Better Business, Better Life

🦷 What’s Your Dental Practice Really Worth? Here’s What Most Dentists MissIn this episode of Better Business, Better Life, Terry sits down with Stan Kinder, leading dental consultant, podcast host of Success Strategies for Dental Practice Owners, and author of the upcoming book of the same name. Together, they explore how to build, optimize, and sell a dental practice for maximum value, sharing valuable insights and practical tips for listeners. Stan draws from decades of experience—including optimizing over 100 practices and facilitating more than $200 million in acquisitions—to discuss common pitfalls, DSO trends, and why most dentists undervalue their own practices. This episode is a must-listen for dental practice owners and professionals looking to grow, prepare for transition, or simply make smarter business decisions. 🔑 Key Takeaways: 🧠 Think Like a Business Owner: Dentists who adopt a business mindset—beyond the clinical chair—tend to build more scalable and profitable practices. 📈 Know Your Numbers: Understanding EBITDA and cost benchmarks can uncover hidden growth opportunities and boost valuation. 💰 Sell Smart: Dental Service Organizations (DSOs) often pay 3-4x more than traditional buyers—but only if your practice is structured right. 🏥 Market Shifts Are Coming: A wave of retiring dentists and debt-laden grads is accelerating consolidation in dentistry. Prepare now. 🧾 Marketing Mindset Matters: Don’t judge a campaign by first-month ROI—think in terms of lifetime patient value and referrals. “If you're going to sell an asset, why not do it in a way that gives you the best possible return?” “Most dentists only sell once—and they’re pretty naive about the process.” “The person who can spend the most money acquiring a new patient is the one who wins. Marketing is an investment, not an expense.”  💬 Quotes from Stan Kinder: 🔗 Conclusion: Whether you're years from retirement or ready to sell tomorrow, this episode gives you the clarity—and the caution—you need to take control of your dental practice’s future value. Learn more about your ad choices. Visit megaphone.fm/adchoices

🛡️ How Estate Planning Empowers Legacy, Business, and Family In this episode of Better Business, Better Life, Terry sits down with Jennifer Norton, founder of Norton Estate Planning & Elder Law. Together, they explore the critical importance of proactive estate planning, sharing valuable insights and practical tips for individuals, business owners, and families. Jennifer draws from 16 years of legal experience to unpack the overlooked details of trust funding, probate, and business succession planning. This episode is a must-listen for those seeking to protect their wealth, preserve family harmony, and build a lasting legacy. 🔑 Key Takeaways: ● 💼 Running a Law Firm vs. Running a Business: Jennifer reveals the behind-the-scenes lessons of transitioning from lawyer to entrepreneur and why systems and operations matter. ● 🧾 Why Trusts Can Still Go Through Probate: A trust is only as strong as its funding—Jennifer breaks down how failing to retitle assets can derail your estate plan. ● 🧬 Estate Planning Mistakes That Hurt Families: She explains why assumptions like “everything goes to my spouse” can cause major surprises and conflict. ● 🏢 Using Estate Planning as a Business Strategy: Learn how to align your business and personal legacy to avoid liability and ensure continuity. ● 📂 Leave a Roadmap, Not a Mystery: Jennifer urges listeners to organize and document asset details so families aren’t left searching or litigating. 🗣️ Quotes from Jennifer Norton: ● “Doing nothing is the worst legacy you could ever leave.” ● “A trust is just a stack of paper until you fund it properly.” ● “Your kids already know who’s going to cause the drama—have the conversation anyway.” 🔗 Conclusion: This episode is packed with actionable insight, humor, and heart. As Jennifer reminds us: “Everyone’s family is uniquely dysfunctional—but with planning, you can at least protect them from chaos.” Learn more about your ad choices. Visit megaphone.fm/adchoices

🧠 Are You Making These Costly Estate Planning Mistakes? In this episode of Better Business, Better Life, Terry sits down with Jaclyn Palumbo, a leading elder law and estate planning attorney and partner at Palumbo & Sweet. Together, they explore how families can protect their assets, plan for long-term care, and navigate Medicaid without making devastating mistakes. Jaclyn draws from her extensive legal experience and community involvement to discuss the critical steps families should take to secure their legacy and ease the burden on loved ones. This episode is a must-listen for caregivers, aging individuals, and families looking to plan ahead, providing both knowledge and tools to navigate this important subject.   Key Takeaways ● 🏛 DIY Legal Documents Can Backfire: Attempting to draft estate or Medicaid plans without a qualified attorney can lead to expensive, irreversible mistakes. ● 💡 Planning is Prevention: Starting your estate and long-term care planning before a crisis can save you money, protect your assets, and give your family peace of mind. ● 💸 Spend Down ≠ Give It All Away: Misunderstanding Medicaid’s rules—like giving large gifts too soon—can jeopardize eligibility and financial security. ● 💬 Caregivers Need Care Too: Don’t sacrifice your own health while caring for a loved one; proper planning can relieve pressure and preserve your role as a spouse or child. ● 🧾 Everyone Over 18 Needs an Estate Plan: Even young adults should have basic documents in place—don’t wait until it’s too late to make your wishes known.   Quotes from Jaclyn Palumbo ● “It’s always cheaper to do something right the first time than to fix a botched situation later.” ● “If you’re paying an attorney for advice—follow it.” ● “Do what you want with your money. It’s yours—not your kids’—until you say otherwise.” ● “You’ve paid into the system for decades—don’t feel guilty using Medicaid if you qualify.” ● “Don’t break down caring for your loved one. You can’t pour from an empty cup.”   Connect with Jaclyn: Website: www.palumboandsweet.com LinkedIn:  www.linkedin.com/in/jaclyn-palumbo-43124350 LinkedIn:  https://www.linkedin.com/company/palumbo-and-sweet-llc/  Facebook: https://facebook.com/palumbosweetllc        Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 69 Navigating Estate Planning and Business Succession: A Comprehensive Approach with Erica Carducci Erica, Partner at UB Greensfelder, focuses her practice on estate planning, trust and estate administration, and tax compliance. She helps clients achieve their personal and financial goals while minimizing estate, gift, and generation-skipping transfer taxes. She also advises fiduciaries and prepares related tax filings. Recognized by Best Lawyers: Ones to Watch® and Ohio Super Lawyers Rising Stars, Erica brings a strategic, client-focused approach to every matter. She is actively involved in the legal community, serving as Secretary of the Cincinnati Bar Association’s Estate Planning & Probate Practice Group and a 2024 Fellow of the Ohio State Bar Foundation. She is also a member of the Ohio and New York State Bar Associations.   Listen to this informative Better Business, Better Life episode with Erica Carducci about the intersection of tax strategies, estate planning, and business succession planning. Here is what to expect on this week’s show: ●   Erica explains it’s crucial for affluent families to integrate their business interests into their estate plans to safeguard assets and ensure smooth business succession. ●   Erica stresses with potential changes in estate tax exemptions, it's advised to proactively use current exemptions to fund trusts, protecting assets if exemptions decrease in the future. ●   A personalized approach in estate planning, treating clients like family, facilitates open discussions and helps address underlying issues to ensure the family legacy is preserved and aligned with their goals and values for future generations. Connect with Erica: Website:  https://www.ubglaw.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life:  Building on Your Success with Terry DuPont Episode 68 Building Generational Wealth: The Journey of Ohio Heritage Law with Jeanette Mullett-Meisel   Jeanette Mullett-Meisel is the founder and principal attorney of Ohio Heritage Law LLC, a Wadsworth, Ohio-based law firm dedicated to estate planning, elder law, and probate administration. With a background as a school psychologist for over 15 years, Jeanette developed a strong foundation in guiding families through complex systems, problem-solving, and future planning. This experience gives her a unique perspective on family dynamics and decision-making, allowing her to craft thoughtful and personalized estate plans that align with her clients' long-term goals and values.   Listen to this informative Better Business, Better Life episode with Jeanette Mullett-Meisel about estate planning, the impact of lacking a plan, and the importance of relationships and education in safeguarding wealth and assets for future generations. Here is what to expect on this week’s show: Jeanette discusses prioritizing strong client relationships, ensuring estate plans reflect family dynamics, values, and wishes. Jeanette empowers clients through education, ensuring they make informed, confident decisions about their financial legacies. Jeanette stresses early planning, sharing personal experiences to highlight the importance of protecting assets and loved ones from the unexpected. Connect with Jeanette: Website:  www.ohioheritagelaw.com YouTube:  https://www.youtube.com/@OhioHeritageLawLLC   Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life:  Building on Your Success with Terry DuPont Episode 067 Mastering Estate Planning: Strategies for Wealth Preservation and Client Satisfaction with Eido Walny Eido M. Walny is the founder of Walny Legal Group LLC, specializing in estate planning, asset protection, and business succession. A Best Lawyer in America and Wisconsin Super Lawyer, he holds the prestigious AEP, EPLS, and TEP designations. A graduate of the University of Chicago and Boston University School of Law, Eido is a national speaker, author, and estate planning editor for Investopedia. He is admitted to practice in Wisconsin, New York, and Illinois. Listen to this informative Better Business, Better Life episode with Eido Walny about the importance of thorough estate planning, adapting to tax law changes, professional growth, and the value of strong client relationships. Here is what to expect on this week’s show: ●      Eido stresses the value of mastering your craft while building strong relationships. Success comes from both expertise and meaningful connections that create opportunities for growth. ●      Eido prioritizes client satisfaction over billable hours, believing that strong relationships and successful outcomes drive long-term success. By focusing on what’s best for the client, financial success naturally follows.. ●      Eido cautions against cutting corners in estate planning to satisfy client demands for speed and cost savings. Rushing the process or skipping key steps can lead to issues that may not emerge for years Connect with Eido: Website: www.walnylegal.com LinkedIn: https://www.linkedin.com/in/eido-walny-jd-aep-epls-2756a5/ X: @walnylegalgroup Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life:  Building on Your Success with Terry DuPont Episode 066 Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach, Gary Heldt with Gary Heldt   Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth.   Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches.   Here is what to expect on this week’s show: ●  Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth. ●  Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance. ●  Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture Connect with Gary: LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291   Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 065 Overcoming Mindset Challenges in Business with James Brown James, CEO/Founder of Business Accelerator Institute and Perseverance Squared, is a business consultant with a strong legal background. He launched his first business in 1994, scaling it to $8M in annual revenue. Since 2014, he has coached over 350 business owners in strategic growth. As a fractional CEO/SLFU Program Manager at How to Manage a Small Law Firm, he grew Small Law Firm University to $3M in a year and developed a CMO program generating $2M annually. A Lindenwood University Business graduate with a JD from St. Louis University, James co-authored the best-selling Shift Happens and has earned numerous industry accolades. Listen to this informative Better Business, Better Life episode with James Brown about overcoming doubt, embracing self-belief, and strategies for small business growth. Here is what to expect on this week’s show: ● James emphasizes the importance of surrounding yourself with supportive networks and avoiding people who instill limiting beliefs. By believing in yourself and doubting doubts rather than beliefs, one can overcome mindset challenges and achieve success in business. ● James emphasizes the importance of systemization and scaling for small business growth, allowing owners more time and efficiency. Inspired by system-driven models like McDonald's, he advocates for streamlined processes to achieve sustainable success. ● In times of economic changes or challenges, James suggests making strategic pivots to take advantage of the situation rather than falling into a victim mindset. By being proactive and adapting to shifts, business owners can navigate uncertainties and capitalize on opportunities for growth. Connect with James: Website:  https://businessaccelerator.institute/betterbusiness/  Business Accelerator Course:  https://courses.businessaccelerator.institute/?am_id=terrydupont  TikTok:  Business Accelerator Institute (@business.accelera) | TikTok  Instagram:  Business Accelerator Institute (@business.accelerator.institute) • Instagram photos and videos  Facebook:  https://www.facebook.com/businessacceleratorinstitute Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/\ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 064 with Richard Mills Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals. A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards. Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving. Here is what to expect on this week’s show: ● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving. ● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits. ● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving. Connect with Richard: Website: https://shrr.com/our-people/richard-mills/ LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode Listen to this special episode Better Business, Better Life. This holiday season, we're bringing you a very special Better Business, Better Life bonus episode! Join Terry DuPont as he shares an inspiring and entertaining clip show featuring the best moments from past guests—all featured in Terry’s highly anticipated book, Better Business, Better Life: Building on Your Success, launching in 2025. What You’ll Hear in This Episode: • Insights and advice from top entrepreneurs and professionals. • Key strategies for building a better business and improving your life. • Memorable highlights and powerful stories from Terry’s incredible lineup of guests. Whether you’re tuning in for the first time or have been with us from the start, this bonus episode is packed with the inspiration and actionable takeaways you need to end the year strong and kickstart your 2025 goals. Don’t Miss the Book Launch: Terry’s upcoming book, Better Business, Better Life: Building on Your Success, is set to launch in 2025. Stay tuned for updates on how you can grab your copy! Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry The Scariest Part is Starting with Leslie and Brady Huffer Leslie and Brady Huffer started a digital marketing side hustle (offering written and video content to companies) soon after they got married as a creative outlet and additional income stream while she was a special education teacher and he was in corporate sales. Their marketing agency, Hey Huffers, grew faster than they had anticipated and they decided to take the leap to quit their 9 to 5 jobs and run it full-time at the end of 2021. A week later they found out they were pregnant and expecting a baby girl! Now they get to run their business and be home and present with their daughter each day! In addition to Hey Huffers, Leslie has started a community for other moms who want to make money from home so they can be with their children called The Joyful WAHM (work at home mom). They love supporting entrepreneurs and empowering other families to discover time and financial freedom! Listen to this informative Better Business, Better Life episode with Leslie and Brady Huffer about turning your side hustle into your full time job. Here is what to expect on this week’s show: ● Leslie and Brady discuss the scariest part was starting. ● Leslie and Brady agree they have to be ok with slow growth – don’t expect to be an overnight success. ● Leslie and Brady explain the struggle of working together as husband and wife and separating work and home life. ● Leslie and Brady say they don’t take on too many clients so they can be responsive to their clients and keep it personal. Connect with Leslie and Brady: Website: https://www.heyhuffers.com/ Social Media: Instagram: @heyhuffers @thejoyful_WAHM TikTok: @thejoyful_WAHM Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 63 The Power of Sales Credibility and Leadership Skills with C. Lee Smith C. Lee Smith founded founded Sales Fuel in 1989. Lee was named as one of the world's Leading Sales Consultants by Selling Power magazine from 2018–2024. Foremost expert in sales credibility, executive leadership, sales coaching and behavioral analysis. Lee is author of the bestsellers SalesCred: How Buyers Qualify Sellers and Hire Smarter, Sell More!, co-host of the Manage Smarter podcast and frequent keynote speaker. Listen to this informative Better Business, Better Life episode with C. Lee Smith about credibility and leadership. Here is what to expect on this week’s show: ● Lee explains trust is the cornerstone of successful sales interactions. Building trust with potential buyers requires a combination of likability, visibility, and proof of credibility. ● Lee talks about the integration of artificial intelligence (AI) into business processes and how it is essential for staying competitive in the sales industry. ● Lee discusses success in sales is not solely measured by financial gains. It also involves positively impacting others and supporting personal and industry growth. Connect with C. Lee Smith: Website: https://salesfuel.com/ Lee LinkedIn: https://www.linkedin.com/in/cleesmith/ Sales Fuel LinkedIn: https://www.linkedin.com/company/sales-fuel/ YouTube: https://www.youtube.com/channel/UCh-kdXBnek3hlsQqFF3sm-w Instagram: https://www.instagram.com/salesfuel/ Facebook: https://www.facebook.com/salesfuel/ X: https://x.com/salesfuel Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 62 Income Diversification for Long-Term Financial Success with Zachary Roper Zachary Roper is an entrepreneur and Managing Director at Zachary Roper Consulting. ZRC specializes in fractional CFO solutions for small to midsized companies. He has extensive experience in M&A services and financial reporting and loves working with smaller clients in order to make larger impacts on a per deal basis. Listen to this informative Better Business, Better Life episode with Zachary Roper about income diversification. Here is what to expect on this week’s show: ● Zachary emphasizes the significance of achieving key milestones early on in the business journey. From making the first dollar to scaling revenue from millions to tens of millions, understanding how to generate revenue and optimize marketing investments is crucial for long-term success. ● Zachary encourages business owners to diversify income streams to avoid financial pitfalls during expansion. By exploring innovative partnerships and revenue-generating avenues, companies can build resilience and adaptability in the face of market fluctuations. ● Zachary highlights the importance of operational efficiencies and understanding the economic drivers of your business. By streamlining processes and making strategic decisions, companies can position themselves for sustainable growth and profitability. Connect with Zachary: Website: theropergroup.com LinkedIn: https://www.linkedin.com/in/zacharyroperiu/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 061 Navigating Complex Tax Strategies with a Specialized Attorney with Todd Villarrubia Todd is an accomplished and board-certified estate planning and administration expert, certified by the Louisiana Board of Legal Specialization. Demonstrated success across various disciplines within tax law, including high net-worth estate planning, multi-generational wealth transfer planning, charitable planning, corporate business and tax compliance, wills and trusts, income tax planning, and business tax advisory services. Proven track record in client relationship management with a strong work ethic and a drive for superior-level success. Listen to this informative Better Business, Better Life episode with Todd Villarrubia about tax strategies. Here is what to expect on this week’s show: ● Todd's journey into estate planning was influenced by personal experiences with family financial issues, leading him to specialize in tax law and estate planning. His expertise and board certification in estate planning set him apart in the field, with only a limited number of attorneys nationwide possessing similar credentials, making his services highly sought after for individuals with complex financial affairs. ● Todd discusses the importance of having a tax attorney for financial benefits and high-end strategies. Todd's expertise in estate planning, with extensive testing and ongoing education requirements, sets him apart in the field. ● Todd stresses the importance of expertise in tax and estate planning to prevent costly mistakes and ensure smooth transitions for high net worth clients. With their extensive experience and unique skill sets, specialized attorneys can provide complex strategies for multi-generational wealth transfer planning that minimize tax liabilities and preserve family legacies. Connect with Todd: Website: https://lawealthplan.com LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 060 Navigating Complex Legal Challenges in Personal Injury Cases with Chad Romey Chad Romey is a trial attorney with the Indiana-based law firm Blackburn Romey. Following his graduation from law school (University of Virginia), he worked in Atlanta with one of the biggest law firms in the world, Greenberg Traurig LLP. For the last three years, he has been named “Best Lawyer” in the Fort Wayne Newspapers Readers’ Choice competition. Listen to this informative Better Business, Better Life episode with Chad Romey. Here is what to expect on this week’s show: ● Chad emphasized that one is not proficient on day one as a lawyer, regardless of the practice area; and highlights the significance of gaining experience through exposure to a variety of cases. ● Chad attributes his success and recognition as one of Indiana's top attorneys under 40 to the collaborative efforts of his team at Blackburn Romey. He stresses the importance of a team approach in handling personal injury cases effectively, ensuring a holistic and strategic representation for clients. ● Chad's dedication to personalized client care shine through in his discussion about the emotional aspects of personal injury cases. He highlights the misconception surrounding personal injury clients and stresses the importance of understanding and empathizing with clients' challenges to provide them with comprehensive support. Connect with Chad: Website: www.blackburnromey.