Building Effective and Successful Teams in Any Organization with Liv Olson

When polled, 90% of employees believe teams are critical to success in their organization, but only 25% believe their team to be effective. Whether you find your team to be effective or not, what are some strategies that successful teams employ? In this conversation, executive coach and consultant Liv Olson shares insight into ways to overcome team challenges, how to foster innovation, and strategies for smaller teams.

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Brandon Steele
Creating an Education Savings Plan with Heidi King of College Inside Track

Planning for college can be stressful. Whether you are thinking about college savings options for your children in the future or have kids quickly approaching college age, what should you know about 529 plans and education funding options? In this conversation, College Inside Track educator Heidi King shares insight into today’s college landscape, how to create a college savings plan, and what you should know to prepare your children for college applications.

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Brandon Steele
How to Successfully Sell Your Small to Mid-Size Business with Ryan Hemmert of Washington Business Brokers

Selling your small to mid size business is a big decision. Whether you are a small business owner thinking about what the future may hold or are ready to retire from your business in the next few years, what should you know about selling a business in the state of Washington? In this conversation, Washington Business Brokers founder Ryan Hemmert shares insight into selling your business, how best to prepare your business for sale, and what you should know about the new Washington state capital gains tax.

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Brandon Steele
Demystifying Employee Equity Compensation from Stock Options to Grants to RSUs with Lead Advisor Samantha Kennedy

Equity compensation can quickly make up a large part of an employee’s investment portfolio. Whether you already have received equity compensation from an existing employer or are weighing a new job offer, what should you know about stock grants, stock options, and RSUs? In this conversation, Mainsail’s lead advisor Samantha Kennedy joins Brandon to share insight into the most common employee equity compensation plans and what to know about earnings season and layoffs.

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Brandon Steele
How to Reduce Estate Tax Through Gifting with Jeff Gilbert

As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.

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Brandon Steele
How to Determine What Insurance You Really Need with Ryan Ferrie

The number of insurance options out there can be confusing. How do you determine what insurance you really need and select the right coverage for yourself and your family? In this conversation, insurance expert Ryan Ferrie joins Brandon to share insight into what insurance options are available, what you may need, and the latest update about Long Term Care coverage in Washington state.

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Brandon Steele
How to Utilize Your Employee Benefit Plan with Chris Wolpert

With open enrollment right around the corner, now is a great time to learn how to utilize your employee benefit plan. In this conversation, group benefits expert and author Chris Wolpert joins Brandon to share insight into what you need to know to make the most of your employee benefits and reduce your out-of-pocket health expenses.

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Brandon Steele