Family Money Podcast
8 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 4 ratingsThe Family Money Podcast, hosted by Rick Thomas, is a broad-based discussion of challenges and opportunities faced by multi-generational family businesses. The podcast's goal is to provide valuable discussions that will help these businesses and others better navigate the often complex but significant legacies that multi-gen businesses can have on the owners, employees, and communities.
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Episodes
Season 1 Highlights and Recap with Brandon Laws
December 10, 2021 16:29 - 38 minutes - 54.2 MBIn this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode. Sponsors: First Generation Advisors & First Generation Financial
K-Curve Case Study with Branko Culo
October 04, 2021 15:42 - 40 minutes - 56.6 MBIn this episode of the Family Money Podcast, Rick Thomas chats with Branko Culo, of Express Professional Employers and Specialized Recruiting Group franchises in Edmonton, Alberta. You'll hear how Branko's business adapted to the pandemic and how they're planning for the future. Sponsors: First Generation Advisors & First Generation Financial
Taylor Gentry on What Drives the Most Value in Business Transactions
August 03, 2021 16:00 - 47 minutes - 67.3 MBIn this episode, you'll hear from Taylor Gentry of Endeavor Capital, a private equity firm in Portland, Oregon. Taylor shares valuation drivers that lead to successful exits in the SMB space. And for those contemplating exits from their business, or perhaps going through it currently, this is an informative discussion on what buyers are truly looking for and what drives value, and how the business operates within its market. Links/Resources: Endeavour Capital Connect with Taylor Gentry ...
K-Curve Case Study: Founder of Lark and Fir Realty Chylese Austin on Growing During the Pandemic
July 11, 2021 21:58 - 41 minutes - 58.4 MBWhere some businesses struggled during the pandemic, Chylese Austin and Lark and Fir Realty grew from one broker to 12 during the pandemic. How did she and her team do it? Hear how in this exclusive K-Curve Case Study with Chylese Austin. Resources/Links Mentioned in this episode: The K-Curve and the Value of Frameworks Lark + Fir Realty Sponsors: First Generation Advisors & First Generation Financial
K-Curve Case Study: Gary Mortensen of Stoller Wine Group on overcoming obstacles during the pandemic
May 08, 2021 22:06 - 55 minutes - 77.9 MBVery few leaders will experience the amount of adversity and business obstacles as Gary Mortensen, President of Stoller Wine Group, experienced in 2020/2021 during the pandemic. In this exclusive K-curve case study, you'll hear how Gary and his team at Stoller Wine Group pivoted, invested in various parts of the business, and worked through challenge after challenge related to the pandemic and Oregon wildfires. Resources/Links Mentioned in this episode: The K-Curve and the Value of F...
K-Curve Case Study: Aaron Crowley on Navigating the Pandemic
April 14, 2021 20:39 - 44 minutes - 62.1 MBLike many businesses early in the pandemic, Aaron Crowley's granite and quartz business was hammered. But they navigated it and came out on top by adapting and changing with the market landscape. Don't miss this incredible K-curve case study with Aaron Crowley. Resources/Links Mentioned in this episode: The K-Curve and the Value of Frameworks Sponsors: First Generation Advisors & First Generation Financial
401(k) 411
April 14, 2021 19:53 - 50 minutes - 70.8 MBHow do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm. I found Eric and Bonie to be really refreshing in demystifying th...
Your Relationship With Money
April 09, 2021 22:54 - 32 minutes - 46.8 MBWhy is our relationship with money so mysterious? In the inaugural episode of the Family Money Podcast, I'm joined by my younger sister, Yolanda Christenson, for a discussion about money and our relationship with it. For most of us, we have an emotional reaction to money--spending it, investing it, or planning for retirement. In this episode, we'll clear the noise and get to the heart of the relationship we have with money. Resources/Links Mentioned in this Episode: The Psychology of ...