wait... what?
hosted by eric bell,
president of bell insurance solutions, inc.
Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.
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Technology, Social Media, Branding during COVID & recession
Tom and Steve discuss the importance of branding and social media during these transformable times. Plus tips on how to get expert advice and minimize you expense.
POSTED ON NOVEMBER 5, 2020
episode 45: TECHNOLOGY, SOCIAL MEDIA, BRANDING DURING COVID AND RECESSION
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COVID & Franchise
business opportunities... good time!
Phyllis, the "Franchise Coach" discusses franchise opportunities and how they are COVID/recession proof. She also shares her methodology for finding the right franchise for you and some creative financing tips.
POSTED ON OCTOBER 27, 2020
episode 44: COVID AND FRANCHISE BUSINESS OPPORTUNITIES
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LITIGATION VS. MEDIATION AND ARBITRATION... WHAT'S BEST AND WHEN?
Sr. Attorney Jason Hamilton of Theodora Oringher discusses litigation as a Litigator, but also the options of Arbitration and Mediation around Business and Commercial issues as well as Intellectual Property Protection and Labor Law.
POSTED ON APRIL 14, 2020
episode 43: LITIGATION VS. MEDIATION AND ARBITRATION... WHAT'S BEST AND WHEN?
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Commercial Investment Real Estate....considerations
Eric and Cedric Ferrell, a tenured Real Estate Professional discuss Commercial Investments Real Estate's opportunities and challenges and how technology, interest rates, and e-commerce are reshaping how investors evaluate this asset class.
POSTED ON APRIL 7, 2020
episode 42: COMMERCIAL INVESTMENT REAL ESTATE....CONSIDERATIONS
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2020 Coronavirus Aid Relief and Economic Security Act (CARES Act)
Returning guest Dr. Stephanie Ardrey shares important information regarding the Tax Relief 2020 bill and its implications for businesses and owners. She drills down on how the application process works, how to qualify and can you qualify for more than one for of relief.
POSTED ON APRIL 2, 2020
episode 41: 2020 CORONAVIRUS AID RELIEF AND ECONOMIC SECURITY ACT (CARES ACT)
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Leveling up Leadership and Transition Coaching Part 2
Dr. Denice Hinden drills down on Brain Chemistry. What business owners need to know and how it impacts the business environment, challenges, tools to have more trusted conversations for leaders and how to become a better listener.
POSTED ON MARCH 31, 2020
episode 40: LEVELING UP LEADERSHIP AND TRANSITION COACHING PART 2
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Coronavirus or COVID-19 Crisis Communications and Human Resources
Returning guest: LiRon Anderson Bell, a Crisis Communication Expert and Doug Bender, a Human Resources Consultant share their thoughts on the COVID-19 or Coronavirus in regards to messaging for your vendors, clients, employees, and social media. Doug talks about what to do and not to do regarding employees and considerations to protect yourself as a business owner and your business.
POSTED ON MARCH 24, 2020
episode 39: CORONAVIRUS OR COVID-19 CRISIS COMMUNICATIONS AND HUMAN RESOURCES
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Leveling up Leadership and Transitions Coaching Part 1
Dr. Denice Hinden discusses leadership development within the organizational culture and how to improve companies bottom line through the use of a meeting facilitator, the follow up/debriefing of meetings and understanding brain chemistry to have more effective, trusting and stronger communication among teams, leaders and 1 on 1 conversation in the work environment.
POSTED ON MARCH 17, 2020
episode 38: LEVELING UP LEADERSHIP AND TRANSITIONS COACHING PART 1
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Business Banking and Lending.... what and how?
Thanh Chief Credit and Chief Operating Officer for California International Bank discuss what a business should look for in a bank regarding lending, what is needed to qualify and that your banker should have relationships outside of their walls to help serve the client.
POSTED ON MARCH 10, 2020
episode 37: BUSINESS BANKING AND LENDING.... WHAT AND HOW?
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Dale Carnegie - Steve VerBurg, Orange County President
Steve VerBurg, Orange County President for Dale Carnegie discuss sales and culture within small-medium privately held and family-owned businesses, the areas he has experienced where business struggle and their successes, challenges that top leadership may have with the changing work environment, Leadership Dysfunction Disorder and the Millennial Generation's view/expectations of the workplace.
POSTED ON FEBRUARY 25, 2020
episode 36: DALE CARNEGIE - STEVE VERBURG, ORANGE COUNTY PRESIDENT
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Thank you and Merry Christmas
Eric closes out the year with appreciation for his listeners and wishing all a Merry Christmas.
POSTED ON DEC 17, 2019
episode 35: THANK YOU AND MERRY CHRISTMAS
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Public Relations and Cannabis
Debbie, a tenured PR professional discusses public relations for the cannabis industry and PR in general. Plus, the importance of setting the stage vs. letting others.
POSTED ON DECEMBER 17, 2019
episode 34: PUBLIC RELATIONS AND CANNABIS
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Cannabis Business - legal perspective for business owners and investors
Cole, an attorney for Stuart Kane discusses the cannabis space for his clients and investors. Cannabis business owner challenges and investor expectations.
