The Power Forward Pod

Join the Power Forward Group Financial Advisory Team for a dynamic conversation with Joe Kattan, an ex-Bain & Company employee who transitioned from elite consulting to business ownership. In this episode, hosts Michael Dayan and Ruvin Levavi explore the intersection of formal corporate training and the "Blank Slate" reality of running a startup in 2026.Episode BreakdownThe Safety Net Strategy: Joe Kattan discusses his deliberate path from the University of Maryland to Bain & Company, explaining how he used elite consulting as a "formal training ground" to build a professional floor and a credentialed resume before taking the leap into entrepreneurship.The IQ vs. EQ Debate: The team explores the essential skills for modern business, with Michael and Joe concluding that while high IQ gets you in the door, EQ (Emotional Intelligence) and the ability to communicate, build teams, and ask the right questions are the true drivers of long-term success.Modernizing an "Old Line" Business: Joe shares his "thesis" for acquiring AppraiseItNow, a third-party valuation company. He details how he implemented "no-code" workflow automation and integrated AI to improve lead conversion, quality control, and data hygiene in a traditional service industry.The Reality of Entrepreneurship: The discussion touches on the fears of non-recurring revenue, the importance of a consistent sales funnel, and critical business planning tools like Buy-Sell Agreements—legal arrangements funded by life insurance to ensure equitable partner exits.Whether you are a young professional contemplating a career shift or a business owner looking to modernize your operations, this episode provides a masterclass on betting on yourself while maintaining a strategic safety net.

Join Ruvin Levavi and his "younger mentor," Michael Ken , Managing Partner of 1847 Financial in New York , as they dissect the most thought-provoking moments and overarching themes from their annual trip to the New York Times Dealbook Summit. This year's event featured a different lineup than previous years but delivered a wealth of insights from business leaders and politicians alike.What's Inside this Episode:The Optimism of CEOs vs. The Partisanship of Politicians: The hosts discuss the stark contrast between the optimistic, future-focused visions of company CEOs—who are primarily focused on their next venture, creating a great product, and making the world a better place —versus the disgruntled, and partisan dialogue of American politicians who focus on the next election cycle or what's going wrong. The Rapid Pace of Technology: A core theme was the incredible speed of change- exemplified by YouTuber Mr. Beast's explosive growth and keen understanding of demographics. They also dive into the world of AI, covering the CEO of Anthropic asking for government regulation to protect society from rapid changes and the efficiency gains AI is introducing into the workforce.Conviction in a Changing World: The hosts highlight the strong convictions of key speakers like Blackrock CEO Larry Fink, who demonstrated the ability to evolve his thinking on crypto and tokenization , and Alex Karp, the energetic CEO of Palantir, who emphasized national security and borders as subservient issues, and proudly stated he is "CEO of the most important, technology company in the world". They also touch on the contentious nature of the interview with Scott Bessent regarding tariffs.Listen in to gain perspective on the currents driving global finance and technology, and hear personal takeaways from a day of face-to-face connections and challenging discussions that will "always be so important".

Want to invest but don't know where to start? Tune in to this episode of the Power Forward Pod, hosted by the Power Forward Group Financial Advisory Team, as they tackle the foundational principles of investing for long-term success.This week, Bobby Kaslander and Joe Shalom offer a clear, elementary explanation of the stock market, breaking down complex terms and emphasizing the importance of starting early, especially in a world filled with "fake financial advice".The ABCs of Investing: Bobby and Joe define what stocks (equities) and bonds are, explaining that a stock represents a small piece of company ownership, while a bond is essentially a loan to the company. They also clarify that stock market fluctuations are driven by supply and demand, macroeconomic factors (like interest rates and geopolitical risks), and company earnings reports.The Power of Diversification and ETFs: Learn why investing in a single stock carries a lot of risk and how Exchange Traded Funds (ETFs) and broad-based market ETFs offer a low-cost, diversified way for new investors to enter the market by owning micro-shares of many different companies, such as all 500 in the S&P 500.Why Time-In is Everything: Discover the crucial importance of starting your investment journey "yesterday," as Joe illustrates the shocking power of compounding interest: starting early with less money can yield a significantly higher return over the long run compared to starting later with a higher principal. They also provide practical steps for starting to invest, like opening a brokerage account and prioritizing an emergency fund and clearing credit card debt.

