:14] Q&A
Resources:
Visit our website: sarian.hightoweradvisors.co...2022-04-1425 min2/13 Strategic PartnersSarian Strategic Partners: 2022 Tax WebinarIn this episode, Greg Sarian, CEO and founder and Kevin Wager, Senior Finance Advisor and Jackie Himes, Tax Manager at Stephano Slack, share tax smart planning strategies to think about throughout the year to reduce your tax liabilities. They also discuss what changes occurred in 2021 and how it could affect taxpayers in 2022.
What You Will Learn:
[04:04] Meet Jackie Himes
[04:30] Tax changes in 2022
[09:24] The impact of the Build Back Better Plan
[12:48] Meet Kevin Wager
[12:58] Ideas to be tax smart with planning
[23:37] Things to do when there’s a spike in income
[33:08] 2022 Tax Planning White Paper
[33:54] Que...2022-02-2340 min
The Trade-OffEpisode 26 - Business School (Featuring Collin Wright) Part 2Collin Wright, MBA Candidate at The Wharton School, is back on this episode of The Trade-Off to check in on this grad school journey and shares his internship experience at Dick's Sporting Goods. For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners2021-11-2335 min2/13 Strategic PartnersSeven Planning Mistakes to Avoid Before a TransactionIn this episode, Greg Sarian, CEO and founder, Ray Baraldi, Senior Financial Advisor, and Morgan Buswell, Communications Director, discuss seven mistakes to avoid as your company enters a transaction, whether that’s an IPO, a sale, a merger or an acquisition. Listen as they share ideas to consider for a better outcome.
“You want to make sure you’re getting good advice, and the first thing I can’t emphasize strongly enough is start sooner than later.” -Greg Sarian [13:06]
“Running probability forecasting in our opinion is vital and almost the foundation for how you sh...2021-10-1434 min2/13 Strategic PartnersThe Importance of Business ValuationIn this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Scott Gabehart, Chief Valuation Officer at BizEquity, about the importance of having a sound and solid business valuation as a business approaches the pre-transaction financial planning process. Scott draws from his more than 30 years of experience in business valuation work to discuss reasons for needing and/or pursuing a business valuation. Scott and Greg also talk about how the COVID-19 pandemic has changed the process and/or the need.
What You Will Learn:
[01:10] Meet Scott
[01:51] What is Scott’s work lik...2021-10-0122 minThe Trade-OffEpisode 25- Mike CarlsonMidwest native and professional athlete, Mike Carlson joins The Trade-Off to share his story of playing basketball for the majority of his life and how he's worked to get to where he is today playing professionally over the past seven years. Mike currently plays in the Netherlands' BXNT League for Heroes Den Bosch and formerly was in Spain's ACB league (Acunsa GBC).Check out Mike on Instagram & Twitter: @mikeykaz05 For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us...2021-09-231h 15The Trade-OffEpisode 24 - Exploring a Career as a Financial AdvisorBrooke Levey, CFP® Financial Advisor & Director of Client Services at LCK Wealth Management joins this episode to discuss her career journey of becoming a financial advisor. Brooke shares valuable insight on what she has learned from past experiences as well as what a typical day can look like as a financial advisor. For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify2021-08-0332 min2/13 Strategic PartnersMistakes early stage companies make and how to avoid themIn this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Michael Poisel, Executive Director of PCI Ventures at University of Pennsylvania’s Penn Center for Innovation. Michael talks about a few mistakes and oversights that founders and executives of early stage companies make while Greg talks about the oversights that individual executives have made at a personal planning level. They both share what to do and ways to avoid them at the entity level.
“If you want to continue to grow your business, then you’re going to need to invest in your...2021-07-1419 min2/13 Strategic PartnersCreating the Right Mindset Towards the Close with Emily LuckingIn this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Emily Lucking, owner and founder of Power Center Coaching. They discuss how to create the right mindset as a founder or executive to lead and grow their company towards a transaction. Emily shares some of the challenges she has seen founders face during times of growth and her advice for when they hit a roadblock.
“Helping people to remember why they’re here, what the whole company’s mission is, how you’re changing lives can do wonders for your morale.” -Emily Luck...2021-06-2314 minThe Trade-OffEpisode 23 - The EnneagramOn this episode, Ray Baraldi and Morgan Buswell are joined by Jamie Ziegler, founder of JZ Coaching, Consulting Partner with Focus Consulting Group to discuss The Enneagram. The Enneagram is a useful guide on your journey towards self-development, relationship building, conflict resolution, and the improvement of team dynamics. Listen as Jamie breaks down the nine Enneagram types, tips to identify each type, and how to achieve the highest level of self-mastery. To learn more about The Enneagram (https://www.enneagraminstitute.com/type-descriptions)To learn more about Jamie Ziegler & JZ Coaching (http://www.jzacoaching.com/)"...2021-06-0848 min2/13 Strategic PartnersPre-Transaction Checklist with Jennifer HarttIn this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Jennifer Hartt, Director of Investments, Health & Digital Health at Ben Franklin Technology Partners. Jennifer oversees their life sciences portfolio and has closed over 150 investments. Jennifer talks about key issues to addressing your checklist at both an entity and personal level as you guide your company towards an event.
