B2B Synergy - The Power Partners USA Podcast

Send us Text Message Shout Out!Show Notes, Chapters & Timestamps: This 25th B2B Synergy episode is a fast-moving, highly informational look at real estate in today’s market from the point of view of our own Power Partners. Listen an hear why our members in Real Estate and its associated industries are the strongest segment of Power Partners USA. Contact InformationCharles Chang  - https://www.powerpartners.us/charles-...Jeffrey Hakim - https://www.powerpartners.us/jeffrey-...James Cleveland - https://www.powerpartners.us/james-cl...Valerie Condon - https://www.powerpartners.us/valerie-...Alan Armijo -  https://www.powerpartners.us/itrustmarketing.htmlPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this episode of the B2B Synergy Podcast, Alan and Debra Armijo finally turn the microphone on themselves—after 10 years in business and 24 podcast episodes spotlighting others. What unfolds is a candid, behind-the-scenes look at the parts of iTrust Marketing most people don’t see.You may have a good understanding of iTrust Marketing but this episode reveals more that people don’t realize we offer. Click Here for iTrust Marketing's Power Partners USA Account Page  Phone: (562) 843-7801Email: [email protected]: www.iTrustMarketing.bizPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In our 23rd episode of B2B Synergy, the Power Partners, USA podcast, host Alan Armijo interviews Arlene Moran, owner of Option One Care, a licensed home care agency in Southern California. Arlene shares insights about her agency's services, which include non-medical home care for the elderly and those needing daily assistance, and her nursing registry, Optimum Nursing, which provides licensed medical staff for skilled nursing facilities. Discover how Arlene's agency ensures the safety and well-being of its clients through compassionate caregiving and rigorous employee checks. Learn about the scope of services offered in both residential homes and skilled nursing facilities. Arlene discusses the importance of compliance, the rigorous standards for caregiver and nurse certification, the personal touch her agency offers, and the challenges and needs in her industry. She highlights the importance of compassion in caregivers, combating nurse fatigue and burnout, and the crucial role of trust and relationship-building in maintaining loyal employees and clients.Name: Arlene MoranTitle: CEOCompany: OptionOne Care. Inc.Phone: (714) 878-4443Email: [email protected]:  www.option1cares.comPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Show Notes This episode of B2B Synergy features a strategic conversation between host Alan Armijo and executive coach Tatondra Grant, focusing on the critical role of executive coaching in driving organizational performance and leadership effectiveness. Tatondra shares her expertise in guiding business leaders through complex challenges such as change management, talent development, and cultural transformation. The discussion highlights the importance of emotional intelligence, accountability, and tailored coaching solutions for executives and teams seeking to enhance productivity, foster innovation, and achieve sustainable growth. Listeners gain actionable insights into leveraging coaching as a proactive tool for leadership development, organizational resilience, and competitive advantage in today’s dynamic business environment. EXECUTIVE COACHING AND CONSULTINGTatondra Grant  |  Tatondra Grant Coaching & ConsultingPower Partners: Small Business and Corporate Executives, Entrepreneurs and Startups, Managers and Supervisors, Healthcare and Wellness Professionals, Recruiters and Staffing Agencies, Financial Advisors and, Wealth Managers, Legal Professionals, Educational InstitutionsMember Since April 2025Click Here for Account PagePhone: (562) 522-4188 Email: [email protected]: tatondragrantcoaching.comPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Show NotesIn this B2B Synergy episode, we focus on hybrid long-term care insurance policies with Jim from Essential Plans of Insurance. Jim explains the concept of hybrid policies, which combine long-term care and life insurance, ensuring a payout whether custodial care is used or not. He provides an overview of the benefits, tax deductions, and the underwriting process for these policies. We also discuss the latest developments in the industry, including new policies that offer cash benefits and zero waiting periods for home care. This episode is essential for those considering long-term care insurance and understanding its benefits and options.Jim Better  |  Essential Plans of InsurancePower Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers​, Nursing Care ProvidersMember Since November 2023Click Here for Account PageJim's  "Explained Here" Page   ​Phone: (603) 964-2020Email: [email protected]:  www.epinh.comListen to Jim's other B2B Synergy Podcast Episodes:A Deep Dive into