In this episode of The Power Forward Pod, the team welcomes an incredible guest — a venture capitalist, private equity leader, mentor to athletes and entrepreneurs, and now a Shark on Shark Tank. From humble beginnings on the South Side of Chicago to launching a groundbreaking sports investment fund with Mark Cuban, his journey is all about resilience, reinvention, and redefining success.In this episode, you’ll hear:How early struggles with money and opportunity fueled a mission to teach financial literacy and create generational wealth.What really happens behind the scenes of Shark Tank — and how integrity drives every investment decision.How the new “Sports 2.0” model is changing professional sports ownership and opening doors for innovative investors.

In this episode of The Power Forward Pod, Ruvin Levavi and Bobby Kaslander  dive into Morgan Housel’s newest book, The Art of Spending Money — exploring how our relationship with money shapes not just our financial health, but our happiness, purpose, and peace of mind.Through honest conversation and real-life examples, the hosts unpack what it really means to spend with intention — and why money itself is only valuable when it supports what truly matters most.In this episode, you’ll hear:How to align your spending with your personal values and purpose — not just status or comparison.Why “the art” of money isn’t about formulas, but about understanding what makes you feel fulfilled.How to redefine financial success by focusing on family, freedom, and experiences that last.Tune in now for a thoughtful, down-to-earth discussion that will help you rethink the role of money in your life — and inspire you to pursue financial decisions driven by meaning, not materialism.

Host Ruvin Levavi is joined by team members Michael Danes and David Chabot to discuss the major financial decisions faced by younger clients. The team uses their varying ages and experiences to provide different perspectives on key life events and the financial choices that accompany them.Topics discussed in this episode include:The Cost of Kids: The conversation begins with a discussion on having children and the financial implications. While some, like Michael, are more financially minded about the number of kids they want, others, like David and Ruvin, found the decision was more emotionally driven, with the finances following later.Renting vs. Buying: The team dives into the age-old debate of buying versus renting a home. They explore the financial and emotional aspects of the decision, noting that while renting may make more financial sense in the short term, owning a home can provide a sense of stability and ownership that renting can't.Financial Planning is Not Linear: The team stresses that while financial plans are often modeled linearly, life is not. Things change, and a good financial plan must be flexible and adaptive to life events, from starting a family to changing careers.Investing in Your Future: The episode concludes by emphasizing that while financial planning can be done with a computer program, the decisions are based on life goals and values, not just numbers. The role of an advisor is to help people be more intentional about how they save and invest, helping them to create their own environment and financial future.

Host Ruvin Levavi and original PFG member Chris DeVito discuss the "dangerous income" of a big law salary. They explore how a high income can create a false sense of security and lead to a single-goal-oriented focus on your career, rather than on your overall financial picture.Key discussion points include:The Big Law Dilemma: While a quarter-million-dollar starting salary seems like a lot, expenses and bills can quickly add up, making the income feel "dangerous".Lifestyle Creep: As attorneys advance in their careers and their income increases, their savings rate often stays the same, while their lifestyle and expenses grow. This makes it harder to save later on and to make up for lost time.The Inversion of Financial Goals: The first financial benefit people often get from a corporate job is a retirement account like a 401(k), but a 22-year-old is more likely to be thinking about paying off student loans or buying a house than they are about retirement.Being Intentional: The solution to dangerous income is to be intentional with your finances. By automating savings and periodically checking in on your financial plan, you can avoid the "get to it tomorrow" trap. Carving out a little time for yourself, about an hour and 45 minutes a year, to work with an advisor on a financial plan can help you become a buyer of your own time and lifestyle, rather than a renter