“Everyone founding a company and going through this should realize they will make mistakes. It’s not a game of perfection, but making sure that you get enough guidance along the way to help...2021-05-2429 minThe Trade-OffEpisode 22 - Wedding Season"WEDDING SZN." On this episode, Ray Baraldi & Morgan Buswell are joined by sisters, Tori Jackson & Emily Zander who share their experiences on getting married, planning for "the big day" and ironically tying the knot within months of each other. The group also shares stories about past weddings they've attended or have been a part of and ultimately how weddings can easily become an entire season. Listen for planning and budgeting tips!For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on...2021-05-0438 min2/13 Strategic PartnersPlanning Strategies to Reduce Risk When Approaching a TransactionIn this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Stephanie Hyde with PE Risk and Wayne Crowther from Odell Studner about risk management while a company moves through an event such as selling the company or going public. They discuss what to think about at the entity level to mitigate, control and manage risks as well as key planning strategies to reduce risks on the individual side.
“It’s really important that you think about having those insurances in place, what they’re going to cost you on an annual basis a...2021-04-2319 min2/13 Strategic PartnersThe Future of Social Security with Ray BaraldiIn this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the future of social security and what it means for financial planning.
“This isn’t going to be something that’s really top of mind here coming out of COVID and some other things that we’re going to see a change in the next three to five years. But certainly, in the 10 years or so, I think this is going to become much more talked about and we are likely to see some change there.”...2021-04-2316 minThe Trade-OffEpisode 21 - Pursuing a Career in Higher EducationKatie Piazza, Director of Administration & Finance at Penn's Institute of Immunology joins this episode of The Trade-Off to discuss her background and path to a career in higher education. For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-off on Spotify2021-04-2029 minThe Trade-OffEpisode 20 - Cryptocurrency: Fad or Forever?Matt Hougan, CIO at Bitwise Asset Managment shares a brief history of digital currencies, what he and his team are closely observing, and the outlook for digital currency as an asset class.For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-off on Spotify2021-03-3142 min2/13 Strategic PartnersGuiding Your Team Through a Transaction: Key issues founders & executives should consider on behalf of their team as they move the company to a sale or IPOIn this episode, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Marcia Zaruba-O’Connor, CEO and founder of The O'Connor Group, about guiding your team as your company moves towards an event like a sale or initial public offering (IPO). They share some key issues that founders and executives need to think about well in advance of that transition. Listen as they discuss what important things the company should do at an entity level and how to educate the team at a personal level.
“You need to have a good communication plan about...2021-03-2223 minThe Trade-OffEpisode 19 - High Risk, High Reward?Chief Investment Officer, Jeremiah Riethmiller & Senior Financial Advisor, Ray Baraldi talk: where markets are headed with increased volatility, disruptive innovation themes for the short and long term, cryptocurrency exposure, measuring risk-reward, and investing "FOMO".For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartnersSubscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify2021-03-1129 min2/13 Strategic PartnersThe Importance of Pre-Transaction Planning with Sarah DjamshidiIn this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Sarah Djamshidi, President and Managing Partner at Speedshift Advisors, about pre-transaction planning or exit planning. They discuss why a thoughtful plan is key for a successful outcome and some things to consider that will make a difference at the closing table. Sarah also shares some outcomes she has seen helping over 200 companies as an exit planning advisor for almost 20 years.
“Know your end game. And what I mean by that is, at a company level, is...2021-02-1731 min2/13 Strategic PartnersGoing public through IPO process with Ray BaraldiIn this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the initial public offering (IPO) process. One trend that has occurred despite the COVID-19 pandemic is that a number of companies have gone public with IPOs. Greg and Ray both discuss important things for executives to consider before, during and after their company goes through the process.