Long Term Care Insurance and B2B Partnerships with Jim BetterThe Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil ShekerlianPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTES In this B2B Synergy podcast episode, the Power Partners USA IT members discuss AI integration, enterprise computing, cybersecurity, and IT infrastructure, with a special focus on AI adoption for small businesses and the impending Windows 11 migration requirements in October 2025. The panel also explores AI advancements, cybersecurity challenges, and strategies for integrating new technologies within businesses. The episode features insights from Marcus Davalos of Hewlett Packard, who supports over 350 enterprise accounts, detailing his approach to advanced computer solutions and collaboration with resellers. Contact Information for IT Power Circle Panelist Johnny GarciaAccount Page: https://www.powerpartners.us/johnny-garcia.htmlFernando LaraAccount Page: https://www.powerpartners.us/fernando-lara.htmlChuck HayesAccount Page: https://www.powerpartners.us/vsgi.htmlAlan ArmijoAccount Page: https://www.powerpartners.us/itrustmarketing.htmlIvan FernandezAccount Page: https://www.powerpartners.us/ivan-fernandez.htmlMarcus Davalos - [email protected] Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTES AND TIME STAMPSIn this episode of B2B Synergy, the Power Partners, USA podcast, host Alan Armijo introduces Guy Shurki owner of Shur-Net Solutions Inc., a new Power Partner USA member. Guy shares insights into his journey of transforming his IT business into a Managed Service Provider (MSP) over the past two decades detailing how they take over clients' network management, including installation, cloud integration, cybersecurity, and strategic IT planning. He highlights the collaborative nature of his work, acting as the IT department for most clients, which range from small non-profits to large corporations. He also discusses the importance of understanding client business models and budgets to provide tailored IT solutions. Shurki also discusses the importance of cybersecurity, the different needs of various sectors, and the implications of upcoming tech changes like the transition from Windows 10 to 11. His insights into AI, future trends, and his process for understanding and meeting clients' needs reveal the depth of his expertise in IT services.MSP MANAGE SERVICE PROVIDER AND CYBER SECURITYGuy Shurki  |  Shur-Net Solutions, Inc.Power Partners:  Internet Service Provider Sales, Business Consultant, CPA FirmPower Partners USA Account Page / Contact Info: https://www.powerpartners.us/guy-shurki.htmlPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this 18th episode of B2B Synergy, the Power Partners, USA podcast, host Alan Armijo speaks with Johnny Garcia, owner of Entelligage AI. Johnny shares his extensive background in data analytics and explains the difference between artificial intelligence and what he likes to refer it as “Aggregated Intelligence”. The discussion covers how Entelligage  helps small and medium-sized businesses implement AI technology to improve services, generate leads, and maintain compliance. The conversation covers the principles of AI, data security, and the transformative potential of AI across various industries. They discuss the applications and benefits of AI in business, addressing common myths and fears about AI technology. Johnny also highlights the ethical considerations of AI and the ongoing advancements in the field. Learn how Intelli Gauge offers tailored AI solutions with a subscription model to make cutting-edge technology accessible and affordable for growing businesses.ARTIFICIAL INTELLIGENCE PLATFORMJohnny Garcia  |  Entelligage, Inc.Johnny's Account Page / Contact Information: Click Here or https://www.powerpartners.us/johnny-garcia.html--------------------------------------------Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this 17th episode of our B2B Synergy Podcast, host Alan Armijo introduces Candace Ramirez, Director of Operations at Daftco. Candace discusses Daftco’s customized virtual assistant services, which include cold calling, lead generation, appointment setting, executive assistance, and more. She explains their recruitment process, client interactions, and the value of their services. Candace also highlights the company's approach to cultural differences, work quality, and client relationships. The discussion emphasizes the benefits of virtual assistants for businesses, especially in terms of return on investment and operational efficiency.VIRTUAL ASSISTANCE SERVICES AND OUTSOURCINGCandace Ramirez  |  DaftCoPower Partners: Business Owners looking to Maximize their Business, Real Estate Investors, EntrepreneursCandace's Account Page and Contact Information or visit:  https://www.powerpartners.us/candace-ramirez.htmlPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this episode, Alan talks with Fernando Lara, owner of Singular Security. Fernando explains Singular Security's comprehensive approach to corporate cybersecurity, covering key areas such as endpoint protection, website security, user awareness training, and regulatory compliance. Fernando shares insights on handling data breaches, the importance of a multi-layer security approach, and the relevance of continuous monitoring. He talks about the significant challenges companies face, like ransomware attacks and the human factor in security breaches. Lastly, Fernando announces the rollout of a new preventative solution for ransomware, enhancing their robust cybersecurity offerings.Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Show Notes & Time StampsIn this 15th episode of B2B Synergy, the Power Partners USA podcast, host Alan Armijo talks with Vince Attardo, owner of Coastline Environmental Solutions and A One Best Plumbing. Vince shares insights on the critical importance of having someone check in on your home if you're away to avoid insurance pitfalls, and discusses their comprehensive restoration services, including plumbing, fire, smoke, and water damage. Vince also elaborates on their company’s approach to handling insurance claims effectively, providing peace of mind to homeowners and commercial clients alike. Tune in to learn valuable tips on home restoration, navigating insurance claims, and the importance of building solid business partnerships. GENERAL CONTRACTORVincent Attardo  |  Coastline Environmental Solutions, Inc. / A1 Best PlumbingPower Partners: Plumbers, Property Managers, HOA's, RealtorsMember Since August 2024Click Here for Vince's Account PagePower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones.LONG TERM CARE INSURANCEJim Better  |  Essential Plans of InsurancePower Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers​, Nursing Care ProvidersMember Since November 2023Phone: (603) 964-2020Email: [email protected]:  www.epinh.comBUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEYPhil Shekerlian  |  Bauer & Shekerlian Law, APCPower Partners: Financial Advisors, CPAs, Real Estate ProfessionalsMember Since July 2016Click Here for Account Page ​Phil's "Explained Here" Page  Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this episode of the B2B Synergy Power Partners USA Podcast, Alan Armijo welcomes Jack Senske, branch manager of Churchill Mortgage, to discuss various aspects of the residential mortgage industry. Jack elaborates on the Rate Secure program, differences between mortgage banks and brokers, and various loan products including QM and non-QM loans. He explains his role in handling loan logistics, the intricacies of client qualification, and how he collaborates with realtors and other B2B partners. Jack highlights the importance of staying informed on market trends such as interest rates and offers insights into how Churchill Mortgage differentiates itself with innovative programs like the Certified Home Buyer and Rate Secure. This informative conversation sheds light on the intricacies involved in the home financing process and outlines the benefits of working with an experienced mortgage professional like Jack Senske.MORTGAGE - RESIDENTIALJack Senske  |  Churchill Mortgage, Inc.Power Partners: Realtor- Residential, Financial Planner, CPAMember Since September 2024Click Here for Account PagePower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Show Notes, Chapters and TimestampsTune in for a deep dive into the essentials of commercial real estate and discover strategies for making informed decisions about your business space.In our 12th B2B Synergy Podcast episode, host Alan Armijo introduces PPUSA member Jeffrey Hakim, owner of Centric Partners. Jeffrey shares insights into various aspects of commercial real estate and property brokerage, including tenant representation, lease administration, portfolio management, and strategic planning. Jeffrey delves into the operations of his team in Southern California, highlighting the value they provide to clients through a consultative approach. He emphasizes the benefits of hiring a broker, the dynamics of real estate investment, effective commercial real estate strategies as well as shedding light on post-COVID market trends. Jeffrey also shares details on client engagement, including needs assessments and market surveys, and discusses the growing, unique availability of office condos. Throughout the conversation, the focus is on finding the most efficient and suitable space for clients while avoiding conflicts of interest commonly found in the industry.The episode aims to educate potential clients and referral partners on the significant benefits and intricacies of working with an experienced commercial real estate broker.COMMERCIAL REAL ESTATE BROKER / PROPERTY BROKERAGEJeffrey Hakim  |  Centric PartnersPower Partners: Financial Advisors, Business Coach, Commercial Insurance BrokerMember Since February 2024PPUSA Account Page (contact