Valley Business Radio

Adrian McIntyre | PHX.fm

Valley Business Radio, hosted by Dr. Adrian McIntyre, features in-depth interviews with executives and entrepreneurs from leading companies in metro Phoenix and other cities throughout Arizona. Our mission is to tell the stories that traditional media tends to ignore and help connect you to the right people. The show is recorded and produced in the studio of PHX.fm, the leading independent B2B podcast network in Phoenix, AZ. Learn more at https://phx.fm read less
BusinessBusiness

Episodes

America's Biggest Small Business Event: Zach Lezberg with Small Business Expo
Sep 17 2021
America's Biggest Small Business Event: Zach Lezberg with Small Business Expo
Small Business Expo is America's largest networking and educational event for business owners, start-ups, and entrepreneurs, and it's coming to Phoenix on Tuesday, September 21, 2021. Joining Dr. Adrian McIntyre to talk about it is Zach Lezberg, CEO & Producer of Small Business Expo.Founded in 2008, Small Business Expo helps small business owners and other entrepreneurs take their businesses and ideas to the next level, offering quality free content and providing a thriving venue for some of the most exciting business theories and innovations.Learn more and register for this free event at the Phoenix Convention Center on Tuesday, September 21, 2021. Zach Lezberg, CEO & Producer of Small Business Expo, started his first entertainment business (a DJ company) at the age of 11. After graduating from the University of Miami, Zach moved to New York City and recognized there was really no solid way for small businesses to access a business community, other than through the local chamber of commerce. In 2008, he experimented with creating a trade show targeting small business in New York, and soon thereafter expanded to Los Angeles, Dallas, and Miami. In 2021, what is now known as Small Business Expo will be offered in 45 cities across the United States. While it wasn’t his original mission, through the development and growth of Small Business Expo, Zach has become the voice of small business in America. In liaising with approximately 1.2 million small businesses and entrepreneurs who subscribe to his content and attend his shows annually, he has his finger on the pulse of their daily struggles, frustrations, and fears, and works tirelessly to ensure they have access to education, business resources, and networking opportunities to grow and expand to the next level. “Small business owners who come to Small Business Expo and are part of our community, run the gamut from what I call the ‘wantepreneur’ — those who have been thinking about starting a business and just need that extra push to get going — to people who are already deep into operations and need help with growth, getting organized, becoming fiscally responsible, networking, marketing, social media, and much more. Small Business Expo gives them access to absolutely everything they need in one place to maximize their time.” And while COVID has really been hard on small business with a number of companies failing as a result of lockdown and breakdowns in supply chains, Zach sees an entirely new breed of small business coming out of COVID and successfully moving forward. “Americans are really entrepreneurial by spirit. Many have left or been forced out of corporate America and they turn to doing their own thing. It’s my goal with Small Business Expo to ensure they have access to the tools to be as successful as they possibly can.” Connect with Zach Lezberg on LinkedIn, and follow Small Business Expo on LinkedIn, Facebook, Twitter, and Instagram.
