Mastering Your Financial Life

In this episode of Mastering Your Financial Life, Judy Heft interviews, Joshua Goldberg, Co-managing Partner at Nath, Goldberg & Meyer. Joshua is a patent attorney helping companies who want to protect their innovations in under one year to introduce new products, prevent competition and build company value. Joshua "helps clients let people live in the future." Nath, Goldberg & M...

In this episode of Mastering Your Financial Life, Judy Heft interviews, Financial investigator Phil Segal. Phil is the founder of Charles Griffin Intelligence in New York City. He understands both law and complex finance. Phil is also an author of the book, The Art of Fact Investigation (Ignaz Press, 2016). Charles Griffin Intelligence specializes in legal and complex financial investigations. The...

In this episode of Mastering Your Financial Life, Judy Heft interviews Allison Dolzani, a partner at Julie Kessler LLP. A boutique law firm dedicated to trusts and estates since 1946, Julie Kessler LLP offers estate planning solutions designed to maximize estate, gift, income, and generation-skipping tax efficiency. ​ Tune into the episode to learn: When to consult an estate planning attorney The...

In this episode of Mastering Your Financial Life, Judy Heft interviews CPA and partner at Citrin Cooperman, Robert Winton. Robert has over 20 years of experience in tax and business advisory services. Tune into the episode to learn: The importance of tax planning for businesses The importance of tax planning for individuals What is the pass-through entity tax (PTE) and who can take advantage of it...

In this episode of Mastering Your Financial Life, Judy Heft interviews Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie is a specialist and an award-winning independent insurance broker. She is a trusted resource for consumers and professionals alike. With Rona Loshak, Natalie formed Karp Loshak LTC Insurance Solutions in 2008, recognizing the void in the marketplace...

In this episode of Mastering Your Financial Life, Judy Heft interviews Geoff Garfield, Sales Specialist at SuccessionMatching, an online community of business buyers, sellers, and succession planning professionals. Their mission is to provide the assistance required for successful ownership transitions that benefit all parties involved, ensuring farms and businesses in communities across North Ame...

In this episode of Mastering Your Financial Life, Judy Heft interviews Rona Wexler, Founder & President, The Employability Expert. Ms. Wexler is Your Employability Expert in legal disputes. Employability Expert works mostly within the following areas: Family Law Employment Litigation Personal Injury Insurance Matters A vocational evaluator, career consultant, executive recruiter and business c...

In this episode of Mastering Your Financial Life, Judy Heft interviews Andrea Brodie, partner at Abrams Fensterman, LLP in the matrimonial and family law department. Abrams Fensterman, LLP serves clients throughout New York State from offices in Long Island, Brooklyn, White Plains, Rochester, and Albany. Prior to joining Abrams Fensterman, Ms. Brodie worked at another prominent family law boutique...

In this episode of Mastering Your Financial Life, Judy Heft interviews matrimonial attorney, Elizabeth (Elle) Erickson. With her varied experiences in all facets of family law practice and matrimonial litigation, Elle has developed a sophisticated and creative approach to litigation and negotiation. Tune into the episode to learn about: Why Prenuptial Agreements are important for young couples Top...

In this episode of Mastering Your Financial Life, Judy Heft interviews Xavier Lederer, Founder & CEO of Ambrose Growth Business Coaching. Ambrose Growth helps you grow faster and with less pain. They do this by helping you and your leadership team identify and remove growth roadblocks. Tune into the episode to learn about: How Xavier leads from a place of love, not from a place of fear How to...

In this episode of Mastering Your Financial Life, Judy Heft interviews Mark Campbell, Managing Director at Scout Valuations, an independent valuation and investment banking firm. Tune into the episode to learn about: Why someone would need a business valuation Examples of valuations Mark is working on currently Mark's journey as CPA to Business Valuation Expert and business owner At Scout Valu...

In this episode of Mastering Your Financial Life, Judy Heft interviews Jordan Linn, a partner at Tannenbaum Helpern Syracuse & Hirschtritt LLP in their Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings a wealth of knowledge and sophisticated legal counsel to his clients. He advises business owners, real estate families, and other high net-worth...