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 059 Have A Team Invested In Your Success with Sherry Borshoff Sherry Borshoff takes pride in helping business owners succeed and grow. Business owners want to hire Borshoff Consulting, to manage the unavoidable day to day requirements of bookkeeping, payroll, and taxes so they have more time to focus on growing and enhancing their business. Additionally, Sherry helps businesses run at maximum efficiency while making certain they will avoid any unpleasant tax situations which may occur. She help business owners operate their business to be the business they envision. Listen to this informative Better Business, Better Life episode with Sherry Borshoff about building your team for success. Here is what to expect on this week’s show: ● Sherry discusses her transition into self- employment; and how a self-employed person must look at finances in a more creative way. ● Sherry explains the importance of reaching out for help and communicating with your financial advisor and accountant is you think something may be wrong with your finances – especially as a business owner. ● Sherry and Terry agree that you must have a good team invested in your success: lawyer, financial advisor, accountant. Connect with Sherry: Website: https://borshoffconsulting.com/ LinkedIn: https://www.linkedin.com/company/borshoff-accounting-llc/?viewAsMember=true Facebook: https://www.facebook.com/borshoffconsulting Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 057 Personal and Business Planning: Protecting Clients' Interests with Dave Ison Dave has provided customized, personal, and business legal services for over three decades. Whether you are estate planning, business planning, or wealth building and maintenance, you can feel confident knowing your concerns will be addressed by someone who has “been there and done that” successfully for many others on many different occasions. As a graduate of The Ohio State University and Capital University Law School, Dave was sworn into the bar in the State of Ohio, and all federal courts in Ohio, including the 6th Circuit Court of Appeals and the United States Supreme Court. In the mid-1980s, Dave focused mainly on litigation, both defense and plaintiff work. However, his primary focus shifted toward personal and business planning in the mid-1990s. While still engaged in both plaintiff and defense business litigation, the practice expanded its focus in the areas of personal estate and business planning and protection and assisting in client’s wealth building and management. Listen to this informative Better Business, Better Life episode with Dave Ison about personal and business planning. Here is what to expect on this week’s show: ● Dave transitioned from litigation to focusing on personal and business planning, which had a significant impact on his practice. Initially, he enjoyed litigation work, but when he started getting involved in small business planning, he found a passion for strategic planning and creating a protective environment for clients. This led him to start his own firm, where he focused on transactional work, business structure planning, and estate planning. ● Dave recognized the importance of treating small businesses differently and ensuring succession and value for future generations. Now, his niche is providing planning services for individuals and businesses, including estate plans and asset protection plans. ● Recognizing the importance of knowing your limits and seeking help when necessary, Dave emphasizes the need to bring in someone else who has the necessary expertise when faced with unfamiliar situations. ● Succession Planning and Passing on the Practice is crucial for Dave's law practice. He is now working with third-generation clients and his son, Grant, has taken on a more prominent role in the firm. Dave emphasizes the importance of training and preparing successors for a smooth transition and continuation of the practice. Connect with Dave: Website: www.ison.law LinkedIn: https://www.linkedin.com/in/daveison/ Facebook: https://www.facebook.com/DavidIsonBusinessEstatePlanning Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to this informative Better Business, Better Life episode with Robert and Kimberley Raimondo about AI and navigating industry changes. Here is what to expect on this week’s show: ● Robert and Kimberley emphasize the importance of staying informed and collaborative to navigate industry changes successfully. Creating an environment where advisors can bring new ideas and resources is highlighted as a way to stay ahead of the industry. The critical intersection of humans and technology Kimberley emphasizes that asset managers and advisors will not be replaced and the intersection of humans and technology is critical. Adaptation and innovation are both necessary to better serve clients and drive change in the industry. ● Kimberley emphasizes the need to make informed decisions for clients and not simply follow trends. Embracing change is inevitable and, when done responsibly, can lead to better outcomes for clients. The goal is to find ethical and responsible ways to take advantage of these changes and drive innovation in the industry. ● Robert and Kimberley explain, in the world of finance, the intersection of humans and technology is increasingly critical. Change is inevitable, and businesses should not shy away from it. By embracing technology responsibly, businesses can better serve clients and advance their goals. ● Robert and Kimberley discuss how AI Managed Portfolios revolutionize the investment industry by using artificial intelligence and ensemble methodologies to predict stock performance and build consensus among fund managers. This innovative approach, pioneered by a fintech firm with expertise in AI, allows for a more accurate predictive engine. By analyzing the high conviction overweights of different mutual fund managers daily, AI Managed Portfolios identify consensus and construct portfolios based on these insights. The result is increased performance and reduced downside risk. Connect with Robert and Kimberley: https://redwoodprivatewealth.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 056 Empowering Clients Through Personalized Insurance Solutions with Linda Jackson Linda is licensed in Indiana, Ohio, and Nevada. In 1978 she joined her father-in-law, Forrest Jackson, in his agency, Forrest N. Jackson Insurance, Inc. Forrest started his agency in 1955 and proudly served Shelter since 1970 up to his death. Linda considers it a privilege to have worked with him. She feels fortunate to have had both her son & daughter work with her in my agency for many years. Her son has gone on to be a Shelter district manager in Cincinnati, Ohio while her daughter, who has her master’s degree, decided to pursue her calling of helping families with disabled members. Linda is married with two children, and five grandchildren. Listen to this informative Better Business, Better Life episode with Linda Jackson. Here is what to expect on this week’s show: Linda discusses her motto of treating others the way she would like to be treated. This principle has not only guided her interactions with clients but also influenced her approach to training her staff. By focusing on the well-being of her clients rather than solely on monetary gains, Linda has established herself as a reputable and trusted insurance agent. Linda emphasizes the importance of conducting annual reviews to ensure personalized attention and appropriate coverage. This strategy allows clients to ask questions and address concerns they may not have thought of otherwise, fostering a deeper understanding of their needs. Linda's advice on staying ahead in the insurance industry includes continuous education, networking with other agents, and keeping abreast of industry trends. By adapting to changes in the industry and proactively seeking knowledge, she has been able to provide top-notch service to her clients. Connect with Linda: Website: https://www.shelterinsurance.com/CA/agent/LINDAJACKSON Facebook: https://www.facebook.com/FortWayneShelter Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 55 Fulfillment through Integrity and Service-oriented Mindset with Bill Hartman Bill Hartman celebrated his 40th anniversary as an Independent Health & Life Insurance Agent on June 10, 2024. Over his career, Bill has earned numerous awards for leadership and sales. After losing his father at 12, Bill dropped out of high school at 16 to work. In 1982, he began selling life insurance part-time and transitioned to full-time in 1984, inspired by the birth of his daughter, Cortney. Bill earned his GED in 1993 and has since become a top producer, licensed in 15 states. He is also a founding member of the local NABIP chapter. At Hartman Insurance Services, he trains agents, including family members, and remains dedicated to serving his community. Listen to this informative Better Business, Better Life episode with Bill Hartman about business and service integrity. Here is what to expect on this week’s show: ● Bill's approach to life and business is influenced by his experiences, including the loss of his father at a young age. He emphasizes the importance of not worrying about things beyond your control, a philosophy that has guided his decision-making and outlook on life. ● For Bill, success is not merely financial gain but personal fulfillment and integrity. He believes that success is rooted in doing what's right for people day in and day out, a principle that has shaped the culture of Hartman Insurance Services. ● Bill's commitment to maintaining a family legacy is evident through his daughter's involvement in the business. By fostering a high-energy, family-first work environment, Bill ensures that his staff can prioritize family while delivering top-notch service to clients. Connect with Bill: