My Two Cents

As a business owner, your company’s future depends on your actions today. And making the wrong action could end up costing your family, your employees, and your business more than you realize. In this episode, Keith Beggs sits down with Nick Dupre, Board Certified Estate, Tax Planning Attorney and Managing Partner at Stanfield & Dupre, PLLC, to discuss the importance of trust planning, and why you need to have a plan in place should the unfortunate happen and you can no longer run your business. Keith and Nick discuss: Resources: The Four Rs of a Business Owner: Recruit, Reward, Retain & Retire with John McDonough (Ep.30) Book Time with Keith Beggs: Schedule a Call Connect with Keith Beggs: keith@steadfastws.com LinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with Nick Dupre: StanfieldDupre.comLinkedIn: Nick DupreFacebook: Stanfield and DupreInstagram: Stanfield and Dupre Twitter: Stanfield and Dupre About our Guest: Nicholas A. Dupre is a native Houstonian and worked for more than 10 years for two premier boutique firms in the Houston and Woodlands area before becoming an owner and partner in 2017. He is Board Certified in Estate Planning and Probate and concentrates on probate, estate and gift tax planning, business planning and taxation, asset protection, estate administration, charitable organizations, real estate transactions, tax controversies, and intellectual property transactions. In 2004, Nick earned his Bachelor of Arts in Political Science from Trinity University. In 2007, he earned his law degree (Juris Doctorate) from the Texas A&M School of Law, where he graduated cum laude. Nick is a member of the Houston Business Estate Planning Council, the Disability and Elder Law Attorneys Association, and the Woodlands Kiwanis Club. In addition to his career as an attorney, Nick, his wife, Adryan, and their four children attend Berachah and C3 Christ Community Church of Magnolia. Nick is an accomplished pianist and regularly competes in marathons and other endurance events, recently completing his third full distance Ironman Triathlon.

Although tax season might be over, tax planning never ends. Stay on top of your finances now to avoid penalties later that you weren’t anticipating or budgeting for. In this episode, Keith Beggs talks with Sarah Jones, CEO of Sarah Jones CPA LLC, about her experience as a Certified Tax Planner, and what her and her company do for various types of business owners to save them thousands of dollars during tax season. Keith and Sarah discuss: Book Time with Keith Beggs: Schedule a CallConnect with Keith Beggs: keith@steadfastws.comLinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect withSarah Jones: SarahJonesCPA.comCalendly: Sarah JonesAbout our Guest: Sarah Jones is a long-time Willis resident (Go Kats!) and is a WHS graduate. She is a Certified Public Accountant in the state of Texas and is an Enrolled Agent; licensed with the IRS in all 50 states. She holds a Master of Business Administration, Master of Science in Accountancy, and a Master of Science In Finance. She also holds a Certificate in Financial Management from Cornell University. Sarah also holds the prestigious designation of Certified Tax Planner, available only to CPA’s, EA’s, and Attorneys. Her passion is tax planning and strategically setting her clients up for long-term success in building their dreams, protecting their assets, and growing their legacy. She has been married to Phil Jones for 10 years and together they have four children: Devyn Conner, a resident of Louisiana; Kloe Bailey, a student at Dallas Baptist University; Taylor Jones, a student at Texas A&M University, and Phil Jones III, a spunky 7 year old who gets spoiled by his older sisters. They are members of Over Under Fellowship and enjoy traveling, working out, and spending time with family.