Get ready for an exclusive behind-the-scenes look at the New York Times DealBook Summit! In this episode of The Power Forward Pod, we’re joined by returning guest Michael Kane to unpack the big takeaways, unforgettable moments, and lessons from this one-of-a-kind event. The DealBook Summit gathers some of the world’s most influential leaders, thinkers, and innovators, offering an intimate glimpse into the ideas shaping our future.What’s Inside This Episode:What Makes the DealBook Summit Unique: A look at the event’s unmatched atmosphere, from its intimate setting to its star-studded attendee list.Highlights from Top Speakers:Sam Altman on the future of AI—insights into OpenAI's path, the rise of ChatGPT, and the optimism driving technological advancements.Jeff Bezos on leadership and vision—key takeaways from his standout appearance and what sets him apart.Reflections on Bill Clinton's emotional moments and Jerome Powell's surprising personal anecdotes.The Power of Live Connection: Why experiencing these discussions in person creates a deeper impact than media soundbites.Themes of Optimism and Authenticity:How the human side of these leaders—beyond money and fame—emerged throughout the event.This episode is packed with practical insights on leadership, innovation, and staying ahead in a constantly changing world. Whether you're leading a team, exploring new ideas, or just curious about what drives today’s movers and shakers, you’ll walk away with fresh perspectives.7573038RG_Jan27

Welcome to the Power Forward Pod, where meaningful dialogues spark transformation! In this episode, our host sits down with Hunter Gimbel, CEO and Managing Partner of The Gaber Group, for a deep dive into the art of financial advisory, leadership, and navigating change in a competitive industry.Discover the power of collaboration, the importance of legacy, and why both Hunter and Ruvin believe in building firms that transcend their founders.Key Highlights:Leadership Lessons: Hear Hunter's journey of stepping into big shoes and leading with humility while maintaining the company’s legacy.Estate Planning Simplified: Learn how financial advisors can approach estate planning with a personal, client-focused lens.Scaling While Serving: Explore the balance of wearing two hats—business leadership and client advisory.The Future of Financial Advisory: Dive into industry challenges like advisor shortages, AI integration, and fostering trust with clients in a shifting landscape.Crafting the Perfect Elevator Pitch: Tips for presenting your value in every interaction, from boardrooms to casual meet-ups.Take away actionable insights on how to stay client-focused, innovate in your practice, and build a legacy that lasts. 7479903DH_JAN27

Welcome to the Power Forward Pod, where conversations spark insight and collaboration reigns supreme! In this episode, hosts Ruvin Levavi and Joe Shalom dive into the essentials of financial planning for young professionals, sharing insights and strategies to help you build a solid foundation as you embark on your career.Join us as we distill the key takeaways from a recent community seminar, offering practical advice and answers to pressing financial questions:Understanding Financial Planning: What does it mean to create a financial plan, and why is it crucial for your future?Investment Basics: How do you start investing wisely? Learn about market trends and the importance of long-term planning.Emotional Investing: Why do most investors struggle with buying low and selling high, and how can you avoid common pitfalls?Building an Emergency Fund: What is the recommended cash reserve, and how does it protect your investments?Retirement Savings: Explore the benefits of Roth vs. traditional IRAs and how to effectively balance your savings for immediate and future needs.This episode offers you actionable strategies and expert insights to inspire and motivate you on your financial journey. Whether you’re just starting your career or looking to enhance your financial literacy, this discussion is packed with valuable information.Tune in to discover how to navigate your financial future with confidence—because taking the first step can change everything!We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.Approval code: 7167622RG_Oct26