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 3
Sep 16 2021
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 3
In this episode, the last in a three-part series on women in mining called "What Lies Beneath," Jennifer Burge with WorldWise Coaching & Training, Nancy Morales-Arango with Bureau Veritas, and Melissa Sanderson with Mel Sanderson Consulting talk with Dr. Adrian McIntyre about the MegaWomen of the MegaRegion project focused on empowering women in the mining industry in Arizona and Sonora. A recent study by McKinsey & Company found that when it comes to women's representation in senior leadership in the global mining workforce, the sector is a "laggard among laggards." Female representation within mining company C-suites is just 13%. Among S&P 500 companies, there are only 30 female CEOs — not one of them from mining.Topics discussed during today's conversation include:Leadership skills and characteristics inherent to women that enhance our chances of success in hierarchies built and maintained by men Recognition of men as collaborators and mentors Environmental, Social, and Governance (ESG) to Ethical Sustainable Growth (ESG+) How to be your authentic self in both national and corporate cultures that are not your own Self-awareness as the key to successful communication Need to catch up? Listen to Part 1 and Part 2 of this mini-series on women in mining. Featured GuestsJennifer Burge is CEO of WorldWise Coaching & Training based in Phoenix, Arizona and Hermosillo, Sonora. With experience on four continents and over fifty countries, WorldWise Coaching prepares its clients to thrive in international environments across the globe. The company provides private executive coaching and customized team training in the field of intercultural business communication and multicultural team building. Their expertise includes strategic consulting services to assist in conflict resolution across worldviews, international expansions, and T-MEC/USMCA Mexican Labor Reform Laws. WorldWise has been working with clients and partners in the Mexican mining industry since 2019. The relationship was formalized in 2020 when WorldWise Coaching became the first strategic ally of the Mining Cluster of Sonora in the United States. In 2021, WorldWise and the Sonora Mining Cluster co-organized Las Mineras: MegaWomen of the MegaRegion, in partnership with the US Consulate General of Nogales and the US Department of State, Bureau of Economic Affairs. This partnership has been the catalyst for ongoing cross-border women’s empowerment collaboration activities in mining across Arizona and Sonora. A dual national of the US and Australia, Jennifer uses her broad business experience and technology background to assist others to thrive in global business environments. Her experience includes Fortune 100 companies, such as Honeywell and Fortune Global 500 companies—Accenture Consulting and EDS. She achieved her PMP certification in Amsterdam in 2007. Her certification to teach English as a Second Language (specialization in Business English) was earned with distinction in Madrid in 2017. Following that, she was a Fellow at the Institute for Intercultural Communication in Portland, Oregon in 2018 and Santa Fe, New Mexico...
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 2
Aug 26 2021
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 2
In this episode, the second of a three-part series on women in mining called "What Lies Beneath," Jennifer Burge with WorldWise Coaching & Training, Dr. Margarita Bejarano Celaya with the Mining Cluster of Sonora, and Spanish-English interpreter Ivette Marian Arnold with Ivette Marian Translations talk with Dr. Adrian McIntyre about the MegaWomen of the MegaRegion project focused on empowering women in the mining industry in Arizona and Sonora. Listen to Part 1 of this mini-series on women in mining.(Producer's note: this episode of Valley Business Radio was recorded as a bilingual conversation in English and Spanish between colleagues in Phoenix, Arizona and Hermosillo, Sonora, Mexico. The version presented here has been adapted for an English-speaking audience, and the Spanish-language segments spoken by Dr. Margarita Bejarano Celaya are being provided as simultaneous interpretation into English by Ivette Marian.) Featured GuestsJennifer Burge is CEO of WorldWise Coaching & Training based in Phoenix, Arizona and Hermosillo, Sonora. With experience on four continents and over fifty countries, WorldWise Coaching prepares its clients to thrive in international environments across the globe. The company provides private executive coaching and customized team training in the field of intercultural business communication and multicultural team building. Their expertise includes strategic consulting services to assist in conflict resolution across worldviews, international expansions, and T-MEC/USMCA Mexican Labor Reform Laws. WorldWise has been working with clients and partners in the Mexican mining industry since 2019. The relationship was formalized in 2020 when WorldWise Coaching became the first strategic ally of the Mining Cluster of Sonora in the United States. In 