Bite Sized Finance

Bite Sized Finance

At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, when the recipe is right. The goal is to have you learn, think, even laugh a little bit, all calorie free. Hopefully you'll enjoy what he's delivering right to your kitchen table or dining room or... will you be eating in your car, wherever you choose to listen.

Episodes

May 24, 2024 52 mins
Experience the outcome of unwavering determination with Carmichael Dave, morning show host on Sports 1140 KHTK, in a podcast that promises to leave you with nuggets of wisdom on perseverance and persistence. Join me, Kelly Brothers, as we traverse Carmichael Dave's captivating journey from eager critic to a broadcasting force, weathering multiple setbacks laced with opportunities to grasp his media goals. Feel the pulse of Sacram...
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Join me, Kelly Brothers, for a heartfelt journey with Andrew Bridge, a man who transformed his turbulent childhood in foster care into a life of advocacy and hope. Listen in as Andrew opens up about his early life marked by his mother's schizophrenia and the traumatic separation that led him to the foster care system. His narrative is a poignant testament to resilience, underscoring the urgent need for systemic reform. Hear about ...
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Join me, Kelly Brothers in a conversation with Anh Phoong, the trailblazing attorney from Sacramento who turned her academic struggles into a story of triumph. Her journey from a business major at Sac State to the valedictorian of Lincoln Law School is nothing short of cinematic, filled with twists of fate and tenacious grit. Ann's candid recollection of her early days, battling with LSAT scores and juggling work at the Public Defe...
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Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delve into the mechanisms of a Qualified Personal Residence Trust, offering a roadmap for...
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Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossomed into a company that's not just constructing buildings but forging enduring communi...
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Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own trajectory from a budding sports broadcaster to a social media strategist, navigating ...
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Could the arrival of the Athletics be the catalyst that transforms Sacramento into a big-league city? Join me, Kelly Brothers, and special guest Gregg Lukenbill, the visionary behind Sacramento's sports evolution, as we dissect the Athletics' seismic shift to our hometown. Through our conversation, we unpack the rich tapestry of Sacramento's baseball history, from the bygone dreams of a minor league ballpark to the electric atmosph...
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Join me, Kelly Brothers, for a riveting journey through Sacramento's historical landscape with the city's very own game-changer, Gregg Lukenbill. Listen in as Gregg, once a young entrepreneur donning lumberjack shirts, recounts his audacious move to bring the Kansas City Kings to Sacramento and explores the city's vibrant 19th-century history. We traverse tales of the gold rush, the transcontinental railroad, and Sacramento's pivot...
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Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a corporate refugee yearning for the thrill of entrepreneurship, this episode promises ...
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From scooping ice cream to steering Safe Credit Union as its CEO, Faye Nabhani's career is nothing short of inspirational, and I had the pleasure of uncovering her journey in this episode. We laughed about those early days behind the counter and marveled at how those foundational experiences in customer service and finance shaped her knack for empathetically navigating the credit union realm. Faye reveals the indispensable moments ...
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Step into the world of print passion and perseverance with Rob Turner, Sactown Magazine's co-founder and publisher, as he recounts the enthralling saga of bringing a city magazine to life amidst the digital revolution. From an unexpected car accident catapulting his career to an ambitious return to his roots in Sacramento, Rob's story is one of unwavering vision, entrepreneurial spirit and a love for his home town. Our conversation...
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Meet Tim Collom, the man who's living proof that you can wear multiple hats and wear them brilliantly. As a real estate maven and an artist with a penchant for vibrant creativity, Tim's unique journey from the Bay Area to Sacramento has seen him transform a pivotal career change at 21 into a thriving dual venture. Our conversation takes you through the inspiring world of an individual who doesn't just sell homes but also paints the...
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Growing up with a paper route may seem quaint, but for Mark Haney, it was the proving ground for an entrepreneurial titan in the making. From outwitting the neighborhood competition to turning a New Year's Eve into a masterclass in opportunity, Mark's journey is a reminder that the seeds of success are often found in the soil of our earliest endeavors. My candid chat with Sacramento's business maven uncovers his formative years, re...
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Join me today as I sit down with Roger Dreyer, the esteemed attorney whose lineage and legal prowess form the spine of this riveting edition of Bite Size Finance. Discover the heroic tales of Roger's father—a nimble navigator and bombardier during World War II—whose experiences in the skies and struggles as a POW shaped the ethos that Roger carries into his own battles for justice. Our conversation traverses the landscape of Roger'...
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Join me as I talk with the owner of 10 million square feet of commercial property, Ethan Conrad. Listen intently as he takes us behind the scenes of his remarkable journey amassing a real estate empire valued at a staggering $1.6 billion. Hear how Ethan challenges the prevailing narrative about the decline of retail spaces, providing compelling evidence to the contrary. With vacancy rates lower than those for office spaces, Ethan's...
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When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities of wealth protection. This episode is an essential listen as Anne illuminates the sta...
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When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated to the love of the game. As he discusses the warm camaraderie of his broadcasting team...
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When the entrepreneurial spark meets a commitment to education, you get Billy Downing's remarkable story. Join me, Kelly Brothers, in the conversation with Billy, the founder and CEO of ESM, as he takes us on a journey through his Sacramento upbringing and into the heart of his mission where "Every Student Matters". His unique blend of an immigrant's resilience and a businessman’s acumen shines through as we discuss the inception o...
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Join me, Kelly Brothers, on a fascinating journey through the life and adventures of Taro Arai, the Chief Dreaming Officer of Mikuni Sushi. Listen in as Taro recounts his unconventional path from Japan to Sacramento, painting a vivid picture of the cultural challenges and personal aspirations that propelled him to leave his homeland. His narrative is a testament to resilience and optimism, from funding his American dream through a ...
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As a kid, I remember my parents' stories about leaving Ireland with little more than hope for a better future, and the importance they placed on educating us, their children. That tenacity and foresight is the spirit behind today's conversation where we'll navigate the twists and turns of retirement planning, a journey that's become an individual responsibility in today's society. It's a path littered with "what ifs" and complex ch...
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