Welcome to the Power Forward Pod! Today, we’re taking a deep dive into money stories, sports, and the transformative power of grit and growth. Get ready for a journey that combines finance, family, and the pursuit of excellence, featuring our special guests, Bobby Kaslander and Alpha Diallo.In this episode, you’ll learn:Alpha's Inspiring Origin Story: From Guinea to Queens, NY, discover how his father arrived in the U.S. with just $80, little English, and a relentless drive to build a better future.Overcoming Adversity: Hear about Alpha's family's sacrifices, including surviving loss, rebuilding in a new country, and creating opportunities from scratch.From Sports to Finance: Explore how Alpha's basketball journey shaped his work ethic and why Bobby believes competition in sports translates into success in life.Lessons in Legacy: The impact of mentorship, hard work, and education on achieving dreams—and how these values shape the Power Forward Group today.The Meaning of "Alpha" in Finance: Why everyone wants Alpha in their portfolio and how our newest advisor embodies it.Gain insights that will motivate you to embrace challenges, find your "alpha," and power forward in your own journey. Whether you're navigating markets, pursuing your passions, or chasing your dreams, this episode is packed with inspiration and actionable wisdom.We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.Don't miss it—your next breakthrough starts here.

Welcome to The Power Forward Pod, hosted by Ruvin Levavi and the Power Forward Group Financial Advisory Team, where dialogues spark change, soundboxes stifle growth, and change is the only constant. In today’s episode, Ruvin is joined by Joe Shalom and Bobby Kaslander to tackle one of the most frequently asked questions leading up to election season: Does the outcome of a presidential election really affect the stock market?Join the team as we demystify election cycles, challenge common assumptions about market performance, and provide practical insights to keep your investment strategies on track—regardless of who wins the White House. Expect an engaging discussion filled with surprising data, actionable advice, and a few laughs along the way.What We'll Cover:Does the stock market historically perform better under Republican or Democratic presidents?The truth behind “Should I wait to invest until after the election?”Key insights from historical data on market returns during election cycles.How gridlock in government can actually boost market stability.Dollar-cost averaging: Why consistency in investing beats timing the market.What presidential policies mean for your financial situation, including taxes and estate planning.Why You Should Tune In:Learn why election results rarely matter as much as you think when it comes to your investments.Get expert tips on how to stay financially grounded during periods of political uncertainty.Discover the best strategies to keep growing your portfolio, regardless of the election outcome.Stay tuned as we break down the facts, debunk the myths, and help you navigate the complex intersection of the current political and economic environment and financial planning!We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 7204376RG_Oct26.

Welcome to the Power Forward Pod, where collaboration is key and every dialogue opens new doors! In this episode, we're thrilled to welcome Michael Kane, Managing Principal of 1847, who shares his inspiring journey through the world of financial advisory. Join us as we explore the importance of relationships in finance and the profound changes that have shaped the industry over the last decade.What You’ll Learn in This Episode:The power of authentic relationships in financial advisingInsights from Michael’s personal money story and professional journeyThe evolving landscape of financial planning: past, present, and futurePractical advice on leveraging mentorship and networking for career growthHow family dynamics influence financial decisions and planningThis episode is packed with valuable takeaways to inspire your financial journey, whether you’re a seasoned advisor or just starting out.Tune in to discover how to navigate your financial future with insight and integrity. Don’t miss out on this enlightening conversation!We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.7064808RG_Sep26.

Are you ready to dive into the world of global operations and immigration law? Welcome to the Power Forward Pod, hosted by the Power Forward Group Financial Advisory Team, where we believe in the power of dialogue, challenging thoughts, and embracing change. Today, we have a special guest, Gavin Colaco, Partner at Fragomen, the world's largest immigration law firm with over 6,000 professionals in 60 offices across six continents.Gavin brings his extensive experience and insights from his journey through multiple countries, handling operations and establishing successful practices. In this episode, we'll explore:Gavin's career journey, from his early days in India to leading operations in the US and South Africa.The challenges and rewards of building Fragomen’s India Inbound Practice, growing from a 4-member team to a 50-member team.Insights into the operational side of a global law firm and how it supports the practice of law.The personal and professional impact of Gavin's own immigration journey and how it shapes his approach to client service.The cultural influences on cuisine and the blend of Western and Indian traditions in Gavin’s upbringing.Key Points Covered:Gavin's career trajectory and the mentors who shaped his path.The intricacies of scaling operations in different countries.The balance between legal practice and efficient operations.Gavin's personal immigration experience and its influence on his professional perspective.Cultural and culinary insights from Gavin's diverse background.Practical Value:Gain expert insights into managing global operations and the practice of immigration law.Learn about the strategic and operational considerations in expanding a law firm's footprint.Understand the personal side of immigration and how it informs professional practice.Discover the benefits of diverse cultural influences in personal and professional life.This episode offers a wealth of knowledge and inspiration for anyone interested in global operations, immigration law, and the impact of cultural diversity. Tune in and join us on this insightful journey with Gavin Colaco. Don't miss it!We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 6935454RG_Aug26.

