Speaking with Steph

This week Stephanie Rodin chats with her guest,  Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance.  In this episode, we discuss: How Leonard became a financial advisor The importance of financial planning starting from the end of medical school or early residency. When...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about patient consent forms. In this episode, we discuss: Reviewing and updating patient consent forms annually with guidance from professionals like attorneys or financial advisors to ensure compliance and accuracy. What a comprehensive consent form should cover from a legal perspective. How...

This week Stephanie Rodin chats with her guests, Preston Alexander and Sarah Covington. The three chat about Preston and Sarah's four-step approach to helping healthcare providers establish successful and compliant practices. This method involves strategic planning, administrative setup, operations, and go-to-market strategies, crucial for avoiding common financial pitfalls like premature marketin...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a new New York law that came into place on January 1, 2025, about paid prenatal leave. In this episode, we discuss: How to access information regarding this new law about paid prenatal leave What is offered, what it covers, and what employers need to do When the Law Takes Effect Why the...

This week Stephanie Rodin speaks with her guest, Richard Hittman. The two discuss the common pitfalls in lease agreements, the essential team you need for securing a healthcare practice location, and the lengthy process of setting up a practice.     In this episode, we discuss: How client education is handled What problematic clauses are found When to question terms and conditions Why a specialize...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about your legal entities and whether you have a fee that is owed to the state in order to keep your legal entity current and active. In this episode, we discuss: Ensuring your legal entity remains active by timely filing the necessary statements (biennial for PLLCs/LLCs and triennial for PCs)...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to cover a crucial update on the beneficial ownership interest filing. A recent U.S. District Court ruling has temporarily paused the enforcement of this filing. We'll discuss what this means for you, whether you've already filed or still need to.  In this episode, we discuss: The Beneficial Ownership Interes...

This week Stephanie Rodin chats with her guest, Sean O'Rourke. The two chat about their adventurous bucket list dreams, discussing everything from cross-country road trips and touching the pyramids of Giza to hiking to Everest Base Camp and exploring Easter Island. In this episode, we discuss: Stephanie and Sean describe their top five bucket list items. Memorable Life Plans and Legacy. The import...

  This week Stephanie Rodin chats with her guest, Lola Gazivoda. The two chat about Lola's journey from a banking executive to an innovative entrepreneur, launching a company that helps dental and medical practices significantly reduce payroll costs. We explore the benefits and intricacies of offshore staffing, the importance of data security and HIPAA compliance, and how her services are making w...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause. In this episode, we discuss: How the varying enforceability of noncompetes across states might affect a business that operates in multiple states. Why FTC's ruling was deemed unenforceable and null and void by the Supreme Court. The Supreme Court's ruling on the L...

This week Stephanie Rodin chats with her guest, Eric Lorenzo. The two chat about shifts in new interpretations of the rules in immigration over the last 16 years, how greatly who is in office affects those changes, and what he would change about the immigration process. In this episode, we discuss: How he acquired an interest in immigration, and the deep roots where that began What shifts he has s...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about an important update concerning the New York State Health and Mental Hygiene Bill , particularly the new rules coming into effect on October 20, 2024, that impact how healthcare providers manage patient consent forms and credit card payments.   In this episode, we discuss: Overview of the...

This week Stephanie Rodin chats with her guest, Ivy Slater. The two chat about the four pillars of a business - finance, team, marketing, and sales - and offers a deep expansion on all topics, offering the tools for business' alignment, growth, and scalability, and peace. In this episode, we discuss: What Slater Success does, and how they help their clients to scale, ensure long-term growth, and s...

This week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates. In this episode, we discuss: How she fell into the financial world 28 years ago by saying yes to everything The wide range of people...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the potential of misclassifying an employee as an independent contractor. In this episode, we discuss: What the difference is between an independent contractor and an employee (1099 vs W2) What information should be considered when making this determination What are the potential risks o...

This week Stephanie Rodin chats with her guest, Robert Schlesinger. The two chat about the intricacies of financial planning, Tempus Financial's department dedicated specifically to MD's, and risk management tools that can best prepare you for the future. In this episode, we discuss: What got him into finance, and drew him to the financial planning niche Why Tempus Financial has a whole department...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about S-Corps, and explain the differences between an S-Corp, a PC, and a PLLC.   In this episode, we discuss: What legal entities can be used in New York state How different entities are treated for tax purposes At what point you can indicate how you want your legal entity to be taxed Who can...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the non-compete clause, a topic that's gotten some play in the press and is creating some problems for practices and individuals alike.   In this episode, we discuss:   What non-competes are used for and what they restrict What courts have looked for in the past in determining the legiti...

This week Stephanie Rodin speaks with her guest, Jay Biss. The two talk about the one-stop-shop in Valley Bank's services offered, the intricacies involved in financing commercial real estate, and advice on the subject of retirement.   In this episode, we discuss: What services Valley Bank provides for small businesses What issues regularly present themselves in financing real estate How he manage...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast . In this episode, I want to speak to you about something that was put into place by a new federal requirement for legal entities, which relates to beneficiary ownership information. In this episode, we discuss:   What sits under the umbrella of legal entities What they need to do to  Where you can find more information about this to...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast.  In this episode, I speak to you about credit card merchant fees being passed on to the consumer. Some questions have come up as far as how one is able to do this and its legality. In this episode, we discuss:   What disclosures need to be in place   What the penalty is for lack of disclosure   What transparency need to be in place,...

This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future. In this episode, we discuss: What drove him to want to start his own firm, and what steps led him to finding his why How he found where the re...

Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the power of attorney , which gives someone the authority to act for another in specified matters, which may be legal, financial or both. In this episode, we discuss: What a power of attorney may be drafted for How to choose the right attorney to draft this agreement for you What advanta...

Peter Morandi This week Stephanie Rodin chats with her guest, Peter Morandi. The two chat about Peter's background and expertise in construction, what to consider when building and converting spaces into medical offices, and why to include contractors and architects in conversations at the very beginning of starting a practice. In this episode, we discuss: Why it's best for businesses to include c...

Stephanie Rodin Hi! I'm Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about taking that first step in opening up your own practice or business. Before making any of the moves to actually open up, there are certain things to consider in order to make the process as smooth as possible. In this episode, we discuss: What to look for in your current c...