Website: https://hartmaninsuranceservices.com Instagram: https://www.instagram.com/hartmaninsuranceservices/ LinkedIn: https://www.linkedin.com/company/hartman-insurance-services-fw/?viewAsMember=true YouTube: https://www.youtube.com/@hartmaninsuranceservices Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 054 Unlocking the Power of Resilience and Perseverance with Darryl Isaacs For over 30 years, attorney Darryl Isaacs has been fighting for justice and fair compensation for his clients as “The Hammer,” and that nickname is for good reason. He smashes through delays, red tape, and all the sneaky tactics that insurance companies use to keep from paying what their clients deserve. But he’s also “The Hammer” because he can help you fix your life after an injury; he gets you back on the road to health and recovery after an injury, back to work and back on the road, and back to living the life you had before your injury derailed everything. Listen to this informative Better Business, Better Life episode with Darryl Isaacs about resilience and perseverance. Here is what to expect on this week’s show: ● Darryl's upbringing amidst his father's relentless work ethic and perseverance instilled in him the core values of hard work and resilience, which have been pivotal in his successful career as a personal injury attorney. ● Darryl emphasizes the importance of remaining authentic in all endeavors. He shares, "I don't care what profession you're in, you have to be real authentic." ● Darryl stresses the significance of continuous learning and growth to avoid complacency. His personal experience with a life-threatening accident in 2015 profoundly shaped his perspective and approach to personal injury law. ● Darryl highlights the importance of networking and being accessible to others. He mentions, "If you're any business owner, the more you network and the more people can get a hold of you, the more valuable the relationship is." Connect with Darryl: Website: https://wewin.com/ TikTok: https://www.tiktok.com/@callthehammer Facebook: https://www.facebook.com/darrylthehammer/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 053 Impactful Fundraising through Storytelling with Emily Heck Emily Heck is a nonprofit marketing consultant and the president of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, Emily launched Evergreen in 2019 with the goal of helping nonprofits, education organizations, and religious institutions. Listen to this informative Better Business, Better Life episode with Emily Heck about impactful fundraising. Here is what to expect on this week’s show: ● Emily's passion for helping organizations make a positive impact on communities has led her to specialize in assisting nonprofits, educational institutions, and religious organizations in growing their engagement through marketing. ● Emily discusses the importance of sharing stories of impact to win over donors and stand out in a competitive fundraising landscape. ● Emily discusses the challenges of fundraising and donor engagement in marketing for nonprofits, educational institutions, and religious organizations. She highlights the need to cut through clutter and explore unconventional methods like direct mail to engage audiences effectively. ● Emily also emphasizes the importance of building up marketing departments from scratch and involving the entire organization, including staff and boards, in the process to create impactful storytelling and community connections for these purpose-driven organizations. ● Emily explains, for her, success is feeling fulfilled in work and being able to disconnect at the end of the day with a clutter-free mind. Setting boundaries and managing multiple responsibilities are important as a small business owner. Connect with Emily: Website: https://www.evergreenstrategic.org/ LinkedIn: https://www.linkedin.com/in/emilyheck-evergreen/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 52 Empowering Clients through Comprehensive Insurance Education with Kimberly Wilson Kimberly transitioned from a healthcare career to the insurance field three years ago, initially starting without any licenses. With the support of her boss, she obtained her insurance licenses and pursued advanced education, earning the CISR (Certified Insurance Service Representative) designation and the prestigious CISR Elite distinction. Kimberly integrates her bachelor's degree in ministry into her professional life, using it to guide her client interactions with a strong focus on ethical standards. Despite the challenges, she is committed to furthering her education and contemplates future advancements, including potential agency ownership or different roles within the industry. Listen to this informative Better Business, Better Life episode with Kimberly Wilson about educating clients on insurance. Here is what to expect on this week’s show: ● Kimberly stresses the importance of staying updated on insurance policies, underwriting rules, and risk analysis to provide the best coverage options for clients. ● Kimberly advocates for higher liability limits and consider umbrella policies to ensure comprehensive coverage and protection against unforeseen circumstances. ● Kimberly encourages clients to secure life insurance policies independent of employment to maintain coverage even in the event of job changes or retirement, emphasizing the benefits of obtaining coverage at a younger age for lower premiums. Connect with Kimberly: Website: https://www.myersandhaydenins.com/ Facebook: https://www.facebook.com/MyersandHayden?ref=hl Yelp: https://www.yelp.com/biz/myers-and-hayden-insurance-fort-wayne Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 051 Estate Planning & Family Inclusion with Paul Shugar As a shareholder and Co-Chair of Reminger's Estates, Trusts, and Probate Litigation Practice Group, Paul has statewide experience involving an array of million-dollar estate, trust, and guardianship issues such as undue influence, power of attorney abuse, and financial exploitation. An award-winning journalist who worked at daily newspapers around the country before becoming a lawyer, Paul employs the writing and investigation skills he developed as a reporter to maximize results in litigation. Listen to this informative Better Business, Better Life episode with Paul Shugar about estate planning and family inclusion. Here is what to expect on this week’s show: ● Paul discusses the importance of maintaining your estate planning and having ‘regular check-ups.’ ● Paul explains the generational differences in estate planning. ● Paul and Terry talk about involving the family in estate planning and choosing the correct fiduciary. Connect with Paul: Website: https://www.reminger.com/ Blog: https://www.reminger.com/OhioEstateandTrustDispute FaceBook: https://www.facebook.com/RemingerAttorneys Twitter: https://twitter.com/Reminger LinkedIn: https://www.linkedin.com/company/reminger Paul’s LinkedIn: https://www.linkedin.com/in/paulshugar/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 50 Maximizing Efficiency: Implementing Pooled Employer Plans with Paul Salamon and David Schlageter. Paul SaIamon, CPFA has been a Financial Services professional for over 30 years. As an Independent Advisor and Retirement Plan Specialist, focusing on the unique needs of each corporate client and works to create plan efficiency and reduce fiduciary risk. David Schlageter is Regional Vice President Ameritas Southeast Region with 30+ years in qualified plan experience. He is a Specialist in Pooled plan consulting. Listen to this informative Better Business, Better Life episode with Paul Salamon and David Schlageter about Pooled Employer Plans Here is what to expect on this week’s show: ● PEPs enable companies to outsource fiduciary and administrative responsibilities, reducing individual burdens and audit costs. By streamlining these processes, employers can redirect their focus on essential business tasks. ● Employers are encouraged to thoroughly analyze key documents related to PEPs to ensure they align with the best interests of plan participants and beneficiaries. Understanding the plan's features, provisions, fees, and service agreements is crucial in making informed decisions. ● It's highlighted in the episode that employers must act in the best interests of plan participants and beneficiaries, as part of their fiduciary obligation. Evaluating PEPs as a platform upgrade and comparing them against single employer plans is essential for making informed choices. Connect with David: LinkedIn: https://www.linkedin.com/in/drschlageter/ Microsite: https://mypepconnection.com/clearvantagepep/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont TyJuan Garrett is an Indianapolis attorney. TyJuan is an advocate for those in the field of entrepreneurship. In his professional life, Tyjuan serves as an Attorney-Advisor with the U.S. Small Business Administration where he advises the agency in assisting small business owners become successful enterprises and help them navigate constantly evolving regulatory environments. TyJuan is dedicated to his community by serving as past member on the Board of Governors of the Indiana State Bar Association and the advisory board for the Truman State University School of Business. TyJuan is a graduate of Truman State University, Drake University School of Law, and the University of Denver Sturm College of Law. Listen to this informative Better Business, Better Life episode with TyJuan Garrett about passion and career success. Here is what to expect on this week’s show: ● TyJuan highlights the importance of integrating passion into one's career. By aligning your values with your work, you not only enjoy what you do but also find it easier to navigate challenges and stay motivated. ● TyJuan advises aspiring professionals to start early investments in their careers. Building a strong foundation and continuously investing in your skills and knowledge can set you up for long-term success. ● A recurring theme in TyJuan's advice is the emphasis on believing in oneself. Confidence in your capabilities, coupled with a strong belief in your business model, can help you weather the highs and lows that come with any career journey. Connect with TyJuan: LinkedIn: https://www.linkedin.com/in/tyjuan-garrett-8031718/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 48 Seizing Opportunities: The Key to Industry Adaptability and Growth with Zachary Gordon Zachary Gordon is the founder of Red Five Services. He is a CPA with over fifteen years of professional experience across multiple industries and functions. He serves as the fractional CFO, strategic and tax advisor for a portfolio of crypto, cannabis and tech companies. Zach focuses on tax planning and optimization, financial modeling and advisory services, business structuring and transaction support. He has also advised clients in the real estate, healthcare, nonprofit, fintech, media and consumer goods sectors. Listen to this informative Better Business, Better Life episode with Zachary Gordon about growth and change Here is what to expect on this week’s show: • Zachary's career trajectory was shaped by being in the right place at the right time, speaking to the right people, and showing interest in emerging industries. • Zachary advocates for the integration of technologies like