Explore every episode of the podcast B2B Synergy - The Power Partners USA Podcast
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| Expert Advice on Plumbing and Disaster Recovery from Vince Attardo | 01 Nov 2024 | 00:26:01 | |
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| The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian | 19 Sep 2024 | 00:31:01 | |
Send us Text Message Shout Out! In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones. Jim Better | Essential Plans of Insurance BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY Phil Shekerlian | Bauer & Shekerlian Law, APC
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| Navigating Residential Mortgages. A Conversation with Jack Senske | 06 Aug 2024 | 00:32:58 | |
Send us Text Message Shout Out! In this episode of the B2B Synergy Power Partners USA Podcast, Alan Armijo welcomes Jack Senske, branch manager of Churchill Mortgage, to discuss various aspects of the residential mortgage industry. Jack elaborates on the Rate Secure program, differences between mortgage banks and brokers, and various loan products including QM and non-QM loans. He explains his role in handling loan logistics, the intricacies of client qualification, and how he collaborates with realtors and other B2B partners. Jack highlights the importance of staying informed on market trends such as interest rates and offers insights into how Churchill Mortgage differentiates itself with innovative programs like the Certified Home Buyer and Rate Secure. This informative conversation sheds light on the intricacies involved in the home financing process and outlines the benefits of working with an experienced mortgage professional like Jack Senske.
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| Commercial Real Estate Uncovered: Insights from Jeffrey Hakim | 21 Jun 2024 | 00:33:42 | |
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| The Importance of Managed Services and Cybersecurity with Ivan Fernandez | 02 Jun 2024 | 00:35:39 | |
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| Beyond Finances: Mapping Your Retirement Journey with Pauline Field | 15 May 2024 | 00:33:53 | |
Send us Text Message Shout Out! This 10th episode of the B2B Synergy, Power Partners USA Podcast interviews Pauline Field, a retirement coach and owner of PaulineField.com. Pauline delves into her services, which include personal and group coaching aimed at planning a fulfilling retirement. She addresses the common concerns people have about retirement, such as finding purpose beyond their careers and establishing social connections post-retirement. Listeners gain insights into the vital aspects of preparing for retirement beyond financial planning. The episode also covers the demographics of those seeking retirement coaching, varying from professionals to business owners, and how Pauline customizes her approach to meet their unique needs. Lastly, Pauline and Alan explore the synergy between different professionals like estate planners, financial advisors, and real estate agents, emphasizing the mutual benefits of referring clients within their network.
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| Our Innovative B2B Networking Model: Insights into Power Partners USA | 01 May 2024 | 00:38:34 | |
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| Episode 8 Part 2 - Inside Bankruptcy Law: Insights and Conversations with Mark Forsythe | 15 Apr 2024 | 00:15:49 | |
Send us Text Message Shout Out! Part 2 Show Notes Welcome to Part 2 of Marc Forsythe's B2B Synergy podcast. Marc continues our discussion on various aspects of bankruptcy law, including litigation in bankruptcy cases, the process of assessing a bankruptcy case, common misconceptions about bankruptcy law, and the importance of seeking professional advice when facing financial distress.
-------------------------------------- · Power Partners USA website - www.PowerPartners.us · Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) · Graphics by Debra Armijo - www.iTrustMarketing.biz · Music by Joan Jones - www.clubjoan.com
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| Inside Bankruptcy Law: Insights and Conversations with Mark Forsythe – Episode 8 Part 1 | 01 Apr 2024 | 00:30:41 | |
Send us Text Message Shout Out! SHOW NOTES and TIMESTAMPS In the 8th B2B Synergy episode of the Power Partners USA Podcast, host Alan Armijo interviews Mark Forsythe, Partner at Goe, Forsythe and Hodges, LLP, focusing on bankruptcy law. Forsythe explains the misconceptions around bankruptcy, clarifying the differences between Chapter 7, Chapter 11, and Chapter 13 bankruptcies, and introduces the new streamlined Subchapter 5 for small businesses. He discusses his legal services, emphasizing the importance of early consultation to explore all possible solutions, including negotiating with creditors to avoid bankruptcy. Forsythe also covers his approach to representing all sides in bankruptcy cases, the impact of bankruptcy on credit and recovery, and the importance of strategic bankruptcies for businesses facing unique challenges. Furthermore, he highlights his network of Power Partners, such as CPAs and real estate professionals, who play a crucial role in navigating bankruptcy proceedings. Lastly, Forsythe shares insights into the evolving bankruptcy landscape and the benefits of Subchapter 5 for small business reorganization.
BANKRUPTCY ATTORNEY -------------------------------------- · Power Partners USA website - www.PowerPartners.us · Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) · Graphics by Debra Armijo - www.iTrustMarketing.biz · Music by Joan Jones - www.clubjoan.com
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| Tax Preparation Insights with Trish Wright: Empowering Businesses and Individuals | 14 Mar 2024 | 00:30:21 | |
Send us Text Message Shout Out! SHOW NOTES This 7th episode of the Power Partners USA Podcast, hosted by Alan Armijo, features a comprehensive discussion with Trish Wright, a tax preparation expert from Ameri Tax Services in Long Beach and Bixby Knolls. The dialogue covers the importance of thinking about the future rather than just the past when preparing taxes, the range of services offered by Trish's firm, including tax preparation, bookkeeping, and business entity structure evaluation, and their approach to working with diverse clients, including those considered 'messy' for CPAs. Trish also talks about how her firm adapts to tax code changes, their strategy for managing workloads during tax season and the importance of planning for major financial and personal life transitions. The conversation further delves into how business owners and individuals can avoid common financial mistakes by being forward-thinking and strategic with their taxes and financial planning. Additionally, Trish highlights the significance of having a reliable and knowledgeable accountant as part of one's financial 'village' to navigate the complexities of the tax world and make informed decisions for a financially secure future.
