Send us a text In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank. After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early…

Send us a text In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech. After graduating with a finance degree from Villanova University, Steve spent his …

Send us a text In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equi…

We're all about helping the community at Jacobs Financial Services. Jenna tells us her story about giving back and how that's evolved into running a massive nonprofit benefitting the food industry! https://www.facebook.com/jenna.arcidiacono/ https://www.foodhugs.org/?fbclid=IwAR3wWLcrEDpTRTiFgSzf_YfbySuwTP0_7lOJfdXWI2JxEbiOrhhNnIjYRzs https://amore…

Terri fills us in on the past few months out of broadcasting and working at Jacobs Financial Services.Jacobs Financial Services LLC

Jennifer is not only heavily involved with AARP. She's also an author! Click the link below to purchase her book, Not Your Shoe Size. MORE: https://www.jenniferdivita.com/shopJacobs Financial Services LLC

Steve has been a longtime media member in West Michigan. He talks about some of the battles in his personal life as well as giving back to the community. Catch up with Steve on West Michigan's Morning News below! https://woodradio.iheart.com/featured/west-michigan-s-morning-news/Jacobs Financial Services LLC

Did you know you can join AARP when you're 18? Jennifer weighs in on a lot of the unknown benefits of being a member.Jacobs Financial Services LLC

Spending time giving back to your community might be something you want to do in retirement. Patrick Placzkowski from the Boys & Girls Club of Grand Rapids fills us in on all the opportunities available.Jacobs Financial Services LLC

Hopefully you aren't hungry when you listen to this. John points out a number of things to do right in your backyard as you approach retirement.Jacobs Financial Services LLC

Send us a text Thank you to our sponsors at Magic Mind. Please learn more about the healthy energy drink shot at https://magicmind.com Order your Magic Mind today at https://a.co/d/4R06mLi Hi everyone, and welcome to the FinanZe podcast, episode 19. Today I am joined by another fantastic guest Mr. Tom Gotsch. Tom has had a fantastic career in the f…

Tom poached Phil from another company because he recognized what a great person he was. Phil explains why he fit like a glove.Jacobs Financial Services LLC

A heavyweight on the podcast this week! Chief Winstrom has been in Grand Rapids for almost two years now.Jacobs Financial Services LLC

Catherine has worked in the Grand Rapids TV market for over 30 years. As a journalist, it's only fitting that she has some hard-hitting questions for him. We also learn about some of her odd experiences through the years of being a TV reporter.Jacobs Financial Services LLC

Carter joins us to talk community, giving back, and local entertainment options for those looking to enjoy retirement.Jacobs Financial Services LLC

Dawn is fairly new to Jacobs Financial Services. However, her family feels like it's the best decision they've made in a long time.Jacobs Financial Services LLC

Aaron is the head of functional medicine at Age Management of West Michigan. Financially planning for retirement is critical, but so is taking care of yourself so you can enjoy your later years. Get a free consultation at Age Management! They can help you get right. MORE: https://www.agemanagementmi.com/…

A familiar face has joined the JFS staff. Just like the weather, we too experience a series of seasons throughout our lives. Terri explains the 'encore' season and how that will impact her role at Jacobs Financial Services.Jacobs Financial Services LLC

Even when you're a successful musician, you need a plan when it comes to retirement. Brian performs a song for the office as well.Jacobs Financial Services LLC

Successfully planning for retirement might mean traveling for some of you! Cassidy is a travel agent and lays out some of the best place to go around the globe and here locally.Jacobs Financial Services LLC

Another week, another Gregg. He tells us about his shortcomings in business, playing the market, and fighting to get back ahead financially. Did you know Tom was a big Mike Tyson fan?Jacobs Financial Services LLC

Gregg joins us to talk work culture, financial illiteracy, and the unpredictability of business. According to Tom, there's one common mistake that people make when planning for retirement.Jacobs Financial Services LLC

What do you want to know about Tom? We now have an inside source. Big surprise, but Tom was the cool parent when Molly was growing up.Jacobs Financial Services LLC

Jacobs Financial Services works with people from all different backgrounds. Phil tells us why Tom's team was the right fit for him and his wife. We also can't have a musician on the show without hearing some of their material!Jacobs Financial Services LLC

We are rapidly approaching the second annual Jacobs Financial Golf Outing! We talk with event director Lynzie Gotshall about what we can expect on August 23rd. There's still a few spots left! Get signed up. LINK: https://yoursvp.com/GOLF23Jacobs Financial Services LLC

Elise is an insurance producer for Jacobs Financial Services. She's one of the many employees that dropped a previous gig to be a part of what Tom is building at JFS. Why? Empowerment and culture.Jacobs Financial Services LLC

When preparing for retirement, controlling the steps to getting there is critical. There's times when control can be a great thing, and when it can be detrimental. Tom learned a lesson about control when it comes to running a business.Jacobs Financial Services LLC

Tom explains where it all began for JFS. There's no question why the company has grown the way it has. Everything starts with his team and the culture he's established.Jacobs Financial Services LLC

Like Tom, Dave was extremely close with his father. We also learn how complex it can be when you gain an inheritance from a loved one. Like your life savings, you need a strategy to protect that as well.Jacobs Financial Services LLC

Send us a text Robert is currently the Chief Financial Officer of Dolby, the #1 audio company in the world for entertainment technology. Previously, he also served as the VP of Finance for Chegg, Paypal and BlueJean Networks. In 2021 Dolby was named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies and consistently …

Did you know that Tom has a side business? It seems like a stretch...but fishing and retirement aren't so different after all.Jacobs Financial Services LLC

We learn a little more about Tom's childhood. He tells us about his relationship with his brother and his love for hockey.Jacobs Financial Services LLC