Planning for retirement isn’t a subject that we can tread lightly about. One of the biggest questions people ask themselves is, “do I have enough money to retire and sustain my current lifestyle?” In this episode, Keith Beggs interviews Patrick Kelly, best-selling author, and highly sought-after speaker and trainer. Patrick and Keith discuss how to ensure that you’re prepared for retirement so that you can live the lifestyle you want to. Keith and Patrick discuss: Connect with Keith Beggs: Book a Meeting with Keithkeith@steadfastws.comLinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with Patrick Kelly: Tax-Free RetirementStress-Free RetirementThe Five Retirement MythsThe Life Insurance DilemmaSeven Secrets to Happy Retirement About our Guest: Patrick Kelly is the best-selling author of 7 books. Tax-Free Retirement (2007), The Retirement Miracle (2011), Stress-Free Retirement (2013), The 5 Retirement Myths (2015), Seven Secrets to a Happy Retirement (2016), The Life Insurance Dilemma (2017), and Tax-Free Retirement – 10th Anniversary Edition (2017). Which together have sold more than 1,000,000 copies nationwide. Patrick has been one of the industry’s most sought-after speakers and trainers, delivering his unique message to over 150,000 financial professionals from coast to coast since the release of his first book in 2007. One of his greatest passions is to help consumers understand they are able to step off the roller coaster of fear and loss and onto the peace-filled road of growth and stability. Patrick lives in the Pacific Northwest with his wife of 28 years. Together they love spending time with their 4 children, their son-in-law, and their grandson.

Retaining top talent has always been a concern for business owners in all types of industries and company sizes. But finding ways to do this without breaking the bank can be difficult. In this episode, Keith Beggs interviews John McDonough, senior managing director at Cool Springs Financial LLC, about how to retain top talent in your company, and rewarding these employees without impacting your own company growth or monetary growth. Keith and John discuss: Resources: Episode 11: Why Use Premium Financing Part 1 with Guest John McDonoughGetting the Most Out of Employee Benefits Packages with Adam Fineberg. Part 2 of 5. (Ep.29)Connect with Keith Beggs: keith@steadfastws.comLinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with John McDonough: CoolSpringsFinancial.comJohn McDonough.comEmail John McDonoughLinkedIn: John McDonoughTwitter: John McDonoughLinkedIn: Cool Springs Financial Facebook: Cool Spring Financial Twitter: Cool Springs Financial About our Guest: John is one of the original four Managing Directors to take Cool Springs Financial’s Prestige Strategy to market focusing on business, estate planning and retirement solutions that utilize specialty financing. In his business planning practice, John helps business owners, executives, and key employees with strategies for executive compensation, employee retention, bonus structures, etc., all designed with little to no cost to the company and little to no tax to the employee. John’s experience with Cool Springs and his ability to structure designs uniquely to fit the clients needs has made him a highly sought after resource for the rest of the industry. John has spoken at national meetings as a product matter expert, has served in an advisory role, and has served on the board of directors of several national organizations. John married his high school sweetheart, and the two are proud parents of beautiful daughters. He is passionate about his faith, family, and friends. In his spare time, when John isn’t golfing, he is helping those in need through philanthropic initiatives he and his wife believe in deeply.

If you own your own business and have employees, you know the costs of employee benefits, especially healthcare, has been rising. In this episode, Keith Beggs speaks with Adam Fineberg, senior vice president at USI Insurance Services about how to keep benefits costs low, unconventional ideas to offer better packages to your employees and ways to grow your business and focus on what matters. Keith and Adam discuss: Connect with Keith Beggs: keith@steadfastws.com LinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with Adam Fineberg: Adam.Fineberg@USI.com LinkedIn: Adam FinebergUSI.comInstagram: Adam FinebergLinkedIn: USI Insurance Services About our Guest: Adam Fineberg is a Senior Vice President located in the USI Southwest, Inc.(USI) Houston, Texas office. He has served the benefits industry for the past 15 years. Adam serves as a lead consultant and provides strategic planning and guidance. He also coordinates the deployment of local and regional analytical and compliance resources, among others. He has been with USI since 2010. He offers detailed knowledge of carrier underwriting, provider contracting, and all major carriers to benefit USI clients. He is an established negotiator and uses his leverage and product design. Adam has extensive focus on long-term relationships with technical skills to ensure USI clients receive favorable terms and conditions. Adam is a certified Pharmacy Benefit Specialist (CPBS), which is a University of Kentucky accredited program focused on Pharmacy Contract Negotiation. Adam also holds a B.A. in Business from University of Houston-Downtown.

