This week Stephanie Rodin chats with her guest, Matthew Stack. The two discuss his expertise and experience in the financial space, what we should look for in a firm and what sets TATRA apart, and what we can do to best prepare for our own financial future. In this episode, we discuss: What drove him to want to start his own firm, and what steps led him to finding his why How he found where the real financial need is, and what sets TATRA apart  A brief education into the financial space and all of its acronyms  What benefits can be found in a fee-only financial firm, and what we should look for when looking for a firm that best supports our individual interests What ways the industry has evolved in Matthew’s career, and the niche he found within those changes What lessons he has learned along the way What’s so inspiring about his outlook on the next recession  Matthew’s journey to becoming a CERTIFIED FINANCIAL PLANNERTM began with a question – “How well do we direct our lives based on goals and values?” This was a question posed to Matthew while enrolled in Columbia Business School’s Personal Leadership program and led him to uncover his “why”: doing impactful work that makes a difference in peoples’ lives, while leading by example for his children to give them the courage to pursue their own dreams. This culminated in Matthew founding TATRA Wealth. Matthew combined his passion for finance and personal development to help others gain clarity on their goals and use money as a tool to achieve their vision of a life well-lived. As a former college football player, Matthew believes in the importance of a collaborative, team-based approach with clients. Matthew draws on his 13+ years of financial services experience to build and implement values-based plans for individuals and families that provide peace of mind. Matthew’s experience working in investment banking and corporate strategy enables him to share a unique business perspective with entrepreneurs to maximize the potential of their most valuable asset. Website: www.tatrawealth.com Facebook: https://www.facebook.com/TATRAWealth/ LinkedIn: https://www.linkedin.com/in/matthew-stack/ Twitter: https://twitter.com/mstack87

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the power of attorney, which gives someone the authority to act for another in specified matters, which may be legal, financial or both. In this episode, we discuss: What a power of attorney may be drafted for How to choose the right attorney to draft this agreement for you What advantages and disadvantages one might come across in these matters What to be careful of in the wording of this document How to choose your power of attorney, and what they should be aware of At what age you should prepare your POA Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal  

Peter Morandi This week Stephanie Rodin chats with her guest, Peter Morandi. The two chat about Peter’s background and expertise in construction, what to consider when building and converting spaces into medical offices, and why to include contractors and architects in conversations at the very beginning of starting a practice. In this episode, we discuss: Why it’s best for businesses to include contractors in the conversation before they begin looking for their offices What conversion of retail space into medical office space entails, and how it is beneficial to both retailers and medical practices What delays can be anticipated in the construction of this work, and how to stay ahead of it How the industry of contracting was affected by the pandemic, and what changes have remained  What surgery centers’ infrastructure costs to build or convert How construction as a whole has evolved since the beginning of Peter’s family business started Peter Morandi, CEO of LEED AP, comes from a long line of contractors. Growing up just outside Boston, he watched his father, grandfather, uncles and cousins build the business by managing workers’ personalities, keeping the equipment running and living up to clients’ expectations. He learned a lot in those formative years, and never doubted that construction would be his life’s work. Peter studied Construction Management and Engineering at Roger Williams University and headed south to New York shortly after graduation. After 10 years as a construction manager, director of operations and chief operating officer for a leading NYC contractor, Peter started Eastman Cooke in 2009. Taking great pride in his team and projects, he runs the company with a focus on collaboration, innovation, safety and reliability. He believes in asking clients the right questions, creating solutions, and delivering projects without surprises. Website: https://www.eastmancooke.com/ LinkedIn: https://www.linkedin.com/company/eastman-cooke-&-associates/ Facebook: https://www.facebook.com/eastmancooke  

Stephanie Rodin Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about taking that first step in opening up your own practice or business. Before making any of the moves to actually open up, there are certain things to consider in order to make the process as smooth as possible. In this episode, we discuss: What to look for in your current contract of employment What insights you’ll want to gain from your accountant or financial consultant How to set up the new practice, and what to have in place before you open your doors The best advice I was given when I started my business Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal  