AI and automation in accounting to revolutionize processes. He emphasizes that there is potential for growth and innovation in the intersection of accounting and emerging technologies. • Zachary discusses the value of mentorship in personal and professional development. Learning from experienced individuals can provide insights, guidance, and support in navigating challenges and making informed decisions in one's career. Connect with Zachary: Website: https://redfiveservices.com/ LinkedIn: https://www.linkedin.com/in/zacharygordon-cpa/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 47 Impactful Service Leading to Collective Growth with Eric Neumann As a fractional CFO at New Life CFO Services, Eric provides financial and accounting leadership tools and know-how to help businesses grow and thrive. With over 30 years of experience as a CFO and SVP in various industries, Eric has a proven track record of leading M&A transactions, restructuring debt, improving cash flow, and delivering reliable forecasts. Listen to this informative Better Business, Better Life episode with Eric Neumann about service and growth. Here is what to expect on this week’s show: ● Eric talks about his experience and the importance in unlocking hidden value in organizations. ● Eric explains that understanding a business’ numbers, balance sheets, and debt is crucial for startups to improve their financial health and prepare for growth. ● Eric discusses how lack of adequate forecasting can lead businesses into financial trouble, highlighting the importance of regular and insightful forecasting to navigate challenges. ● Eric explains the ability to tell compelling stories with numbers is a vital skill for CFOs to convey financial insights effectively, keep stakeholders informed, and engage key employees in the business's long-term vision. Connect with Eric: Website: https://newlifecfo.com/ LinkedIn: https://www.linkedin.com/in/neumanneric/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 46 Faith-Driven Legal Collaboration for Client Success with Chris Nudo Ever since earning his J.D. in 1993, Chris understood that being an attorney was about more than just memorizing facts, shuffling quickly from client to client, or winning cases at any cost. Instead, for Chris, the practice of law is about people. More specifically, it’s about faith in people and faith in God. Influenced by his Christian faith, Attorney Nudo endeavors to practice law in a Christ-honoring way that provides attention and care to each one of his clients. Christopher S. Nudo’s primary areas of practice are wills, trusts, business succession, loan documentation, real estate transactions, and not-for-profit law and church ministry. Mr. Nudo also takes pride in assisting local ministries and charities with their legal needs, including biblical counseling and financial consulting based on biblical principles. He welcomes phone calls from all areas of legal and non-legal concerns and is open to help those in need when it is possible to do so. Chris strives to provide not only the best legal advice he can provide, but also faith-filled compassion and concern for his clients on a personal level. Listen to this informative Better Business, Better Life episode with Chris Nudo about client relationships. Here is what to expect on this week’s show: ● Chris highlighted how his Christian faith grounds his practice of law. By integrating his beliefs into his work, he can offer genuine and trustworthy legal advice while also caring for his clients on a personal level. ● Chris's perspective on success being measured in every moment of life resonates deeply. By focusing on the small victories and daily accomplishments, we can find fulfillment and purpose in our endeavors. ● Chris's biggest challenge of stepping back to allow his team members to shine is a testament to his commitment to their growth and empowerment. Fostering a supportive and nurturing culture within his firm enables his team to thrive and contribute to the collective success. Connect with Chris: Website: www.nudo.net LinkedIn: https://www.linkedin.com/in/christophernudo/ FaceBook: https://www.facebook.com/chrisnudolaw Instagram: https://www.instagram.com/chrisnudolaw/ YouTube: https://www.youtube.com/@chrisnudolaw Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh is a state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic incentives. He brings extensive experience in real and personal property tax appeal advocacy, real estate appraisal and testimony, economic incentive procurement and audits, property tax compliance planning and delivery, business combination property tax due diligence and research, fixed asset reviews and planning, property tax accrual reviews and planned value estimates, and Sarbox 404 property tax compliance control evaluation. Josh is currently the President of JM Tax Advocates LLC, in Indianapolis, IN. Prior to that, he worked as an Executive and National Practice Leader with Crowe Horwath LLP. Josh has taught at the Institute for Professionals in Taxation. He has been a speaker for the National Symposium regarding FAS 141 and Property Tax Consequences of Business Combinations as well as the National Business Institute of Indianapolis, IN regarding Indiana Property Tax Updates and is active in the Indiana Chamber in Indianapolis and the Indiana Manufacturers Association. Josh holds a Bachelor of Science from Indiana University in Business Accounting. Listen to this informative Better Business, Better Life episode with Josh Malancuk about lowering property taxes. Here is what to expect on this week’s show: ● Josh explains, many businesses are unaware of the heavy burden of property tax and the potential for overpayment. Property tax is often one of the top tax burdens for capital intensive businesses. Not many practitioners know how to review and implement a strategy to lower it. ● Commercial property taxes can be significantly higher than residential property taxes, making property tax reduction strategies even more important for businesses - sometimes three times higher than homeowners due to factors such as the circuit breaker rate. Assessing the fair market value of commercial and industrial properties can be challenging; therefore, businesses can benefit from working with specialists who can review their property tax bills and implement strategies to lower them, potentially resulting in significant savings and improved profitability. ● According for Josh, negotiating incentive packages that offset a percentage of capital for manufacturers looking to grow is a game changer and can result in significant benefits. By conducting an extensive review and audit process, they are able to lower property tax bills by an average of 20%. Additionally, they offer assistance in navigating the complex world of incentives, helping businesses plan for expansion and negotiate maximum level incentives to offset growing pains and achieve long-term savings. Connect with Josh: Website: www.jmtaxadvocates.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 044 Navigating Mindset and Resources for Scaling with Allison Anna Allison, a seasoned professional with a diverse background in sales, marketing, and data analytics, has worked for several prominent Fortune 500 and Fortune 100 companies. Over the years, she has developed a unique perspective on the topic of "strategies for scaling a business: mindset, marketing, and emotional intelligence". Allison believes that maintaining a positive mindset and high emotional intelligence are crucial for entrepreneurial success. She emphasizes the importance of utilizing resources like meditation, journaling, and counseling to navigate through difficult times. Moreover, she advocates for the incorporation of emotional intelligence into business practices, as it is a rapidly growing skill and is highly valued by newer generations. Allison's experiences, including overcoming her own mindset challenges and becoming a bestselling author and empathy expert, have shaped this perspective. Listen to this informative Better Business, Better Life episode with Allison Anna about navigating mindset. Here is what to expect on this week’s show: Allison explains scaling a business can be daunting, but it's important to overcome challenges and maintain the right mindset. Allison shares her insights on creating a strong marketing strategy for social media advertising. Allison discusses the power and importance of emotional intelligence in business. Connect with Allison: Website: www.awakenedmarketing.com Facebook: https://www.facebook.com/officialallisonanna/ Facebook: https://www.facebook.com/awakenedmarketing111/ Instagram: @awakened_marketing Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 43 Maximizing Business Value Through Strategic Exit Planning with Ray Croff Ray is CEO and President of Mobius Financial Advisors. Before entering the Financial Services profession, he owned his own business with numerous employees, equipment, and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with business owners and their families. Listen to this informative Better Business, Better Life episode with Ray Croff about exit planning. Here is what to expect on this week’s show: ● Ray discusses his exit planning tools; they focus on de-risking businesses to increase their value in the eyes of potential buyers. ● Ray discovered that only 20% of businesses actually sell when owners go to market, leading him to pursue certifications in exit planning. This low success rate highlights the challenges business owners face when preparing to exit, such as over-dependence on the owner and key personnel retention. ● Ray explains, one of the biggest challenges is getting business owners to understand the risks inherent to selling their business and the importance of preparing for a successful sale. ● Ray emphasizes the need to educate business owners about the process of selling their business to help them make informed decisions and avoid unexpected outcomes. ● Ray understands, business owners face a significant challenge due to the lack of advisors available to provide guidance and support in crucial decision-making processes. This lack of support can lead to detrimental outcomes, as many business owners may not be fully aware of the risks associated with their businesses or how to effectively plan for an exit strategy. Connect with Ray: Website: https://mobiusfa.