When you own your own business, you face unique challenges and hardships that can really put your entrepreneur skills to the test. But it can be difficult to be sure you are making the right decisions to benefit your company, your employees and yourself. In this episode, Keith Beggs sits down with Doug Thorpe, executive business coach, to kick off the series to discuss the importance of business coaching as a means to learn how to tackle the difficult situations all types of business owners face. Keith and Doug discuss: Resources: DougThorpe.comDoug Thorpe’s BlogsDoug Thorpe’s PodcastThe Uncommon Commodity The Common Sense Guide for New Managers by Doug Thorpe Connect with Keith Beggs: keith@steadfastws.comLinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with Doug Thorpe: Facebook: Douh ThorpeLinkedIn: Doug ThorpeTwitter: Doug Thorpe YouTube: Doug ThorpePinterest: Doug ThorpeAbout our Guest: Doug Thorpe is a performance-driven Senior Executive, Entrepreneur, Board Member, Thought Leader, and Consultant with more than 40 years of success in the financial services, executive coaching, oil & gas, and healthcare industries. Leveraging extensive experience in guiding business transformation for growth-oriented organizations, he is a trusted guide for mid-cap companies to large global enterprises requiring expert assistance with leadership development, team performance, employee engagement, culture shifts, and change management.

For the last few months, every time the news is turned on all anyone can hear about is the supply chain problems not only affecting the United States but also the rest of the world. In this episode, Keith Beggs sits down with Jay Calavan, owner of Trucks For You and Emily Andrew, senior director of sales and marketing and driver recruitment for Trucks For You to talk about supply chain issues and what their company is doing to stay on top of the game. Keith, Jay and Emily discuss: Connect with Keith Beggs: keith@steadfastws.com LinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with our Guests: DriveTFY.comFacebook: Trucks For YouLinkedIn: Trucks For YouInstagram: Trucks For Yourecruiting@trucksforyou.comLinkedIn: Jay CalavanLinkedIn: Emily Andrew About our Guests: Jay Calavan is the Owner of Trucks for You, starting there in 2005. Previously he was a Sales Manager for Cintas Corporation, and a Service Manager for Cintas. He graduated from Oklahoma State University in 1997. Emily Andrew is the Director Of Sales & Marketing for Trucks for You, as well as the Driver Recruitment, with experience in the transportation, medical & hospitality industries. Starting with Trucks For You in 2018, Emily is skilled in Negotiation, Budgeting, Sales, Customer Satisfaction, and Sales Operations. She has a special interest in data mining to increase efficiency and improve outcomes.

When dealing with finances and the markets, you want to be sure you know everything that can help you make money and stay on top of what is going on. In this episode, Keith Beggs talks to Laurence Black, founder of The Index Standard and Index Advisor to Professor Robert J Shiller. Laurence shares everything an advisor needs to know about indexing and recent changes with the S&P 500. Keith and Laurence discuss: Resources: Barclays.com Connect with Keith Beggs: keith@steadfastws.com LinkedIn: Keith BeggsLinkedIn: Steadfast Wealth StrategiesFacebook: Steadfast Wealth StrategiesConnect with Laurence: LinkedIn: Laurence BlackLinkedIn: The Index StandardTheIndexStandard.comAbout Our Guest: Laurence Black is the founder of The Index Standard and an index advisor to Professor Robert J Shiller. The Index Standard is an information portal providing ratings, forecasts and guides unmasking the mystique behind indices and making finance more approachable. Earlier in his career Laurence instigated the Shiller Barclays Index family with Barclays and Professor Shiller. He has appeared interviews with the Financial Times, Bloomberg and Structured Retail Products and is a frequent contributor on index thought leader pieces. Prior to this, Laurence was a Managing Director at Barclays where he held the position of Global Head of QIS Origination & Development. He had responsibility for developing the QIS index range, for index partnerships and for working with clients to deliver multi asset solutions based on their needs. Laurence instigated and led Barclays’ index partnerships with Professor Shiller, Nouriel Roubini, Novus and GAM. Laurence was the Head of Indexes at ABN AMRO before joining Barclays, where he built the index business over a seven year period. He has previously held trading and client account management roles at Lehman Brothers, Deutsche Bank and Credit Suisse. He holds an MBA from the University of Warwick, UK, and a bachelor’s degree from the University of Cape Town, South Africa.