2021, WorldWise and the Sonora Mining Cluster co-organized Las Mineras: MegaWomen of the MegaRegion, in partnership with the US Consulate General of Nogales and the US Department of State, Bureau of Economic Affairs. This partnership has been the catalyst for ongoing cross-border women’s empowerment collaboration activities in mining across Arizona and Sonora. A dual national of the US and Australia, Jennifer uses her broad business experience and technology background to assist others to thrive in global business environments. Her experience includes Fortune 100 companies, such as Honeywell and Fortune Global 500 companies—Accenture Consulting and EDS. She achieved her PMP certification in Amsterdam in 2007. Her certification to teach English as a Second Language (specialization in Business English) was earned with distinction in Madrid in 2017. Following that, she was a Fellow at the Institute for Intercultural Communication in Portland, Oregon in 2018 and Santa Fe, New Mexico in 2019. In August 2019, Mayor Kate Gallego appointed Jennifer to the Pacific Rim Advisory Council for the City of Phoenix where she is now the Vice Chairwoman. The Diplomatic Corps of Arizona appointed Jennifer to its Board of Advisors and she accepted the invitation to join the US Global Leadership Coalition’s Advisory Committee for the state of Arizona in 2020. Jennifer is also an expert contributor to Mexico Business News for the mining industry. Dr. Margarita Bejarano Celaya is General Director of the
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 1
Jul 15 2021
Women in the Mining Industry in Arizona & Sonora | What Lies Beneath, Part 1
In this episode, the first of a three-part series on women in mining titled "What Lies Beneath," Jennifer Burge of WorldWise Coaching & Training, Andrea Boltz of Freeport-McMoRan, and María López de la Rosa of SilverCrest Metals talk with Dr. Adrian McIntyre about the MegaWomen of the MegaRegion project and its mission to empower women in the mining industry in Arizona and Sonora.Our conversation touched on many important topics, including: Challenges and opportunities for women in the mining industry Sustainability in mining / Responsible Production Community relations and economic development in towns near the mine sites Impact of Covid-19 and support given by mining companies to local communities Importance of gender parity and the positive impact it has on mining companies Featured GuestsJennifer Burge is CEO of WorldWise Coaching & Training based in Phoenix, Arizona and Hermosillo, Sonora. With experience on four continents and over fifty countries, WorldWise Coaching prepares its clients to thrive in international environments across the globe. The company provides private executive coaching and customized team training in the field of intercultural business communication and multicultural team building. Their expertise includes strategic consulting services to assist in conflict resolution across worldviews, international expansions, and T-MEC/USMCA Mexican Labor Reform Laws. WorldWise has been working with clients and partners in the Mexican mining industry since 2019. The relationship was formalized in 2020 when WorldWise Coaching became the first strategic ally of the Mining Cluster of Sonora in the United States. In 2021, WorldWise and the Sonora Mining Cluster co-organized Las Mineras: MegaWomen of the MegaRegion, in partnership with the US Consulate General of Nogales and the US Department of State, Bureau of Economic Affairs. This partnership has been the catalyst for ongoing cross-border women’s empowerment collaboration activities in mining across Arizona and Sonora. A dual national of the US and Australia, Jennifer uses her broad business experience and technology background to assist others to thrive in global business environments. Her experience includes Fortune 100 companies, such as Honeywell and Fortune Global 500 companies—Accenture Consulting and EDS. She achieved her PMP certification in Amsterdam in 2007. Her certification to teach English as a Second Language (specialization in Business English) was earned with distinction in Madrid in 2017. Following that, she was a Fellow at the Institute for Intercultural Communication in Portland, Oregon in 2018 and Santa Fe, New Mexico in 2019. In August 2019, Mayor Kate Gallego appointed Jennifer to the Pacific Rim Advisory Council for the City of Phoenix where she is now the Vice Chairwoman. The Diplomatic Corps of Arizona appointed Jennifer to its Board of Advisors and she accepted the invitation to join the US Global Leadership Coalition’s Advisory Committee for the state of Arizona in 2020. Jennifer is also an expert contributor to Mexico Business News for the mining industry. Andrea María Boltz is a corporate sustainability professional with over twenty years’ experience in the mining industry. She currently works across global sustainability programs and risk management at Freeport-McMoRan Inc, a leading international mining company headquartered in Phoenix, Arizona. Andrea was raised in a mining family and began her mining career in investor relations and corporate development for small to mid-cap...