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 042 The Power of Networking for Small Business Owners with Michael Reeder Michael Reeder, CPA, is the Managing Partner at Reeder CPA Group. He specializes in helping small businesses and entrepreneurs with strategic tax planning, accounting, and business development. This includes guidance on entity setup, funding strategies, tax optimization, and financial projections. Michael is an active member of several esteemed national franchise networks, including the International Franchise Professionals Group (IFPG), FranServe, the Franchise Brokers Association (FBA), and The You Network. Michael holds a Bachelor of Science in Accounting from Northeastern Illinois University. Listen to this informative Better Business, Better Life episode with Michael Reeder about small business networking. Here is what to expect on this week’s show: ● Michael emphasizes the allure of small business ownership, highlighting the freedom and autonomy it offers compared to traditional employment. He emphasized that once you experience being your own boss, it's hard to go back to a corporate or non-entrepreneurial job. ● Michael stresses the importance of proactive financial planning and the burden on CPAs to come up with models that prioritize proactive measures over reactive ones. He emphasized the need for modern CPA practices that cater specifically to small and medium-sized businesses. ● Michael understands his success lies in his ability to collaborate with other professionals and leverage networking opportunities to stay updated on industry best practices. By surrounding himself with a team of advisors and compensating for his weaknesses, he ensures comprehensive financial solutions for his clients. Connect with Michael: Website: www.reedercpagroup.com LinkedIn: https://www.linkedin.com/in/michael-reeder/ Facebook (Business): https://www.facebook.com/reedercpagroup/ Facebook (Personal): https://www.facebook.com/profile.php?id=100009327500878 Instagram: https://www.instagram.com/michaelireeder/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Isaiah Fritz – Better Business, Better Life: Building on Your Success with Terry DuPont Episode 041: Your Team is Your Greatest Asset with Isaiah Fritz Isaiah is a 23-year-old founder of Online Selling Partner, a company partnering with major brands to control and grow their brand on Amazon and beyond! Located in Southern Indiana 7 miles north of Louisville KY. Listen to this informative Better Business, Better Life episode with Isaiah Fritz about online selling and working with your team. Here is what to expect on this week’s show: ● Isaiah explains how and why he started his online company and how it helps his clients. ● Isaiah discusses that people can make or break or your business. ● Isaiah believes the key to success is enriching another’s life. Connect with Isaiah: https://www.linkedin.com/in/isaiah-fritz/ https://twitter.com/IsaiahFritzOSP onlinesellingpartner.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jody Grunden – Better Business, Better Life: Building on Your Success with Terry DuPont Episode 040 Success is A Journey, Not A Destination Jody Grunden, Partner at Anders CPAs + Advisors, is an accounting visionary with over 20 years of experience. Jody co-founded Summit CPA Group, a trailblazing firm that pioneered fully distributed operations--making it the first fully distributed accounting firm in the country--and became the top provider of Virtual CFO Services in North America. In 2022, Summit joined forces with Anders CPAs + Advisors, rebranding as Summit Virtual CFO by Anders. This merger brings numerous advantages to Anders, aligning with Jody's vision of changing the way people think about accounting. These include enhancing the "hybrid" work environment, establishing thought leadership in Virtual CFO Services, and adopting a progressive weekly subscription billing model. Summit Virtual CFO by Anders provides professional Virtual CFO Services to more than 100 companies across the United States, helping business owners dive deep into the financial side of their business to maximize profits, minimize taxes, and increase cash flow. Jody is also an industry speaker and a published author. He literally wrote the book on helping digital companies create a financial roadmap to success, Digital Dollars and Cents. Listen to this informative Better Business, Better Life episode with Jody Grunden about success. Here is what to expect on this week’s show: ● Jody explains how he and his wife started virtual CFO services back in 2004 and how he went completely virtual in 2013. ● Jody discusses how he and his wife’s goal is to change the way people think about accounting. ● Jody tells Terry his biggest challenge is undervaluing his services. Connect with Jody: Website: Summit Virtual CFO by Anders (summitcpa.net) Facebook - https://www.facebook.com/vcfobyanders Twitter - https://twitter.com/vcfobyanders, Jody Grunden (@jgrunden) / Twitter TikTok - https://www.tiktok.com/@vcfobyanders Instagram- https://www.instagram.com/vcfobyanders/ LinkedIn - https://www.linkedin.com/company/1258494/admin/, (43) Jody Grunden, CPA | LinkedIn YouTube - https://www.youtube.com/@vcfobyanders Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

John Emshwiller – Better Business, Better Life: Building on Your Success with Terry DuPont Episode 039 Always Benefit the Client with John Emshwiller John Emshwiller is an enrolled agent and President of Emshwiller & Emshwiller Accounting, located in Bluffton and Fort Wayne, Indiana and is the fourth generation of his family to own and operate the family business. He has 29 years of experience helping business and personal clients with their taxation, bookkeeping, and payroll needs. John specialized in small business and personal taxation and uses his knowledge, experience, and education to provide an advisory approach to each client’s unique needs. Listen to this informative Better Business, Better Life episode with John Emshwiller about benefitting your clients. Here is what to expect on this week’s show: ● John explains that he is an enrolled agent and what that is vs a CPS. ● John discusses that he sometimes felt pressured into the business by his family. ● John and Terry talk about the importance of always continuing to learn. ● John explains that ‘book’ situations and ‘real life’ situations are not comparable. Connect with John: https://emshwiller.net Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 038: The Power of Zero with David McKnight David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children. Listen to this informative Better Business, Better Life episode with David McKnight about The Power of Zero. Here is what to expect on this week’s show: ● David discusses his book The Power of Zero. ● David talks about looking at the future of taxes and planning for those changes. ● David discusses his thoughts on ‘financial gurus’ – his next book. Connect with David: website - powerofzero.com Twitter: @mcknightandco Instagram: davidcmcknight TikTok: @thepowerofzeropercent Youtube: https://youtube.com/@DavidMcKnight Linkedin: http://linkedin.com/in/thepowerofzero Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 037 Maximizing Business Value Through Early Planning with Bill Watson Bill Watson has been a Financial Services professional in the Dallas Metroplex since 1985. His background is in business continuity planning, private retirement strategies and estate transfer planning. As a Registered Financial Consultant his primary focus is in assisting individuals and private business owners in the development and implement of “Safe Money Strategies” designed to protect and maximize the value of their assets for themselves and their families. Listen to this informative Better Business, Better Life episode with Bill Watson about exit planning. Here is what to expect on this week’s show: ● Bill stresses that exit planning should start well in advance to ensure that all aspects of the business are optimized for sale. This early start allows for addressing issues like key employee retention, partner relationships, family planning, and legacy considerations. ● Bill discusses the Value Builder Scoring System. The Value Builder Scoring System was introduced as a valuable tool for assessing a business's worth and identifying strategies to enhance its value. Bill mentioned that focusing on factors like financial performance, growth potential, and customer satisfaction can significantly boost the business's overall value. ● Legacy planning emerged as a crucial aspect for business owners to ensure the fair distribution of assets, maintain liquidity, and preserve their legacy. By considering elements like key employees, partner dynamics, family planning, and heirs, business owners can secure their legacy for future generations. Connect with Bill: Website: https://turtlecreekfinancial.com/ S.T.O.P. PowerPoint: https://docs.google.com/presentation/d/1BP_yrgi2IGjZv9fjiGdWUCrsnp63QM5m6XJCt2Z-mVQ/edit?usp=sharing Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 036 Transforming the Auto Recycling Industry with Troy Webber Troy Webber is the third-generation owner of Chesterfield Auto Parts, a self-service auto recycling yard with 100 employees and three locations in Richmond. His new app, Yardsmart was created to help his business and others more efficient, and increase sales margins by automating auto recycling yards. As the only one of its kind worldwide, the cloud-based software as service subscription, Yardsmart is now available for subscribers and has been awarded the Innovation in Cloud Computing Award by RVATech in Richmond in 2022, after it was beta tested for two years. Listen to this informative Better Business, Better Life episode with Troy Webber about auto recycling. Here is what to expect on this week’s show: ● Troy discusses the auto recycling industry's move towards a self-service model that emphasizes high volume, low margin operations and prioritizes recycling materials over selling parts. This shift marks a significant change in the industry, with more recyclers opting for this strategy to boost efficiency and sustainability. ● Troy explains Yardsmart is a cloud-based software created to help auto recycling yards become more efficient, increase sales margins, and automate processes. The software aims to secure a larger share of the self-service market and stay ahead of industry changes. ● Troy understands involving employees in the software design process and recognizing the importance of modern, cloud-based solutions, Yardsmart addresses unique challenges in the auto recycling industry. ● The future growth of Yardsmart involves expanding market share in the self-service industry by adapting to emerging technologies and collaborating with other software providers to enhance customer value. ● Staying updated with technology advancements is crucial in the automotive and software sectors to meet evolving consumer demands. Incorporating feedback from employees and users, as well as constantly improving and updating software like Yardsmart, are essential strategies to ensure innovation and meet the evolving needs of the auto recycling business. Connect with Troy: Yardsmart Website: yardsmartapp.com Chesterfield Auto Parts Website: chesterfieldauto.com LinkedIn: linkedin.com/in/troy-webber Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Todd is an accomplished and board-certified estate planning and administration expert, certified by the Louisiana Board of Legal Specialization. Demonstrated success across various disciplines within tax law, including high net-worth estate planning, multi-generational wealth transfer planning, charitable planning, corporate business and tax compliance, wills and trusts, income tax planning, and business tax advisory services. Proven track record in client relationship management with a strong work ethic and a drive for superior-level success. Listen to this informative Better Business, Better Life episode with Todd Villarrubia about tax strategies. Here is what to expect on this week’s show: ● Todd's journey into estate planning was influenced by personal experiences with family financial issues, leading him to specialize in tax law and estate planning. His expertise and board certification in estate planning set him apart in the field, with only a limited number of attorneys nationwide possessing similar credentials, making his services highly sought after for individuals with complex financial affairs. ● Todd discusses the importance of having a tax attorney for financial benefits and high-end strategies. Todd's expertise in estate planning, with extensive testing and ongoing education requirements, sets him apart in the field. ● Todd stresses the importance of expertise in tax and estate planning to prevent costly mistakes and ensure smooth transitions for high net worth clients. With their extensive experience and unique skill sets, specialized attorneys can provide complex strategies for multi-generational wealth transfer planning that minimize tax liabilities and preserve family legacies. Connect with Todd: Website: https://lawealthplan.com LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 034 Work By Referral with Scott Malcolm Creating clients for life has been Scott’s belief over his 31 years in real estate. Now working with second and third generations is very fulfilling. Scott’s bachelor’s degree in marketing, sales and promotion combined with his graduate work in architecture has served him well. Listen to this informative Better Business, Better Life episode with Scott Malcolm about working by referral. Here is what to expect on this week’s show: ● Scott discusses the best and worst parts of working in real estate. The best part is helping find someone their ‘home.’ The worst part is the hours; making yourself available 24/7. ● Scott explains working on referrals and that referrals are based on trust. ● Scott tells Terry working in real estate you must set realistic expectations. Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child. Listen to this informative Better Business, Better Life episode with Seth Greene about qualifying for financial aid. Here is what to expect on this week’s show: ● Seth discusses his college experience and what made him want to look into college financial planning. ● Seth explains that many parents assume they can’t afford to send their kids to that dream private college; don’t assume you cannot afford a school. ● Seth points out that parents must know what their expected contribution is before they start planning. ● Seth gives a tip that is unknown to many: financial aid is negotiable Connect with Seth Greene: Website: www.FindMoneyforCollege.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 032 Learn By Doing with Todd Kotler and Jamie Haren Jamie began practice with Gruber, Haren, Thomas & Co., the predecessor to Arnold, Gruber & Haren, Ltd., in November of 2010. Jamie was named a Principal of the firm in July of 2015 and Managing Partner in January of 2022. Todd is a general practice attorney with focuses in family relations law, civil and criminal litigation and education law. Listen to this informative Better Business, Better Life episode with Todd Kotler and Jamie Haren about continuing to learn and learning by doing. Here is what to expect on this week’s show: ● Jamie and Todd explain that conveying information the client can understand can be a challenge. ● Jamie and Todd talk about the importance of learning by doing and learning by making mistakes – and you must get comfortable with being uncomfortable. ● In their line of work, like most, Jamie and Todd say, you must take the work seriously, but don’t take yourself too seriously. Connect with Jamie and Todd: Website: https://www.aghattorneys.com/ LinkedIn: https://www.linkedin.com/company/arnold-gruber-haren-attorneys-at-law/ Jamie LinkedIn: https://www.linkedin.com/in/jamie-haren-862a8b294/ Todd LinkedIn: https://www.linkedin.com/in/toddkotler/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Emily Heck is a nonprofit marketing consultant and the president of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, Emily launched Evergreen in 2019 with the goal of helping nonprofits, education organizations, and religious institutions. Listen to this informative Better Business, Better Life episode with Emily Heck about impactful fundraising. Here is what to expect on this week’s show: ● Emily's passion for helping organizations make a positive impact on communities has led her to specialize in assisting nonprofits, educational institutions, and religious organizations in growing their engagement through marketing. ● Emily discusses the importance of sharing stories of impact to win over donors and stand out in a competitive fundraising landscape. ● Emily discusses the challenges of fundraising and donor engagement in marketing for nonprofits, educational institutions, and religious organizations. She highlights the need to cut through clutter and explore unconventional methods like direct mail to engage audiences effectively. ● Emily also emphasizes the importance of building up marketing departments from scratch and involving the entire organization, including staff and boards, in the process to create impactful storytelling and community connections for these purpose-driven organizations. ● Emily explains, for her, success is feeling fulfilled in work and being able to disconnect at the end of the day with a clutter-free mind. Setting boundaries and managing multiple responsibilities are important as a small business owner. Connect with Emily: Website: https://www.evergreenstrategic.org/ LinkedIn: https://www.linkedin.com/in/emilyheck-evergreen/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Robert is a highly experienced professional in the financial advisory sector, with over 20 years of expertise in the field. Starting as an individual practitioner, he successfully merged his firm into a larger organization, eventually becoming a managing director. With a strong background in law, including trademarks and intellectual property, Robert brings a unique perspective to his work. Currently, he focuses on business development, strategic partnerships, and new initiatives, actively seeking out new information and staying ahead of industry trends. His leadership and collaborative approach have helped his firm to be progressive and adaptable in the ever-changing landscape of the financial advisory sector. Kimberley is a seasoned professional in the financial advisory sector, with a strong background in law and compliance. After starting her career as a litigation attorney, specializing in prosecution and civil litigation, she made a successful transition into the corporate space. For the past twelve years, Kimberley has been working in the Registered Investment Advisor (RIA) sector, focusing on compliance and regulatory matters. As a partner and owner of Redwood Private Wealth, a nationally registered RIA with over 50 advisors, Kimberley serves as the president and chief compliance officer. Her expertise in SEC registration and oversight of large advisory firms has been instrumental in the firm's success. Alongside her husband Bob, who is also an advisor, Kimberley faces the unique challenge of balancing their personal and professional lives as they work together in the same firm. Through their years of experience, they have developed effective strategies to manage the overlap between their personal and professional responsibilities. Listen to this informative Better Business, Better Life episode with Robert and Kimberley Raimondo about AI and navigating industry changes. Here is what to expect on this week’s show: ● Robert and Kimberley emphasize the importance of staying informed and collaborative to navigate industry changes successfully. Creating an environment where advisors can bring new ideas and resources is highlighted as a way to stay ahead of the industry. The critical intersection of humans and technology Kimberley emphasizes that asset managers and advisors will not be replaced and the intersection of humans and technology is critical. Adaptation and innovation are both necessary to better serve clients and drive change in the industry. ● Kimberley emphasizes the need to make informed decisions for clients and not simply follow trends. Embracing change is inevitable and, when done responsibly, can lead to better outcomes for clients. The goal is to find ethical and responsible ways to take advantage of these changes and drive innovation in the industry. ● Robert and Kimberley explain, in the world of finance, the intersection of humans and technology is increasingly critical. Change is inevitable, and businesses should not shy away from it. By embracing technology responsibly, businesses can better serve clients and advance their goals. ● Robert and Kimberley discuss how AI Managed Portfolios revolutionize the investment industry by using artificial intelligence and ensemble methodologies to predict stock performance and build consensus among fund managers. This innovative approach, pioneered by a fintech firm with expertise in AI, allows for a more accurate predictive engine. By analyzing the high conviction overweight of different mutual fund managers daily, AI Managed Portfolios identify consensus and construct portfolios based on these insights. The result is increased performance and reduced downside risk. Connect with Robert and Kimberley: https://redwoodprivatewealth.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Courtney Kingery became CEO of the Indiana Soybean Alliance and the Indiana Corn Marketing Council three and a half years ago. In leading the state’s corn and soybean checkoff programs, her focus is on developing new markets, involving farmers in checkoff programs, creating value in Indiana crops and establishing social, environmental and economic sustainability. Previously, Courtney served as Global Director of Health and Wellness Innovation for Tate and Lyle in Chicago and was a marketing manager for oilseeds and food ingredients for ADM. She graduated from Kutztown University with a Masters of Business Administration and Hanover College with a Bachelor of Arts in Economics. Listen to this informative Better Business, Better Life episode with Courtney Kingery about Generational Farming in Indiana Here is what to expect on this week’s show: ● Courtney emphasizes the importance of global trade and international business in the agricultural industry, highlighting the movement of food and fuel products worldwide to address economic issues. ● Logistics plays a crucial role in agriculture, providing various career opportunities beyond traditional farming practices, Courtney explains. The industry covers a wide range of skills and interests, making it appealing to individuals with backgrounds in technology, finance, economics, logistics, and more. ● Market Development in Indiana focuses on finding markets for commodity products like ethanol, biodiesel, biofuels, livestock, and exports. The organization works on moving the pile by identifying markets for high-volume commodity products like ethanol and livestock, as well as exploring value creation in niche markets. ● Balancing economic interests of farmers with sustainable agricultural practices involves implementing cover crops, no-till farming, and effective soil management. Farmers in Indiana are adopting no-till farming to reduce soil erosion, manage nutrient runoff, and increase profitability. ● Courtney stays informed about the latest