Do you ever feel guilty about spending money? Are you worried about how inflation is going to impact your financial plan? In this episode, Keith Beggs talks about inflation, and how last year’s hyper-inflation has led to paranoia surrounding people’s money. Keith also talks about spending guilt, and what you can do to overcome it. … Continue reading 25. How to Overcome Spender’s Guilt →

The election for Cypress-Fairbanks ISD’s Board of Trustees’ seats 5, 6 and 7 is approaching, and the candidates are eager to show off their plans for your child’s education to better their academic future. In this episode, Keith Beggs sits down with Lucas Scanlon, candidate for position 7 on the Cypress-Fairbanks ISD’s Board of Trustees, … Continue reading 24. The Importance of Your Involvement in Your Children’s Quality of Education with Lucas Scanlon →

The world of investing is full of different strategies that different people will swear by. But it’s important to actually know which methods are academically founded and focused on making you money. There may not be one single perfect investing method, but by looking at historical performance and financial science, there are certainly some investment … Continue reading 23. The Academic Honest Investing Vehicles Wall Street Won’t Tell You About →

When you think of basketball, often you don’t think of business. But in reality the business side of basketball is what makes the game happen. In this episode, Keith Beggs speaks with NBA player Anthony Tolliver, who most recently played for the Philadelphia 76ers, about the business side of the NBA, including contract negotiations and … Continue reading 22. Business Side of the Basketball Court with Anthony Tolliver of the NBA’s 76ers →

Anyone who has ever looked into, or is currently receiving Medicare knows it can be very confusing to understand your coverage and what you’re entitled to. But understanding this and how to get those benefits can be the difference for what your retirement years will look like. In this episode, Keith Beggs talks with Sean … Continue reading 21. How Well Do You Understand Your Medicare Coverage? With Sean Rose →

Knowing what investing strategies are based on academic research, and not theory, can be one of the biggest challenges when it comes to preparing your portfolio. In part two of this series, Keith Beggs reveals three academic theories that are proven to have better rewards than other strategies you might read on the internet, or … Continue reading 20. The Truths and Myths to Investing – Part Two →

Not everything you read about investing on the internet is true… And some of these lies could cost you more money than you think. In part one of this mini-series about truths and misconceptions about investing, Keith Beggs focuses on four common myths people believe about investing, and how they could be hurting your investments. … Continue reading 19. The Truths and Myths of Investing – Part One →

Procrastination is something many of us face every day—but procrastinating on your financial planning can have much more damaging consequences to your future the longer you hold off. In this episode, Keith Beggs gets honest about how procrastination affects our finances. Follow along as Keith gives some great advice that you can implement today that … Continue reading 18. The Truth About Procrastination and Your Money →

Many people are still feeling the effects of the coronavirus on their finances. Especially those who were planning on retiring during this time. In this episode, Keith Beggs talks about the do’s and don’ts of financial planning and retirement during themes of uncertainty in the economy. This episode focuses on the side of how to … Continue reading 17. Retiring During Uncertain Times →

Emotions can be a great asset in life, but when it comes to investing, they may be a liability. In this episode, Keith Beggs walks you through the investor’s mindset and shares which specific emotions can get in the way of making great decisions that could lead you towards a lot of financial stress or … Continue reading Episode 16 – The Investor’s Mindset: Emotions and Investing →

With Social Security, you just get one chance to make the right decision — there’s no turning back. Join Keith Beggs as he delves into the depths of Social Security, addressing all of your burning questions and concerns while also providing new perspectives and information that you may not have heard before. In this episode, … Continue reading Episode 15 – What You Need To Know About Social Security →

“Discovering your true purpose for money and for your life transforms everything about your experience of investing— in an instant.” – Matson Money In this episode, Keith Beggs sits down with Josh Crawford, vice president of coaching at Matson Money, to discuss all the incredible opportunities investors have with their money and portfolio, as well … Continue reading Episode 14 – The American Dream Experience — With Josh Crawford →