information)   Centric Partners website:  www.centric-partners.com Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTES: In this episode, host Alan Armijo chats with Ivan Fernandez, owner of SPN Networks, a Managed Services IT provider. Ivan discusses the customer service excellence instilled in their employees, the role of 'charm school' in training technicians, and the services they offer including network upgrades, cybersecurity, cloud migrations, and support for various industries such as apparel and construction. Ivan explains SPN’s focus on client satisfaction. He also covers the company’s territory, client base, and the critical role of continuous employee certification. Ivan shares insights into SPN Networks' operational strategies, highlights the significance of B2B Power Partnerships and how SPN Networks collaborates with other businesses for mutual growth.IT MANAGEMENT & CONSULTING PROVIDERIvan Fernandez  |  SPN Networks, Inc.Power Partners: Cyber Security and IT Services, CPA and Financial Services Companies, Law Firms​Member Since February 2024​  Click Here for Ivan's Account Page & Contact InformationPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!This 10th episode of the B2B Synergy, Power Partners USA Podcast interviews Pauline Field, a retirement coach and owner of PaulineField.com. Pauline delves into her services, which include personal and group coaching aimed at planning a fulfilling retirement. She addresses the common concerns people have about retirement, such as finding purpose beyond their careers and establishing social connections post-retirement. Listeners gain insights into the vital aspects of preparing for retirement beyond financial planning. The episode also covers the demographics of those seeking retirement coaching, varying from professionals to business owners, and how Pauline customizes her approach to meet their unique needs. Lastly, Pauline and Alan explore the synergy between different professionals like estate planners, financial advisors, and real estate agents, emphasizing the mutual benefits of referring clients within their network.PROFESSIONAL RETIREMENT COACHPauline Field  |  PaulineField.com  Coach4WomenPower Partners: Financial Advisors, Estate Planning Attorneys, Real Estate Agents, Travel AgentsPPUSA Account Page  Website: www.retire-happily.comPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Show Notes, Chapters & TimestampsWe discuss Power Partners USA's innovative networking model, which combines marketing expertise and technology to facilitate B2B connections without frequent in-person meetings. Learn about Power Partner's inception, differentiation from traditional groups, and unique features like the B2B Synergy Podcast and PPUSA Golf lessons. Discover membership benefits such as promotion inside AND outside the network for the development of Power Partner connections. We discuss recruitment goals and the 'Explained Here' video series for member visibility and lead generation. Finally, we outline how to join Power Partners USA, the membership onboarding process and benefits.Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Part 2 Show NotesWelcome to Part 2 of Marc Forsythe's B2B Synergy podcast. Marc continues our discussion on various aspects of bankruptcy law, including litigation in bankruptcy cases, the process of assessing a bankruptcy case, common misconceptions about bankruptcy law, and the importance of seeking professional advice when facing financial distress.___________________________________________BANKRUPTCY ATTORNEY Marc C. Forsythe  |  Goe, Forsythe & Hodges LLP Power Partners: Business Attorneys, CPA’s, Real Estate Professionals Member Since February 2024Marc’s Account Page  https://www.powerpartners.us/marc-c-forsythe.html --------------------------------------·       Power Partners USA website - www.PowerPartners.us·       Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)·       Graphics by Debra Armijo - www.iTrustMarketing.biz·       Music by Joan Jones - www.clubjoan.comPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTES and TIMESTAMPSIn the 8th B2B Synergy episode of the Power Partners USA Podcast, host Alan Armijo interviews Mark Forsythe, Partner at Goe, Forsythe and Hodges, LLP, focusing on bankruptcy law. Forsythe explains the misconceptions around bankruptcy, clarifying the differences between Chapter 7, Chapter 11, and Chapter 13 bankruptcies, and introduces the new streamlined Subchapter 5 for small businesses. He discusses his legal services, emphasizing the importance of early consultation to explore all possible solutions, including negotiating with creditors to avoid bankruptcy. Forsythe also covers his approach to representing all sides in bankruptcy cases, the impact of bankruptcy on credit and recovery, and the importance of strategic bankruptcies for businesses facing unique challenges. Furthermore, he highlights his network of Power Partners, such as CPAs and real