technologies and advancements in agriculture through trade shows like commodity classic. She explores innovations in seed technology, crop protection, and advanced tractor functionalities. By engaging with experts in different strategic focus areas and staying open to information from various sources, Courtney effectively incorporates the latest trends and technologies into her leadership strategy within the agricultural industry. Connect with Courtney: Facebook: https://www.facebook.com/IndianaSoybeanAlliance https://www.facebook.com/IndianaCornMarketingCouncil LinkedIn: https://www.linkedin.com/company/indianacornmarketingcouncil/ https://www.linkedin.com/company/indiana-soybean-alliance/ Instagram: https://www.instagram.com/indianasoybeanalliance/ https://www.instagram.com/indiana_corn/ TikTok: https://www.tiktok.com/@indianasoy https://www.tiktok.com/@indiana_corn X (formerly Twitter): https://twitter.com/INSoybean https://twitter.com/INCornFarmers Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 028 Empowering Clients Through Legal Education and Resources with Michele Raia Michele Raia is an attorney licensed in Ohio who has been providing personalized and cost-effective legal services to individuals and companies for more than 36 years. Her legal practice is focused on estate planning, probate, business, employment and real estate matters. In the estate planning area, Michele is adept at helping clients create estate plans that reduce the need for probate and organize their affairs to make it easier for their family. Michele is so passionate about helping people get their estate affairs in order that she recently created and launched an easy to follow informational mini-course on the Basics of Estate Planning so that she could reach and teach this important topic to people throughout the US, not just her clients in Ohio. Listen to this informative Better Business, Better Life episode with Michele Raia about legal education and resources. Here is what to expect on this week’s show: ● Michelle discusses the importance of asset assessment in estate planning to help clients avoid probate and organize their affairs effectively. Her approach involves educating clients on proper asset titling and providing tools, like fillable worksheets, to assess and reorganize assets for a smooth transition of wealth to chosen beneficiaries. ● Michele aims to reach more people with her estate planning services by providing a complimentary estate planning checklist and offering resources to help individuals plan for the future. She offers mini courses on legal topics like estate planning, real estate, and employment law to educate and empower individuals to make informed decisions. ● Michele emphasizes the importance of estate planning for individuals of all ages. Having assets like a car, house, or 401(k) means you have an estate. Estate planning is crucial regardless of estate size. This proactive step provides peace of mind and helps families navigate asset distribution smoothly. Connect with Michele: Website: https://www.micheleraia.com/ LinkedIn: www.linkedin.com/in/micheleraia If you want the Free Estate Plan Checklist and link to the Basics of Estate Planning Mini-Course discussed in this podcast, send an email to: [email protected] Listeners of this podcast who purchase the mini-course will receive a 10% discount. Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 027 Personal and Business Planning: Protecting Clients' Interests with Dave Ison Dave has provided customized, personal, and business legal services for over three decades. Whether you are estate planning, business planning, or wealth building and maintenance, you can feel confident knowing your concerns will be addressed by someone who has “been there and done that” successfully for many others on many different occasions. As a graduate of The Ohio State University and Capital University Law School, Dave was sworn into the bar in the State of Ohio, and all federal courts in Ohio, including the 6th Circuit Court of Appeals and the United States Supreme Court. In the mid-1980s, Dave focused mainly on litigation, both defense and plaintiff work. However, his primary focus shifted toward personal and business planning in the mid-1990s. While still engaged in both plaintiff and defense business litigation, the practice expanded its focus in the areas of personal estate and business planning and protection and assisting in client’s wealth building and management. Listen to this informative Better Business, Better Life episode with Dave Ison about personal and business planning. Here is what to expect on this week’s show: ● Dave transitioned from litigation to focusing on personal and business planning, which had a significant impact on his practice. Initially, he enjoyed litigation work, but when he started getting involved in small business planning, he found a passion for strategic planning and creating a protective environment for clients. This led him to start his own firm, where he focused on transactional work, business structure planning, and estate planning. ● Dave recognized the importance of treating small businesses differently and ensuring succession and value for future generations. Now, his niche is providing planning services for individuals and businesses, including estate plans and asset protection plans. ● Recognizing the importance of knowing your limits and seeking help when necessary, Dave emphasizes the need to bring in someone else who has the necessary expertise when faced with unfamiliar situations. ● Succession Planning and Passing on the Practice is crucial for Dave's law practice. He is now working with third-generation clients and his son, Grant, has taken on a more prominent role in the firm. Dave emphasizes the importance of training and preparing successors for a smooth transition and continuation of the practice. Connect with Dave: Website: www.ison.law LinkedIn: https://www.linkedin.com/in/daveison/ Facebook: https://www.facebook.com/DavidIsonBusinessEstatePlanning Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh is a state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic incentives. He brings extensive experience in real and personal property tax appeal advocacy, real estate appraisal and testimony, economic incentive procurement and audits, property tax compliance planning and delivery, business combination property tax due diligence and research, fixed asset reviews and planning, property tax accrual reviews and planned value estimates, and Sarbox 404 property tax compliance control evaluation. Josh is currently the President of JM Tax Advocates LLC, in Indianapolis, IN. Prior to that, he worked as an Executive and National Practice Leader with Crowe Horwath LLP. Josh has taught at the Institute for Professionals in Taxation. He has been a speaker for the National Symposium regarding FAS 141 and Property Tax Consequences of Business Combinations as well as the National Business Institute of Indianapolis, IN regarding Indiana Property Tax Updates and is active in the Indiana Chamber in Indianapolis and the Indiana Manufacturers Association. Josh holds a Bachelor of Science from Indiana University in Business Accounting. Listen to this informative Better Business, Better Life episode with Josh Malancuk about lowering property taxes. Here is what to expect on this week’s show: ● Josh explains, many businesses are unaware of the heavy burden of property tax and the potential for overpayment. Property tax is often one of the top tax burdens for capital intensive businesses. Not many practitioners know how to review and implement a strategy to lower it. ● Commercial property taxes can be significantly higher than residential property taxes, making property tax reduction strategies even more important for businesses - sometimes three times higher than homeowners due to factors such as the circuit breaker rate. Assessing the fair market value of commercial and industrial properties can be challenging; therefore, businesses can benefit from working with specialists who can review their property tax bills and implement strategies to lower them, potentially resulting in significant savings and improved profitability. ● According for Josh, negotiating incentive packages that offset a percentage of capital for manufacturers looking to grow is a game changer and can result in significant benefits. By conducting an extensive review and audit process, they are able to lower property tax bills by an average of 20%. Additionally, they offer assistance in navigating the complex world of incentives, helping businesses plan for expansion and negotiate maximum level incentives to offset growing pains and achieve long-term savings. Connect with Josh: Website: www.jmtaxadvocates.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 025 The Impact of Philanthropy on Estate Planning with Kim Ledger Kim Ledger, Ren’s Vice President of Complex Assets, advises donors on charitable opportunities of non-cash assets such as business interests, IPO stock, private equity, hedge funds, and artwork. Since she launched the firm’s complex asset practice in 2018, Kim has worked with donors to distribute over 2 billion dollars in assets, building relationships with the nation’s leading financial institutions, elite nonprofit organizations, and community foundations to ensure donors make informed and strategic gifts that deliver the greatest value for charities, the donors, and their families. Before joining Ren in 2016, Kim spent two decades providing wealth-management services to customers of Indiana banks. Listen to this informative Better Business, Better Life episode with Kim Ledger about philanthropy and estate planning. Here is what to expect on this week’s show: ● Kim focuses on providing guidance to donors regarding charitable opportunities related to non-cash assets. These assets include business interests, IPO stock, private equity, hedge funds, real estate, and artwork. Kim's expertise has helped distribute over $1 billion in assets, with the number continuing to grow. She utilizes relationships with financial institutions, family offices, nonprofit organizations, and community foundations to ensure informed and strategic gifts that benefit both charities and donors. ● Philanthropy is a powerful estate planning tool that allows individuals to benefit charities and their families while they are alive. Kim and Terry discuss the significance of philanthropy in estate planning. They mention the lifetime estate exemption, which determines the tax-free amount of assets that can be passed on. Kim also emphasizes the importance of early planning and due diligence when donating non-cash assets for charitable purposes. ● In the field of philanthropy, future trends and emerging opportunities are on the horizon. There will be a notable increase in the family office sector, driven by the growing number of ultra high net worth clients. Additionally, there will be a surge in the use of prom notes, tax credits, and other unique avenues for philanthropic giving. These opportunities have the potential to revolutionize the way individuals and organizations contribute to charitable causes. Connect with Kim: Website: www.reninc.com LinkedIn: https://www.linkedin.com/in/kim-ledger-9430b88/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices