Everything Money
24 episodes - English - Latest episode: almost 3 years ago -Hightower Bethesda helps clients optimize their wealth, protect their hard-earned legacies and pursue their passions.
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Episodes
Military Divorce with Kate Reese
September 23, 2021 13:06 - 35 minutes - 80.7 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Kate Reese about military divorce, addressing anyone who is considering or going through a divorce that includes someone who is or has been a member of the military. They discuss things to consider such as the documents and resources you’ll need to collect and how to approach the division of assets. “You just pick your battles. Run the numbers and see what the numbers look like… It’s just a ch...
Mid-year check in with Mike Zoller
August 25, 2021 06:04 - 31 minutes - 71.7 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Mike Zoller, Senior Investment Analysis for Hightower Bethesda. Mike and Leah conduct a mid-year check in, focusing on higher economic data and provide an update on the COVID-19 pandemic, both domestically and internationally. They talk about broad macro indicators, the U.S. stimulus and international markets, and they also address the topic of inflation. “One thing I really want to emphasize ...
Understanding Maryland 529 with Michelle Winner
July 21, 2021 21:07 - 31 minutes - 71.4 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michelle Winner, Director of Marketing for Maryland 529 plan, about using a 529 plan as a savings and investment plan for college costs specific to Maryland. They answer commonly asked questions about these types of plans. “Adults can use the plan too. For example, maybe your child doesn’t need the money, but perhaps you want to go back to school. You could use the funds yourself to pay for your ...
Financial Implications During A Divorce When the Woman is the Primary Bread Winner with Heather Hostetter
June 29, 2021 06:00 - 44 minutes - 101 MBMeet Heather Hostetter, she is a family law attorney located in Bethesda Maryland with a long list of awards and a partner at Hostetter Strent. This is a domestic relations law that deals with divorce, property distribution, alimony, custody, and child support. In this episode, Leah speaks with Heather about the process of property distribution during a divorce primarily with alimony and child support when the woman is the main breadwinner. Listen in to learn the difference between alimony...
Cryptocurrency with Michael Sonnenshein
June 03, 2021 21:37 - 37 minutes - 84.8 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michael Sonnenshein, CEO of Grayscale Investments, the world largest digital currency asset manager. Michael oversees the strategic director and growth of the business and maintains relationships with key stakeholders. Michael talks about cryptocurrency, what it is, why it’s a polarizing topic and the rationale for owning it. He explains the differences between cryptocurrencies and how it can fit int...
An introduction to hedge funds with Jeff Vale
May 19, 2021 06:00 - 39 minutes - 91.2 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeff Vale, founding partner and chief investment officer at Infinity Capital Partners. They provide an introduction to hedge funds, what they are and how they can be incorporated into an investor’s portfolio. They also discuss the media’s portrayal of hedge funds. “Hedge funds are actually a good thing if they’re run correctly. Due diligence is key. You definitely have to do your work and find th...
30 Years as an Entrepreneur in Non-Profit Video Production with Robin Smith
May 05, 2021 06:01 - 34 minutes - 78.1 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Robin Smith, founder and president of Video/Action, a non-profit dedicated to providing voices for the underserved and voiceless. Robin talks about why she started Video/Action when she was 40 years old. She shares her story, the lessons she’s learned along the way during her 30 years in business and her second act in impact producing. “Another gift that you need to give yourself if you’re an ent...
Recent market bottoms with Brian LoDestro
April 21, 2021 06:00 - 40 minutes - 93.2 MBIn this episode, we speak with Brian LoDestro, a senior portfolio strategist from Prudential Financial, about the most recent market bottoms and what’s going on in the fixed income market. He discusses how the market is different than what we’ve seen over the course of the past few weeks. He provides insight on how we got to the bottom of the markets on March 23, where we are today and where he thinks we will be over the next several months. “Because we will get back to the economy of 20...
