Joe Strazzeri's guest appearances

Joe Strazzeri

Financially Simple - Business Growth to Sale

Ways to Love Your Money

Rise Up Network's Podcast

Craig Sewing

Joe Detmer

Krystin Krebs

James Carmody

Christine Dwyer

Les McKeown

Bob Burg

Amanda Nachman

John Stoj

Gerri Detweiler

David Stein

Rob Smith

Gavin Baker

John Parks

Nick Unsworth

OwlTail

Season 4, Episode 14: Joe Strazzeri

In episode 286 of Financially Simple, Justin is joined by Brandon Jordan to talk with Joseph Strazzeri of Strazzeri Mancini Attorneys about building a Success Team. The Short-Stop between second and third base is one of the most important positions in Baseball, so having the right person there is imperative. Justin, Joe, and Brandon discuss the importance of having the best possible legal expertise on your Business Success Team. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! __   TIME INDEX: 02:43 - The Shortstop Legal Advisor, with Joe Strazzeri 03:56 - Why Should a Business Owner Hire Legal Counsel? 05:33 - Prepping for Taxes 08:15 - The We-Driven Mindset 11:26 - Care To Know 17:09 - How and Where 22:34 - The Planning Table 28:04 - One Piece of Advice 29:39 - Wrap Up   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit www.Strazzerimancini.com www.caretoknow.info __   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute’s Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast’s guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast’s hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

In episode 286 of Financially Simple, Justin is joined by Brandon Jordan to talk with Joseph Strazzeri of Strazzeri Mancini Attorneys about building a Success Team. The Short-Stop between second and third base is one of the most important positions in Baseball, so having the right person there is imperative. Justin, Joe, and Brandon discuss the importance of having the best possible legal expertise on your Business Success Team. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! __ TIME INDEX: 02:43 - The Shortstop Legal Advisor, with Joe Strazzeri 03:56 - Why Should a Business Owner Hire Legal Counsel? 05:33 - Prepping for Taxes 08:15 - The We-Driven Mindset 11:26 - Care To Know 17:09 - How and Where 22:34 - The Planning Table 28:04 - One Piece of Advice 29:39 - Wrap Up RESOURCES: <a href="https://financiallysimple.com/" rel="nofollow" target="_blank">Financially Simple Educational Website</a> <a href="https://www.youtube.com/channel/UCiliT86LSKQyglnEF8YiQ2g" rel="nofollow" target="_blank">Financially Simple on YouTube</a> Subscribe to the <a href="https://financiallysimple.com/newsletter/" rel="nofollow" target="_blank">Financially Simple Newsletter</a> <a href="https://financiallysimple.com/ask-justin/" rel="nofollow" target="_blank">Ask Justin a Question</a> NEW Book: <a href="https://financiallysimple.com/book/" rel="nofollow" target="_blank">The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit</a> <a href="http://www.strazzerimancini.com/" rel="nofollow" target="_blank">www.Strazzerimancini.com</a> <a href="http://www.caretoknow.info/" rel="nofollow" target="_blank">www.caretoknow.info</a> __ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute’s Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast’s guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast’s hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

The Shortstop Legal Advisor, with Joe Strazzeri

Larry Kesslin

Rise Up Radio Episode 125: Featuring (Part I) Larry Kesslin, Chief Connector at Corporate Alliance San Diego, and (Part II) Joe Strazzeri, Esq., Attorney &amp; Counselor at Law at Strazzeri Mancini, LLP, Co-Founder and Principal at Southern California Institute, Attorney &amp; Counselor at Law at California Estate and Elder Law, and Co-Founder and Principal at The Founders Group. Aired on July 7, 2018. Hosted by James Carmody.

Rise Up Radio Episode 125: Featuring (Part I) Larry Kesslin, Chief Connector at Corporate Alliance San Diego, and (Part II) Joe Strazzeri, Esq., Attorney &amp; Counselor at Law at Strazzeri Mancini, LLP, Co-Founder and Principal at Southern California Institute, Attorney &amp; Counselor at Law at California Estate and Elder Law, and Co-Founder and Principal at The Founders Group. Aired on July 7, 2018. Hosted by James Carmody.

Episode 125: Featuring (Part I) Larry Kesslin, and (Part II) Joe Strazzeri