UNMET Jobs Arizona 2021 with Emily Ahrens and Rich Dredge
Mar 25 2021
UNMET Jobs Arizona 2021 with Emily Ahrens and Rich Dredge
UNMET Jobs is a free virtual job fair happening across Arizona, powered by Largely, a jobs platform that re-humanizes the hiring experience. The platform uses technology to help both businesses and job seekers find the perfect match. Joining us to talk about it is Emily Ahrens, Chief Marketing Officer of UNMET Jobs and Rich Dredge, founder and CEO of Largely.You can learn more about the UNMET Jobs Arizona 2021 free virtual job fair for employers and job seekers at https://unmetjobs.com/Emily Ahrens joined the UNMET team as Chief Marketing Officer, with the goal of launching the Jobs conferences across the country, leading the expansion for UNMET beyond investment conferences. Emily brings over 10 years of marketing and media experience, working within strategy and activation at WME/IMG on various Superbowl, Olympic, and other high-profile events. Leading the UNMET Jobs team, Emily manages, plans and executes marketing strategies, media outreach efforts, and overall brand initiatives.Rich Dredge is the CEO/Co-Founder of Largely, a jobs platform that re-humanizes the hiring experience. Rich is also the CEO/Co-Founder of Thumbraise, a platform that enables investors and startups to connect using short-form videos. Previously Rich served as COO, CRO, and CEO at Answers Corp, a holding company that operated a diverse digital media and SaaS company portfolio that exited in 2014 for over $900m. Before Answers, Rich served as Chief Architect for IHG's $6B+ sales and distribution platforms for 7 years. Rich has been building web-based platforms since the early 90’s.UNMET Jobs Arizona 2021 - https://unmetjobs.comLargely - https://www.largely.comThe Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.
Surviving Market Swings with Michael Obenauf | Wilde Wealth Wednesdays
Jan 20 2021
Surviving Market Swings with Michael Obenauf | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Michael Obenauf with Wilde Wealth Management Group talks about how you can survive market swings and what causes market volatility. Michael Obenauf joined Wilde Wealth Management Group as an Investment Advisor Representative in 2019 and works out of firm’s Scottsdale office. A coach at heart (and in his spare time), his approach to client service is to educate versus dictate, talking to each client versus at them. He is also an advocate of tailoring investment strategies and actuarial science to effectively accomplish unique financial planning needs. Obenauf earned his two Bachelor of Science degrees from the University of Wisconsin-Milwaukee. At his prior firm, where he worked in financial services, he was named “Rookie of the Year” in 2016. Obenauf holds Series 7 and Series 66 registrations as well as his Life and Health License. He was attracted to Wilde Wealth both for its stellar reputation in the industry and the community minded spirit of the team. Community minded himself, Obenauf coaches youth hockey at the Ice Den and was recently appointed to the Scottsdale Active 20-30 Club. The organization is comprised of 50 men between the ages of 20 and 40 that are business and community leaders. The focus of the organization is philanthropic fundraising to support local children's charities, but it also allows Obenauf the opportunity to take part in hands on activities to mentor kids toward goals. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
Estate Planning with Scott Aitken | Wilde Wealth Wednesdays
Jan 13 2021
Estate Planning with Scott Aitken | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Scott Aitken with Wilde Wealth Management Group talks about the importance of estate planning and how to create your plan. Scott Aitken is a Wealth Management Advisor with Wilde Wealth Management Group. Scott got his start in banking in 2007 before transitioning to wealth management in 2011. He joined the Wilde Wealth team in 2019, after being inspired by Wilde’s successful platform bringing together tax planning, legal planning and investment expertise. Prior to Wilde, Scott worked with JP Morgan in both Arizona and New York. In his current role, he helps enhance his clients’ wealth management experience with more investment flexibility and nimble investment management capabilities. Scott holds Series 7 and Series 66 registrations as well as life and health insurance licenses. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
Women and Money with Janenne Lackey | Wilde Wealth Wednesdays
Jan 6 2021
