Decision Dialogues
Business & Economics Podcasts
Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own. You have the power to write your own story. Connect with the guests and other listeners on our listeners' forum: LinkedIn.com/groups/14008820/ Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
Location:
United States
Description:
Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own. You have the power to write your own story. Connect with the guests and other listeners on our listeners' forum: LinkedIn.com/groups/14008820/ Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
Language:
English
Email:
info@moderawealth.com
Episodes
New Horizons for Decision Dialogues
11/15/2022
On episode 33 of Decision Dialogues, Jennifer Faherty talks briefly about an exciting change for the podcast.
Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
Duration:00:02:15
New Horizons for Decision Dialogues
6/20/2022
On episode 33 of Decision Dialogues, Jennifer Faherty talks briefly about an exciting change for the podcast. Get the full show notes and more resources at https://www.moderawealth.com/decisiondialogues/ (ModeraWealth.com/DecisionDialogues)
Duration:00:02:35
Rolling with the Punches
5/9/2022
On episode 32 of Decision Dialogues, Mark Willoughby and Mindy Neira talk to Belinda Aquine of Sovereign Bee Events. Belinda has had a fascinating career journey, from working for a Spanish-language radio station in New York, to a career as an executive assistant, before settling on her current full time entrepreneurship as a wedding and event planner. She stresses the importance of networking and putting out positive energy in order to attract opportunities.
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Duration:00:26:43
If at First You Don't Succeed...
4/11/2022
On episode 31 of Decision Dialogues, Mark Willoughby and Mindy Neira speak to Christian Meneses, owner of Blanc Noir Event Group. Christian founded Blanc Noir in 2011 as an extension of his skills in DJing, and he did so after two previous failed entertainment ventures. He discusses his willingness to fail, pick himself back up, and try again, and also his connection to the special needs community, as he also does work as a speech / language pathologist.
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Duration:00:32:35
The Risks of Starting Up – and of Letting Go
3/14/2022
Episode 30 of Decision Dialogues features Michael DeNitto, the founder and CEO of MarketSight, which was acquired by Reimagine in 2018. Michael talks to Mark Willoughby and Victoria Consoles about spinning MarketSight as a company and product off from Monitor, the company he worked for—and the risks and decisions associated with that path, from leading a team as an entrepreneur, to ensuring the finances would work out for him and his employees, and more.
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Duration:00:37:56
Finding Your Calling
2/13/2022
On episode 29 of Decision Dialogues, Mark Willoughby is joined by Michael Gibney to have a chat with Thomas Johnson, founder and CEO of GetUpNGetFit, a wellness concierge company. Thomas’ early life was tumultuous, as he was forced to escape the Liberian Civil War with the help of his family and their friends. His entrepreneurial spirit took over after earning his degree, when he decided to found GetUpNGetFit. He discusses the knowledge he gained up to and after its founding, the lessons he...
Duration:00:30:19
2021's Key Takeaways and Reflections
1/17/2022
On episode 28 of Decision Dialogues, Mark Willoughby and Jennifer Faherty come together to discuss the first year of the podcast and many of the key takeaways guests have provided through sharing their experiences and stories. They talk about when it comes to decisions, the importance of passion, a life cycle, and the difficulties inherent in mixing personal business finances. They then outline exciting changes for the podcast in 2022.
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Duration:00:33:22
Building Confidence, One Kid at a Time
12/27/2021
On Episode 27 of Decision Dialogues, Mark Willoughby and Karl Graf speak to Eric Meltzer, co-founder of The Grit Ninja, a series of gyms with a ninja warrior theme and a big focus on empowering children. Eric and his wife Allison started The Grit Ninja two years ago, and Eric discusses the decisions, financial and otherwise, he has made in order to have achieved such big success with the concept in such a short time—especially considering the impact of COVID.
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Duration:00:29:15
A Whole New Kind of Agribusiness
12/13/2021
On Episode 26 of Decision Dialogues, Mark Willoughby is joined by Mark Rioboli, who has a chat with Shelby Smith of Gym-N-Eat Crickets, a small startup with the goal of making insect protein more accessible to health- and environment-conscious people. Shelby discusses her early career, which took her overseas into the investment banking world, and how and why she ended up making the decision to return Stateside to start such an unusual enterprise.