Mike Hennan This week Stephanie Rodin chats with her guest, Mike Hennan. The two chat about marketing as a whole, and more specifically in dentistry. He offers his expert advice for a startup’s website, where the focus should lie in the beginning, and how to adjust the website’s offerings along with the business’ growth. In this episode, we discuss: How Mike became so knowledgeable about dentistry without studying it What he was actually educated in, and how it along with his family helped shape what his business actually does Where his niche market was found Who he works with, and the extra branch added to the message in their marketing when working with specialists What levels of marketing PatientBoost offers to their clients Mike’s advice for a startup’s website, where the focus should lie in the beginning, and how to adjust the website’s offerings along with the business’ growth What Mike thinks about using Chatbots on your dentistry website Why he says Google Ads make a difference, and how PatientBoost boosts your search rankings What the process of working with PatientBoost looks like for their clients, and their inspiring efforts to offer loyalty and care in what they provide How the possibility of a recession is affecting the dental industry, and their suggestions for finding success in your practice and your relationships during this time What he sees as the biggest takeaway for using the services of PatientBoost Mike Hennan loves dentistry as much as you can without being a dental professional. He loves helping dental practices and industry partners devise the best marketing strategy to help them attract their ideal patients/clients and grow their business. He is the co-founder and head of sales & partnerships at PatientBoost - The Business & Marketing Consultancy for Growth Minded Practice Owners. He is also the co-founder & CEO at the Dental Business Association - The Association for Dental-Focused Service Providers, and is the host of the Growing A Dental Practice Podcast - inspiring the next generation of practice owners. Website: https://patientboost.dental/Facebook: https://www.facebook.com/patientboostofficial Instagram: https://www.instagram.com/patient.boost/ LinkedIn: https://www.linkedin.com/in/mikehennan/ YouTube: https://www.youtube.com/channel/UCOebfFE7zJSKeoOWqaH6tBg Podcast: https://patientboost.dental/dental-podcast/

Stephanie Rodin Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you directly about the termination of employees, and what to consider before even having a discussion with the employee in question. In this episode, we discuss: What to consider before having a discussion with the employee or sending out written notice Why it’s important to carefully go over the employment contract and the laws of your state How to make sure there are no post-termination legal issues that may arise after a termination Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

Andrew Smiley This week Stephanie Rodin chats with her guest, Andrew Smiley. The two talk about Andrew’s life, his practice at Smiley & Smiley, and the many inspiring ways that he gives back. In this episode, we discuss: How Andrew got involved with trial law, and what he has learned in his 27 years of practice What interesting cases he has been involved in recently What common theme he has found in the challenges he comes across What changes were brought by COVID to his practice and the practice of law altogether How the pandemic made an impact on continuing legal education What three charitable causes that Andrew is an advocate for and how he helps How Andrew finds the time to juggle and balance all that he does Andrew is the lead trial attorney for Smiley & Smiley, where his practice focuses on significant personal injury, medical malpractice, and wrongful death. Andrew is a graduate of Brooklyn Law School. He served as Academy President in 2017-2018, and is also a Past President and Board Member of the New York City Trial Lawyers Alliance. He hosts The Mentor, Esq., a podcast for lawyers. Website: https://www.smileylaw.com/Website: https://thementoresq.com/Instagram: https://www.instagram.com/thementoresq/ LinkedIn: https://www.linkedin.com/in/andrewsmiley/ Facebook: https://www.facebook.com/smileyandsmiley/ YouTube: https://www.youtube.com/channel/UCi-Sr8gE7PKSBQUeLUiz18A

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to address some issues that you may want to consider when you have a duly formed legal entity in one state and then move your practice to another state. I speak directly about legal considerations and some available options that you may have to continue utilizing the entity in another state. In this episode, we discuss: What questions to ask yourself before relocating your practice What to consider when setting up your legal entity in a different state, and why you might want to start anew What’s the easiest and most efficient way to continue practicing and who you should ask for help Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal

Michael Oberther This week Stephanie Rodin chats with her guest, Michael Oberther. The two chat about the mission of Supporting Strategies, and how they come in to find proactive business solutions and cut the chaos out of your accounting life. In this episode, we discuss: How he unintentionally became a bookkeeper What Michael does in an average day at Supporting Strategies How he stays in touch with his network, and helps it to grow What industries and locations Supporting Strategies focuses on What changes in the market Michael has seen since covid started What offers the greatest impact on business growth What exactly does Supporting Strategies do for their larger clients Why the common question across all industries has to do with proactive business leadership How he found the one question to highlight hard lessons in business Michael Oberther, Director of Business Development, Supporting Strategies NYC A dynamic sales and networking professional, Michael has an exceptional background in business development and client relationships. His experience spans information technology, human resources, payroll and  labor compliance. His expertise in understanding client requirements and market conditions allows him to identify client-centric solutions. Website: https://www.supportingstrategies.com/ Facebook: https://www.facebook.com/SupportingStrategiesNYC LinkedIn: https://www.linkedin.com/in/michaeloberther/ Instagram: https://www.instagram.com/supporting_strategies_nyc/ Hard Lessons : https://www.youtube.com/channel/UCNS1uuLXl2gt40OE75uuhJQ

Stephanie Rodin Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to address what’s coming up for this podcast in 2023. It is my intention to offer you answers to the legal requirements for your practice no matter what your next steps are.In this episode, we discuss: What’s coming up for the podcast in 2023 What experts we’ll bring in so that you may better understand how to prepare for your next moves Advice for moving forward to ensure a smooth transition Stephanie  Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 1998, with a majority of that time assisting the healthcare practitioner. Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices. Website: https://rodinlegal.com/LinkedIn: https://www.linkedin.com/in/stephanierodin/ Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/ Twitter: https://twitter.com/Rodinlegal