Women and Money with Janenne Lackey | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Janenne Lackey discusses the unique financial challenges that impact women. Janenne Lackey is an Independent Advisor and the Chief Compliance Officer at Wilde Wealth Management Group. Janenne has always been focused on helping individuals navigate the twists and turns of life. After earning her Bachelor of Science from Northern Illinois University, she initially worked in the field of athletic training, primarily for gymnasts. But as she saw the expense families undertook in order to compete in sports, she became interested in the financial planning. Janenne entered the financial services field in 2000, and she joined Wilde Wealth Management Group in 2008. Today Janenne works with clients as an investment advisor as well as being the Wilde’s chief compliance officer. Her volunteer work runs the gamut and includes service to the Fibrosis Foundation, Girl Scouts, Camp CEO and Little League Basketball. She is a Certified Financial Planner™ (CFP®) and Registered Representative, and holds her Series 7, 63, 66 and 24 registrations. Janenne and her husband currently divide their time between Arizona and Indiana, where they built a home on her old family farm just outside of Terre Haute. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
Early Retirement Packages with Trevor Wilde | Wilde Wealth Wednesdays
Dec 30 2020
Early Retirement Packages with Trevor Wilde | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Trevor Wilde with Wilde Wealth Management Group talks about early retirement packages and what to consider when reviewing your options. Trevor Wilde is the co-founder and Managing Director of Wilde Wealth Management Group. Trevor is an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation and leads one of the most dynamic and diverse wealth management firms in the nation. He’s been on the Barron’s list of top 1,200 advisors nationwide for over a decade, and in 2020 he earned the No. 1 overall ranking in Arizona. Trevor was also recognized in 2018 as among the Most Admired Leaders in Arizona by the Phoenix Business Journal, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012. He holds both a bachelor degree in business communications and an MBA. Outside of the office, he sits on the board of directors for Junior Achievement of Arizona as well as Child Crisis Arizona. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
Pensions with Jeff Anthony | Wilde Wealth Wednesdays
Dec 23 2020
Pensions with Jeff Anthony | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Jeff Anthony with Wilde Wealth Management Group talks about public pensions and whether they're doomed because of the COVID-19 pandemic.  Jeff Anthony is an Investment Advisor Representative with Wilde Wealth Management Group. Jeff got his start in the banking industry where he garnered over 10 years of experience from JPMorgan Chase before joining the Wilde Wealth family. He began his career in 2008 as a licensed banker before earning his way to become a financial advisor in 2010. From a young age, Jeff has been fascinated with the stock market and indices. Since then, he has been relentlessly working toward building his education, knowledge and experience in the field. Jeff earned his Bachelor’s degree in interdisciplinary studies business and communication from Arizona State University and is a certified financial planner. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
401(k)s with Michael Obenauf | Wilde Wealth Wednesdays
Dec 16 2020
401(k)s with Michael Obenauf | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Michael Obenauf with Wilde Wealth Management Group talks about retirement planning and everything you need to know about your 401(k). Michael Obenauf joined Wilde Wealth Management Group as an Investment Advisor Representative in 2019 and works out of firm’s Scottsdale office. A coach at heart (and in his spare time), his approach to client service is to educate versus dictate, talking to each client versus at them. He is also an advocate of tailoring investment strategies and actuarial science to effectively accomplish unique financial planning needs. Obenauf earned his two Bachelor of Science degrees from the University of Wisconsin-Milwaukee. At his prior firm, where he worked in financial services, he was named “Rookie of the Year” in 2016. Obenauf holds Series 7 and Series 66 registrations as well as his Life and Health License. He was attracted to Wilde Wealth both for its stellar reputation in the industry and the community minded spirit of the team. Community minded himself, Obenauf coaches youth hockey at the Ice Den and was recently appointed to the Scottsdale Active 20-30 Club. The organization is comprised of 50 men between the ages of 20 and 40 that are business and community leaders. The focus of the organization is philanthropic fundraising to support local children's charities, but it also allows Obenauf the opportunity to take part in hands on activities to mentor kids toward goals. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
The Housing Market with Scott Aitken and Casey Taylor | Wilde Wealth Wednesdays
Dec 9 2020
