sarianstrategicpartners

2/13 Strategic Partners

Business EN ↓ 61 episodes

2/13 Strategic Partners’ goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. Our podcast is focused around navigating your financial world and helping you with a process that delivers confidence grounded in a clear path forward. We believe that every one of our clients has a unique circumstance that warrants a custom solution. For more information about our team visit our website: 213strategicpartners.com or contact us at 213strategicpartners@hightoweradvisors.com | 610-850-9050.

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Author

sarianstrategicpartners

Episodes

June 19, 2023 Week in Review 23.06.2023 6:58

Senior 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.

June 12, 2023 Week in Review 20.06.2023 6:15

Senior 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.

May 29, 2023 Week in Review 05.06.2023 5:40

Senior 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.

May 15, 2023 Week in Review 19.05.2023 5:57

Senior 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.

May 8, 2023 Week in Review 15.05.2023 6:04

Senior 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.

May 1, 2023 Week in Review 08.05.2023 5:08

Senior 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.

April 17, 2023 Week in Review 24.04.2023 4:18

Senior 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.

April 3, 2023 Week in Review 06.04.2023 5:08

Senior 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.

March 27, 2023 Week in Review 31.03.2023 5:33

Senior 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.

March 20, 2023 Week in Review 24.03.2023 5:54

Senior 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.

March 13, 2023 Week in Review 17.03.2023 4:16

Senior 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.

March 6, 2023 Week in Review 10.03.2023 5:34

Senior 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.

February 27, 2023 Week in Review 06.03.2023 4:06

Senior 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.

February 20, 2023 Week in Review 27.02.2023 4:08

Senior 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.

February 13, 2023 Week in Review 21.02.2023 4:28

Senior 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.

February 6, 2023 Week in Review 14.02.2023 4:25

Senior 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.

January 30, 2023 Week in Review 06.02.2023 5:17

Senior 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.

January 23, 2023 Week in Review 27.01.2023 4:59

Senior 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.

January 16, 2023 Week in Review 20.01.2023 5:14

Senior 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.

January 9, 2023 Week in Review 12.01.2023 5:35

Senior 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.

January 2, 2023 Week in Review 06.01.2023 6:19

Senior 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.

Creating an Ideal Outcome 09.05.2022 44:50

In 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 busin...

Demystifying Cryptocurrency Webinar 14.04.2022 25:48

In 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] Fou...

Sarian Strategic Partners: 2022 Tax Webinar 23.02.2022 40:39

In 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...

Seven Planning Mistakes to Avoid Before a Transaction 14.10.2021 34:04

In 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’...