Mastering Your Financial Life

Mastering Your Financial Life — Episode 72 In this episode of Mastering Your Financial Life, Judy Heft interviews Niraj Chhabra, Managing Director of SideBar Advisors. SideBar Advisors provides financial planning for attorneys. In addition, they provide complementary CLEs & networking opportunities specifically for attorneys. Tune in to this episode for these key takeaways: * Financial plannin...

Mastering Your Financial Life — Episode 71 In this episode of Mastering Your Financial Life, Judy Heft interviews Wendy Prince. Wendy is Principal and founding member of Prince Law Group, LLC, which focuses in family law, representing individuals in all alternative dispute resolution areas of matrimonial law including marriage and dissolution agreements in divorce and family law. Wendy has focused...

Mastering Your Financial Life — Episode 70 In this episode of Mastering Your Financial Life, Judy Heft interviews Jen Cochrane, Co-founder and Chief Executive Officer at Gifted Travel Network. Jen has one of the most unique backgrounds of any executive of a modern travel agency. Jen was previously an executive with the Federal Reserve where she was a start-up and turnaround specialist tasked with...

Mastering Your Financial Life — Episode 69 In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Howard Graber, co-founding partner at GraberRoberts, LLC. GraberRoberts is a law firm in Stamford, Connecticut that focuses on all aspects of family law including premarital agreements, postnuptial agreements, divorce, property division, business valuation, child support, spou...

Mastering Your Financial Life — Episode 68 In this episode of Mastering Your Financial Life, Judy Heft interviews Todd Stankiewicz, president and CIO of SYKON Capital. Todd's mission is to transform the wealth management experience. At SYKON, they champion a pioneering approach that goes beyond traditional risk metrics. Tune in to this episode for these key takeaways: * The Revolution of Behav...

Mastering Your Financial Life — Episode 67 In this episode of Mastering Your Financial Life, Judy Heft interviews Lauren Banyar Reich, Founder & CEO of LBR/PR. At LBR/PR, Lauren and her team deliver top-tier media placements that move the needle for their clients. Lauren’s energy and enthusiasm lead the way at LBR/PR, whether she’s cultivating new business, heading up strategy sessions or aski...

Mastering Your Financial Life — Episode 66 In this episode of Mastering Your Financial Life, Judy Heft interviews Merry Neitlich. For over 30 years, Merry has been a leader in branding and business development working with professional service providers. She is an award-winning consultant who assists firms in raising their visibility and driving new revenue. Merry is founding partner of EM Consult...

Mastering Your Financial Life — Episode 65 In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance. Dynama Insurance is an independent brokerage representing the country’s largest and most reputable insurance companies. Dynama takes an educational, transparent approach and will help you compare multiple options in order to sel...

In this episode of Mastering Your Financial Life, Judy Heft interviews Katherine Taylor, a Maryland lawyer who represents business owners. Based in Maryland, Katherine is the Founder and Owner of Taylor Legal™. Katherine is also an adjunct professor in the Intellectual Property and Entrepreneurship Clinic at the University of Maryland Carey School of Law. Taylor Legal™ specializes in representing...

In this episode of Mastering Your Financial Life, Judy Heft interviews Pamela Mosiello. Pam Mosiello has over 20 years of experience in public accounting with a focus on tax planning, preparation and consulting services to high-net-worth Individuals, family office clients, trusts and estates, private foundations and closely held businesses. She advises clients with complex tax reporting requiremen...

In this episode of Mastering Your Financial Life, Judy Heft interviews Eric Sarver, Esq., the founding attorney of Sarver Law Firm, PLLC, a Manhattan-based boutique employment law and business law firm which opened its doors in April of 2001. Eric and his firm counsel, defend, and represent small to mid-sized businesses in various industries, helping small to mid-sized companies to navigate the ev...

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeremy Poock, founder of Senior Attorney Match. Founded in 2013, Senior Attorney Match designs and implements succession plans for attorneys. Tune into the episode for insights from Jeremy Poock: * How law firms are valued * How to and the importance of transferring client trust when selling a firm * Options lawyers have when s...

