Mastering Your Financial Life

Mastering Your Financial Life — Episode 97 In this episode of Mastering Your Financial Life, Judy Heft interviews Kelli Proia, a Lawyer Success Coach helping stressed-out lawyers transform their law practices while rediscovering their lives. She has worn many hats throughout her 30+ years in the legal profession, including legal assistant, law student, patent associate, in-house intellectual prope...

Mastering Your Financial Life — Episode 96 In this episode of Mastering Your Financial Life, Judy Heft interviews Alessandra Messineo Long, founder and principal of The Law Offices of Alessandra Messineo Long, representing corporations, nonprofit organizations, small businesses, entrepreneurs, consultants, and individuals. Alessandra also works in wills, trust and estates, corporate contracts, cor...

Mastering Your Financial Life — Episode 95 In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.  Tune in to the episode to hear about:  * The transformation of the fi...

Mastering Your Financial Life — Episode 94 In this episode of Mastering Your Financial Life, Judy Heft interviews Howard Koh, Partner at Meister Seelig & Fein PLLC. Howard is a dynamic and creative real estate litigator who protects the rights of business owners. Tune in to the episode to hear about: * Understanding New York City Landlord-Tenant Disputes — what happens in a typical New York Ci...

Mastering Your Financial Life — Episode 93 In this episode of Mastering Your Financial Life, Judy Heft interviews Dave Grumer, Fractional CFO and business consultant. With 40 years of experience in public accounting, Dave has served as an audit partner for a national firm, specializing in financial services. Now, as a fractional CFO, he helps small to mid-sized businesses manage their financial st...

Mastering Your Financial Life with Judy Heft — Episode 92 In this episode of Mastering Your Financial Life, Judy Heft interviews Anora Gaudiano, a Financial Advisor at Wealthspire Advisors. Anora specializes in creating tailored financial plans for her clients, helping them navigate retirement, estate planning, and more. She contributes articles to Bloomberg on personal finance and volunteers her...

Mastering Your Financial Life — Episode 91 In this episode of Mastering Your Financial Life, Judy Heft interviews Cari Rincker, the Principal at Rincker Law, PLLC, a nationally recognized law firm focusing on Food, Farm, and Family. Cari is a mediator and a licensed attorney in New York, New Jersey, Connecticut, Illinois, Texas, and Kentucky. Cari is the mother of two toddlers and a children’s boo...

Mastering Your Financial Life — Episode 90 In this episode of Mastering Your Financial Life, Judy Heft interviews Maureen Weisner, co-founder and Managing Partner of career-consulting firm KICKSTART Your Transition. She specializes in working with individuals in or approaching transition, typically involving career change, divorce, education, business sale, workplace re-entry and other work/life e...

Mastering Your Financial Life — Episode 89 In this episode of Mastering Your Financial Life, Judy Heft interviews Anja Bernier, Managing Director of Efficient Evolutions™ LLC, a company specializing in business sales and acquisitions. Anja is an experienced company sale and company acquisition advisor to small and medium-sized businesses, individual investors and private equity firms. She is also...

Mastering Your Financial Life — Episode 88 In this episode of Mastering Your Financial Life, Judy Heft interviews Shari Rash, Founder of GWA Wealth, a virtual financial advisory firm that helps women and millennial families address financial challenges and questions in a fun, comfortable, no-nonsense way. Shari, who also hosts her own podcast called Money Chic, specializes in empowering millennial...

Mastering Your Financial Life — Episode 87 In this episode of Mastering Your Financial Life, Judy Heft interviews Heidi Webb and retired Judge Julie Field, co-founders of the Consilium® Institute. Judge Field retired to co-found the institute, aiming to revolutionize divorce handling with a solution-focused approach. Heidi Webb, with expertise in family law and psychology, developed the Consilium®...

Mastering Your Financial Life — Episode 86 In this episode of Mastering Your Financial Life, Judy Heft interviews Aviva Pinto, Managing Director at Wealthspire Advisors, a New York City-based, $20 billion registered investment advisory firm with 350+ associates in over 20 locations across the country. Aviva brings over 30 years of experience in financial services, specializing in assisting individ...