The Housing Market with Scott Aitken and Casey Taylor | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Scott Aitken with Wilde Wealth Management Group and Casey Taylor with Mortgage Consultants Network and Taylor Elite Group talk about the housing market: from refinancing your home to mortgages and the stock market's impact on real estate and finance. Scott Aitken is a Wealth Management Advisor with Wilde Wealth Management Group. Scott got his start in banking in 2007 before transitioning to wealth management in 2011. He joined the Wilde Wealth team in 2019, after being inspired by Wilde’s successful platform bringing together tax planning, legal planning and investment expertise. Prior to Wilde, Aitken worked with JP Morgan in both Arizona and New York. In his current role, he helps enhance his clients’ wealth management experience with more investment flexibility and nimble investment management capabilities. Aitken holds Series 7 and Series 66 registrations as well as life and health insurance licenses. Casey Taylor is the owner of Taylor Elite Group and Mortgage Consultants Network. Casey worked in the banking industry for several years before opening his own mortgage company, Mortgage Consultants Network, in 2005, in addition to opening a real estate company, Taylor Elite Group, in 2015. His experience in real estate and mortgage has provided him with the tools and resources needed to successfully run his companies today. Casey is among the Top Producers in the Scottsdale Area Association of REALTORS (SAAR). In his current role, Casey prides himself on providing a hands-on, high-tech experience for all of his clients by tailoring a custom plan to help them meet their unique goals and buying/selling strategies. Casey works with a range of clients including first-time homeowners, investors buying and selling and luxury homebuyers. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only...
College Planning with Jason Fial and J.D. Wyczalek | Wilde Wealth Wednesdays
Dec 2 2020
College Planning with Jason Fial and J.D. Wyczalek | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof. On today's show, Jason Fial with Wilde Wealth Management Group and J.D. Wyczalek with AZCollegePlanning.com talk about planning for college--and how to pay for it. Jason Fial is an Investment Advisor Representative with Wilde Wealth Management Group, where he specializes in wealth management, retirement income planning and asset protection planning. Jason has more than 15 years of experience in the industry. Prior to Wilde, he served in a similar role at Country Financial where he earned accolades as a three-time "Million Dollar Round Table" qualifier. J.D. Wyczalek founded AZCollegePlanning.com in 2007 after working in the IT department at Chaparral High School for several years. During that time, he found himself doing far more there than dealing with computers. He quickly became a sounding board for talented teens still trying to nail down what they wanted to do after high school. By 2007, Wyczalek was a father three times over himself and researching all of the effective, efficient ways to help teens – and his own children – navigate the “what are you going to be when you grow up” conversation that happens in all of our heads, not to mention in conversation with friends and family by middle school.  As a result, AZCollegePlanning.com was born. J.D.'s mission is to help teens and even pre-teens to determine what they might want to study after high school; potential traditional and nontraditional career paths; colleges and universities they should consider; and how to best position themselves for not only acceptance into the schools of their choice, but scholarships and grants available to them at each. Over the past 13 years AZCollegePlanning.com was has helped an estimated 4,000 students – primarily from across Arizona but the occasional students from other states or even abroad as well – not only earn their way into school, but earn anywhere from $10,000 to $250,000 in scholarships per student along the way. Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered
Trevor Wilde, Janenne Lackey, and Jackie Yoder | Wilde Wealth Wednesdays
Nov 25 2020
Trevor Wilde, Janenne Lackey, and Jackie Yoder | Wilde Wealth Wednesdays
Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. On today's show, Trevor Wilde, Janenne Lackey, and Jackie Yoder with Wilde Wealth Management Group talk about their financial services firm and its innovative approach to helping people, businesses, and families. Trevor Wilde is the co-founder and Managing Director of of Wilde Wealth Management Group. He’s an Independent Advisor Representative who holds the Accredited Investment Fiduciary designation. He’s been on the Barron’s list of top 1,200 advisors nationwide for over a decade, and in 2020 he earned the No. 1 overall ranking in Arizona. Janenne Lackey is an Independent Advisor and Wilde’s Chief Compliance Officer. She entered the financial services field twenty years ago and joined Wilde Wealth Management in 2008. Janenne is a Certified Financial Planner and Registered Representative, and holds her Series 7, 63, 66 and 24 registrations. Jackie Yoder joined the Wilde Wealth Management team in March of 2020. As Chief Operating Officer, she leverages her excellent leadership and teamwork skills to ensure that objectives are met to the highest standard. Jackie holds both a bachelor’s degree in accounting and an MBA. She also holds Series 7 and Series 66 registrations as well as her Life and Health License. Follow Wilde Wealth Management Group on LinkedIn and Facebook, Instagram, and YouTube. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.
