Upreneur
Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with today’s top leaders and business owners.
Episodes
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 St...
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 addi...
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 ...
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 busin...
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 ...
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...
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...
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 develope...
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.
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...
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 softwar...
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 ab...
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 t...
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 ...
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 f...
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 t...
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 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 ...
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 passi...
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