The Kuderna Podcast

De: Bryan Kuderna
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  • Resumen

  • Bryan M. Kuderna, author of "What Should I Do With My Money?" and founder of Kuderna Financial Team, discusses wealth in its original meaning-- a state of well being.
    Content of The Kuderna Podcast is copyright of Bryan M. Kuderna. All rights reserved. Any redistribution or reproduction of part or all of the contents in any form is prohibited without prior permission from The Kuderna Podcast.
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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
Economía Éxito Personal
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