Phoenix Prosperity Podcast

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad is joined by Paul Deloughery, a seasoned lawyer specializing in estate planning and probate. With over 25 years of experience, Paul shares his journey and insights into the complexities of estate planning, the importance of clear communication within families, and the challenges of managing sudden wealth. From personal anecdotes to professional advice, Paul provides valuable tips on how to ensure a smooth transfer of assets and avoid common pitfalls in probate and estate planning.
Key Takeaways:
Paul’s Background: Paul's journey into estate planning, inspired by personal experiences, and his dedication to helping families manage their wealth effectively.
Probate Challenges: The intricacies of probate law, the importance of state-specific knowledge, and the emotional aspects of estate planning.
Family Dynamics: How family relationships and communication play a crucial role in successful wealth transfer.
Sudden Wealth Syndrome: Paul's personal story of inheriting a large estate and the lessons learned from managing sudden wealth.
Tips for Estate Planning: Paul's top five tips for effective estate planning using the acronym TRUST: Timely updates to beneficiary designations, Recognizing all children equitably, Using clear language in documents, State laws consideration, and Talking to family about estate plans.
Guest Bio: Paul Deloughery is the founder of Sudden Wealth Protection Law and Probate Made Simple (https://suddenwealthprotectionlaw.com/). With over two decades of experience, he is dedicated to simplifying the complexities of probate and estate planning, ensuring families can transfer their wealth smoothly and effectively.
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Alex Grist, the Director of Events at Express Flooring. Alex shares his journey into the world of event planning and branding, detailing how he stumbled into the industry through temp work and quickly discovered his passion for it. With a background in interior merchandising, Alex leveraged his skills to excel in customer service, operations, and sales, ultimately leading to his current role where he manages a team across multiple cities.
Alex discusses the significant growth of Express Flooring's event presence, going from 10 shows a year to 50-60 shows per month. He explains the strategic importance of home shows and other unique events, emphasizing the need for effective branding and customer engagement. Alex also touches on the post-COVID changes in the event industry and the evolving nature of marketing and brand recognition.
Listeners will gain insights into:
The journey and career development of Alex Grist in event management and branding.
The exponential growth of Express Flooring's event presence.
The importance of strategic branding and effective customer engagement.
The impact of COVID-19 on the event industry.
The future plans and expansion of Express Flooring.
Guest Information: Alex Grist is the Director of Events at Express Flooring, a company specializing in home improvement and flooring solutions. With extensive experience in event planning and brand management, Alex has significantly contributed to the growth and recognition of Express Flooring.
 
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this inspiring episode of the Phoenix Prosperity Podcast, Tim Fergestad interviews Tanner Gers, the founder and managing director of Accessibility Officer. Tanner shares his personal journey from being an all-American kid to becoming completely blind after a traumatic car accident. Despite the challenges, Tanner has built a successful career advocating for digital accessibility and empowering individuals with disabilities.
Key Takeaways:
Tanner's journey from blindness to becoming a U.S. Paralympian and a leader in digital accessibility.
The mission of Accessibility Officer: To ensure the U.S. disabled unemployment rate matches the national average.
Insight into adaptive sports like blind baseball and cutting-edge technologies like BrainPort.
The importance of infusing risk in business to drive growth and innovation.
Tanner's leadership style focused on support, accountability, and fostering creativity.
--------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this enlightening episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Elena Zee, an expert in financial education and the president of the Arizona Council on Economic Education. Elena shares her journey from Shanghai to Phoenix, her extensive background in finance, and her passionate mission to bring financial literacy to Arizona's youth. Discover how Elena and her team are transforming lives through innovative educational programs and empowering the next generation with essential financial skills.
Guest Bio:
Elena Zee is a financial education advocate with degrees in math, economics, and finance. She has spent over two decades in the financial services industry before transitioning to the nonprofit sector. As the president of the Arizona Council on Economic Education, Elena works tirelessly to provide quality financial education to K-12 students across Arizona. Her dedication is fueled by a personal journey from financial illiteracy to becoming a certified financial planner.
Key Points:
Elena's journey from Shanghai to Phoenix and her career in finance.
The mission of the Arizona Council on Economic Education.
Innovative programs like Financial Fitness in Action and the Stock Market Game.
The importance of teaching financial literacy to children and young adults.
How Elena's personal experiences shaped her passion for financial education.
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad welcomes Gina Smith, a seasoned performance coach with over 30 years of corporate experience. Gina shares her journey from a successful career in medical sales to becoming a performance coach for high achievers. She delves into the challenges and insights gained from her transition, including the impact of the COVID-19 pandemic and the importance of prioritizing family and personal well-being.
Key Takeaways:
Gina's transition from a corporate career to coaching
The impact of COVID-19 on her professional and personal life
Insights on servant leadership and fostering innovation in sales
The value of mentorship and sponsorship in professional growth
How Gina uses AI tools to enhance her coaching practice
Learn more about Gina Smith and her coaching services by visiting her website at Gina R. Smith. You can also schedule a free 30-minute conversation with her or access her free resource, "Your Health is Your Wealth," through the links provided in the show notes.
Don't miss this inspiring conversation about achieving balance, growth, and prosperity in both personal and professional life.
Guest Bio: Gina Smith is a performance coach specializing in helping high achievers regain control over their time and lives. With a rich background in corporate sales and leadership, Gina now focuses on empowering individuals to reach their full potential through tailored coaching and innovative strategies.
 