estate professionals, who play a crucial role in navigating bankruptcy proceedings. Lastly, Forsythe shares insights into the evolving bankruptcy landscape and the benefits of Subchapter 5 for small business reorganization. BANKRUPTCY ATTORNEY Marc C. Forsythe  |  Goe, Forsythe & Hodges LLP Power Partners: Business Attorneys, CPA’s, Real Estate Professionals Member Since February 2024 Marc's Account Page and Contact Information: https://www.powerpartners.us/marc-c-forsythe.html--------------------------------------·        Power Partners USA website - www.PowerPartners.us·        Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)·        Graphics by Debra Armijo - www.iTrustMarketing.biz·        Music by Joan Jones - www.clubjoan.com Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected] 562-843-7801   Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTESThis 7th episode of the Power Partners USA Podcast, hosted by Alan Armijo, features a comprehensive discussion with Trish Wright, a tax preparation expert from Ameri Tax Services in Long Beach and Bixby Knolls. The dialogue covers the importance of thinking about the future rather than just the past when preparing taxes, the range of services offered by Trish's firm, including tax preparation, bookkeeping, and business entity structure evaluation, and their approach to working with diverse clients, including those considered 'messy' for CPAs. Trish also talks about how her firm adapts to tax code changes, their strategy for managing workloads during tax season and the importance of planning for major financial and personal life transitions. The conversation further delves into how business owners and individuals can avoid common financial mistakes by being forward-thinking and strategic with their taxes and financial planning. Additionally, Trish highlights the significance of having a reliable and knowledgeable accountant as part of one's financial 'village' to navigate the complexities of the tax world and make informed decisions for a financially secure future.Trish Wright  |  Ameri Tax ServicesPower Partners: Real Estate Brokers/Agents, All Small Business Owners particularly those with Employees, Financial PlannersMember Since September 2017Click Here for Account PageTrish's "Explained Here" Page Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian,  owner of Bauer & Shekerlian Law, APC,  to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients.  They discuss the  implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust.REALTORValerie Condon, CA DRE# 00680245  |  Keller Williams Coastal Properties Power Partners: Probate Attorneys, Trust and Estate Attorneys, Family Law Attorneys, CPAs and Accountants, Property Managers, Bankers, Real Estate Investors, any other real estate related professional·        Click Here for PPUSA account page  ·        Valerie's "Explained Here" PageBUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEYPhil Shekerlian  |  Bauer & Shekerlian Law, APC Power Partners: Financial Advisors, CPAs, Real Estate ProfessionalsClick Here for Account Page​Phil's "Explained Here" Page Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this bonus episode of B2B Synergy, hosts Alan and Debra Armijo convene a lively discussion about PPUSA Golf, a division of Power Partners USA, aimed at helping beginners improve their golf game while doing business on the golf course. Professional golf instructor and Power Partners USA member, Rian Cooley, shares insights about golf learning and tips for beginners. The episode includes an interactive Q&A segment with participants, touching on subjects ranging from golf etiquette tips to the explanation of a handicap in golf. Throughout the discussion, the idea of golf lessons as an effective tool for networking resonated, reinforcing that golf transcends a simple game and constitutes an ideal avenue to foster business relationships.PPUSA Golf - www.PPUSAGolf.comAlan and Debra Armijo - Power Partners USA - www.PowerPartners.us and iTrust Marketing - www.iTrustMarketing.biz Rian Cooley - Rian Cooley Golf Academy Jeffrey Hakim - Centric Partners - www.centric-partners.com Jill Williams - 911 Campus Notify - www.911campusnotify.comAmber Clark -  School AdministratorPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Alan Armijo and Reverse Mortgage specialist Tom Di Leo delve into a detailed discussion about reverse mortgages. Tom explains how it differs from traditional mortgages, its evolution and growth, and how it can improve cash flow and provide long-term care funds.  Their conversation touches on the benefits, misconceptions, and importance of reverse mortgages. Tom describes the clients best suited for reverse mortgages as well as Power Partner partnerships with attorneys, financial advisors, realtors, and others with whom he exchanges leads and referrals.   This is a smooth flowing conversation that demystifies and explains in simple terms the best use cases for reverse mortgages.   