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Daymond John Tells Me How To Swim In The Shark Tank

As featured On Miller Lite Tap The Future, enjoy this article and more with Miller Lite: http://bit.ly/1fCnjV6  Even though I run a financial services company full time and help individuals and business owners as a Private CFO® reach their goals, from time to time I get the privilege of having a press pass to speak with some of the brightest business minds in the world.   My press pass took me last week to a well known club in Midtown Atlanta to go face to face with business leaders in the Atlanta community and front and center with Shark Tank’s own Daymond John. On Tuesday, October 22nd, five teams of entrepreneurs pitched their heart out at the Miller Lite Tap the Future Live Pitch Event, but only one team was selected as the potential winner from the Southeast. Miami-based Elebev impressed Daymond John from ABC’s “Shark Tank” with their product Sfiro, transparent ice spheres that make beverages safer and more enjoyable.  Before the event, I ...

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VIDEO | How To Rollover Your 401k

Published on Nov 19, 2012 Why do you need to know the details on how to rollover an old 401(k) plan? FULL ARTICLE HERE – http://bit.ly/UP7gZK – The average person holds 11 jobs from the age of 18 to 44, according to the Bureau of Labor Statistics, and for many of us that means 11 or more workplace retirement accounts. Because not all employer plans require you to leave the plan when you leave the company, you could end up with several, disparate retirement accounts. I like to use the analogy of being a babysitter when it comes to orphan 401(k) plans. Every time you leave an old an employer and start with a new, essentially you leave a child in a backyard. If you move between three or four different jobs over five to ten years, that means you’ll have several kids in several different backyards. The real question is how will you be able to babysit all of those kids and ...

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VIDEO | How Smaller Can Save You Money

Published on Jul 30, 2012 Remember the grocery store owner who was able to set up a tab for a family that lived around the corner and the shoe store owner who knew the names of kids of the parents who shopped at that store. I had a local convenience store right down the street when I grew up called Quik Check and everybody loved it. I know many people think the Wal-Mart’s of the world save us money every day. These large stores may have better prices on one item here and there, but all of us end up spending more money as we wander the aisles aimlessly forgetting our purpose on why we actually came to the store. The older local smaller stores got us what we needed and it was convenient or right down the street when we needed it. Someone cared about us then, where the big stores today only care about deepening their wallet share with ...

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VIDEO | How Much To Give For A Wedding Gift – Your Smart Money Moves

Published on Jul 5, 2012 SEE FULL STORY HERE – http://bit.ly/IkD3kM – Your college roommate or long time childhood friend invites you to their wedding. Or better yet, you’ve got a big family and your second cousin Joe is getting married and last time you saw him was two years ago at the family reunion. Now you have got to spend money to get an airline ticket, book a hotel room, and possibly buy a new dress or suit for the upcoming wedding this summer. It dawns on you that now you’ve got to figure out how much is the right amount to give for a wedding gift. You are no Miss Manners by any stretch of the imagination, but you don’t want to walk away like some cheapskate that the wedding couple laughs at that evening when they open up their gifts. So, how much should you give for a wedding gift? http://bit.ly/IkD3kM   ...

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Don’t Get Tricked On Black Friday

After the turkey, the football, and the one awkward conversation with your cousin that happened to get stuck at the card table with you at the end of the big Thanksgiving table comes the second holiday during Thanksgiving week called Black Friday.  The day’s name originated in Philadelphia where it originally was used to describe the heavy and disruptive pedestrian and vehicle traffic which would occur on the day after Thanksgiving. Use of the term began by 1966 and began to see broader use outside Philadelphia around 1975. Later an alternative explanation began to be offered: that “Black Friday” indicates the period during which retailers are turning a profit, or “in the black.” (source: Wikipedia) People often ask if me if Black Friday really offers good deals.    I have always responded with the answer, “It depends”.   The reason is that if you aren’t careful with your shopping you could end up paying the same prices you would have paid for ...

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You Are Invited to a Free Webinar -5 STRATEGIES TO IMPROVE THE BOTTOM LINE OF YOUR BUSINESS IN 2011

5 STRATEGIES TO IMPROVE THE BOTTOM LINE OF YOUR BUSINESS IN 2011 Join us as Ted Jenkin, CFP®, AWMA®, CRPC®, AAMS®, CMFC®, CRPS®, co-CEO and Founder of oXYGen Financial, discusses 5 key strategies to improve the bottom line of your business.  We will explore: •  How to lower your overall income taxes •  How to reduce your fixed costs in the business •  How to increase wallet share with your existing clients •  How to improve overall client acquisition •  Determining the best insurance and retirement plan to have in place •  Is your dashboard green, yellow or red? Space is limited, so reserve your spot today! SELECT YOUR TIME BELOW!!!!! CLICK HERE TO REGISTER When: Wednesday, June 15, 2011 8:00 AM – 9:00 AM EDT CLICK HERE TO REGISTER When: Wednesday, June 15, 2011 7:30 PM – 8:30 PM EDT   ...

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Free Webinar – 5 STRATEGIES TO IMPROVE THE BOTTOM LINE OF YOUR BUSINESS IN 2011

5 STRATEGIES TO IMPROVE THE BOTTOM LINE OF YOUR BUSINESS IN 2011 Join us as Ted Jenkin, CFP®, AWMA®, CRPC®, AAMS®, CMFC®, CRPS®, co-CEO and Founder of oXYGen Financial, discusses 5 key strategies to improve the bottom line of your business.  We will explore: •  How to lower your overall income taxes •  How to reduce your fixed costs in the business •  How to increase wallet share with your existing clients •  How to improve overall client acquisition •  Determining the best insurance and retirement plan to have in place •  Is your dashboard green, yellow or red? Space is limited, so reserve your spot today! SELECT YOUR TIME BELOW!!!!! CLICK HERE TO REGISTER When: Wednesday, June 15, 2011 8:00 AM – 9:00 AM EDT CLICK HERE TO REGISTER When: Wednesday, June 15, 2011 7:30 PM – 8:30 PM EDT   ...

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