--------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
 

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Derek Stapinski, a passionate sports enthusiast and current director of corporate relationships at Valley Wise Health Foundation. Derek shares his journey from visiting 23 ballparks across the country to his role in helping open a new hospital in Phoenix. He discusses his diverse experiences in sports marketing, working with the Barrett-Jackson auto auctions, and his dedication to community service through various local organizations.
Key Points:
Derek's love for sports began with childhood trips to ballparks with his mother.
His academic and professional path, including a degree in sports management from Bowling Green.
Experiences working with sports clubs, the Barrett-Jackson auto auctions, and the Savannah Bananas.
Insights into his role at Valley Wise Health Foundation and the recent opening of a new hospital.
Importance of embracing failure and persistence in achieving success.
Derek's involvement in community organizations like the Boys and Girls Club of Metro Phoenix and Sun's Charities 88.
Guest Bio: Derek Stapinski is a seasoned sports marketing professional and director of corporate relationships at Valley Wise Health Foundation. With a passion for sports and community service, Derek has made significant contributions to various organizations in the Phoenix area.
 
--------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Alex Jones, the Vice President of Operations at Specialized, a dynamic company in the advertising specialty industry. Alex shares her journey and insights on professional development, leadership, and the importance of fostering a collaborative and innovative work culture.
Episode Highlights:
Introduction to Alex Jones: Tim introduces Alex and her role at Specialized, highlighting her commitment to employee well-being and professional development.
Specialized's Business Focus: Alex explains what Specialized does, including providing branded apparel, promotional products, and third-party logistics services.
Alex's Educational Pursuit: Alex discusses her recent graduation from ASU with an MBA and how it has impacted her business decisions.
Leadership Style: Alex elaborates on her leadership style, emphasizing empowerment and the importance of investing time in employees.
Innovation and Creativity: Strategies Alex uses to foster innovation within her team.
Industry Trends: Alex talks about the trends in the advertising specialty industry, including personalization and eco-friendly products.
Personal and Professional Growth: Alex shares her personal journey, including purchasing her first home and her future aspirations.
Guest Information: Alex Jones is the Vice President of Operations at Specialized, a company focused on rapid expansion in the advertising specialty industry. She is passionate about professional development and fostering a positive work culture.
 
--------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

Join host Tim Fergestad as he sits down with Dr. Mohammed Mahmoud, a seasoned expert in water resources management and climate adaptation policy. In this insightful episode, they discuss the complexities of water management in Phoenix, the critical role of the Colorado River, and the challenges posed by climate change. Dr. Mahmoud shares his journey from Michigan to Arizona, his experience with the Central Arizona Project, and his work with the Middle East Institute. Discover how water management intersects with climate adaptation, and gain valuable insights into the future of water sustainability both locally and globally.
Guest Bio: Dr. Mohammed Mahmoud is an internationally experienced water resources management and climate adaptation policy expert. With a PhD in hydrology and water resources from the University of Arizona, he has spent over a decade working on water policy and management issues, particularly focusing on the Colorado River. He currently collaborates with various organizations to advance global water and climate initiatives.
Key Topics:
The evolution of water management in Arizona
The role and impact of the Central Arizona Project
Climate adaptation strategies in water management
Innovations in water technology
Global perspectives on water issues
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--------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
 

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad welcomes Amanda Miller, a seasoned business consultant and transformational leader. Amanda shares her incredible journey, from her early days in the restaurant industry to her impactful role on the City of Mesa Advisory Board for Housing and Community Development. Discover how Amanda's community involvement and diverse professional background have shaped her commitment to giving back and fostering positive change.
Guest Bio: Amanda Miller is a business consultant with expertise in project management, leadership development, and fostering positive change. An active community advocate, Amanda serves on the City of Mesa Advisory Board for Housing and Community Development, mentoring aspiring entrepreneurs and working towards combating homelessness.
Key Points:
Amanda's passion for community involvement and giving back.
Her journey through various industries, including hospitality, sales, and solar energy.
The importance of patience, grace, and a positive mindset in her success.
Amanda's new initiative, the Curiosity Club, fostering open and diverse conversations on important topics.
Her approach to building a legacy through education, real estate, and investments.
Follow us: Don't forget to rate and review the Phoenix Prosperity Podcast on your favorite platform.
 
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this engaging episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Jaime Munoz, the dynamic managing director at Cahoots, a leading co-working space in Phoenix. Jaime shares his journey from working at Dutch Bros Coffee to leading a thriving community of entrepreneurs and small businesses.
Jaime dives into the world of coffee, recounting his experiences and the business lessons learned from managing high-volume coffee shops. He also discusses his transition into the co-working industry, where he fosters meaningful connections and supports local entrepreneurs. Jaime's passion for public speaking and personal growth is evident as he shares his belief that "growth and comfort cannot live in the same room."
Tune in to hear Jaime's inspiring story, his challenges and triumphs, and his advice on building wealth and success. Whether you're a coffee enthusiast, an aspiring entrepreneur, or someone looking for motivation, this episode has something for you.
Guest Information: Jaime Munoz is the managing director at Cahoots, a co-working space in Phoenix, Arizona. He is dedicated to building meaningful connections, amplifying diverse voices, and fostering a culture of value and inclusion. Jaime is also passionate about public speaking and community engagement.
 
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!