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Duration:00:24:21
You Don't Know What You Don't Know
11/29/2021
On Episode 25 of Decision Dialogues, Mark Willoughby talks to Modera’s own John Ceparano about the importance of sound, expert advice. John discusses decisions he’s made throughout his own career as well as decisions he’s counseled his clients on. John’s overriding theme is that the more expertise you can muster, the better those decisions are likely to turn out.
Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
Duration:00:33:05
Entrepreneurial Inspiration from Unexpected Places
11/14/2021
On Episode 24 of Decision Dialogues, Mark Willoughby and Mindy Neira are joined by Terry Lyons, founder and managing partner of Lyons & Associates, P.C., a firm specializing in divorce and family law. Terry talks about the shift that occurred in her life that caused her to leave the big firm where she worked previously and start her own firm, and how the inspiration from that shift came from a very unexpected place. She recalls important decisions with massive financial impact that she's...
Duration:00:22:05
A Fighter at Heart: Strength and Resilience in the Face of Adversity
11/1/2021
On Episode 23 of Decision Dialogues, Jennifer Faherty speaks with Dr. Kelly McNally Passarelli, dentist and owner of McNally Passarelli DDS. Kelly talks about how her passion for dentistry emerged at a young age after her experience with cleft lip and palate. She shares how she navigated the painful loss of her husband and, through resilience and a strong support system, learned to run the practice on her own.
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Duration:00:30:19
Patients First: Success in Medical Practice
10/17/2021
On Episode 22 of Decision Dialogues, Mark Willoughby and Tom Orecchio welcome Dr. Sameera Daud of Metropolitan Endocrinology in Edgewater, New Jersey, to talk about her experiences as a new small business owner. Having previously worked for another private practitioner for twelve years, Dr. Sameera talks about how now, running her own practice, she is able to make business decisions that ultimately benefit her patients, thereby increasing referrals through word-of-mouth thanks to her...
Duration:00:25:41
Advocacy and Empowerment
10/4/2021
On Episode 21 of Decision Dialogues, Mindy Neira joins Jennifer Faherty to speak with Maria McGinley, Managing Partner at Mayerson and Associates. Maria discusses how she decided on a major career shift from teaching to law, through which she represents the families of children with autism and other disabilities. She also offers advice to other women pursuing law, emphasizing the importance of mentorship and empowering, supportive networks.
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Duration:00:32:16
Bold, Innovative Entrepreneurship
9/20/2021
On Episode 20 of Decision Dialogues, Jennifer Faherty and Victoria Consoles speak with Deepak Shrivastava, CFO of The Flex Company, co-founder of Porter & Sail, and former CEO of Hotel Credits. Deepak discusses the risks he navigated as he took the leap to start Porter & Sail. He shares insights on how he raised capital and incubated a startup within Porter & Sail, highlighting the value of betting on oneself.
Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
Duration:00:21:37
Striking a Healthy Balance
9/6/2021
On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family life, and highlights the importance of knowing when and where to seek help.
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Duration:00:26:28
Striking a Healthy Balance - Ep 19
9/6/2021
On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family life, and highlights the importance of knowing when and where to seek help.
Get the full show notes and more resources at...
Duration:00:26:28
Sweet Success
8/23/2021
On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” the enterprise, and the many difficult choices COVID-19 brought on him and the employees of Conrad's.
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Duration:00:25:49
Sweet Success - Ep 18
8/23/2021
On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” the enterprise, and the many difficult choices COVID-19 brought on him and the employees of Conrad's.
Get the full show notes and more resources...
Duration:00:25:49
Passion for What You Do - Ep 17
8/9/2021
On Episode 17 of Decision Dialogues, Jennifer Faherty hosts a discussion between Victoria Consoles and Lisa Cross, owner and operator of Sweat Threadz, a custom athletic clothing shop. Lisa talks about her unconventional career trajectory, working as a pediatric ICU nurse, then a triathlon coach, to founding Sweat Threadz. She provides insight into her decision making process and explains some of her biggest successes and failures. Get the full show notes and more resources at...
Duration:00:27:55