Welcome to the Power Forward Pod, hosted by the Power Forward Financial Advisory Team, where we believe that two is better than one, and dialogues are better than monologues. Join us as we dive into the ever-evolving landscape of legal careers, where change is the only constant, and thoughts are meant to be challenged. In this episode, hosts Chris DeVito and Charlie Chomali sit down with Shai Mehani, founder of In-House Connect, to explore the dynamic shifts in legal careers, particularly the transition going in-house. With candid conversations and personal anecdotes, they discuss the challenges and opportunities that come with these career moves, offering valuable insights for legal professionals at any stage of their journey. Key Topics Covered: The Value of Big Law Experience: Why starting your career in big law can provide unparalleled experience and opportunities.Transitioning In-House: Understanding the lifestyle and financial considerations of moving from big law to an in-house role.The Impact of COVID-19 on Legal Careers: How the pandemic has reshaped networking and career opportunities within the legal field.In-House Connect's Evolution: Shai Mehani shares the journey from a side project to a full-time business, providing education and networking for in-house legal professionals.Navigating Career Changes: Practical advice for lawyers considering a move, whether from big law to in-house or vice versa.Future Trends in Legal Careers: Insights into the growing demand for legal tech and the potential shifts in the legal job market. Listeners will gain expert insights into the benefits and challenges of different legal career paths, learn strategies for navigating major career transitions, and discover the potential of networking and professional development in shaping their future. We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at [email protected] or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you. Don't miss this deep dive into the world of legal careers, offering practical advice and inspiring stories from those who've navigated the journey. Tune in and power forward with us!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 6856464RG_Aug26

Ready to discover the secrets behind seamless financial transitions and ensuring your family's future? Welcome to the Power Forward Pod! In today's episode, we sit down with the newest member of our team and longtime friend, David Chabbott.. Join us as we dive into David's fascinating journey, the importance of preparing for the unexpected, and the art of pivoting to achieve your goals.In This Episode, We'll Cover:David's Journey: From nursery school friends to colleagues, learn about David's path to joining the Power Forward Group.Financial Preparedness: The critical steps in preparing for life's unexpected twists and ensuring your goals align with your family's needs.Importance of Adaptability: How the ability to pivot and adapt can make or break your financial success.The Role of Buy-Sell Agreements: Understanding these essential documents and their impact on family businesses.Lessons from a Legacy: David's personal experience with his family's coffee business and the importance of regular financial updates and open communication.Key Takeaways:Gain insights into the necessity of having difficult but crucial financial conversations.Discover practical advice on maintaining and updating financial plans and documents.Learn how to navigate the complexities of family businesses and legacy planning.Don't miss out on this episode packed with valuable insights and practical advice. Tune in to Power Forward Pod and take the first step towards securing your financial future today!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 6684490RG_Jun26 

