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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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Taking Care of Business

Paul Cheetham-Karcz

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Taking Care of Business is an honest and raw, real-life podcast (and also a book) on how to grow a successful business whilst taking care of what matters most...yourself. The podcast features some of the most successful business leaders in the UK, mixed in with some inspirational guests from the worlds of sport and media. Paul, a working-class guy, has himself started and grown a number of privately owned and publicly listed companies. The Taking Care of Business book is available to buy in ...
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Disrupting the status quo takes an entrepreneurial mindset and a passion for putting customers first. Listen as Mike Katz, President of the T-Mobile Business Group sits down with trailblazing leaders from businesses large and small to learn how they bring innovative thinking to life, what inspires them to drive change, and where they see new opportunities.
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Mark Shivers is Founder and President of Ignite IPA, a consulting and software implementation firm. In this interview you’ll learn about an amazing program that helps employees accomplish their “bucket list” dreams, and a recent HIA-LI award highlighting Ignite’s commitment to strengthen the Long Island community. As 3 year Vistage founding member,…
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Join George and Tommy on today's episode as they dive into the effect political elections have on the overall stock market. With the upcoming election, there is one question that keeps popping up, "How will this affect the stock market?". You might be surprised to find out that with proper planning, the market isn't nearly as affected by who is in …
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On today's episode, Tommy and George dive into the basics of the stock market! What is a stock? How and why does the price change? It can seem overwhelming trying to digest the market as a whole, so tune is as we boil it down to basics. Tune in to hear more!توسط The Journeys Group
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On today's episode, George and Tommy discuss the more pleasant side of taxes...the difference between tax deductions and credits. Both play an integral part in filing your tax return, and knowing the difference can save you a lot of money if you know how to utilize them correctly. Tune in to hear more!…
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On today's episode, Tommy and George discuss certain things that we as financial planners worry about, and the things that we don't worry about. There's a lot of worry and concern in our world today, and we have to decide what's important enough to spend our time worrying about. You might be surprised at what those are, or maybe aren't. Tune in to …
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On today's episode, Tommy and George discuss everyone's favorite topic...taxes! With all the buzz about potential new tax laws lately, this is a great opportunity to go into more detail about taxes. Today, we're specifically diving into the many different kinds of taxes that we pay, tune in to hear more!…
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On today's episode, join Tommy and George while they talk about who we are at the Journeys Group, and what sets us apart from other firms. Our firm was started out of a desire to provide holistic financial planning to people while maintaining our Christian values in the process. Tune in to hear more!…
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Bob Gronenthal is Owner and CEO of Island Tech Services, a leading provider of advanced technology, mobility and vehicle solutions to business professionals, first responders and public sector employees nationwide. Bob is a member of my Vistage CEO peer advisory group. And from my very first conversations with him early in 2024, he talked about the…
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Join George and Tommy today as they discuss some of the most popular buzzwords floating around! With the availability of news and media all around us, there are more and more buzzwords being thrown around to describe the economy, and these words are often used to make it seem unapproachable or to incite fear. Join us today as we pull back the veil …
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On today's episode, Tommy and George discuss the importance of generosity, and how to take control of your money. One of our favorite mantras at The Journeys Group is this, "Money is a tool. You can use it, or it can use you." If you are in a situation where your money is controlling you and every aspect of your life, why not make a change? Tune in…
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I live on a small harbor on the eastern end of Long Island, where osprey are abundant. Also known as fish hawks, osprey have an extraordinarily majesty when they soar over the water. They are not only beautiful, they are also ruthless hunters. Osprey hunt fish and with their stealth, their vision and their ability to adjust their flight they do it …
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On today's episode, George and Tommy talk about the ABC's of Medicare! The financial industry has successfully made Medicare seem complicated through the sheer volume of information that is provided. The goal of today's show is to break it down into the individual parts and talk about what they cover, don't cover, and everything in between. Tune in…
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On today's episode, join Tommy and George for a personal Q&A about Medicare! Tommy is approaching 65 in November, so the time for him to sign up is rapidly approaching. Today's show is a very candid conversation where George answers any and all questions that Tommy has about what he'll be signing up for. Tune in to hear more!…
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I'm excited to launch a Key Executive group this September. Join my and Grayce Carson to discuss what all the buzz is about! You’re striving for excellence while navigating a complicated corporate landscape. The Vistage Key Executive Program connects you with an elite peer group focused on one goal: empowering one another to achieve greater results…