The use of alternatives with Stephen Rosen
April 07, 2021 15:19 - 35 minutes - 82.4 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Stephen Rosen, Managing Director and Partner at Hightower Bethesda. Stephen provides perspective on the use of alternatives which he refers to as the “third leg of the stool” in addition to equity and bonds. Listen as he shares what people need to know when investing in alternatives. “Patience is a virtue. And sometimes people are reluctant to be patient. Sometimes people are reluctant to maybe h...
Is Amicable Divorce Possible w/ Regina DeMeoDivorce
March 17, 2021 15:31 - 27 minutes - 31.9 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Regina DeMeo, a family law attorney. Regina has worked with family law issues for 22 years, serving her clients to make divorce easier and more cost-effective as they work towards a resolution. She shares what an amicable divorce looks like and the difference between mediation and a collaborative approach. She also discusses how the COVID-19 pandemic has affected the process. “If you can’t sit in...
Current Tax Code Changes and Opportunities for Tax Planning w/ Louis Ruebelmann
March 03, 2021 06:01 - 32 minutes - 37 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Louis Ruebelmann, a CPA and CFF at Mendelson & Mendelson about recent and upcoming tax changes and opportunities to help with tax planning. Louis has worked with individuals and businesses in tax planning since the 1970s. He shares guidance in regards to the Paycheck Protection Program (PPP) loan and the stimulus checks that provided financial relief during the COVID-19 pandemic. He also discusses th...
The Process of Pension Property Division During Divorce for Federal Employees
February 17, 2021 07:51 - 34 minutes - 40 MBThis episode was previously released in 2020, but we wanted to rerelease this episode coinciding with Jessica Markham's book release of, Representing Federal Employees and Their Spouses, a Practical Guide. ----more---- Meet Jessica Markham, a family lawyer that practices in Maryland and Washington DC. She has many honors and awards to her and her firm’s credit including best lawyer in America and the best divorce attorney in the Bethesda area. She started her law firm about 5 years ago and...
2021 Year Projections with Michael Zoller, Senior Investment Analyst for Hightower Bethesda
February 03, 2021 06:25 - 27 minutes - 30.9 MBIn this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michael Zoller, Senior Investment Analyst for Hightower Bethesda, about financial projections for 2021. Every year, the company lists 10 investment themes in January. Michael shares his thoughts on these themes and his forecast of what the economic recovery will look like after a year of the COVID-19 pandemic and the 2020 Presidential election that resulted with a new administration. “With this p...
Defined Benefit Plans: A Retirement Plan Every Small Business Owner with No Employees Should Have
January 22, 2021 14:19 - 42 minutes - 48.6 MBIn this episode of the Hightower Bethesda podcast, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Philip Pirio, Senior Plan Design Consultant for Dedicated Defined Benefit Services about defined benefit plans for business owners with no employees and 1099 income. Listen to how these plans are a great way to maximize retirement savings and minimize taxes. Phil discusses these plans with real world examples, what to keep in mind when setting one up and what happens...
Tax Changes What You Should Be Thinking About
January 08, 2021 06:00 - 32 minutes - 37.2 MBIn this episode of the Hightower Bethesda podcast, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeffrey Gershen, from Aronson’s Tax Services Group, about potential changes under President Joe Biden’s upcoming administration. Jeffrey is a CPA that focuses on serving business owners and specializes in tax compliance, business planning and consulting. He discusses potential changes that might be in the pipeline with Biden’s proposed plans and mentions a few concer...
Women + Finances with Jordann Andrusiak
November 13, 2020 19:22 - 32 minutes - 37.8 MBOn one hand, women are earning more, they’re more dominant in terms of controlling household spending, and they’re becoming more interested in finance. On the other hand, only 15% of financial advisors are women… so how do we address this gap? In this episode of the Hightower Bethesda Podcast, Leah Jones, Director of Financial Planning at Hightower Bethesda speaks with fellow female financial advisor within the Hightower umbrella, Jordann Andrusiak. Jordann works for a team called Synergy C...
