Do It For Yourself with Stephen A. Taylor, JD, CFP®

Discover the crucial FAFSA updates for 2024 with expert insights from Peg Keogh! 🎓 In this video, we dive into the latest changes impacting the FAFSA application process, including important tips for parents and students navigating college financial aid. Don't miss out on essential advice that could help you secure the best aid package for the upcoming academic year. 👉 Key topics covered: Ma...

In this episode, we dive into the latest changes in SAT and college admissions tests that every student and parent needs to know. As testing requirements shift and competition increases, staying informed is crucial for success. We discuss the reintroduction of testing mandates at major universities, the impact of digital testing formats, and how to best prepare for these challenges. Whether you&#3...

Join host Steve Taylor , lead advisor at Merited Wealth, as he sits down with seasoned entrepreneur David G. Ewing . In this episode, David shares his journey and discusses the crucial role that peer support plays in entrepreneurial success. Topics Covered: The benefits of joining organizations like the Entrepreneurs Organization (EO) How peer support can help overcome business challenges Real-lif...

Are you a business owner facing the tough decision of whether to buy or lease commercial real estate? 🤔 Unlock the secrets to successful commercial real estate investment with Paul Neal! In this episode of the "Do It For Yourself" podcast, Paul discusses his focus on commercial real estate finance and helping business owners decide whether to buy or lease a space. Learn about the import...

In this episode, we explore the critical role of storytelling in sales and training. Learn how vulnerability and client feedback are key to crafting compelling stories that resonate. Stephen Taylor and Stephen Steers Discover how to empower clients to tell their own stories better and understand the importance of mission, vision, and milestone stories. Highlights: How storytelling enhances sales t...

Welcome back to the second part of our exclusive interview series with Peter Leighton ! In this episode, Peter dives deeper into his top networking secrets, offering more valuable insights and practical strategies that every professional needs to master. Learn how to build stronger connections, enhance your networking skills, and leverage your relationships for greater success. Key Highlights: Adv...

Welcome to Episode 38 of the Do It For Yourself Podcast! 🎙️ In this episode, professional connector Peter Leighton discusses the dynamics of Networking Groups, the importance of networking and the characteristics of successful networkers. Discover why being a giver, practicing unconditional giving, showing appreciation, and being articulate and authentic are crucial for building lasting relationsh...

Hello friends! Welcome to a new episode of our podcast! Today, we are diving into a topic that affects countless couples - money conflicts! But fear not, because we're here to show you that it doesn't have to damage your relationship. Joining us in this episode is clinical psychologist Peggy Mustelier , who will be sharing strategies for having productive conversations about money, all whi...

From establishing his own law firm to venturing into unexpected territories like men's wear design and watch collecting, Daniel reveals the valuable lessons he learned along the way. Discover how Daniel's diverse interests not only enriched his personal life but also forged meaningful connections and opportunities in his professional sphere. Unveil the secrets behind his successful watch c...

#35 Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups Join me and Josh Blum in a deep dive into the world of mastermind groups and owner advisory boards! Let’s discover the transformative power of mastermind groups in this engaging podcast episode. Dive into the importance of structured collaboration, peer support, and vulnerability in achieving business suc...

#34 Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater Join us on an immersive journey with Tanya Bravo , the artistic director of Juggerknot Theater Company, as she unveils the untold story behind the company's evolution from a humble beginning to a groundbreaking force in the world of theater. In this captivating podcast episode, hosted by Steve...

Do you want to ensure the security of your treasured items? Let’s Unlock the hidden world of jewelry insurance with Alison McLaney! Tune in to see how Alison , with her expertise, navigated through the complexities of jewelry valuation, making strategic decisions that not only enhanced Digipraise's offerings but also stayed aligned with her core values of transparency and trust. Join us for va...

Sit down with Steve Taylor and Matthew Wolf as they explore the intricacies of fundraising for entrepreneurs. This video is a must-see for any entrepreneur looking to excel in fundraising and elevate their business. Find out the 'why' behind Steve's regrets, wishing he had met Matt 10 years ago 💭 Steve Taylor, the founder of Merited Wealth, and Matt Wolf, Head of Advisory at Journey B...

Ever wondered where your business stands today and where it's headed? Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third. Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership dynamics, and share practical advice for those thinking about selling or growing. 💼 Join Ste...

Dive deep into the heart of Grove Bay Hospitality Group's exceptional journey as we explore the profound commitment to corporate values over profits. Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with Ignacio Garcia-Menocal , the visionary Co-Founder and CEO of Grove Bay Hospitality Group. Discover the extraordinary tale of a $2 million commitment to the core missi...

One of the most misunderstood areas in the law are the rules and role of government benefits in the long term care puzzle. Will I lose my home if I accept Medicaid? Is the only place to get care in a nursing home or is there other options? Is it Medicare or Medicaid the benefit that I need? In this episode, Steve sits down with Andy Bellinson to discuss the role of government benefits and help dis...

So you've spent years Saving for College and you've navigated the College Application and acceptance process only to reach the next step of, How do I pay for this? If you've saved enough to pay for the college of your child's choice without taking any loans, awesome! Unfortunately that is often not the case for families. Navigating the decisions on obtaining needs based financial a...

The life of an entrepreneur often comes fast and furious. With so many things flying at us, we try to focus on one thing, revenue! Unfortunately when we do that for too long we miss the point of all of this, are we making any money?!!? That's where the concept of "Profit First" comes into play. It's a simple concept which can be very, very difficult to implement. Please join Stev...

The education system has always struggled with getting the funds to those for which the funding is intended. The need to accountability has often bogged down the process with administrative hurdles and additional costs that almost defeat the purpose of the funding. Many years ago, Jaime Rosenberg identified this problem and made it his goal to fix it! He started with setting up a system to create...

So often in our lives the most difficult conversations to have are the most important ones. The conversation on our mortality and need for care in the future may be the most difficult. As we all age, it's a hard process to accept what we were once able to do or achieve has changed. It's the realizations that come with the aging process are the ones where we lie to ourselves the most! In th...

One of the most stressful times in a parent and young adults life is applying for college. Having gone through it personally, I'll say it is terrible! The process is full of uncertainty and complete and utter lack of transparency. While school's do publish what their incoming classes look like in regards to grades and test scores, there's no promise that if you meet those requirements you will get...

College! When I hear the word the first thing that pops to mind is John Belushi's sweater in Animal House. While many of us have had some of the best times of our lives in college, the planning for college is one of the highest priority items for all parents. With that high priority come high emotions around the admissions process and the deciding of which school to attend. A "Dream Schoo...

One of the most pevalent and difficult decisions for any founder is the decision of when to go and ask for money. Is there a risk to do it too early? How about too late? Is it a one time deal or are there multiple rounds? How do I make sure I've set things up to maximize our chances of getting the money we need. In this episode, we are joined by the "Start Up Architect" Matt Wolf to answer all tho...

South Florida has for decades been known as the Melting Pot of immigrants from Central and South America. What has changed over the past few decades is the level of new immigrations from all over the world! What's the big attraction? For many Americans the allure is taxes and the weather. What about everyone else? If we had to guess, we'd say it's the culture. The special thing about t...

Most people who have ever gone through it would likely agree that their divorce was the most difficult time of their lives. Whether both spouses agree it is for the best or the decision is primarily one sided, the emotions of going through a divorce are just brutal. Once the decision is made that the marriage is "irretrievably broken", does the process have to be so difficult? We sat dow...