Best CEPA Podcasts (2025)

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Lorenz Meier: Building the Future Force 27:20

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21d ago27:20

27:20

In this episode of the CEPA Podcast, Auterion Co-founder and CEO Dr. Lorenz Meier discusses the cutting-edge technological revolution happening in Ukraine. Meier reveals how commercially available technologies are creating strategic game-changers, from drone operations to cyber capabilities. Hear firsthand insights into how Ukraine's tech ecosystem…

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The Hidden Fuel Behind Explosive Practice Growth - The Purpose Focused Advisor with Rob Brown 35:50

6d ago35:50

35:50

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…

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The Power of Podcasting: How Traci DeForge Transforms Business Growth 50:40

6d ago50:40

50:40

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how s…

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Karan Bahtia: Trust and Reliability in Transatlantic Tech 20:40

21d ago20:40

20:40

In this episode of the CEPA podcast, former Deputy US Trade Representative and Google's Global Head of Government Affairs, Karan Bhatia, unpacks the complex relationship between technology, security, and innovation. From AI's transformative potential to the challenges of digital sovereignty, this conversation offers a candid look at how tech giants…

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Money Rx - How Much Do I Need To Retire 14:37

26d ago14:37

14:37

In this episode of MoneyRx, host Josh Taffer discusses the common question among physicians regarding how much money is needed to retire. He emphasizes that the focus should not be on a specific number but rather on the process of building a reliable financial system. Taffer introduces the endowment model, which is used by institutions to ensure lo…

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Timing the Market vs. Following the Trend: What Actually Works 24:55

27d ago24:55

24:55

In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to he…

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The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods 38:42

27d ago38:42

38:42

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit. With over two decades of experience in B2B and manufacturing marketin…

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Learn How Exit Planning Added $900,000 to the Selling Price of a Roofing Company 28:30

1M ago28:30

28:30

In this episode, discover how smart exit planning strategies drove a $900K increase in business value—and what life looks like after the sale. What really happens when the deal closes? In this raw and insightful conversation, Gary shares his multi-year journey selling his roofing company—from an initial failed attempt to a competitive seven-offer b…

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Money Rx - Leadership, Vision & Burnout w/ Dr. Brunson 30:06

2M ago30:06

30:06

In this episode of MoneyRx, host Dave Jesiolowski speaks with Dr. Claude Brunson about the critical aspects of leadership in the medical field, emphasizing the importance of self-care, mentorship, and the internal conversations that shape effective leadership. They discuss the challenges of burnout among physicians, the necessity of setting boundar…

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Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS® 27:46

2M ago27:46

27:46

It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…

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Dr. Benedikt Franke on International Diplomacy and Security 30:45

2M ago30:45

30:45

The CEPA Podcast hosts a series of dynamic interviews, bringing together leaders and experts from both sides of the Atlantic every month to explore the most important developments shaping our world today. In the latest episode, Dr. Benedikt Franke sits down with Dr. Alina Polyakova to discuss the evolution of global security dialogue, including in …

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Ambassador Georgette Mosbacher on NATO’s Eastern Flank 30:22

2M ago30:22

30:22

The CEPA Podcast is a series of dynamic interviews, bringing together leaders and experts from both sides of the Atlantic to explore the most important challenges shaping our world today. In this episode, Ambassador Georgette Mosbacher joins to discuss her career in diplomacy, including her time as US Ambassador to Poland, the strategic importance …

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From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire 31:25

2M ago31:25

31:25

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and h…

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Ambassador Mark Gitenstein on Diplomacy and EU-US Ties 33:02

2M ago33:02

33:02

CEPA is proud to launch The CEPA Podcast, a series of dynamic interviews every month, bringing together leaders and experts from both sides of the Atlantic to explore the most important challenges shaping our world today. In our first episode, Ambassador Mark Gitenstein sits down with Dr. Alina Polyakova to discuss his career in public service, inc…

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Panel Discussion With 3 Business Owners Who Recently Sold Their Business 1:06:17

2M ago1:06:17

1:06:17

In this episode we recorded a live webinar of the Exit Planning Institute, Utah Chapter of Exit Planners where we listen to the expertise and advice of 3 people who were involved in the sale of a business: Chris Badger($80 Million Sale), Howard Flores (under $5 Million), Don Mealing (somewehere in between on multiple transactions). This is a seller…

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From Flipping to Freedom: How Sharad Mehta Built His Real Estate Empire 34:47

3M ago34:47

34:47

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managin…

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Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse 35:10

