Your Wealth & Beyond  By  cover art

Your Wealth & Beyond

By: Andrew Rafal
  • Summary

  • "Your Wealth and Beyond" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
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Episodes
  • Becoming a Persuasive Speaker: Insights from Terri Sjodin
    Jul 12 2024

    Please enjoy this relaunch of one of our favorite episodes with Terri Sjodin.

    Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you.

    Fortunately, there are self-proclaimed speech geeks like Terri Sjodin out there in the world to help us improve. Terri has spent the last 30 years working to help people and businesses build and deliver more polished, persuasive, and effective presentations – and, since March, has focused her work on the tools and technologies you can use right now to forge more authentic connections.

    Today, Terri and I are talking about the shocking mistakes that tons of professionals make when they speak in public, as well as sharing some techniques you can use right now to become a better speaker, no matter where or how you’re meeting.

    In this episode you’ll learn:

    • Everyone can benefit from improving their presentation skills, even if you don’t work in sales or ever have to get up on a stage
    • The three benchmarks people use to measure the effectiveness of a presentation
    • Why storytelling is such a big component of almost every successful presentation
    • Three things you can do right now to improve your presentations - and the tools and technology that can help you deliver higher-quality virtual presentations
    • What makes someone a great presenter.

    Interview Resources

    • Sjodin Communications
    • Scrappy: A Little Book About Choosing to Play Big
    • Logitech BRIO
    • Rode Microphones
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    55 mins
  • Prioritize your Time Like a Celebrity with Tarra Stubbins
    Jun 28 2024

    When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge.

    In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars.

    You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually.

    Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/91

    Key Takeaways:

    • How Tarra launched her career by hopping on a tour bus with Kenny Rogers and doing the behind-the-scenes work that needed to be done.
    • Tarra’s approach is to build trust and credibility with VIP clients and ultra-high-net-worth individuals.
    • Why is no celebrity or CEO’s daily routine going to be the single thing that makes you as successful as they are, and how can you meaningfully start taking back your time?
    • The power of controlling your schedule, building discipline in your practice, and simply showing up.
    • How remote, hybrid and virtual executive assistants can continue to add value without being in the same place as their clients.

    Interview Resources:

    • Tarra Stubbins
    • Tarra Stubbins on LinkedIn | X/Twitter
    • Take It Easy Personal Concierge Inc. on LinkedIn
    • The Rolling Stones
    • Lady Gaga
    • Kenny Rogers
    • Mick Jagger
    • Drake
    • Keith Richards
    • Jack Daniel’s
    • Jerry Seinfeld
    • Tim Ferris
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    45 mins
  • Building Wealth for You & Your Employees with Brian Hartstein
    Jun 14 2024

    Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.

    In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.

    We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.

    Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90

    Key takeaways

    • The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
    • Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
    • How a third-party administrator can fit into your business structure to help meet your financial goals.
    • The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
    • Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.

    Interview Resources

    • Bayntree Wealth Advisors
    • Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
    • Brian Hartstein, MSFS, CLU, ChFC on LinkedIn
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    39 mins

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