Oded Eran and David Luna with Connie Health
Nov 12 2020
Oded Eran and David Luna with Connie Health
Oded Eran is co-founder and Chief Executive Officer of Connie Health, and David Luna is co-founder and Chief Revenue Officer of Connie Health. Connie Health is a personal Medicare advisory service combining Medicare expertise and local agents with data-driven insights to help individuals make confident and informed decisions about their Medicare options. Connie Health recently launched its services in Maricopa, Pinal and Yavapai counties.  In addition to providing individuals with guidance on finding the right Medicare coverage for their personal needs, the local agents at Connie Health offer ongoing support in navigating a range of healthcare choices. These services help consumers get the most out of their plan, optimize prescription costs and find providers in their area. The service is provided at no cost to consumers. As licensed agents, they are compensated by the insurance companies when someone joins a plan. The maximum compensation an insurance company can provide is regulated by the Centers for Medicare and Medicaid Services and is the same for all insurance companies. Therefore, Connie Health recommends plans solely based on an individual's needs and not financial incentives.  Due to its choice to affiliate with all major Medicare insurance providers, Connie Health can use its technology to advise individuals –- either in-person from a safe distance, on a video call, via phone or otherwise -– about the best options based on personal healthcare needs, lifestyle and budget. The team is also able to identify Medicare providers in the area including those in Medicare Advantage HMO or PPO networks. Learn more at ConnieHealth.com, and follow Connie Health on LinkedIn and Facebook. The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.
Madison Blanton and Mike Homco with One Step Beyond
Oct 8 2020
Madison Blanton and Mike Homco with One Step Beyond
Listen as Madison Blanton and Mike Homco with One Step Beyond talk about serving adults with intellectual disabilities and share stories about what it means to live every day with a disability and what is possible with proper support and services. One Step Beyond was founded in 2003 by former teacher Mimi Rogers with 16 participants in a small Phoenix neighborhood location. Today, One Step Beyond is the largest campus-based day training program for adults (18+) who have intellectual disabilities, serving more than 600 members each year at four locations in the Phoenix Metro area: Glendale, Peoria, Scottsdale, and Surprise as well as two Bay Area locations in San Mateo and San Carlos, California. Mimi Rogers served as CEO of One Step Beyond until August 2020. Upon her retirement, the Board named Mimi’s daughter Madison Blanton CEO.  Madison Blanton is CEO of One Step Beyond, Inc., a private, non-profit organization that provides comprehensive programming and services for adults who have intellectual disabilities. She was appointed CEO in August 2020. Prior to her appointment, Blanton was an executive director instrumental in expanding One Step Beyond programming to San Mateo and San Carlos, Calif. She also served as director of development and communications, and director of programs.  Prior to joining OSBI, Blanton held positions with Special Olympics Arizona and the Heard Museum. She also served as a Board Member of the Northwest Valley YMCA in both 2014 and 2015 as well as a Member of the Association of Fundraising Professionals Blanton graduated from Arizona State University with a Bachelor of Science degree with a focus on nonprofit leadership and management. Mike Homco was One Step Beyond's first employee and remains with the organization to this day, currently serving as Executive Director Arizona. Mike oversees and leads the development and ongoing management and daily operations of all One Step Beyond Arizona programs and services. His responsibilities include supervision, mentoring, setting standards for professional conduct and quality assurance, developing policies and procedures, and ensuring adherence to the annual budget and strategic plan. He is responsible for leading efforts to address needs, interests, aptitudes, and ISP Goals and Objectives of all members participating in all AZ Programs and Services. This includes curriculum development and delivery, development of community partners, ongoing and effective communication with parents/guardians and all program stakeholders, as well as all other means to advance program goals achievement, responsiveness to participants, and continuous improvement.  