3M ago35:10

35:10

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and …

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Money Rx - The Costly Money Mistakes Doctors Make — with Dr. Brunson 28:30

3M ago28:30

28:30

In this episode of The Physician’s Financial Journey, Dr. Brunson explores the path from residency to retirement through the lens of real physician experiences. We unpack powerful stories, spotlight the most common financial mistakes doctors make, and reveal the strategies that lead to long-term financial success. Whether you’re early in your caree…

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Money Rx - 5 Stages of Business & The 4 C's 18:14

3M ago18:14

18:14

In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage. Emphasizing the need to maximize the value of a physician's practice. Taffer also introduces the four Cs—human,…

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How a financial advisor quarterbacked a transaction correctly 14:39

3M ago14:39

14:39

Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback". The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key m…

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Using AI to systematize operations and the sale of your business with guest Matt Gruber 36:59

3M ago36:59

36:59

In this podcast we discuss the complexities of selling a business, featuring Matt Gruber, an entrepreneur with a legal background. Matt shares his experience of losing a business due to lack of succession planning and the importance of documenting and cloning business knowledge. He introduces Cotingency, a service that uses AI to help business owne…

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Money Rx - Taxes & Your Retirement 19:57

4M ago19:57

19:57

In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these accounts, the benefits of tax-free growth in Roth accounts, and strategies for utilizing health savings acc…

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What Every Entrepreneur Needs to Know About IPOs with guest Paul Hickey 32:48

5M ago32:48

32:48

This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include: • Importance of IPO vs. venture capital decisions • Outlining the benefits of going public • Understanding costs associated with …

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Money Rx - Protect Your Assets, Income & Lifestyle 21:14

5M ago21:14

21:14

In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disability insurance. The conversation covers various types of insurance, including business overhead insuranc…

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Money Rx - How to Choose Your Financial Advisor & Financial Firm 24:12

5M ago24:12

24:12

In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broad…

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Money Rx - Stop Trading your Time For Dollars 28:00

6M ago28:00

28:00

In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to. Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash f…

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Money Rx - Best Financial Practices For Physicians 17:26

6M ago17:26

17:26

In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managing their finances, the significance of execution in financial planning, and the critical factors to consider wh…

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Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

7M ago32:08

32:08

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…

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Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi 34:24

7M ago34:24

34:24

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Togethe…

1
Smart Strategies for a Successful Business Exit with Joseph Sofia 47:45

7M ago47:45

47:45

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…

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Momentum and Volume - The Other Major Factors to Consider When Investing 36:54

8M ago36:54

36:54

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market beh…

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How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

8M ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
Price and Trend - 2 of The Major Factors to Consider When Investing 23:01

8M ago23:01

23:01

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing…

1
Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 36:17

8M ago36:17

36:17

Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financia…

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Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

9M ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

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Making Estate Planning Easier with Dan Baron of Baron Law 42:22

9M ago42:22

42:22

In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your asse…

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Simplifying Estate Planning with Dan Baron of Baron Law 42:18

9M ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

10M ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

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California legislation; Taiwan registration; EU derogations for a jet fuel preservative 26:17

10M ago26:17

26:17

In this episode, North America desk editor Julia John talks about California legislation that could limit phthalates in IV bags, bisphenols in children's products and more. Asia senior reporter Uzair Aftab talks about how businesses are dealing with Taiwan's upcoming deadline for registering more than 100 priority existing chemicals. Finally, senio…

1
Daylight - The One Important Thing to Watch When The Market Goes Haywire 20:26

10M ago20:26

20:26

"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…

1
These 10 Wealth Principles Are the Key to Financial Freedom! 32:00

10M ago32:00

32:00

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. C…

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How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel 25:10

10M ago25:10

25:10

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here Join us for a special Thursday Edition! This we…

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Why Is Retirement Planning So Hard? 36:23

10M ago36:23

36:23

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

11M ago38:30

38:30

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…

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Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams 27:53

11M ago27:53

27:53

In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…

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Retirement Intel: Retiree Healthcare Costs Higher Than Expected 30:39

11M ago30:39

30:39

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

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Retirement Intel: Should Retirees Be Selling? 48:22

11M ago48:22

48:22

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

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The Future of Accounting and CPAs with David Hartley 45:41

11M ago45:41

45:41

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…

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How to Run a Successful Multigenerational Family Business with Bard Manufacturing 32:32

11M ago32:32

32:32

In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam …

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Retirement Intel: Will The U.S. Debt Impact Your Retirement 31:52

11M ago31:52

31:52

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-hereThis weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we …