Episodios

  • #148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer

    #148 - Rob Neuner on Boost Oxygen, Shark Tank, Sports and Beer
    Aug 16 2024
    Rob Neuner is the founder and CEO of Boost Oxygen, named by Inc Magazine as one of the 500 fastest growing companies in the world. He shares his journey from importing beer from Prague from 1996-2006 before starting Boost, and his experience on Shark Tank landing a deal the deal with Kevin O'Leary. Bryan and Rob discuss business start-ups, managing everything from marketing to engineering, working through the COVID-19 pandemic, work-life balance, and more Keywords: Rob Neuner, Boost Oxygen, Shark Tank, oxygen canisters, athletes, respiratory issues, altitude sickness, O2 trainer, Rob Neuner, Boost Oxygen, COVID-19, manufacturing, distribution, online retailers, brick-and-mortar retailers, succession planning, investments, favorite book, favorite movie, favorite vacation destination Chapters 00:00Introduction and Background 04:14The Deal with Kevin O'Leary 08:01Transition from Beer Importing to Boost Oxygen 14:20The Genesis of Boost Oxygen 19:02Building Boost Oxygen and Maintaining Profitability 21:19Future Plans for Boost Oxygen 28:08The Distribution of Boost Oxygen: Online vs Brick-and-Mortar 30:38The Efficiency and Profitability of Online Retailers 33:08Manufacturing In-House and Overcoming Production Issues 35:29Succession Planning and the Future of Boost Oxygen 38:03Different Paths for Business Growth: Private Equity, Going Public 41:31International Expansion and Market Growth 43:34A Day in the Life of Rob Neuner 46:34Lightning Round: Hero, Book, Movie, Quote, Vacation, Investment 51:16Changing the World: Negative Discourse This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-180076 Exp. 8/26
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    55 m
  • #147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson

    #147- Accounting, Unconventional Wealth, and Business Commandments with Dan Nicholson
    Jul 26 2024
    Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact of AI. Keywords: endurance sports, business, consistency, calculated risks, wealth types, tax planning, CPA, entrepreneur, accounting industry, AI, financial decisions, personal wealth Chapters 00:00Introduction to Dan Nicholson 01:14Shared Experience of Participating in Half Ironman Triathlons 08:00Lessons from Endurance Sports: Consistency and Calculated Risks 12:15Understanding Your Wealth Type for Financial Decision Making 16:41Legal Strategies for Tax Planning: Following the Rules 21:19Building Relationships and Staying Up to Date in Tax and Accounting 26:18Curiosity and Adaptability in the Accounting Industry 30:36Job Hopping and Leveraging Resume 37:13Transitioning to Entrepreneurship 42:57Rigging the Game: A New Approach to Financial Decision-Making 45:32The Changing Landscape of the Accounting Industry 51:53The Impact of AI on Traditional Accounting Roles 56:48Making Better Financial Decisions for Personal Wealth Dan's Book: https://www.riggingthegame.com This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-179237 Exp. 7/26
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    1 h
  • #146- Your Annual Financial Physical

    #146- Your Annual Financial Physical
    Jul 10 2024
    Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: financial health, benchmarks, emergency fund, income levels, investment portfolio, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, net worth. 1- Do You Have an Emergency Fund? 2- Do You Exceed the Median Earnings of Your Peers? 3- Do You Have Automatic Contributions to Your Investments? 4- Do You Have Disability Insurance? 5- Do You Pay Off Your Credit Cards Monthly? 6- Do You Pay for Your Vacations in Advance? 7- Do You Maximize Your Employer Match? 8- Do You Have Term and Whole Life Insurance? 9- Do You Have a Will? 10- Does Your Net Worth Go Up Every Year? *Median Earnings (https://www.bls.gov/cps/earnings.htm) Whole Life insurance is intended to provide death benefit protection for an individual’s entire life. With payment of the required guaranteed premiums, you will receive a guaranteed death benefit and guaranteed cash values inside the policy. Guarantees are based on the claims-paying ability of the issuing insurance company. Dividends are not guaranteed and are declared annually by the issuing insurance company’s board of directors. Any loans or withdrawals reduce the policy’s death benefits and cash values and affect the policy’s dividend and guarantees. Whole life insurance should be considered for its long-term value. Early cash value accumulation and early payment of dividends depend upon policy type and/or policy design, and cash value accumulation is offset by insurance and company expenses. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-178283 Exp. 7/26
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    30 m
  • #145- Angel Investing and Video Game Networking with Bernard Chong

