Dec 22, 2022
On this episode of The Trusted Partner Podcast, Jesse and Gabe sit down with Ben Dobrzynski, CPA. Ben is a partner at Demott & Smith CPA's, in Rochester NY, where he focuses his practice on providing tax, accounting, and general business advice to individuals, closely held businesses, and seed-stage to...
Dec 8, 2022
- The concept of "necessity vs. desire"
- The most important skills in the modern workplace
- How the best workplaces are setting themselves apart
- The Great...
Nov 22, 2022
- What's a CFP?
- The most common questions financial planners deal with
- Budgets and balance sheets
- How financial plans prepare for recessions and bear markets
- Common mistakes...
Nov 9, 2022
- the basics of private investments - what they are, how they work, how they're bought and sold
- the various "buckets" of private markets
- why invest publicly? why invest privately?
- how do...
Oct 27, 2022
- what should the average employee be thinking during open enrollment?
- what are the different kinds of plans? Why do they exist?
- how can/should last year's medical usage affect next year's insurance needs?
- how should...