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On today's episode, Tommy and George delve into the specifics of stock pricing. Wall Street is essentially a giant auction, and the price of a stock is affected just like an auction. There are several factors that come into play, tune in to hear more about the specifics!توسط The Journeys Group
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Tommy is flying solo again on today's episode! Today's topic: liquidity. No matter what kind of economic environment we're in, it is vitally important to have a certain amount of liquidity on hand. Having that liquidity is a massive step towards financial freedom, and brings with it so many benefits. Tune in to hear more!…
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On today's episode, Tommy is flying solo! Join him as he discusses the upcoming political election, and how to prepare your financial future no matter who ends up in charge. The same principles apply despite who is running the country, so join Tommy find out more!توسط The Journeys Group
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On today's episode, Tommy and George discuss the prime interest rate. The prime rate is a hot topic in today's news, but it's rarely discussed in great detail. Today we talk about what exactly the prime interest rate is, how it affects us as consumers, and what the upcoming prime rate could look like. Tune in to hear more!…
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Willie Mays was one of the greatest all-around players in the history of baseball. He was exceptional in all aspects of the game. And he was also one of the most charismatic players of his generation: exuberant, passionate and full of joy, both on and off the field. In this video you’ll learn what his passion can teach us about leadership. You’ll a…
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Current Vistage member, Dee Smith, has a unique vision around cultivating organizational needs with strategic solutions through the use of technology. She has spent the past 15 years servicing clients to get their messages out to their audience and would now like to use her knowledge for good in this world. Dee is the CEO at Linx Communications, a …
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On today's episode, Tommy and George discuss a case study that highlights the kind of forward thinking that comes into play when planning for your financial future. Financial planning is like chess, we are constantly thinking and planning several steps ahead in order to find the most effective way to achieve your goals with plenty of flexibility. T…
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On today's episode, Tommy and George take a break from any financial topics to talk about Independence Day. We've got a myriad of fun facts and information about the 4th, and we invite you to join us for a more lighthearted episode today. Listen in to hear more!توسط The Journeys Group
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I recently returned from a biking trip to Spain and Portugal, where I learned some things about Christopher Columbus I didn’t know. Columbus provided the inspiration that led to the discovery of America. But without his partner, Martin Alonso Pinzon, who was a brilliant strategist and navigator, Columbus might never have made it. Columbus was the v…
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On today's episode, Tommy and George go over some common financial misconceptions that people tend to fall victim to. These misconceptions may be holding you back from helping to achieve your financial goals, and the freedom that comes with it. Listen in to learn about these untruths and how to avoid them!…
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On today's episode, Tommy and George discuss the importance of having a recipe for your financial future. Just like baking a cake, it's very difficult to have a successful end product if you don't have a recipe to follow along the way. Your financial professional should have this recipe laid out, and it should be easy to follow and understand. Tune…
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Join the conversation between NHPA's Melanie Moul and Dave King, executive director of the Home Improvement Research Institute (HIRI) as they discuss highlights from Q2, how HIRI has adjusted it's projections for the year and the latest data on female DIYers.توسط North American Hardware and Paint Association
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On today's episode, Tommy and George discuss what your financial priorities should be. Specifically, they talk about tithing, emergency savings, and putting money away for retirement. Before any other budget item, these should be taken care of. Tune in to hear more about these, and the benefits of each!…
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Cael Sanderson might be the only athlete—in any sport—never to have lost a single competition in their entire intercollegiate career. His career record in college wrestling was 159-0, winning 4 individual national championships. He has brought his brilliance to Penn State wrestling team, which has won 11 out of the last 13 national team championshi…
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On today's episode, Tommy and George discuss debt management. Debt can be one of the largest contributors to stress in someone's life, but there is always a way out. Today we discuss ways to avoid debt, as well as the ways to get yourself out from underneath existing debt. Tune in to hear more!توسط The Journeys Group
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On today's episode, Tommy and George unpack and discuss equity-indexed annuities. Annuities often are vilified in the media, but are powerful tools in the right circumstances. Listen in to find out the good, the bad, and everything in between. Tune in to hear more!توسط The Journeys Group
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Abe Lincoln is always at or near the top of the list when people are asked, “Who are the greatest leaders in history?” The genius of Lincoln was the team he assembled around him. His entire leadership team had all previously been his political rivals. When asked why he chose them, Lincoln replied it was because they were “the strongest leaders” he …
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In today's episode, George and Tommy unpack recessions. The common rhetoric is that recessions are a world ending event, when in fact they are a healthy part of a normal and functioning economy. We review historical data about recessions, and delve into how to properly position and prepare yourself for future recessions. Tune in to hear more!…