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| Navigating The Intersection of Estate Planning and Real Estate Transactions – Episode 6 | 02 Mar 2024 | 00:31:35 | |
Send us Text Message Shout Out! In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust. REALTOR · Click Here for PPUSA account page BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
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| PPUSA Golf Podcast: – Golfers Learn from the Golf Pro in a Q & A Jam Session - Jan 30, 2024 | 18 Feb 2024 | 00:44:59 | |
Send us Text Message Shout Out! In this bonus episode of B2B Synergy, hosts Alan and Debra Armijo convene a lively discussion about PPUSA Golf, a division of Power Partners USA, aimed at helping beginners improve their golf game while doing business on the golf course. Professional golf instructor and Power Partners USA member, Rian Cooley, shares insights about golf learning and tips for beginners. The episode includes an interactive Q&A segment with participants, touching on subjects ranging from golf etiquette tips to the explanation of a handicap in golf. Throughout the discussion, the idea of golf lessons as an effective tool for networking resonated, reinforcing that golf transcends a simple game and constitutes an ideal avenue to foster business relationships.
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| Dispelling Myths & Discovering Benefits: An In-depth look into the World of Reverse Mortgages | 15 Feb 2024 | 00:33:21 | |
Send us Text Message Shout Out! Alan Armijo and Reverse Mortgage specialist Tom Di Leo delve into a detailed discussion about reverse mortgages. Tom explains how it differs from traditional mortgages, its evolution and growth, and how it can improve cash flow and provide long-term care funds. Their conversation touches on the benefits, misconceptions, and importance of reverse mortgages. Tom describes the clients best suited for reverse mortgages as well as Power Partner partnerships with attorneys, financial advisors, realtors, and others with whom he exchanges leads and referrals. This is a smooth flowing conversation that demystifies and explains in simple terms the best use cases for reverse mortgages. Tom Di Leo -NMLS Number 328183 and New American Funding, NMLS #6606 Tom’s website: https://mutualreverse.com/lo/tom-di-leo
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| Spotlight into Property Management, Real Estate and Remodels with Charles Chang | 01 Feb 2024 | 00:32:50 | |
Send us Text Message Shout Out! SHOW NOTES: Tune into this episode of B2B Synergy for an enlightening conversation with guest Charles Chang, owner of CMC Realty and Property Management. Listen as Charles shares insights on his firm’s approach to property management, brokerage and construction. Learn about the efficient workflows and technologies they use and the importance of solid vendor relationships. Hear Charles talk about the importance of having a network of Power Partners like financial planners, CPAS, realtors, contractors, and real estate attorneys to provide comprehensive services to his clients. Get an understanding of Accessory Dwelling Units (ADUs), 1031 Exchanges and how CMC Charles Chang PPUSA account Page: https://www.powerpartners.us/charles-chang.html
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| Behind the Lens: Power Partnerships in Photography and Videography | 16 Jan 2024 | 00:51:26 | |
Send us Text Message Shout Out! Host Alan Armijo introduces Michael Bauch from WolfgangMedia and Lana Farfan from Caught in the Moment Photography for a discussion on B2B synergies between them as a videographer, photographer and marketing agency. The discussion focuses on the intricacies of their fields and how collaboration and power partnerships significantly benefit their businesses. They speak about handling client expectations and relationships, the importance of preparation, timing, flexibility and the value of professionalism. They highlight the importance of understanding client needs, maximizing value through collaboration, and being flexible in delivering specific services. The guest speakers emphasize the value of strong marketing strategies, including the significance of websites and social media in promoting their work and attracting clients. The host and guests highlight the importance of solid relationships in gaining repeat business and referrals. Finally, they share their future plans to incorporate cutting edge technology into their work.
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| A Deep Dive into Long Term Care Insurance and B2B Partnerships with Jim Better | 02 Jan 2024 | 00:39:08 | |
Send us Text Message Shout Out! In this episode of B2B Synergy, Alan Armijo, owner of Power Partners USA, interviews Jim Better, owner of Essential Plans of Insurance. The focus of the conversation revolves around understanding long-term care insurance and the crucial role it plays in comprehensive retirement and estate planning. The conversation delves into the identification of power partners in Jim's business network, including financial planners, estate planning attorneys, and caregivers. Jim emphasizes the importance of collaboration with professionals who understand the holistic nature of planning, beyond just legal documents. He explains that referrals often come from professionals who recognize the need for comprehensive planning in the face of long-term care expenses. Jim Better provides insights into the services he offers, emphasizing the importance of planning for the costs associated with aging. He highlights alarming government statistics that indicate a significant portion of the population will require assistance with daily activities as they age. The episode explores the necessity of including taxes and funding mechanisms for long-term care in estate plans.
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| Trailer for B2B Synergy - The Power Partners USA Podcast | 07 Dec 2023 | 00:01:16 | |
Send us Text Message Shout Out! Welcome to B2B Synergy – The Power Partners USA Podcast, your guide to discovering the potential of B2B partnerships.
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