Tom reveals the bond he's held with his parents throughout the years. The ability to spend quality time with your family and loved ones as you approach retirement can rely entirely on how prepared you are financially. We also learn about one of Tom's biggest hobbies!Jacobs Financial Services LLC

Welcome! We get into the reason why Tom Jacobs started this company in the first place. There's a big difference between leaving an inheritance and leaving a LEGACY. Michelle makes an observation about culture inside the working place at Jacobs Financial Services.mediafv

Send us a text On today’s episode, we are joined by Mr. Paul Polman. Business leader, campaigner, Co-Author of “Net Positive: how courageous companies thrive by giving more than they take”, recently published October 2021. I loved the book so please go check it out on Amazon here: Net Positive Book on Amazon. To learn more about Mr. Polman and what…

Send us a text On today’s episode, we are joined by Mr. Paul Polman. Business leader, campaigner, Co-Author of “Net Positive: how courageous companies thrive by giving more than they take”, recently published October 2021. I loved the book so please go check it out on Amazon here: Net Positive Book on Amazon. To learn more about Mr. Polman and what…

Send us a text On today's episode, we have self-made billionaire Ken Fisher, an esteemed author, CEO, and financial columnist. With Mr. Fisher, we discuss current economic and market conditions, money management, the true meaning behind diversification in a portfolio, key metrics when deciding when to buy a stock, Biden’s new infrastructure plan, h…

Send us a text On today's episode, we have Jim Rogers, billionaire co-founder of The Quantum Fund and Soros Fund Management. Mr. Rogers is known by many in the finance world as one of the greatest investors of all time. From 1973 to 1980, the Quantum Fund portfolio gained 4,200% while the S&P advanced only about 47%. He is also accredited as the cr…

Send us a text GTOAT- The Greatest Trade of All Time. On today’s episode we have one of the best if not the best hedge fund manager of all time, John A. Paulson. And today we reveal how he pulled off his Big Short during the 2008 financial crisis. Paulson leads Paulson & Co., a New York-based investment management firm he founded in 1994 and turned…

Send us a text CHAPTER MARKERS: 0:09- Introduction 1:35- Chris Larsen's Origin Story 4:35- The Story of E-loan. 8:40- Chris Larsen's greatest challenge starting E-loan. 11:25- His advice for all future & present entrepreneurs and What makes a great entrepreneur 16:52- The Overview & Creation of Ripple and XRP. 20:45- How Chris Larsen got into crypt…

Send us a text CHAPTER MARKERS: 0:00- Introduction 1:30- How Hubert Got Started in Business 2:52- Why He left Carlson for Best Buy? 5:27- The REVIVAL of Best Buy 10:03- Why Businesses NEED People 13:09- Challenges & Accomplishments of Best Buy 16:40- How to be a Great Leader 17:45- Principles to Follow for Success 22:47- How to Find YOUR Meaning an…

Send us a text On today’s episode I talk to Glenn Hubbard. Mr. Hubbard is widely considered as one of the greatest economists in the world. He was also The Former Chairman of The Council of Economic Advisers under President George W. Bush from 2001 to 2003. Mr. Hubbard was The Dean at Columbia University’s School of Business from 2004 to 2019. From…

Send us a text Wall Street Legend, Renowned Investor, and Philanthropist. On today’s episode will be with billionaire investor Leon Cooperman. Who is considered by many in the finance world as one of the greatest investors of all time. A self made billionaire who reached a peak net worth of $3.3 billion back in 2020, and is now worth $2.5 billion. …

Send us a text Roy Kuan, was the managing partner at CVC Capital Partners. He was the Head of Asia for CVC Capital, but retired in 2018. CVC is a top 5 private equity firm in the world, managing over 109 billion dollars in assets. Roy led and raised the LARGEST private equity fund in Asia. Roy has been featured on CNBC twice. Roy got his B.A from G…

Send us a text Howard Marks is the Co-Founder/Co-Chairman of Oaktree Capital. His company is the largest investor in distressed securities worldwide. His company manages over $124 billion dollars in assets. Howard Marks is widely considered as one of the greatest investors in the world. Mr. Marks is called, “The master of the market cycle”. In 2020…

Send us a text Welcome to the 5th episode of the podcast. I am joined by a very very special guest, Mark W. Nelson, The Dean at Cornell University’s School of Business. Mark W. Nelson is the Anne and Elmer Lindseth Dean and Professor of Accounting at the Samuel Curtis Johnson Graduate School of Management in Cornell’s SC Johnson College of Business…

Send us a text In the fourth episode of the podcast, I talk to The Chair of Entrepreneurship Jon Fjeld at Duke Fuqua’s School of Business. In this discussion Professor Fjeld and I talk about the fundamentals of entrepreneurship and entrepreneurial strategy. From December, 2000, until July, 2004, Jon served as vice president of engineering for Align…

Send us a text In today’s episode, I am joined by Professor Fred Feinberg from the University of Michigan Ross School of Business. Mr. Feinberg got his PhD from MIT, and is the current chair of marketing at the Ross School of business. Prof. Feinberg's research examines how people make choices in uncertain environments. His work focuses on using st…

Send us a text In the second episode I talk with Professor Torsor Kotee of UC Berkeley Haas. UC Berkeley Haas has been named the 3rd best undergraduate business school in the nation for many years. Torsor is the founder of an Tech-Ed startup called, “market games”. This game allows a student to experience what an entrepreneur or a business leader e…

Send us a text In this interview I talk with Tim Draper of Draper Associates. Mr. Draper has been listed as the 7th best venture capitalist in the world on the Forbes Midas List, as well as the 48th most influential Harvard Alum. In today’s fireside chat Tim and I talk about his career as a venture capitalist, how he evaluates companies to invest i…