Finance

Episode 48: Mentorship, Mistakes, and Making a Difference with Joe Kroc

Joe serves as Executive Vice President, Chief Lending Officer of FNBC Bank & Trust in La Grange, IL. He has been a member of the FNBC team since 2012 and manages a group of several commercial and consumer loan officers at FNBC’s various locations. He develops and services banking and loan relationships with businesses, investors, […]

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Episode 46 : Networking Is A Superpower  with Jay Winkler

For more than three decades, Jay Winkler has worked with many smart and talented people and served as a leader at family-owned, privately held, and private equity-backed companies in manufacturing, non-profit, communications, consulting, consumer products, education, technology, business services, and globalization. He has started factories around the world, launched businesses, succeeded in turning around distressed

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Episode 41 : Holistic Approaches to Financial Planning with Nick Novakovic

Nick Novakovic is Vice President of WestPac Wealth Partners. He helps individuals and families overcome financial hurdles and establish stability. After a career-ending basketball injury in 2005, Nick transitioned to finance to guide others through financial disruptions. Recognized as a Forbes Top Best-in-State Security Professional in Florida in 2023, Nick is dedicated to being a

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Episode 22 : Unlocking Success and Fulfillment with Ken Buckman

In Episode 22 of Light Bulb Moments, I sit down with Ken “Bucky” Buckman, an entrepreneur whose ADHD-driven approach has fueled 30 years of success in the trade show industry and beyond. Ken has transformed challenges into opportunities, leading TradeTec to national acclaim with multiple INC 5000 rankings. As the founder of Rainy Investments, he

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Episode 17 : Mastering Global Asset Transfers with Scott Schamber

In Episode 17 of Light Bulb Moments, I sit down with Scott Schamber, Partner & Managing Director of BFI Bullion, where he leads a team specializing in the purchase and secure storage of physically allocated metals in Switzerland. With over two decades of experience at BFI Bullion, Scott has been instrumental in helping clients safeguard their

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Episode 14 : Fostering Growth through Community Connections with Bill Carney

In Episode 14 of Light Bulb Moments, I’ll be speaking with Bill Carney, a seasoned finance professional with a passion for fostering growth through community connections. Bill holds a degree in Economics from the University of Illinois and has spent over two decades in finance and operations, including leadership roles at Mesirow Financial and Incapital.

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Episode 13 : Fiduciary Principles and Client-Centric Strategies With Ryan Williamson

In Episode 13 of Light Bulb Moments, I’ll be speaking with Ryan Williamson, a dedicated financial advisor with over two decades of experience. Since 2000, Ryan has been providing tailored financial guidance, emphasizing the uniqueness of each client’s needs and goals. He is the author of Drafting Your Financial Quarterback: What You Need to Know

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Episode 12 : Addressing Tax Problems Proactively with Joe Shadle

In Episode 12 of Light Bulb Moments, I’ll be speaking with Joe Shadle, President of Tax Relief, Inc. Joe is an Enrolled Agent, National Tax Practitioners Institute Fellow, and a financial services veteran with experience spanning New York, New Jersey, and Florida. He’s worked in disaster relief loans for the Small Business Administration and is

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Episode 4 : Building Wealth and Long Term Success With Greg Johnson

In episode four of Lightbulb Moments, I speak with Greg Johnson, a wealth manager at Paradigm Wealth Management. With over 30 years in the financial services industry, Greg’s experience spans top firms like Northern Trust, Bear Stearns, and Koch Industries.  Meet Greg Johnson Greg is a strategic thinker and community advocate. His understanding of advanced

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