Winged & Ready
27 episodes - English - Latest episode: almost 3 years ago - ★★★★★ - 4 ratingsUsing real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).
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Episodes
Oona Rokyta -"Talk About a Revolution"- WARP28
August 02, 2021 23:00 - 37 minutes - 25.9 MBWhen trying to work as a freelancer herself, Oona found the world of financial accounts and taxes too clunky and confusing to navigate with ease. So what did she do?! Revolutionize freelance banking by co-founding Lance, enabling freelancers to have "a bank account that pays your taxes, automates your savings, and sends you a paycheck!" Her journey is one of wanting to relieve the burden for anyone with a side hustle, passion or making it in the gig-economy, and it stems from her own pers...
Eva Yazhari -"Stay Conscious!"- WARP027
May 25, 2021 16:00 - 43 minutes - 29.9 MBWondering what it means to be a conscious investor? Eva Yazhari joins me on Winged & Ready to talk about her new book "The Good Your Money Can Do" as well as her personal journey that brought her to impact investing and beyond! Self described as one who thrives on growth, curiosity and solving problems with creative solutions, she gracefully walks through how aligning values and leveling the playing field is at the core of her tenets. I hope you enjoy this easy, yet passionate, conversati...
Tracy Holland -"Powerhouse!"- WARP026
March 06, 2021 22:00 - 33 minutes - 23.2 MBGuest Tracy Holland shows her high-vibe side and digs into what female entrepreneurs need to level-up and hit their milestones - collective wisdom! Her humor, grace and buy-in around share-to-build without sacrifice are quite potent. Plus, she likes a good chicken trade! She is a leading innovator in the beauty and wellness industry. As the co-founder and CEO of HATCHBEAUTY Brands, she has built an international reputation as a curator of successful brands with a focus on new brand devel...
Matthew Kerzner -"Excellent!"-WARP025
February 09, 2021 20:00 - 29 minutes - 20.6 MBGuest Matthew Kerzner is a specialist in working with family- and closely held- businesses. With trillions of dollars being passed from one generation to the next in coming years and most family businesses having a shelf life of roughly 25 years, prioritizing a transition plan is of utmost importance. Matt walks us through the why's of transition planning and how it not only helps achieve success when monetizing, but also when just starting out! Matthew Kerzner is a Director in the Cen...
Allison Rosenzweig- "Sign Here"- WARP023
December 30, 2020 22:00 - 26 minutes - 18.4 MBWhether you are starting a business or selling one, you will want to go on this journey with guest Allison Rosenzweig of Offit Kurman. Recently named as a Best Lawyer: One to Watch in 2021, she easily weaves us through the many important aspects of legal structures and contracts to make a new business venture or an exit a more successful experience and less prone to risk. A wonderful example of how a little advice can go a long way and another fantastic dive into the legal world. Alliso...
Nkrumah Pierre, business in virtual reality - "Who's The Master" - WARP022
December 29, 2020 19:00 - 29 minutes - 20.1 MBAs the length of Covid, variety of shutdowns, quarantine and literal stillness does not relent; I decided it was important for me to host my dear friend Nkrumah Pierre as a Winged & Ready guest. Not only does Nkrumah facilitate business deals, act as a career catalyst and truly hold the seat of Master Connector, he has also become the go-to for how to conduct business in a virtual environment. A connector and getting-it-done-savant, Nkrumah will take us through every level of why you need ...
Patrick McCloskey, Legal Part 2- "Private I" -WARP021
November 12, 2020 17:00 - 26 minutes - 18.4 MBMy guest, Patrick McCloskey, and I will dig into the securities laws that govern private investments and how they impact investors and founders. Patrick has over 20 years of experience as a corporate attorney at AmLaw firms. He has represented clients in a broad range of transactional matters, including corporate formations, private securities offerings, joint ventures, secured and unsecured debt financings, mergers & acquisitions and similar business combination and sale transactions. ...
Richard Weaver, Selling a Business- "Should I Stay or Should I Go?" - WARP020
October 07, 2020 23:00 - 22 minutes - 15.3 MBMy guest, Richard Weaver helps business owners maximize wealth when selling their business in any environment. We discuss how a low business valuation today could be optimal for exit strategy planning. Whether you are contemplating a partial or full sale of your business, or are currently in the midst of a sale transaction, Richard walks us through crucial planning items so you can pre-experience decisions, maximize wealth and optimize a transaction. Bernstein Business Owners Blog Richa...
Jonathan Golub, Legal Part 1- "Private Equity"- WARP019
October 07, 2020 15:00 - 34 minutes - 24 MBPart I of a two-part legal series: in this episode Jonathan walks us through the nuts and bolts of private equity funds and why some families are getting into the game of having their own venture capital arm. Jonathan advises hedge funds, private equity funds, venture capital funds, and other pooled investment vehicles and their managers on all aspects of fund formation, operations and regulatory compliance. Jonathan Golub Disclosure Note to All Readers: The information presented and opin...
401K Fireside Chat -"Look to the Horizon!" - WARP018
August 17, 2020 13:00 - 31 minutes - 21.4 MBThis episode packs a punch with a cadre of retirement plan professionals ready to help any plan sponsor and investment committee tackle the pressing issues of being a fiduciary and what needs to be considered in today's environment. Our guests come from defined contribution specialists and span key elements of a successful solution, like plan administration, ERISA and DOL guidance, and investment advisory. If you are curious about current 401(K) trends, financial wellness programs, and emp...
Neil Katz -"It's Complicated"- WARP017
May 29, 2020 20:00 - 35 minutes - 24.3 MBKeeping our planning train rolling here on Winged & Ready this episode pulls in a tremendous resource in the realm of tax law. Neil is a go-to for complicated strategic planning from complex estate plans to negotiation and representation in the sale or acquisition of business interests. He's the Managing Partner of Katz Chwat, PC and serves as lead attorney for the firm’s estate planning matters, as well as tax controversy and planning, corporate sales and acquisitions, and business planni...
Anne Bucciarelli -"Heart & Soul"- WARP016
May 01, 2020 14:00 - 29 minutes - 20 MBWe continue to access the resources of Bernstein with our guest Anne Bucciarelli who dove tales off of Tom's very technical advice by explaining to us why getting to the heart of the matter can unlock great value. This is part two of planning strategies for business owners and their families, and is a walk on the soft-side. Anne takes us through how we can use this time together as families to learn or deepen our understanding around how we use money to reflect our individual and family va...
Tom Pauloski -"Get What You Need"- WARP015
April 28, 2020 21:00 - 25 minutes - 17.7 MBA first for Winged & Ready where we access the resources of Bernstein to dig into some unique and timely wealth transfer strategies for business owners. When the world is upside down, we want to make it right side up, and our guest Tom Pauloski does just that for us. He explains why selling a portion of your business into a trust is your best bet in today's environment and why it is unique to now. This is part one of planning strategies for business owners and their families. questions: ...
Lauren & Nico -"Caliente as &#%!"- WARP014
March 04, 2020 00:00 - 42 minutes - 29.5 MBHear how a private equity guy and creative goddess co-founded a fast growing hot sauce company while starting a family of their own. Yes, Señor Lechuga is absolutely a unique blend of flavors, but the company is a perfect pairing of principles, gut-instinct, institutional drive, and serendipity! Listen in on this, literally, hot story to pick up a few nuggets on what it takes to get started in the food & beverage space in NY. Unable to find a clean hot sauce that satisfied his desire for ...
Mohammad Usman -"All Star"- WARP013
December 20, 2019 21:00 - 25 minutes - 17.7 MBMohammad Usman founded Equinox International Brands a few short years ago and through a keen sense of business savvy, willingness to take risks and narrow focus he grew over 3000% to nearly $20 million in revenues in four short years. From flying to China blind to the road ahead of him to digging into analytics- Mohammad calmly takes us through his business building journey and highlights the importance of an all star team and patience! Equinox International Brands Disclosure Note to All...
Lauren Dimet Waters -"Under the Influence"- WARP012
December 20, 2019 19:00 - 26 minutes - 18.5 MBLauren Dimer Waters was early to the blogging scene and certainly to the influencing one as well. Her charm is infectious and her determination is staggering. Teaching us we are never too old to dream and certainly never too old to start a new gig! Knowing what she doesn't know and loving herself in her own skin are her template for success but she will also walk s through how networking had morphed and many companies completely miss very viable consumer channels altogether. Have fun lis...
Bob Stricoff -"Defense!"- WARP011
October 10, 2019 18:00 - 28 minutes - 19.5 MBDid you know the lunar module, many fighter jets and much more was made here in Long Island!? Well, if you didn't Bob Stricoff of ADDAPT will tell us a little bit more and why our economy is prime to be a hub for Aerospace, Defense and Technology. ADDAPT was formed in 1991 as a response to significant reductions in defense spending by the Federal Government. It was originally organized as an alliance of technology based aerospace and defense companies located throughout the state of New ...
Jerritt Gluck -"The Zone"- WARP010
October 09, 2019 20:00 - 47 minutes - 32.5 MBJerritt Gluck, MFBA, has been in hundreds of steam heated apartment buildings while conducting energy audits and certifications. But, while he is an exceptional engineer he is also a very interesting entrepreneur! He is incubating Bonded Energy Solutions with a bootstrapping mentality and will share with us his musings on why you need skin in the game, intimately know your industry drivers and ask yourself "am I selling to pleasure or pain?" Gluck, working with Lazslo Osher, a Software En...
Dan Nadav - "Power to the people!" - WARP009
September 25, 2019 15:00 - 27 minutes - 18.6 MBDan Nadav is the CEO of Enviro Power, a firm that is revolutionizing clean energy and our standard heating system -the boiler- to be a power house of electricity generation and back-up power! Dan discusses with us not only the potential benefit of the SmartWatt boiler, but also the humanity of what it can bring to so many people who may otherwise struggle in cold months for heat. He tells us about the importance of going in "one direction" and not diluting efforts, product or even segments...
Tinia Pina - "Hydroponic Warrior" - WARP008
September 13, 2019 20:00 - 29 minutes - 20.5 MBTinia Pina is a fearless founder! Despite not being a scientist, when Tinia saw a lack of nutritional food options for kids combined with an awareness that New York City was spending around $33 million dollars each year to export its organic waste she felt the need to find an answer. The systemic issues in the United States - the large volumes of food waste generated and the affordability of organically grown produce needed to be addressed and what she came up with could provide one solut...
Mia Vissichelli - "Do it now!" - WARP007
August 15, 2019 15:00 - 21 minutes - 14.9 MBMia is a millennial with a heck of a lot of hustle- she is a realtor with Douglas Elliman and has over $40mm in sales under her belt! Not one to sit still, she shares her formula she is using to grow her own business and, through reciprocity, helping others grow too. Plus she gives us a few tips on how to have a successful real estate transaction. Enjoy hearing how up and comers on Long Island prepare themselves for future growth! https://www.elliman.com/real-estate-agent/rental/mia-viss...
Sandra Busell - "Family Trust" - WARP006
August 04, 2019 15:00 - 39 minutes - 27 MBThis episode is loaded with amazing advice to protect your assets and that of your family! Listen from beginning to end and you basically have free counsel from a top-notch NY attorney. Sandra N. Busell is a Partner with Certilman Balin Adler & Hyman LLP, in the Trusts and Estates and Elder Law Practice Groups. She is also a Certified Public Accountant. While she advises clients on issues ranging from business succession to real estate, she also focuses on guardanships and trusts. So muc...
George Likourezos - "Use Protection" - WARP005
June 13, 2019 19:00 - 26 minutes - 18.2 MBGeorge has over 20 years of experience procuring IP protection for inventors, small businesses, universities and corporate clients, including many Fortune 500 companies. But, he also has a warmth and sense of humor that brings legalese into an understandable story allowing us all to come to our own ah-ha moments, then get it patented! After-all, if your idea is not patented then you don't have a business. Thanks George, for getting us Winged & Ready! If you have an idea that you would l...
Andy Blacker, Part 3 - "Shiny Objects" - WARP004
June 11, 2019 15:00 - 18 minutes - 8.45 MBAndy Blacker, CEO of Gifnote, joins us for a final time to discuss not being distracted by shiny objects and staying in your lane, as well as reviewing what resources are needed for a business to be viable and progress forward while having the oh-so-critical element of empathy at your core. Disclosure Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliat...
Stephanie Paradiso - "Loyalty" - WARP003
May 18, 2019 15:00 - 25 minutes - 11.9 MBStephanie is the epitome of a marketing genius and encapsulates all the excitement of what it means to be a millennial founder. She will run us through some marketing tactics and help us understand how to leverage metadata and hashtags. Steph has always been an entrepreneur having opened her first venture at the age of 22 and currently runs an internet-based skincare franchise in addition to coaching men and women on how to become business owners. Her verve is contagious so take notes and...
Andy Blacker, Part 2 - "Full Circle" - WARP002
May 03, 2019 22:00 - 29 minutes - 13.7 MBAndy Blacker, CEO of Gifnote, joins us again and digs more deeply into what he describe as his "full circle." Utilizing some fantastic stories he walks us down a few paths and touches on the importance of curation, having your entourage, and why humanity can make a tech -or any- company a success. Disclosure Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its a...
Andy Blacker, Part 1 - "Bite Sized" - WARP001
May 03, 2019 21:00 - 23 minutes - 10.8 MBAndy Blacker, CEO of Gifnote and serial entrepreneur, shares with us his key ingredients for success in business and what is a meaningful carry through to life. He begins to peel back the onion on how technology brings opinion and social expression away from being conversational to being response based. Peppered with humanity, his creativity shines through and analyzes the many new dimensions of social media. Disclosure Note to All Readers: The information presented and opinions expresse...