Tom Di Leo -NMLS Number 328183 and New American Funding, NMLS #6606Tom’s website:  https://mutualreverse.com/lo/tom-di-leo Tom’s Power Partner USA Account Page: https://www.powerpartners.us/tom-di-leo.html Tom’s PPUSA Explained Here Page: https://www.powerpartnersusa.net/reverse-mortgages.html Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!SHOW NOTES: Tune into this episode of B2B Synergy for an enlightening conversation with guest Charles Chang, owner of CMC Realty and Property Management. Listen as Charles shares insights on his firm’s approach to property management, brokerage and construction. Learn about the efficient workflows and technologies they use and the importance of solid vendor relationships. Hear Charles talk about the importance of having a network of Power Partners like financial planners, CPAS, realtors, contractors,  and real estate attorneys to provide comprehensive services to his clients. Get an understanding of Accessory Dwelling Units (ADUs), 1031 Exchanges and how CMCuses all the tools available including underwriting to assist clients escalate the values of their investment properties. CMC Website: https://www.cmc-realty.com/ Charles Chang PPUSA account Page: https://www.powerpartners.us/charles-chang.htmlPower Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Host Alan Armijo introduces Michael Bauch from WolfgangMedia and Lana Farfan from Caught in the Moment Photography for a discussion on B2B synergies between them as a videographer, photographer and marketing agency.  The discussion focuses on the intricacies of their fields and how collaboration and power partnerships significantly benefit their businesses. They speak about handling client expectations and relationships, the importance of preparation, timing, flexibility and the value of professionalism. They highlight the importance of understanding client needs, maximizing value through collaboration, and being flexible in delivering specific services. The guest speakers emphasize the value of strong marketing strategies, including the significance of websites and social media in promoting their work and attracting clients. The host and guests highlight the importance of solid relationships in gaining repeat business and referrals. Finally, they share their future plans to incorporate cutting edge technology into their work. Videography by WolfgangMedia----------------------------------------------------------------------------------------------------------Visit WolfgangMedia at www.WolfgangMedia.com Visit  Caught In The Moment at www.CaughtInTheMoment.com ----------------------------------------------------------------------------------------------------------Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!In this episode of B2B Synergy, Alan Armijo, owner of Power Partners USA, interviews Jim Better, owner of Essential Plans of Insurance. The focus of the conversation revolves around understanding long-term care insurance and the crucial role it plays in comprehensive retirement and estate planning.The conversation delves into the identification of power partners in Jim's business network, including financial planners, estate planning attorneys, and caregivers. Jim emphasizes the importance of collaboration with professionals who understand the holistic nature of planning, beyond just legal documents. He explains that referrals often come from professionals who recognize the need for comprehensive planning in the face of long-term care expenses.Jim Better provides insights into the services he offers, emphasizing the importance of planning for the costs associated with aging. He highlights alarming government statistics that indicate a significant portion of the population will require assistance with daily activities as they age. The episode explores the necessity of including taxes and funding mechanisms for long-term care in estate plans.Listeners gain valuable insights into the often-overlooked aspect of estate planning, making this episode a must-listen for anyone navigating the complexities of aging and financial preparedness.Click for FAQs about Long Term Care insurance Jim Better  |  Essential Plans of Insurance | Long Term Care InsurancePower Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAsMember Since November 2023Click Here for account pageJim's  "Explained Here" Page    Phone: (603) 964-2020Email: [email protected]:  www.epinh.com----------------------------Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801

Send us Text Message Shout Out!Welcome to B2B Synergy – The Power Partners USA Podcast, your guide to discovering the potential of B2B partnerships. Power Partners USA website - www.PowerPartners.usPower Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts) Graphics by Debra Armijo - www.iTrustMarketing.bizMusic by Joan Jones - www.clubjoan.comHave a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected]   562-843-7801