Market Outlook 2020 Getting Past the Elections & Beyond
October 29, 2020 19:30 - 29 minutes - 34 MBA look at the disconnect between the market and economy now and a look at what’s potentially in store for the market over the next few years. [1:10] Why the disconnect between the stock market and the economy? [4:29] 3 market outlooks with milestones for key factors on progress and timeframes associated with those stages, Act 1 now through the election – unlocking uncertainty [9:57] Don’t let negative political sentiment cause you to miss out on returns [11:14] Act 1 continued, remov...
Financial Literacy and Transparency in Marriage and Divorce
September 25, 2020 20:21 - 30 minutes - 34.5 MBMeet Meg McKenny, the former founding partner of Delaney McKinney and recently founded McKinney Figini. She has over 27 years of experience practicing family law and is sought after for her negotiations, trial skills, and has made integrity and reliability central facets of her legal practice. In this episode, Leah is joined by Meg McKinney as she explores the topic of financial literacy and transparency in marriage and divorce. She dives deep into the process she as a family lawyer takes c...
Jessica Markham: Learning to Run A Law Firm as a Business
July 28, 2020 17:38 - 35 minutes - 87.3 MBMeet Jessica Markham, the managing attorney at Markham law, a law firm based in Bethesda. She started her business in 2015 as a solo practitioner and now has 7 attorneys on staff. Both she and her firm have been named best lawyers in America. In this episode of the Women Business Owner Series, Leah speaks with Jessica as she shares her journey from an employee to a law firm business owner. Listen in to learn how Jessica runs her business with a passion and creating an environment where t...
The Effects of The Coronavirus on Divorce Cases and Processes with Erin Kopelman
June 02, 2020 06:31 - 32 minutes - 65.6 MBMeet Erin Kopelman, a principal at Lerch, Early & Brewer in Bethesda Maryland. She overall deals with domestic relations and family law. In this episode, Leah speaks with Erin on the effects of the COVID-19 on divorce processes both in and out of court. Listen in to learn what factors you should consider before filing for a divorce if you had planned to. You will also learn how you can ensure the safety of your children to keep in line with the court’s guidelines while working as both pare...
Sarah Djamshidi: Starting a Business as a Way to Solve an Existing Problem
May 08, 2020 19:04 - 24 minutes - 56.5 MBIn this episode of the Women Business Owner Series, Leah speaks with Sarah Djamshidi, the president and managing partner at Speedshift Advisors. She has already advised more than 30 lower-to-middle market companies and tech startups within her firm. Sarah shares how her passion for helping business owners strategize their exit led her to start her own business. Listen in to hear tips that Sarah gives to women who want to take that rip of faith and start their own business. “You do need a ...
Brian Lodestro: How the COVID-19 has Affected the Fixed Income World
April 29, 2020 18:58 - 43 minutes - 104 MBMeet Brian LoDestro, the senior portfolio strategist at Prudential Investment Management. He has 27 years of experience as an investment professional. In this episode, Stephen talks with Brian on how the recent COVID-19 pandemic has affected the fixed income world. He shares how different financial sectors are going to change in the coming months or years as compared to how they were in the last few years. “Interest rates are simply the price of money when you have more borrowers than lend...
Sarah Djamshidi: How to Have a Successful Exit Strategy for Your Business.
April 19, 2020 22:33 - 33 minutes - 77 MBMeet Sarah Djamshidi, the owner of Speedshift Advisors. She is an exit strategy advisor and licensed banker who works with clients to obtain a successful exit strategy as defined by what’s really important to them. She has been doing this for over 2 decades and has worked with over 200 companies and has even testified in the US senate over small business issues. In this episode, Leah speaks with Sarah on the importance of business owners having an exit plan in place. Listen in to learn why...
The Premiere Episode of the HighTower Bethesda Podcast
April 18, 2020 19:31 - 8 minutes - 19.8 MBMeet Stephen Rosen the managing director and founding partner and Leah Jones, the director of financial planning at HighTower Bethesda. In this premiere episode, Leah and Stephen explain who HighTower Bethesda is, what they do, and the purpose of starting two podcasts. They share what is to be expected in the podcasts going forward. “Our goal with this podcast is to provide insightful content and make an impact in people’s lives through relevant content.”- Leah Jones Key points: Get to ...