POSTED ON DECEMBER 10, 2019
episode 33: CANNABIS BUSINESS - A LEGAL PERSPECTIVE FOR BUSINESS OWNERS AND INVESTORS
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Entitlements BEFORE a Commercial Property Sale...why?
Jacob discuss how and why entitlements prior to the sale of a commercial property could be of great benefit and value to the seller/business owner before the sale of a commercial property.
POSTED ON DECEMBER 3, 2019
episode 32: ENTITLEMENTS BEFORE A COMMERCIAL PROPERTY SALE...WHY?
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Be Thankful....
Happy Thanksgiving
Host Eric Bell on being thankful for what you have and your great resolve to push through hard times to build your business.
POSTED ON NOVEMBER 28, 2019
episode 31: BE THANKFUL....
HAPPY THANKSGIVING
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Employer-Employee, Protecting your business, A Legal perspective
Teresa gives a legal look at hiring, firing and in between regarding harassment, discrimination to best protect a business and the owners.
POSTED ON NOVEMBER 26, 2019
episode 30: EMPLOYER-EMPLOYEE, PROTECTING YOUR BUSINESS, A LEGAL PERSPECTIVE
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Foreign National Market vs. Permanent Resident (Privacy and Tax)
Cullen discusses the Foreign National market regarding tax, estate obligations in US. Privacy issues and the process. Why Life Insurance is a desired asset class.
POSTED ON NOVEMBER 21, 2019
episode 29: FOREIGN NATIONAL MARKET VS. PERMANENT RESIDENT (PRIVACY AND TAX)
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Business to Business credit fee reductions for profitability
Perryn Holtrop of Cardconnect discusses Business to Business credit card use, how fees are calculated, special pricing, how to qualify for special pricing, Gateways vs. Processors.
POSTED ON NOVEMBER 19, 2019
episode 28: BUSINESS TO BUSINESS CREDIT FEE REDUCTIONS FOR PROFITABILITY
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Your Parents Home A business Owners Partner
David and Brooke - Discuss the challenges some business owners experience in helping move their parents to a different community and how their real estate expertise in the Senior space has been of great value.
POSTED ON NOVEMBER 14, 2019
episode 27: YOUR PARENTS HOME A BUSINESS OWNERS PARTNER
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Business Financing Lending
Everett Sands, CEO of Lendistry, LLC discuss lending today, 5 years from now and suggestions for up and coming business owners looking for financing.
POSTED ON NOVEMBER 12, 2019
episode 26: BUSINESS FINANCING LENDING
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Health Care Insurance with Insurance KO
Frank Garcia of Insurance KO discusses one of the employer's biggest challenges ...healthcare, group benefits, and gap insurance w/Aflac. A recruiting and retention tool.
POSTED ON NOVEMBER 7, 2019
episode 25: HEALTH CARE INSURANCE WITH INSURANCE KO
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Commercial Real Estate from a Legal Perspective
Javier Guiterrez, Partner at Stuart Kane discuss how the commercial real estate sector is performing, tenant preferences, opportunity zones, the health of brick and mortar and 2020.
POSTED ON NOVEMBER 5, 2019
episode 24: COMMERCIAL REAL ESTATE FROM A LEGAL PERSPECTIVE
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Cigar Night Business Mixer Group (Networking Business Owners)
John discusses the formation of the Cigar Business Network events held throughout So Cal and why. A non-sales environment. Just people enjoying cigars and spirits. As well as encouraging others to start it in their area.
POSTED ON OCTOBER 31, 2019
episode 23: CIGAR NIGHT BUSINESS MIXER GROUP (NETWORKING BUSINESS OWNERS)
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Long Term Care Insurance & Disability Insurance - How they compare
Shawn Bragdon of BGA discusses Long Term Care and Disability insurance. How they are different and what they are? Should you have one over the other or both and why?
POSTED ON OCTOBER 29, 2019
episode 22: LONG TERM CARE INSURANCE AND DISABILITY INSURANCE - HOW THEY COMPARE AND DIFFER
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Life Insurance Premium Finance - The Why & How
Life Insurance Premium Financing is discussed regarding why it's a consideration by many in a low-interest-rate environment. Who and how to qualify. How it can be used in business, for retirement, for a business owner's estate and the terms around financing.
POSTED ON OCTOBER 24, 2019
episode 21: LIFE INSURANCE PREMIUM FINANCE - THE WHY AND HOW
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Buy/Sell Agreements Long Term Care and Disability
Discussion around the purpose of a buy/sell agreement and why a business should have one to protect owners families in death, disability and dissolution of a business
POSTED ON OCTOBER 22, 2019
episode 20: BUY/SELL AGREEMENTS LONG TERM CARE AND DISABILITY
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Business and Privately held Asset Valuation
Cary discusses the process to determine the value of various assets such as businesses, business stock classes, and other business assets.
POSTED ON OCTOBER 17, 2019
episode 19: BUSINESS AND PRIVATELY HELD ASSET VALUATION
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Fractional/Part-Time CFO in today's Business
A discussion around the importance of accurate financial records and reporting and how a CFO can help in the planning of a companies growth and diversification.
