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Financial Poise Radio

In a world of information overload, In a world dominated by biased, pay to play advertorials, In a world riddled with fraudsters, fakes, and phonies… One voice stands out to provide reliable information to investors, business owners, and busy professionals. Unbiased and beholden to no one, this is Financial Poise Radio, the spoken word sister of Financial Poise.com, the Internet's most trustworthy resource about finance, investing, business, and the law.
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Now displaying: May, 2016
May 27, 2016

In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance.  No, wait!  Don't run!  There are coverages that can help businesses grow!  There are coverage choices that are meaningful at different stages of an enterprise's expansion.  For a lucid, nay pellucid explanation, Mr. Rossen's your man.

 

You can find out more about Daniel Rossen and CRC Insurance here.

 

Or you can find him here:

LinkedIn: Daniel Rossen; CRC Insurance

May 20, 2016

How are those financial abs?  Are you financially fit?  Michelle Gershfeld of Get Financially Fit is your financial trainer, and our guest for Episode 78 of Financial Poise Radio.  Find out what Michelle means by the tenet "Pay yourself first!"  Learn how our attitudes need to be adjusted to improve our relationship with money.  And Michelle knows, in part from a career as counsel to chapter 7 bankruptcy trustees.

Learn more about Michelle Gershfeld here.

Or you can find her here:
Email
LinkedIn

 

About Michelle Gershfeld

Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law.  She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law. 

Gershfeld has been the firm’s managing partner since 2000.  She has represented bankruptcy trustees and clients in more than 20,000 cases.  As an Accredited Financial Counselor and Financial Fitness Coach, she is an active member of the Association for Financial Counseling and Planning Education (AFCPE), the nationally recognized leader in financial counseling and education.

Bridging the two fields of law and financial counseling, Gershfeld uses her skills as a speaker and published writer to help clients on the road toward financial security.  Soon, she will regularly share her strategies with Financial Poise readers in a new column called  “Get Financially Fit,” dedicated to the idea that your financial success starts with managing your money.

May 13, 2016

In Episode 77, Chris Cahill speaks about hoards with World Numismatist and Cataloger Bruce Walker, of Stack's Bowers Galleries. From Lydia to the present, coins have delighted hoard-finders and collectors. Coins also constitute a tangible asset class with which one may balance the ol' portfolio.

Find out more about Bruce Walker and Stack's Bowers here.

Or you can find them here:
Twitter: @StacksBowers
Facebook
LinkedIn
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Google+

 

About Bruce Walker

Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger.  After collecting world gold coins by Friedberg catalog number since his mid-20s, his numismatic interests blossomed subsequent to purchasing a used copy of the Standard Catalog of World Coins a few years later.  After a number of years pursuing numismatics as an avocation while employed in the information technology field, Bruce began a gradual transformation toward a career as a professional numismatist.  At first buying and selling on eBay, his involvement with fellow hobbyists led him to become an officer of the Johnson County Numismatic Society (Kansas) before joining a local numismatic auction house to assist with the liquidation of the Dr. Richard D. Bode estate in 2013.  As his passion and expertise with coins grew, Bruce made the decision to leave IBM after 25 years to pursue what many consider to be a dream job working with rare coins on a daily basis​.  A frequent contributor within the numismatic press, with nearly a dozen published Op-Ed pieces in Numismatic News, Bruce continues to pursue numismatics both as a hobbyist as well as a professional.

May 6, 2016

In Episode 76, Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis.

 

You can learn more about Jonathan Friedland here and here.

 

Or you can find him here:
Facebook
LinkedIn
Twitter: @lawyerfriedland

 

About Jonathan Friedland

Jonathan Friedland is a partner with Sugar Felsenthal Grais & Hammer.

Jonathan P. Friedland is well recognized as a lawyer’s lawyer.  Clients turn to Jonathan with their most challenging restructuring and business matters.  In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals.  In addition, he frequently serves as co-counsel to other law firms whose clients are facing financial distress. Jonathan’s practice is national, regional and local in scope.  He is licensed to practice law in Arizona, Illinois, New Jersey and New York.

Jonathan’s practice includes representing private equity funds and other investors in mergers and acquisitions activities. Additionally he advises clients about fiduciary duties and helps structure relationships between shareholders, LLC members and joint venturers.  He counsels on succession planning, , employee matters and a host of other corporate matters.  During the course of his representation, Jonathan is frequently engaged in negotiating loans and equipment leases and general contract issues.

In his extensive restructuring and insolvency work, Jonathan as guided scores of companies through challenging financial situations, including Chapter 11, assignments for the benefit of creditors and out-of-court workouts. For over two decades, he has also represented buyers of distressed assets and creditors and creditor committees against distressed business.

Jonathan is a highly regarded author, editor and speaker. He has authored more than 100 published articles in professional journals. He also has been profiled, interviewed and/or quoted in such publications as Buyouts Magazine, The M&A Journal, Inside Counsel, LAW360,Business Week.com, The Bankruptcy Strategist, Dow Jones Daily Bankruptcy Review; Dow Jones LBO Wire, and The Daily Deal.

Jonathan is lead author of Strategic Alternatives for Distressed Businesses, and Commercial Bankruptcy Litigation treatises, published by West, and the general editor of A Comparison Shopping Guide for 363 Sales, published by the American Bankruptcy Institute.

Jonathan is also the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise™, an on-line provider of continuing education, information, and business intelligence for business owners, investors, and their trusted advisors.  He is also on the editorial board of “The Corporate Counselor.”

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