Mike holds a Bachelor of Interdisciplinary Studies: Speech-Language Sciences and Technology with a minor in Public Administration and is also licensed by the Arizona Department of Health Services as a Speech and Language Pathology Assistant. Mike has made it his career to work with adults and children with intellectual disability and is continuing his education to pursue his Master of Science in Clinical Speech-Language Pathology. Mike is a member of the American Speech-Language-Hearing Association (ASHA) and partners with Westside Speech & Language Services to provide speech services. Connect with One Step Beyond on LinkedIn, Facebook,
Eric Olsen with Fasturtle Digital and Abbie Fink with HMA Public Relations
Jul 21 2020
Eric Olsen with Fasturtle Digital and Abbie Fink with HMA Public Relations
Eric Olsen with Fasturtle Digital and Abbie Fink with HMA Public Relations join Dr. Adrian McIntyre in the PHX.fm virtual studio to talk about marketing, PR, and digital communications in a time of COVID-19. Eric Olsen is founder of Fasturtle Digital, a leading provider of digital marketing solutions. The team is comprised of talented website designers, SEO specialists, social media, and email marketing experts. Through website design, search engine optimization, social media, and more, they generate leads, brand awareness, and validation for their clients. They specialists in helping small-medium size businesses, non-profit organizations, and service industry professionals. Since 2000, Fasturtle has successfully delivered the most innovative and cost effective tools to expand your brand online. Connect with Eric Olsen on LinkedIn, and follow Fasturtle Digital on LinkedIn, Facebook, Twitter, and Instagram. Abbie S. Fink is vice president/general manager of HMA Public Relations and has been with the firm since 1993. Her varied marketing communications background includes skills in media relations, digital communications/social media strategies, special event management, community relations, issues management and marketing promotions for both the private and public sectors, including such industries as healthcare, financial services, professional services, government affairs and tribal affairs, as well as not-for-profit organizations. Fink is often called upon to present to a wide variety of business and civic organizations on such topics as media relations, social media and digital communications strategies, issues/crisis communications and special events management. Connect with Abbie Fink on LinkedIn, Twitter, and Instagram, and follow HMA Public Relations on LinkedIn, Facebook, and Twitter. The Valley Business Radio show is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.
Ambassador Rick Barton with Princeton University
Feb 20 2020
Ambassador Rick Barton with Princeton University
Listen to Ambassador Rick Barton talk about international affairs and America's role in a turbulent world on Valley Business Radio in Phoenix, Arizona. Ambassador Barton teaches at the Woodrow Wilson School at Princeton University, where he serves as a co-director of Princeton’s Scholars in the Nation’s Service Initiative and Ullman Fellowships. His 2018 book, Peace Works: America's Unifying Role in a Turbulent World, uses a mix of stories, history, and analysis to offer an affirmative approach to foreign affairs through concrete and attainable solutions. Barton started USAID’s Office of Transition Initiatives, and was America’s ambassador to the Economic and Social Council of the United Nations in New York, the UN’s Deputy High Commissioner for Refugees in Geneva and the first Assistant Secretary of State for Conflict and Stabilization Operations. He led conflict management initiatives in over 40 crisis zones across the globe, from Haiti, Iraq, Nigeria, Burma, Pakistan to Turkey. Published in The New York Times, the Washington Post, Politico, The Boston Globe, and numerous other international outlets, Barton is a guest on news shows ranging from NPR to all of the major networks. He resides in Washington, D.C. with his wife of 44 years, Kit Lunney. Ambassador Barton's visit to Arizona was made possible by the Phoenix Committee on Foreign Relations. Valley Business Radio is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.