Mastering Your Financial Life — Episode 85 In this episode of Mastering Your Financial Life, Judy Heft interviews Andrea Greenspan, a passionate and highly experienced image, style, and brand consultant who founded ag Image Style Brand 9 years ago. Andrea helps individuals and companies explore their image, define their style, and effectively communicate their brand for maximum impact. Tune in to...

Mastering Your Financial Life — Episode 84 In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Rodin, an attorney for the healthcare professional. Stephanie works with professionals from all different medical fields, helping healthcare practices with anything from setting up employment agreements to selling their practices. Stephanie is the founder and principal of Rod...

Mastering Your Financial Life — Episode 83 In this episode of Mastering Your Financial Life, Judy Heft interviews Gabrielle Lese, a shareholder in the New York office of Anderson Kill and a member of the Wills, Trusts, and Estates Group. With a focus on complex estates and blended families, Gabrielle guides clients through probate administration and addresses the needs of disabled or challenged fa...

Mastering Your Financial Life — Episode 82 In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm.  Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channe...

Mastering Your Financial Life — Episode 81 In this episode of Mastering Your Financial Life, Judy Heft interviews Anthony Verna, Managing Partner of Verna Law, P.C., an intellectual property and advertising boutique law firm. Anthony specializes in trademarks, patents, and copyrights, helping clients create and protect their innovative ideas. His practice involves collaboration with clients across...

Mastering Your Financial Life — Episode 80 In this episode of Mastering Your Financial Life, Judy Heft interviews Sharon Bregman, Founder and Managing Member of 360déménager LLC. Sharon brings over 18 years of expertise in managing residential moves for clients ranging from high-net-worth individuals to seniors transitioning to assisted or independent living. Her company specializes in right-sizin...

Mastering Your Financial Life — Episode 79 In this episode of Mastering Your Financial Life, Judy Heft interviews Dahiema Grant, CEO and Founder of DSG Advisory CPA, a NY-based CPA firm where financial expertise meets unwavering support for female entrepreneurs and business owners. With 17 years at the helm of her own accounting firm, Dahiema specializes in cash flow management, accounting, and bo...

Mastering Your Financial Life — Episode 78 In this episode of Mastering Your Financial Life, Judy Heft interviews Lesley Brovner and Mark Peters,  founding partners of the boutique law firm, Peters Brovner, which focuses on civil litigation, internal investigations, and regulatory defense.  Tune in to the episode to hear about:  * When and why internal investigations make sense for companies and n...

Mastering Your Financial Life — Episode 77 In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Eric Schutzbank from The Law Offices of Berid & Schutzbank, a family-founded law firm located in North Andover, Massachusetts. Eric concentrates his practice in the areas of Domestic Relations, Family Law, Dispute Resolution, Guardianship, Elder Care / Abuse Law, Criminal...

Mastering Your Financial Life — Episode 76 In this episode of Mastering Your Financial Life, Judy Heft interviews Fran Pastore, CEO and Founder of Women's Business Development Council (WBDC). Women’s Business Development Council is a 501(c)(3) non-profit organization that is dedicated to providing the tools and resources to help women thrive in business.  Tune in to the episode to hear about:...

Mastering Your Financial Life — Episode 75 In this episode of Mastering Your Financial Life, Judy Heft interviews Dina De Giorgio, an attorney with over 30 years of experience handling all aspects of Family Law, divorce, child support, pre-nuptial agreements and custody issues. Dina is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP. and has an office on Long Island and in New York City. T...

Mastering Your Financial Life — Episode 74 In this episode of Mastering Your Financial Life, Judy Heft interviews Frank Demming, owner and operator of a lead generation digital marketing agency called Local Business Marketing Solutions. He helps small law firms increase their revenue by promoting their services using proven online marketing strategies. Tune in to this episode for these key takeawa...

Mastering Your Financial Life — Episode 73 In this episode of Mastering Your Financial Life, Judy Heft interviews Scott Mautner, a corporate lawyer who specializes in start up financing, mergers and acquisitions and outsource general counsel. Tune in to this episode for these key takeaways:  * Understanding the multiple sides to Scott’s practice, including Mergers and Acquisitions and startup fina...