Prosperity Report

Prosperity Report

FProsperity is more than a number. It's the power to shape what's possible - for you, your family, and your heirs. Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Hosted by your Chief Prosperity Officer® Mark Chandik

Episodes

September 27, 2022 34 mins

How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde.

What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites?

To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to con...

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    Exit Strategies for the Business Owner with Guest Ben Julianel

    Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset.

    We’re going to help you think about what’s next for both your business and yourself, even if you never plan on retiring. 

    A successful exit or transfer of a business has 4 stages:

    1. First, assemble your team of professio...
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    Real Estate - Does it Make you Confident or Nervous?

    Your own sentiment may vary depending on what type of real estate investment you hold, when you bought it, and what the market is doing. We’ll talk about both residential and commercial, what makes the Southern California market different, what’s happening with inventory, and some insights on real estate deals that most people aren’t even aware of. 

    To help bring some sense to al...

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    When are annuities an appropriate choice?

    In this episode we explore annuities – a financial product you’ve likely heard of.

    But what are annuities exactly? What purpose do they serve, when is an annuity a good choice for including in your financial plans, and what are the downsides? 

    Our guest Zach Hurst, CFP, CLU, will help us take a look at all the angles so you can have a knowledgeable opinion instead of a knee-jerk reaction wh...

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    When is transferring ownership of your construction business to an ESOP a good option?

    Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to an ESOP.

    Michael leads Ambrose’s Investment Banking division. Since 1993, he has had experience in practicing and completing accounting, mergers, acquisitions, financings, ESOP buyouts and valu...

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    The Prosperity Report – This episode’s guest is Warren Hennagin CPA, MST, CCIFP, CGMA a Partner at Marcum LLP Hosted by your Chief Prosperity Officer® Mark Chandik.

    Topics Discussed

    0:00 FDP The Prosperity Project Intro 

    2:25 Do Contractors Need A Very Detailed Financial Statement for Bonding? 

    3:29 Looking at Cash Flow, Cash is King?

    5:11 What Should Contractors be Aware of When Working in Different Jurisdictions?

    6:03 What is the...

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    The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special Guest Michael McClary

    Chief Investment Officer | TOPS / Valmark Advisers, Inc

    They discuss Diversification, Risk management, Indexing, ETFs, Avoid mistakes we see other managers make, Systematic monitoring, Rebalancing, Strategic allocation changes.

    Advisory services offered through Valmark Advisers, Inc. an SEC Registered 
    Investment Advisor. A...

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    Welcome to the FDP Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Matt Coats president of Coats Surety Services. Coats Surety provides services to a variety of contractors, developers, and clients in need of surety bonding since 1992. Matt Coats discusses with Mark Chandik the quality surety markets and the long-standing relationship...

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