“I think the biggest thing on executives’ minds is taxes.” -Ray Baraldi [09:53]
“What we always advise our clients is the bes...2021-01-1922 minThe Trade-OffEpisode 18 - Bonds & Da BearsChicago native and Hightower’s Head of Fixed Income & Portfolio Manager, Lee Majkrzak joins The Trade-Off to talk bonds and how investors can be thinking about them. Lee also shares with Ray Baraldi and Jeremiah Riethmiller his typical day-to-day as well as former experience on the Chicago Board Options Exchange (CBOE) trading floor.(*Note: this conversation was recorded pre-Chicago Bears' 21-9 loss to the New Orleans Saints in NFC wild-card game; our thoughts go out to Lee and all other Bears fans.)For more information, email us at ssp@hightoweradvisors.com or visit our website: sa...2021-01-1236 min
The Trade-OffEpisode 17 - ESG, SRI & Impact InvestingOn this episode of The Trade-Off, Jeremiah Riethmiller and Ray Baraldi discuss ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing), and Impact Investing. What's the difference? How can investors incorporate personal views into investment decisions? How are companies adapting to become more socially conscious? What's ahead for ESG & SRI long term?For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners2020-12-2923 minThe Trade-OffEpisode 16 - The Life of a Portfolio Manager, The Year Ahead for Markets & Senate RunoffHightower Portfolio Manager, Joe Klein joins The Trade-Off as he and Ray Baraldi discuss what a typical day looks like as a PM, what could be in store for the markets in 2021, and the Senate runoff elections. For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners2020-12-1539 min2/13 Strategic PartnersKey Pre-Transaction Planning Strategies During Challenging TimesAs the economy continues to recover from the effects of the slowdown of the COVID-19, we are observing our national debt exceed record levels. In a slower growth environment, founders and executives of early stage, growing companies may need to be more thoughtful and resourceful as they position themselves and their companies for a transaction. In this episode of the Sarian Strategic Partners Podcast, Greg Sarian CFP, CEO & Founder at Sarian Strategic Partners speaks with Ken Taormina about pre-transaction strategies to consider during challenging times.
Ken is the President and Founder of Cortland Advisors LLC and was...2020-12-1422 minThe Trade-OffEpisode 15 - The Path of Becoming an EntrepreneurKeith DiMarino, CEO & Founder of DocuVault Delaware Valley joins The Trade-Off to share his story of becoming an entrepreneur.For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners2020-11-2434 minThe Trade-OffEpisode 14 - Business School 101Collin Wright, MBA Candidate at The Wharton School, joins Ray Baraldi on this episode of The Trade-Off to share his experience and thought process of making the decision to pursue his MBA.For more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners2020-11-1043 min2/13 Strategic PartnersTax Planning in a Potential Tax Rate IncreaseIn this episode, Greg Sarian CFP, CEO & Founder at Sarian Strategic Partners speaks with Lisa McLemore CPA, Tax Principal at RSM about the potential increase in tax rates and how that will affect tax planning for both executives and business owners. She shares some tips on how business owners should plan their taxes for 2020 and forward.
Listen in to learn some strategies on how to minimize tax impact for both people building first-generation wealth or multigenerational wealth.
What you will learn:
[1:39] How people are going to accelerate tax income while holding deductions for 2021 and...2020-11-0315 minThe Trade-OffEpisode 13 - Work from Home...Work from Anywhere? Travel Bans, Mail-in Voting, Big Ten FootballOn this episode of The Trade-Off the team talks:•Unemployment/Shift in Living Situations•Work from Home...Work from Anywhere?•Travel Bans•The Reopening Process & The Markets•Mail-In Voting•College "Big Ten" FootballFor more information, email us at ssp@hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook and LinkedIn @SarianStrategicPartners Subscribe to The Trade-Off on Apple PodcastsFollow The Trade-Off on Spotify2020-09-2329 minThe Trade-OffEpisode 12 - Election Season, Equity Highs & GoldJeremiah Riethmiller caught up with Joe Klein, Portfolio Manager on Hightower’s OCIO team to discuss the upcoming presidential election from an investor standpoint, equities, earnings, precious metals and how the market is reacting to COVID-19 differently than other crises.Subscribe for upcoming episodes!For more information, visit our team website: www.sarian.hightoweradvisors.comFollow us on Twitter @SarianStrategicFollow us on Facebook and LinkedIn @SarianStrategicPartners2020-08-2726 minThe Trade-OffEpisode 10 - Barstool Day Trading & Where are we now?Hightower's Head of Investment Strategy, Matt Harris joins Ray Baraldi, Jeremiah Riethmiller and Morgan Buswell to talk Barstool Day Trading...the power of "#DDTG" and recap the last few months of navigating through the pandemic but more importantly where we are now. For more information, visit our team website: hightoweradvisors.com/sarianFollow us on Twitter @SarianStrategicFollow us on Facebook and LinkedIn @SarianStrategicPartners2020-06-2339 min