Welcome to the Power Forward Pod, where dialogue reigns supreme and financial insights flow freely. In this episode, join us as we delve into the captivating journey of financial advisory through the eyes of seasoned professionals.In a candid conversation, our hosts, Ruvin Levavi and Chris DeVito, joined by Scott Francis, navigate the ever-changing landscape of financial advisory over the last three decades. From cold calls in the dead of night to sophisticated client relationships, they unravel the transformations, challenges, and triumphs of their careers.Episode Highlights:Exploring the origins: From boiler room beginnings to holistic planning, discover the diverse paths that led Chris and Scott into the world of financial advisory.The changing tides: Reflecting on industry shifts over time, including technological advancements, regulatory changes, and evolving client expectations.Navigating client interactions: From awkward dinner interruptions to mastering the art of the handshake, unravel the strategies and anecdotes that shaped their client engagements.Embracing holistic approaches: Learn how advisors adapt their practices to offer comprehensive solutions beyond traditional investment advice.Team dynamics: Dive into the importance of collaboration and mentorship in fostering success, and the pivotal role of team support in navigating career transitions.Practical InsightsBuilding client relationships grounded in trust and understanding.Navigating career transitions and embracing personal growth opportunities.Leveraging teamwork and mentorship to thrive in the advisory landscape.Tune in to explore the dynamic evolution of financial advisory, gain actionable insights from seasoned professionals, and uncover the keys to success in an ever-changing industry landscape. Whether you're a seasoned advisor or just starting your journey, this episode promises valuable takeaways and engaging discussions. Don't miss out!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 6576564RG_Apr26 

Welcome to the Power Forward Pod hosted by the Power Forward Financial Advisory Team, where we believe two is better than one, thoughts were meant to be challenged, soundboxes are the enemy, and change is the only constant. In this special episode, we delve into the career journey of Big Law attorneys and learn about need Lateral Hub fills for many of them.Join us as we sit down with Albert Tawil, a former Big Law attorney turned entrepreneur, as he shares his journey from practicing law at prestigious firms to founding Lateral Hub, a popular job board for attorneys seeking opportunities at top-tier firms.Episode Highlights:Understanding the career trajectory of Big Law attorneys: From law school to working at prestigious firms, to potential transitions elsewhere, in-house or to client-side roles.Insights into the daily life and challenges faced by attorneys in Big Law firms.The motivation behind transitioning from legal practice to entrepreneurship: Exploring Albert's decision to start Lateral Hub and making the lateral hiring process more efficient.Practical advice for attorneys considering career transitions, including navigating work-life balance, financial considerations, and finding fulfillment beyond monetary incentives.Addressing common questions and misconceptions about lateral moves in the legal industry.The impact of technological innovation and transparency in legal recruiting: How platforms like Lateral Hub are reshaping the legal job market. Whether you're a practicing attorney, a law student, or someone curious about the inner workings of the legal industry, this episode offers valuable insights and advice for navigating career transitions and finding success on your own terms. Don't miss out on this enlightening discussion on career transitions in Big Law – tune in now!About Our Guest:Albert Tawil is the Founder & CEO of Lateral Hub, the popular job board for laterals to find jobs at top firms, and Summer Associate Hub, a free resource and content hub for law students to navigate the BigLaw recruiting process. Albert is a former IP/Technology Transactions associate at Cleary Gottlieb and Fenwick & West in New York.For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice. All investing involves risk including the possible loss of principal. No strategy assures success or prevents loss. Past performance is not a reliable indicator of future results. The principal value of Target Date Funds is not guaranteed at any time, including at or after the target date. With a traditional 401(k), employee contributions are pre-tax, meaning they reduce taxable income, but withdrawals are taxed. Employee contributions to Roth 401(k)s are made with after-tax income: There's no tax deduction in the contribution year, but withdrawals are tax-free. The information herein has been derived from sources believed to be accurate.For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone.Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. Albert Tawil and Lateral Hub are not affiliated with HTK. 6569960RG_Apr26

