Dianne Duva

Makin it- Presented By Arlington Financial Advisors

Business EN ↓ 100 episodes

Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, educational, and current events that shape our lives—discussing what it truly means to succeed personally, profes...

Author

Dianne Duva

Episodes

Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank 12.04.2024 54:00

Listen to Annette Jorgensen , Vice President, SBA Business Development at American Riviera Bank

Episode 278: Money Talk 1290 - Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project 12.04.2024 54:00

Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project

Episode 277: Money Talk 1290 - Tamara Skov and Shannon Dalton, Owners of Quinn Fiduciary Services 19.03.2024 53:59

Listen to Tamara Skov and Shannon Dalton, Owners of Quinn Fiduciary Services

Episode 276: Money Talk 1290 - Mark Goerner, Founder of Eqogo 06.03.2024 54:00

Listen to Mark Goerner, Founder of Eqogo

Episode 275: Money Talk 1290 - Robin Elander, Executive Director of Downtown Santa Barbara 27.02.2024 46:00

Listen to Robin Elander, Executive Director of Downtown Santa Barbara

Episode 274: Money Talk 1290 - Andy Clark, Founder of Present Pathways 27.02.2024 53:59

Listen to Andy Clark, Founder of Present Pathways

Episode 273: Money Talk 1290 - Pam Tanase, co-founder of WorkZones 30.01.2024 54:00

Listen to Pam Tanase, co-founder of WorkZones

Episode 272: Money Talk 1290 - Dr. Crystal Galvan, Owner of Crystal Chiropractic 10.01.2024 54:00

Listen to Dr. Crystal Galvan, Owner of Crystal Chiropractic

Episode 271: Money Talk 1290 - Richard Yates - Owner - opal restaurant and bar 14.12.2023 54:00

Listen to Richard Yates - Owner - opal restaurant and bar

Episode 270: Money Talk 1290 - Brenden Dougherty- CEO of MDBio - The Doctors Brand™ 14.12.2023 54:00

Listen to Brenden Dougherty- CEO of MDBio - The Doctors Brand™ discuss providing patients and customers with pharmaceutical alternatives.

Episode 269: Money Talk 1290 - Susan Shand, Owner of Shand Design 30.11.2023 54:00

Listen to Susan Shand, Owner of Shand Design

Episode 268: Money Talk 1290 - Kelly Marsh VP Cornerstone Home Lending State of the Mortgage Market 30.11.2023 53:55

Listen to Kelly Marsh VP Cornerstone Home Lending State of the Mortgage Market

Episode 267: Money Talk 1290 - Baret Boisson, Artist 19.10.2023 53:39

Listen to Baret Boisson, Artist

Episode 266: Money Talk 1290 - Emily Barany, Founder of Visionality and Non-Profit Consultant 11.10.2023 53:59

Listen to Emily Barany, Founder of Visionality and Non-Profit Consultant

Episode 265: Money Talk 1290 - Joe Weiland, CFP and Managing Partner of Arlington Financial Advisors 03.10.2023 54:00

Listen to Joe Weiland, CFP and Managing Partner of Arlington Financial Advisors discuss financial planning opportunities and give a market update.

Episode 264: Money Talk 1290 - Dr. Remi Drozd, a board-certified physician and owner of Lucid Therapeutics and Santa Barbara Ketamine Therapy 28.09.2023 53:57

Listen to Dr. Remi Drozd, a board-certified physician and owner of Lucid Therapeutics and Santa Barbara Ketamine Therapy

Episode 263: Money Talk 1290 - Gwyn Lurie, CEO and Editor-in-Chief of the Montecito Journal Media Group 22.08.2023 53:57

Listen to Gwyn Lurie, CEO and Editor-in-Chief of the Montecito Journal Media Group, discuss media in America.

Episode 262: Money Talk 1290 - Arthur G. Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors 21.08.2023 54:00

Listen to Arthur G. Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors, discuss the market update.

Episode 261: Money Talk 1290 - Michael French, Author of Ghost with Two Hearts 01.08.2023 53:59

Listen to Michael French, Author of Ghost with Two Hearts

Episode 260: Money Talk 1290 - Victoria Riskin, Founder & Publisher of Bluedot Living 31.07.2023 54:00

Listen to Victoria Riskin Founder & Publisher of Bluedot Living, Author of Fay Wray and Robert Riskin: A Hollywood MemoirWriter, Producer, and Human Rights Advocate discuss climate change and sustainability

Episode 259: Money Talk 1290 - Wayne Rosing- Innovator Extraordinaire, Former Google VP of Engineering and Fellow of Mathematical and Physical Sciences at UC Davis and UCSB 25.07.2023 54:00

Wayne Rosing- Innovator Extraordinaire, Former Google VP of Engineering and Fellow of Mathematical and Physical Sciences at UC Davis and UCSB

Episode 258: Money Talk 1290 - Nicki Parr, COO of WEV (Women's Economic Ventures) 28.06.2023 54:00

Listen to Nicki Parr, COO of WEV (Women's Economic Ventures) discuss how her organization supports small business owners.

Episode 257: Money Talk 1290 - Laurel Sykes, Executive Vice President & Chief Risk Officer at American Riviera Bank 15.06.2023 54:00

Listen to Laurel Sykes, Executive Vice President & Chief Risk Officer at American Riviera Bank discuss the banking crisis and elder financial abuse.

Episode 256: Money Talk 1290 - John Doordan, Former Vice President of QAD 06.06.2023 54:00

Listen to John Doordan, Former Vice President of QAD discuss the supply chain.

Episode 255: Money Talk 1290 - Jeff Devine, CEO and President of American Riveria Bank 26.05.2023 54:00

Listen to Jeff Devine, CEO of American Riveria Bank discuss the difference of Community Banking v. Regionals Banks in the current banking world crisis.