Finance

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 […]

Episode 12 : Addressing Tax Problems Proactively with Joe Shadle Read More »

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

In episode four of Light Bulb 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

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