POSTED ON OCTOBER 15, 2019
episode 18: FRACTIONAL/PART-TIME CFO IN TODAY'S BUSINESS
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Commercial Property and Casualty Business Insurance
Discussion on Business insurance. Why a business owner should have it and how the different types can protect different facets of your business.
POSTED ON OCTOBER 10, 2019
episode 17: COMMERCIAL PROPERTY AND CASUALTY BUSINESS INSURANCE
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Export Business Tax Benefits
Discussion about an export tax credit called Interest Charge Domestic International Sales Corporation (IC-DISC). David will discuss this and how to apply, the structure and how to receive the benefits if you are an exporter.
POSTED ON OCTOBER 8, 2019
episode 16: EXPORT BUSINESS TAX BENEFITS
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Small Business Administration (SBA) Loans and the Business Owner
In this episode of Eric Bell talks with Jim as he reveals how to apply for SBA loans, the challenges some business owners may face and how to move through the process.
POSTED ON OCTOBER 3, 2019
episode 15: SMALL BUSINESS ADMINISTRATION (SBA) LOANS AND THE BUSINESS OWNER
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Succession Planning
Fred discusses closely-held and family-owned business transition or succession challenges and what the next best steps are.
POSTED ON OCTOBER 1, 2019
episode 14: SUCCESSION PLANNING
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New Marketing, Strategic Communication and Crisis Communication
LiRon discusses how small business on a tight budget can leverage their marketing, advertising, PR and the importance of crisis management with actionable steps.
POSTED ON SEPTEMBER 26, 2019
episode 13: NEW MARKETING, STRATEGIC COMMUNICATION AND CRISIS COMMUNICATION
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Restricted Property Trust
David shares with the audience how a company's owners can save money through life insurance with plan contributions 100% deductible.
POSTED ON SEPTEMBER 24, 2019
episode 12: RESTRICTED PROPERTY TRUST
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Cyber Security
Abdi discusses the possible cyber threats to small and medium-sized businesses and what can be done to reduce the likelihood.
POSTED ON SEPTEMBER 19, 2019
episode 11:
CYBER SECURITY
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Avenue to Capital
Mike gives details on funding small businesses with the help of the state of CA through Small Business Development Corporation to create jobs and grow CA economy.
POSTED ON SEPTEMBER 17, 2019
episode 10:
AVENUE TO CAPITAL
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Human Capital - a Profit Center
Allison will discuss cost savings and risk shifting in the areas of health care and workers comp through Insperity.
POSTED ON SEPTEMBER 12, 2019
episode 09: HUMAN CAPITAL - A PROFIT CENTER
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Your Estate... Your Business
Bob discusses the overlaps of your business and how it relates to your estate, estate planning, Will & Living Trusts.
POSTED ON SEPTEMBER 10, 2019
episode 08: YOUR ESTATE... YOUR BUSINESS
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Human Resources Today
Doug answers questions regarding today's HR environment and how best to protect yourself as a business and business owner.
POSTED ON SEPTEMBER 5, 2019
episode 07: HUMAN RESOURCES TODAY
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Protect Profit and Preserve
Bob & Jay discusses a way to protect and preserve your income through P&C insurance.
POSTED ON SEPTEMBER 3, 2019
episode 06: PROTECT PROFIT AND PRESERVE
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Shawn Bragdon from BGA and Life Insurance Retirement Plans
Shawn Bragdon from BGA Insurance Brokerage discussing Life Insurance Retirement Plan (LIRP). This is a way for individuals/business owners to accumulate money free of taxes and have distributions free of taxation when done properly.
The proper case design of a LIRP can supplement your retirement and allow you to have a tax-free stream of income until 100 years old.
POSTED ON AUGUST 29, 2019
episode 05: SHAWN BRAGDON FROM BGA AND LIFE INSURANCE RETIREMENT PLANS
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Research and Development R&D Tax Credits and Incentives
A discussion with David Greenberg LLM, MSA, USTCP, CMT, EA, CPAA of what R&D Tax Credits are and who qualifies. Then the next best steps to take advantage of this 1981 Federal Incentive Tax Law.
POSTED ON AUGUST 22, 2019
episode 04: RESEARCH AND DEVELOPMENT R&D TAX CREDITS AND INCENTIVES
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Corporate Credit: Using your EIN vs. your SSN
Discussion of how and why you should establish separate credit for your business vs. using your own personal credit and the mistakes people make along the way.
POSTED ON AUGUST 15, 2019
episode 03: Corporate Credit: Using your EIN vs. your SSN
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How to get to the 0% Tax Bracket
Discussion of taxes now and where we are headed come 2026 by default when tax cuts sunset or expire. A discussion with the author of "The Power of Zero", David McKnight.
POSTED ON AUGUST 8, 2019
episode 02: HOW TO GET TO THE 0% TAX BRACKET
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Wait... What?
Financial Matters that Matter
Welcome to Wait...What? Financial Matters that Matter. This is a weekly show discussing topics across multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital.
Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.