In this episode of Mastering Your Financial Life, Judy Heft interviews Gordon Coyle, Expert Commercial Insurance Broker, Creator of The Strategic Risk Process, and Host of The New York Business Leaders Podcast. Gordon is Principal & Chief Risk Architect at The Coyle Group and the third-generation owner of the business, an insurance brokerage started by his grandfather in 1929. Tune into the ep...

In this episode of Mastering Your Financial Life, Judy Heft interviews Marci Goldfarb, Senior Counsel at Schwartz Ettenger located in Melville, NY. Marci has been practicing law for over 30 years and specializes in all aspects of Estate Planning, including preparation of Wills and Trusts, probate proceedings, and estate and trust administration. Tune into the episode to learn about: * Why is a Pow...

In this episode of Mastering Your Financial Life, Judy Heft interviews Nancy Kellman, Divorce Attorney. Nancy assists clients and their spouses in the financial and banking fields. Nancy is owner of Law Offices of Nancy D. Kellman. Attorney Kellman is a seasoned litigator.  She knows the intricacies of the legal process and will use her knowledge of the relevant law to support and guide you a...

In this episode of Mastering Your Financial Life, Judy Heft interviews David Mosenson. David Mosenson is the Founder and President of J&G Associates, Inc. and has been in the life insurance and financial service business for over 33 years. David and his associates help provide financial security to their clients by using a comprehensive financial approach and they offer products and solutions...

In this episode of Mastering Your Financial Life, Judy Heft interviews David Lieser. David is a Partner in the Litigation, Trust and Estates and Elder Law Practice Groups at Certilman Balin Adler & Hyman, LLP. He is well-versed in trust and estate matters and elder law issues, including Medicaid planning, Article 81 guardianship matters, estate planning, estate administration, and Surrogate’s...

In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Hymes, Vice President & Financial Advisor at Shufro, Rose & Co., LLC. Michael has worked in the wealth management industry since 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New Y...

In this episode of Mastering Your Financial Life, Judy Heft interviews Joe Chatham, Managing Partner/Founder of USA 500 Clubs LLC. The USA 500 Clubs is an exclusive professional membership organization providing a platform for high-end professional business advisers to increase commerce through collaboration, strategic relationships, reputation management/enhancement, branding, and education. Joe...

In this episode of Mastering Your Financial Life, Judy Heft interviews Larry Heller, Founder & President of Heller Wealth Management. Heller Wealth Management provides strategic investment advice and personalized financial planning to allow their clients to live their lives with confidence and freedom. They are an independent, fee-based financial planning and investment advisory firm helping i...

In this episode of Mastering Your Financial Life, Judy Heft interviews Iris Goldfeder, owner and CEO of GasStoveCreative. GasStoveCreative is a full-service, holistic marketing company, providing custom, boutique work for small, local businesses in the Lafayette, Indiana, area and beyond. They provide marketing and consultation services to small business owners who are lacking the time, skill-set,...

In this episode of Mastering Your Financial Life, Judy Heft interviews Sal Alesia, Financial Planner & Financial Advisor at Morgan Stanley. Sal is also a Certified Divorce Financial Analyst and concentrates his practice on people who are going through life transitions. Tune into this conversation to hear Judy and Sal discuss:  * financial considerations to think about when contemplating d...

In this episode of Mastering Your Financial Life, Judy Heft interviews Arlene Newman, President and Founder of Career Bound Success. As a Career Strategist, Arlene provides professionals at all levels with skills and strategies to successfully execute job search campaigns and land exciting career opportunities. Learn more about Arlene Newman: * Connect with Arlene on LinkedIn: https://www.linkedin...

In this episode of Mastering Your Financial Life, Judy Heft interviews Shari Davidson, Founder of On Balance Search Consultants. On Balance Search Consultants is a boutique search firm that specializes in finding top talent in the legal community. Learn more about Shari Davidson: * Connect with Shari on LinkedIn: https://www.linkedin.com/in/sharidavidson/ * Visit Shari's business website: https://...

In this episode of Mastering Your Financial Life, Judy Heft interviews Ben Palancia, owner of Albert Palancia Insurance Agency in Mamaroneck, NY, a specialist in commercial property and casualty insurance. Learn more about Ben Palancia: Connect with Ben on LinkedIn: https://www.linkedin.com/in/palanciainsurance/ Visit Ben's business website: https://palanciainsurance.com/ In each episode of Master...