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Upreneur

Uprenuer with Jeremy Straub

48 episodes

2 months ago

In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consist...

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Entrepreneurship

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In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consist...

Show more...

Entrepreneurship

Episodes (20/48)

Upreneur

“Can we just make getting tax returns a requirement?” With Jeremy Straub - Retirement Tax Services Podcast

In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consist...

2 years ago

30 minutes

Upreneur

How Financial Advisors Can Venture to Other Industries with Jeremy Straub - The Model FA Podcast

Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under Jeremy’s leadership, Coastal Wealth has worked with over 100,000 clients with over $15 billion in assets serviced. In addition to his work at Coastal Wealth, Jeremy owns nine different...

2 years ago

37 minutes

Upreneur

FOMO FOMO FOMO with Patrick J. McGinnis

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Patrick Mcginnes, Founder of FOMO. We spoke about how Patrick coined the phase FOMO and what we can do to get past it. Patrick J. McGinnis is a speaker, writer, international venture capitalist, and the investor of the term FOMO (Fear of Missing Out). Patrick coined FOMO, as well as ...

2 years ago

37 minutes

Upreneur

Water on Demand with Riggs Eckelberry

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Riggs Eckelberry, founder and CEO of OriginClear Inc., to discuss how you shouldn't compete with your natural partners, how Riggs went from being a #2 to CEO, and how finding the right people can turn your dreams into a reality. Riggs Eckelberry, founder and CEO of OriginClear Inc. (OTC Pink: OCL...

3 years ago

44 minutes

Upreneur

Creating a Hub that is Community Driven with Marlena & Noah Fishman

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Noah and Marlena Fishman, founders of Zen Barn Farms, to discuss how they were able to create a community around their businesses, how hiring the wrong people can help in the short run but affect the vision long term, and how building a business with family can make the entrepreneurial journey easi...

3 years ago

39 minutes

Upreneur

Thank you for Hearing Me with Kieran Bowers

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kieran Bowers, President of Swire Properties Inc, to discuss how working with different cultures allowed him to be self-aware of the bias he may have, how adapting your manager style based on your employee's culture allows you to get the best out of your teams, and When joining a new department, he spend...

3 years ago

39 minutes

Upreneur

Don't Discount Yourself with Kate Westad

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kate Westad, Founder of Palette by Pak, to discuss how she was able to remove "fillers" in her life to achieve her goals, how the skills you learn from your W2 job are transferable, and how your perspectives and experinces can create solutions! Kate Westad is the founder of Palette by Pak and the ...

3 years ago

32 minutes

Upreneur

Inspect what we can Expect with Mike Colavita

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Mike Colavita, Chief Glass Enthusiast & Co-Founder of Fat Buddha Glass, to discuss how he and his partner were able to turn their passion project, that started in their garage, into a business, how sacrifices in the short term let to long term reward in the future and how sometimes doing the op...

3 years ago

33 minutes

Upreneur

Together not Against With Luis Gazitua

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Luis Gazitua, CEO of JAG insurance, about how to be successful with your friends, the difference between building and chasing a business, and how your goal as a leader long term is to find someone to replace you! Luis Gazitua developed an incredible work ethic thanks to his family building one of South ...

3 years ago

38 minutes

Upreneur

Budding Entrepreneurs with Jeffrey Zucker

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Jeffrey Zucker, Co-Founder of Green Lion Partners, about how the cannabis industry is growing and is in need of lawyers, accounts, and more. We talked about how Jeffrey jumps headfirst into his entrepreneurial endeavors and figures it out. Green Lion Partners is a Denver-based business str...

4 years ago

31 minutes

Upreneur

Quit or Pivot with Austin Wright & David Shoham

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Austin Wright & David Shoham, Co-Founders of The California Beach Co, about transparency being key to their partnership, having the never give up till you make it attitude, and that the journey to success is never over, you can either quit or pivot. Co-Founder The California Beach Co.: Austin Wrigh...

4 years ago

38 minutes

Upreneur

Always Leveling Up With Travis Chappell

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Travis Chappell about how money is not the biggest asset in life, what you can do to interview high-quality guests, and how you need to put yourself into a position to be helped. Travis Chappell is the founder and CEO of Guestio, a new software that connects high level guests with high level conten...

4 years ago

32 minutes

Upreneur

Take It As Far As It Can Go with Randi Boyette

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Randi Boyette about when starting a business, you need to zero in on what you are great at and then slowly build out. It is not a sprint, but a marathon. You do not want to provide too much too fast, and not be able to scale. We also talked about working with a partner to enhance your business, finding t...

4 years ago

39 minutes

Upreneur

Lead With a Giving Hand with Fahed Essa

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Fahed about his experience before Mayv, how you need to find a partner with a complementary skillset, and when you are starting out, you need to figure out who is going to pay for your product before you build your business. Fahed Al-Essa is the co-founder of Mayv, a resilience-based holistic pain ...

4 years ago

31 minutes

Upreneur

Riches in the Niches with Alex Valencia

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Alex Valencia, President of We Do Web Content, about how understanding business fundamentals is key to success, the value of digital content and how it can help you grow your business, and how knowing your numbers can be used as leverage when meeting clients. Alex Valencia is the co-owner and presi...

4 years ago

39 minutes

Upreneur

Fix The Process And The Results Will Come with Jon Jay

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Jon Jay 10 year Major League Baseball veteran. A product of Columbus high school in Miami, Fl Jon played college baseball for his childhood dream The University of Miami where he was a 2nd round pick of the St. Louis Cardinals in the 2006 MLB first-year player draft. Jon made his Major league debut in 20...

4 years ago

36 minutes

Upreneur

Clarity & Conviction with Sarah Apgar

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Sarah Apgar, Founder of FitFighter. We spoke about how important it is to show, teach, and explain how your product works. You can't assume your customer knows how to use your product, teach them. They will appreciate it more. We also talked about how building a team of people who can complem...

4 years ago

45 minutes

Upreneur

Personal Frustration to Affordable Living with Jordan Kavana

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Jordan Kavana, Founder & CEO of Transcendent Investment Management. We spoke about how Jordan's main goal when it comes to renting is to enhance people's lives with experience, happiness, or a combination of both. Giving back to the community has been a fundamental value to Jordan and he is not...

4 years ago

21 minutes

Upreneur

The More Complex the Problem, The More Fun the Solution with Gopal Rajegowda

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Gopal Rajegowda, Senior Vice President of Related Companies. We spoke about how important it is to have a mentor at an early age. You don't know what you don't know and by having a mentor, they will be able to bring the best out of you. Being an entrepreneur is all about being curious about p...

4 years ago

45 minutes

Upreneur

The Harder You Work, The Luckier You Are with Rishi Kapoor

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Rishi Kapoor, Founder & CEO of Location Ventures, about how patience and tolerance is key in real estate. You want to surround yourself with a balanced team. Being an entrepreneur is about putting your everything into an idea you are passionate about. You have to ask yourself, do you want to continue...

4 years ago

1 hour 2 minutes