    #145- Angel Investing and Video Game Networking with Bernard Chong
    Jun 25 2024
    Bernard Chong started by selling shoes in his family's shoe business, World Balance, in the Philipines before becoming an iconic angel investor. He has stakes in ASI Studios, Energy FM, Tim Hortons, RKB Productions, Thirty One Digital, and more. Chong is world-renowned for founding the award-winning Bren Esports (now APBren) organization in 2017. Bren's Mobile Legends: Bang Bang team achieved a historic win as the first Philippine team to win the M-series World Championship title. Chong is preparing for the launch of several new ventures such as Mendo Coffee Company’s U.S. expansion, a new platform mobile app, housing developments in Panama, the BrenNetwork investment fund and a global education-focused non-profit, BrenSEED Foundation. Keywords: investing, entrepreneurship, shoe business, diverse portfolio, online gaming, business partnerships, video games, eSports, angel investing, philanthropy, chess, business insights, risk-taking, learning from failure, giving back, favorite book, favorite movie, favorite vacation destination, morning routine, personal hero, internet access. Chapters 00:00Introduction to Bernard Chong and his diverse investments 02:00From electronic computer engineering to becoming an investor 09:32Lessons from failure and the importance of learning 13:01The life-changing impact of business process outsourcing 25:55Meeting online gaming friends in person and forming business relationships 29:16Transitioning from gaming friendships to business partnerships 35:16The positive impact of technology and information access 37:48Building a Brand in eSports 42:16The Vision for Bren eSports 45:00Balancing Work and Guiding Others 47:49Empowering Others and Allowing Growth 50:48Taking a Long-Term Approach to Investments 55:52Lessons from Chess and Video Games 58:04Advice to Younger Self: Embrace Testing and Learning 01:01:47Bridging the Digital Divide This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #2024-178281 Exp. 7/26
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    1 h y 4 m
  • #144- Where Do Our Tax Dollars Go?

    #144- Where Do Our Tax Dollars Go?
    Jun 7 2024
    In this episode, Bryan Kuderna discusses the topic of where our tax dollars go. He addresses common misconceptions about student loan forgiveness and explores the biggest line items in the US federal budget. The two largest expenses are Medicare/Medicaid and Social Security, followed by defense spending. He also highlights the significant interest expense on the national debt. Kuderna emphasizes the importance of understanding government spending and its impact on the economy. Sources: U.S. Treasury, Congressional Budget Office, Office of Management and Budget, Department of Defense, Bureau of Labor Statistics.

    This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

    #2024-176578 Exp. 6/26
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    24 m
  • #143- Investing in an Election Year

    #143- Investing in an Election Year
    May 6 2024
    In this episode, Bryan Kuderna discusses investing in an election year. He provides an overview of the current political landscape and its potential impact on the stock market. Kuderna also explores the historical performance of the stock market during election years and highlights the influence of the Federal Reserve. He concludes by offering insights and considerations for investors in the coming months.
    • Investors have seen positive returns in 20 out of 24 election years.
    • The average election year return when a Republican wins the White House has been 15.3%, compared to 9% when a Democrat wins.
    • Presidents seeking reelection often take actions to pump up the stock market, such as fiscal stimulus and pro-growth regulation.
    • The Federal Reserve has been active in election years, with rate hikes or cuts occurring in every election year since 1980.
    • A crashing stock market is challenging for a sitting president to win reelection.
    • Investors should keep an eye on the stock market and consider the potential impact of political and economic factors in the coming months.

    *Stock Market Data Source: Morningstar / Ibbotson Associates.

    ** This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

    This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

    #2024-176073 Exp. 9/24
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    23 m
  • #142- Steven Benedict on Thriving Through Adversity

    #142- Steven Benedict on Thriving Through Adversity
    Apr 16 2024

    Steven Benedict is a professional track and field athlete, entrepreneur, author, and philanthropist. He ranked 20th in Nationals in the 200 meter sprint, won the 4x100m at the Penn Relays, and is an Olympic Trials qualifier at 40 years-old. He grew up as a foster child and credits his faith and lessons learned on the track for getting him through adversity.

    Follow Steve at https://stevieyb.com and on Instagram at https://www.instagram.com/stevieyb22/.

    This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

    #2024-173613 Exp. 4/26
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    1 h y 4 m
  • #141- Picking The Right Insurance Carrier with Comdex Score

    #141- Picking The Right Insurance Carrier with Comdex Score
    Mar 26 2024
    Host and Certified Financial Planner, Bryan Kuderna, discusses the importance of protection in personal finance and focuses on insurance and how to pick the right insurance carrier. He emphasizes the need to understand the language and terms of insurance contracts and the importance of planning for unexpected events. Bryan also highlights the difference between price and cost, and the role of quality and value in insurance decisions. He introduces the Comdex ranking as a tool to evaluate the credit worthiness of insurance carriers. Comdex is not a rating, but a composite of all ratings that a company has received from the major rating agencies (A.M. Best, Standard & Poor's, Moody's, and Fitch). Comdex percentile ranks the companies, on a scale of 1 to 100 (with 100 being the best). Ratings are as of 3.26.24 and are subject to change.

    This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

    2024-179504 Exp. 8/26
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    26 m