Welcome to the latest episode of The Power Forward Pod. In this episode, we delve into the fascinating journey of Drew Jacobs, founder of Jacobs Counsel LLC, as he transitions from the basketball court to the courtroom, crafting a successful career in law and business.Join us as we explore Drew's unique path, from his humble beginnings to becoming a sought-after attorney and advisor to athletes and entrepreneurs alike.Here's what you can expect:From Athlete to Attorney: Discover how Drew's passion for basketball and his experiences with professional athletes shaped his journey towards law school and founding his own practice.Building a Practice: Learn how Drew leveraged his legal expertise, particularly in tax and estate planning, to establish a thriving law firm serving diverse clients, including athletes, entrepreneurs, and high-growth startups.Navigating the Legal Landscape: Gain insights into the intricacies of business contract law, estate planning, and probate issues, and how Drew provides tailored solutions to meet his clients' needs.Maximizing Opportunities: Explore Drew's role as an agent for professional athletes and how he helps them secure opportunities and manage their earnings beyond their playing careers.The Power of Collaboration: Understand the importance of collaboration and mentorship in Drew's journey, and how he continues to give back to the legal community and mentor aspiring attorneys.Listeners will be inspired by Drew's story of resilience, adaptability, and entrepreneurial spirit. Whether you're a sports enthusiast, budding entrepreneur, or legal professional, this episode offers valuable insights and practical advice for navigating the intersection of sports, law, and business.Join the conversation and share your thoughts with us! Connect with the Power Forward team and Drew Jacobs on social media or visit our website at powerforwardgroup.com. Don't miss out on this insightful discussion—tune in now!Drew Jacobs email: [email protected] Jacobs website: www.jacobscounsellaw.comFor education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. Drew Jacobs and Jacobs Counsel, LLC are not affiliated with HTK.6525897RG_Apr26

In this episode of the Power Forward Pod, join the financial experts at Power Forward Group as they delve into diverse spending habits, financial influencers, and the nuances of debt management. From extravagant purchases to investment strategies, this roundtable discussion breaks down common misconceptions and emphasizes the importance of individualized financial planning.Key Points:Hydrogen Water and Health Benefits: Explore the team's experiences with hydrogen-enriched water and the debate over its long-term health benefits. Unravel the connection between health choices and financial well-being.Frivolous Spends and the Fish Tank Saga: Join the conversation about impulsive purchases, from extravagant fish tanks to Valentine's Day dinners. Discover how personal choices impact financial goals and the importance of balancing enjoyment with responsible spending.Financial Influencers and Broad Advice: Analyze the financial philosophies of popular influencers like Dave Ramsey and Suze Orman. Understand the limitations of broad-based advice and the necessity for individualized financial planning.Debt Dilemmas: Delve into the emotional and mathematical aspects of dealing with debt. Uncover the varying perspectives on student loans, credit card debt, and the strategies recommended by financial influencers.Asset Allocation Insights: Gain insights into the team's views on asset allocation, emphasizing the importance of tailoring investment strategies based on individual goals, time horizons, and risk tolerance.Emergency Funds: Finding Your Number: Explore the panel's diverse perspectives on emergency funds, from the traditional 3 to 6 months' expenses to unique and personal approaches. Understand the emotional significance behind each advisor's chosen safety net.Join the Power Forward Group as they demystify financial myths, challenge conventional wisdom, and inspire listeners to take control of their financial destinies.For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone.Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK  6502226RG_Mar26.

Welcome back to the Power Forward Pod, where we believe in the power of two, the strength of dialogues, and the ever-changing nature of thoughts. In this episode, join hosts Ruvin Levavi, Bobby Kaslander and Joe Shalom as they delve into the world of affordable luxury travel, sharing their experiences, insights, and some fascinating hacks to make your dream vacations a reality.Episode Highlights:The hosts catch up on recent travels, including vacations to Cancun and Austin, and discuss the challenges and joys of balancing work and leisure.The rising trend of "revenge travel" post-COVID, with an increasing number of people planning and embarking on trips to make up for lost time.The financial impact of frequent travel on budgets, with a focus on rising credit card debt and inflation affecting travel expenses.Joe shares his expertise on maximizing credit card points and leveraging sign-up bonuses for significant savings on travel expenses.The hosts discuss the importance of strategic planning, researching deals, and staying on top of credit card benefits to make the most of points and rewards.The impact of credit card utilization on credit scores and considerations when closing credit card accounts.Learn how to strategically use credit card points to enjoy luxurious vacations without breaking the bank.Understand the potential impact of credit card utilization on credit scores and how to navigate it wisely.Gain insights into managing multiple credit cards and leveraging sign-up bonuses for significant savings.Tune in for an insightful and entertaining discussion that might just inspire your next travel adventure! Have questions or travel hacks to share? Reach out to us, and let's keep the conversation going. Safe travels, and enjoy the episode!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone.Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.6442423RG_Mar26