In this episode of Mastering Your Financial Life, Judy Heft interviews Jill Spielberg, a Partner at Abrams Fensterman, LLP. Jill is the Director and Partner-in-Charge of the Matrimonial and Family Law Practice of the White Plains Office. Tune in to the episode for insights from Jill Spielberg: * The surprising benefits of prenuptial agreements for both parties outside just the protection of assets...

In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Manageme...

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeffrey M. Verdon, Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. Jeffrey's focus is on estate planning and asset protection for affluent families and successful business owners. Jeffrey is also author of Estate Planning for Women Only (available on Amazon: https://www.amazon.com/Estate-Plannin...

In this episode of Mastering Your Financial Life, Judy Heft interviews Maura Carley, Founder and President of Healthcare Navigation, LLC, a fee-based health insurance consulting and advocacy firm. Maura has a master's in public health from Yale, is a certified health insurance consultant, and spent many years as a hospital and health plan executive before starting Healthcare Navigation. Maura...

In this episode of Mastering Your Financial Life, Judy Heft interviews Sarah Jacobs, Esq., family law mediator and attorney at Jacobs Berger, LLC. She is also the co-founder and partner at Jacobs Berger, a boutique law firm dedicated to de-stressing the divorce process. Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and Qualified as a Mediator, Sarah practices law thro...

In this episode of Mastering Your Financial Life, Judy Heft interviews Seth Zuckerman, criminal defense attorney and partner at ChaudhryLaw PLLC. Seth is a well-regarded former prosecutor, who is now a fearless, tireless, and zealous advocate for all clients facing investigation or criminal charges. Seth represents both individual and corporate clients in a wide variety of white-collar and traditi...

In this episode of Mastering Your Financial Life, Judy Heft interviews Monica Allen, Author of "Girls Just Wanna Have Fund$." Monica is also a Dual licensed MHNP and Family Nurse Practitioner. Monica Allen left the corporate world and wrote her book to help younger versions of herself with money. Instead of just retiring to a beach, she is letting her passion for helping women manage the...

In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial. Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. Stacy is a Certi...

In this episode of Mastering Your Financial Life, Judy Heft interviews Real Estate Specialist, Len Schwartz. Len helps clients round their portfolio by adding income properties. Len is a Certified Luxury Home Marketing Specialist (CLHMS) and Member, Institute for Luxury Home Marketing, Million Dollar Guild. He is also a Senior Real Estate Specialist (SRES), Certified Negotiation Expert (CNE) and C...

In this episode of Mastering Your Financial Life, Judy Heft interviews Career Coach and Resume Writer, Jasmine Briggs-Rogers. Jasmine is a Career Transitioner, helping executives, managers, other professionals, and recent graduates find their dream jobs. Tune into the episode for insights from Jasmine Briggs-Rogers: The importance of your social media presence and activity Tips for transitioning y...

In this episode of Mastering Your Financial Life, Judy Heft interviews Gayle Gruenberg, the Chief Executive Organizer of Let’s Get Organized, an award-winning organizing company located in northern New Jersey. Gayle helps people living with chronic disorganization to declutter and create and maintain organizing systems. She is a Certified Professional Organizer in Chronic Disorganization, Certifie...

In this episode of Mastering Your Financial Life, Judy Heft interviews Keren Birnbaum, Founding Partner at Birnbaum Lewis, PLLC and Of Counsel at JLC & Associates. For over 10 years, Keren has advised clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. Her practice is concentrated in the areas of Estate Planning, Trust and...

In this episode of Mastering Your Financial Life, Judy Heft interviews Robin Faller, Vice President of Digital Sales at Ferocious Media. Robin is experienced in website design, SEO, SEM, social media content and advertising, and much more in the realm of social media and the internet. Ferocious Media is a full service digital marketing agency, among the top 3% of Google Partners in the US. Their a...