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Do you know what you're paying for your investments? On today's episode, Tommy and George delve into the impact of fees on your return, and the importance of understanding what exactly you're paying. Excessive fees can be one of the biggest killers of a return on investment, and you as the client need to be aware of what costs go into an investment…
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Current member, Sin Senh, and I discuss what led him to being CEO of Roux, and what led him to Vistage. Sin Senh is a registered Professional Geologist with over twenty years of experience in environmental site assessment, remediation, and risk management. He holds Bachelor’s degrees in Geology and Environmental Studies and a Master’s degree in Hyd…
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Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a …
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Getting perspective in the midst of action is an essential leadership skill. Elite athletes have it, as do great military leaders and inspiring spiritual leaders. Walt Whitman called it “being both in and out of the game.” The horizontal dimension of leadership is all the stuff you have to do, it’s putting your head down and getting it down. The ve…
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George is flying solo on today's episode! Join him to hear about the different experts that make up a full financial team. Just like working on a project, one tool can't do every job, so it's important to bring in the experts for the different aspects of your financial future, such as taxes and estate planning. Tune in to hear more!…
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Kym Laube is the Executive Director of Human Understanding Growth Services, Inc., HUGS, Inc., located in Westhampton Beach, NY. In this position she brings over 30 years of substance use prevention knowledge and expertise, leading the organization to provide a full array of multidimensional prevention services. Kym is a national trainer and speaker…
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On today's episode, Tommy and George continue to dive into the state of the economy under President Biden. Last episode showcased the dangers of media bias and how easy it can be to twist statistics. Today's show is a look at nothing but hard numbers to give a more accurate picture of what's really going on with the economy. Tune in to hear more!…
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On today's episode, Tommy and George take a dive into the state of the economy under President Biden. This episode focuses on an article that praises President Biden's work, and directly contradicts what the average American citizen is feeling these past few years. Tune in to hear more, and make sure to tune in next week for Part 2!…
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Join me and Long Island business leader, Scott Passeser. Scott is a proponent of the insights from Vistage’s CEO Confidence Index, and their applicability for business leaders. Each quarter he invites me onto his show, “Radio Jobline 103.9,” where I do a deep dive into these insights. We discuss national and Long Island trends in the report, and br…
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On this episode of "Taking Care of Business," NHPA's COO and publisher Dan Tratensek joins Joelle Cohn, industry relations manager for the National Hardware Show, live from the NHS show floor to share highlights of the show and what attendees can look forward to in 2025.توسط North American Hardware and Paint Association
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Caitlin Clark plays basketball for the University of Iowa. She recently took over the top spot as the all-time scoring leader in the history of women’s college basketball, and also broke the men’s college basketball career scoring record that has been on the books for over 50 years. Clark has been described as “unstoppable….a supernova….a tsunami o…
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On this episode, NHPA’s Melanie Moul has a conversation with Dave King, executive director for the Home Improvement Research Institute (HIRI) about how the industry fared in Q4 2023 and what's to come in 2024. To learn more about HIRI and upcoming research initiatives, visit hiri.org.توسط North American Hardware and Paint Association
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How do you make decisions? Some rely on instinct and others rely on data. But you can’t overlook the value of outside perspectives. The CEO Confidence Index is one of the crown jewels of Vistage. It’s the definitive source for what leaders of SMBs are thinking—outside perspectives—and a leading indicator of a major metric used by the best economist…
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On today's episode, Tommy and George discuss the most frequently asked questions by new clients. They delve into these questions, and explain how they may not have as simple of an answer that you may think. Just like our planning process, these questions are so individualized and vary from person to person. Tune in to hear more!…
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Join in today's episode to hear Tommy interview George after almost 6 years in the business. They discuss George's first impressions of the business, the changes he's seen in the business, and his journey to becoming a CFP. Tune in to hear more!توسط The Journeys Group
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Current member, Ryan Dempsey, provides insight into what drew him to Vistage. Ryan Dempsey is the Managing Partner at East End Group that provides commercial maintenance services to property owners, managers and businesses in New York and throughout the northeast. They install new services and fixtures, perform preventative commercial maintenance s…
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A colleague of mine, Norma Rosenberg, says she loves when her non-profit and for profit CEOs get together, because they “rub off on each other.” Leaders grow when they’re exposed to different leadership approaches. And in the course of these interactions, divergent perspectives “rub off on each other” to the benefit of all. In this installment you’…
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On this episode of "Taking Care of Business," NHPA's Melanie Moul talks to Frank Glowacki, director of product management for primers for the Zinsser brand. They discuss the brand's 175-year commitment to delivering reliable product performance across its innovative line of primers, paints and coatings. Learn more at zinsser.com.…
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