Celeste is joined by Gina Schaefer, Founder of Logan Hardware, who shares her remarkable journey from being laid off in tech three times, to building a flourishing chain of hardware stores in Washington, DC. Gina discusses the significant challenges she faced, including opening her first store in a neighborhood still reeling from the 1968 riots, an…

If you would like to sell your business at some point, how far in advance should you be preparing for the exit? In today's episode of Planning Reimagined, the team at Robin Glen are diving into the world of business exit and succession planning. Celeste, Chris and Mike all share insights on ensuring robust estate and tax planning while thinking abo…

In this episode, we dive deep into the critical aspects of estate and business transition planning. Celeste welcomes experts Oliver Cohn and Israel Miller to discuss the necessity of a well-thought-out exit strategy for business owners. The conversation covers everything from ensuring business stability and proper due diligence to the emotional and…

Have you surrounded yourself with the right business advisors to help you correctly navigate the ups and downs? In this episode of Planning Reimagine, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors, who brings over 20 years of experience in CPA, tax planning, and investment advising. They dive deep into a critical yet often over…

In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critica…

Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hik…

How do high-networth families use life insurance as a wealth-building tool? In this episode of Planning Reimagined, we continue the series of the family office and welcome Jay Judas to discuss the intricacies of using life insurance in estate planning for affluent families. This discussion covers the strategic implementation of irrevocable trusts t…

How protected is your wealth? Celeste welcomes Yadira Anzueto to dive into the intricate world of risk management and insurance for affluent families. Yadira, a licensed insurance expert, discusses the vital role of risk management in family planning, revealing how proper insurance can be a family's primary defense against unexpected catastrophic l…

In the latest episode of Planning Reimagined, Celeste and Kris are joined by Charmaine Tang, President of Orca, to explore the evolving landscape of family offices and the pivotal role of technology in enhancing their efficiency and effectiveness. Charmaine brings her expertise to the table, discussing issues such as succession, transitioning withi…

Celeste and Kris are joined in the episode of Planning Reimagined by David Friedman, Partner at Forbes Banister International. David talks about the evolving landscape of family offices, the role of technology in managing family wealth, and the shifting paradigms in investment strategies. He also talks about how technology revolutionizes ownership …

In this episode, Celeste is joined by Courtney Joyner Gage and Michael Mazzone to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They d…

We know that making sure your family is taken care of is important to building your legacy. However, have you actually thought about true generational wealth building and why it means so much more than making sure your family has assets past your life? In this episode of Planning Reimagined, Kris and Celeste welcome Mark Auten to discuss personal a…

In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Co-Founder of 1031 Specialists, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment. They unravel the complexities of swapping investment properties, the evolution of Delaware Statutory Trusts, and the p…

Welcome back to another wealth-building episode on the Robin Glen podcast, where your host, Celeste Moya and welcomes Kris Stegall and Michael Mazzone to dive deep into the world of real estate investing. In today’s episode, they discuss the complexities of diversifying your real estate portfolio, understanding the intricate tax implications, and s…

Welcome to the first episode of planning reimagined.द्वारा Robin Glen

We are moving! The "Arise, Shine" Podcast will not be "Immanuel Lutheran Loveland Podcast featuring Pastor Glen Schlecht." Please click on the link below and subscribe to this new podcast. If you have any questions, email Pastor Robin at rdugall@immanuelloveland.org. Link to the NEW Immanuel Lutheran Loveland Podcast - Subscribe TODAY! https://podc…

Honest Repentance: Purification. Our topic this week in our Honest Repentance series isn’t one that is talked about much – purification. A few weeks ago we explored the theme of water throughout the Bible. This week, we thought about fire and how it’s used by God – and specifically how He uses it to purify us. We looked at "fire" from two different…

Honest Repentance: Repentance. This is a core Sunday in this series because we talked very directly about “Repentance” – Honest Repentance! To get there, we took a look at the account of the prophet Jonah when God commanded him to go to the city of Ninevah, a city of great wickedness, darkness, and evil, and call them to repentance. Jonah wasn’t th…

Honest Repentance: Faith. Pastor Glen's message this week is about Abraham and the unthinkable command that God gave to him to sacrifice his only son, Isaac. As Abraham, by faith, trusted God and obeyed what He commanded him, God stopped Abraham from actually killing his son, this act of faith became the foundation from which faith is talked about …

Honest Repentance: Chaos. Throughout the season of Lent, we are thinking about Honest Repentance. On this Sunday, we considered the chaos that life so often brings – chaos all around us as well as chaos within us. As part of our consideration, we looked at all the metaphors connected to water that we find throughout the Bible. God uses this to conv…

Epiphanization at its Best! As we wrapped up the Epiphany season with Transfiguration Sunday, we’re reminded in no uncertain terms that it’s always about Jesus. The Transfiguration event in Matthew 17 was all about Jesus – pointing to Him, the presence of Moses and Elijah giving clarity about Jesus and who He truly is, the glowing/shining and then …

Epiphanized to Live. The Scriptures we explored this Sunday are beautiful and powerful expressions of LIFE and what the Lord very clearly puts in front of us. He gives us choices and His ultimate desire is that we listen to Him, obey Him, and follow Him. As we continue our Epiphany series, Epiphanized!, these choices are significant when it comes t…

Epiphanized with Foolishness. We continue our Epiphany series, Epiphanized!, thinking about how we as God’s people are being looked upon as being more foolish every day. This is good because it’s a testimony that we represent the Light of Christ. We hold dear the message of the cross, the Gospel of Jesus Christ, which is life-giving and life-sustai…

Darkness, Light, and the Kingdom. We continue our Epiphany series, Epiphanized!, continuing to talk about darkness and light. Today, we looked at these realities in the context of living in the Kingdom of God. Jesus had some things to say about Kingdom-living and they relate pretty directly to what we hear throughout God’s Word and some of the chal…