In this episode, we tackle the buzzing topic of 401(k) plans. Our team shares insights on the tax advantages and considerations that come with traditional and Roth 401(k) options. Learn how to optimize your 401(k) investments, make informed choices, and align your retirement strategy with your overall financial goals. Discover the historical context of 401(k)s and the factors that led to their widespread adoption.Key Points:Seasonal fluctuations in financial advisory work.Different types of retirement plans – traditional vs. Roth 401(k).Exploring the history of 401(k) plans and why they came into existence.The shift from defined benefit plans to the rise of 401(k)s.Understanding the tax implications of traditional and Roth 401(k) plans.Diving into the details of investment options within 401(k) plans.The evolution of retirement planning and the role of target date funds.Behavioral psychology behind investment choices and the role of automatic enrollment.Have questions about your retirement plan? Want to share your thoughts on 401(k) investments? Reach out to us on our website at powerforwardgroup.com or connect with us on social media. Subscribe now for more financial wisdom and stay ahead in your financial game with the Power Forward Pod!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone.Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index.Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.6199122RG_Jan26

Welcome to another riveting episode of the Power Forward Pod, where we believe in the strength of dialogues and the power of two. Join the Power Forward Financial Advisor team – Ruvin Levavi, Bobby Kaslander, Chris DeVito, and Joe Shalom – as they delve into the dynamic intersection of sports, finance, and the ever-evolving landscape of college athletics.In this episode, the team shares personal sports anecdotes, including Ruvins's journey from the ice rink to the finance world and Bobby's experience as a division one football player. The conversation takes an unexpected turn into the intriguing realm of college athlete compensation and the recent changes in the sports industry.Key Points and Topics:Personal sports experiences of the Power Forward team members.The inspiration behind the Power Forward Group name and its connection to team dynamics.Exploring the recent changes in college sports, including NIL and the impact on athletes.Insights into the scandals and controversies surrounding college sports funding and recruitment.The astonishing case of Jimbo Fisher's contract and the financial dynamics in college football.The role of emotional intelligence in the evolving landscape of artificial intelligence and technology.Tune in for a thought-provoking episode that goes beyond the numbers, where the Power Forward team navigates the changing game with wit, humor, and valuable insights. Remember, the only constant is change, and power forward, we shall! Visit Power Forward Group to learn more about our day jobs and what we really do.For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.6169504RG_Dec25

Step into the dynamic world of financial empowerment with the inaugural episode of " The Power Forward Pod." Join our expert Financial Advisor team as we kick off this transformative podcast series dedicated to guiding you on the journey to financial success.In this groundbreaking episode, we set the stage for an empowering dialogue that challenges conventional financial norms. Buckle up as we explore the philosophy that two minds are better than one, break down the barriers of echo chambers, and redefine the constant changes in the financial landscape. If you've ever wondered how collaboration and diverse perspectives can redefine your financial narrative, this is the episode for you.Key Points:Unveiling the core philosophy of "Power Forward" and the transformative power of collaboration in financial success.A deep dive into the concept of echo chambers and their impact on shaping financial paradigms.Personal stories from our team members, exploring diverse backgrounds and unconventional paths to financial advisory.Challenging societal norms and expectations to forge a unique and empowered financial path.The mission of the podcast to empower listeners with actionable insights for a financially liberated future.If you want to learn more about our day jobs and what we really do, visit our website at powerforwardgroup.com. Tune in and let's power forward together!For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.6124263RG_Nov25

Welcome to the Power Forward Pod hosted by the Power Forward Group Financial Advisor team, where we believe two is better than one. Dialogs are better than monologues, thoughts are meant challenged. Soundboxes are the enemy and change is the only constant. If you want to learn more about our day jobs and what we really do, check out our website at powerforwardgroup.com.      For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone. Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index. Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.