Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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محتوای ارائه شده توسط Arnie Howes. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Arnie Howes یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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0071 - The Triple Value of Preparing for Copilot
Manage episode 495678714 series 3585758
محتوای ارائه شده توسط Arnie Howes. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Arnie Howes یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode, Annie explores the often-overlooked benefits of optimizing your SharePoint and Teams environments, especially as organizations prepare to unlock the power of Copilot. She highlights how a properly configured Teams setup brings not only the collaborative advantages of Teams itself, but also the organizational value of SharePoint working seamlessly in the background.
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اشتراک گذاریManage episode 495678714 series 3585758
محتوای ارائه شده توسط Arnie Howes. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Arnie Howes یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode, Annie explores the often-overlooked benefits of optimizing your SharePoint and Teams environments, especially as organizations prepare to unlock the power of Copilot. She highlights how a properly configured Teams setup brings not only the collaborative advantages of Teams itself, but also the organizational value of SharePoint working seamlessly in the background.
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Training alone won’t fix your Teams mess—and this episode explains why. If you’ve poured time and resources into Microsoft Teams training only to watch your employees revert to email and shared drives, you’re not alone. In this fast-paced six-minute episode, Annie Rynd breaks down the real reason Teams fails to take off. Without a customized setup that meets your team’s actual needs, training is just window dressing. Annie uses a vivid analogy to show how a poorly structured Teams site leaves employees confused, frustrated, and stuck in old habits. But there’s hope—and it doesn’t require starting from scratch. Annie shares how a strategic re-start, focused on customizing Teams before training, can turn things around fast. From organizing channels to adding resource tabs that put everything one click away, she outlines the essentials for building a Teams site that actually works. Whether you’re launching Teams for the first time or trying to rescue a messy rollout, this episode offers practical steps and a clear path forward. Tune in now, and get ready for Part 2 next week, where Annie reveals how to train for guaranteed success. www.countyquest.com…
Planner Premium: Microsoft’s Answer to Real Project Management Microsoft Planner has long been great for ad-hoc tasks, but it fell short for structured project work — until now. Planner Premium delivers Gantt charts, task dependencies, Copilot-powered automation, and seamless Teams integration for just $10/month per project manager. It’s intuitive, powerful, and built for real collaboration. Built for Teams, Clients, and Repeatable Success Planner Premium lets external clients and non-licensed team members update tasks, supports custom templates, and generates status reports with Copilot. It’s ideal for consultants and small teams managing repeatable projects. Try it free for 30 days and see the difference. https://www.microsoft.com/en-us/microsoft-365/planner https://www.countyquest.com…
In this episode, Annie Rynd outlines three best practice steps that go beyond simply assigning licenses and downloading the app. These aren’t setup tasks—they’re deployment accelerators that shape how your organization uses Teams for real impact. Whether you’re an IT admin, a site owner, or a business leader, this episode gives you a short list of high-leverage moves to make Teams work smarter for your organization.…
Is Copilot a shortcut or a setback? This week on 1,001 Business Problems Solved with Microsoft Teams , Annie Rynd explores the hidden risks of deploying Copilot across your organization. From missed episodes to missed opportunities, she shares a real-world moment when Copilot couldn’t quite deliver — and why that matters. You’ll hear how over-reliance on AI can lead to generic content, disengaged employees, and even alienated customers. But don’t worry, Annie’s not just here to warn — she’s here to guide. Trust but verify — and aim small to miss small. Annie breaks down how to avoid the most common pitfalls of Copilot implementation, including vague goals, blind trust, and workforce reduction. Instead, she offers a smarter path: use Copilot to eliminate low-value work and free up your team for strategic growth. Learn how the OMG System — Organize, Manage, Grow — can help you harness AI without losing your edge. It’s a slightly longer episode this week, but every second counts. www.countyquest.com…
Tired of digging through endless folders to find the right file? You’re not alone—and neither are your employees. In this episode, we explore how much time is wasted on file hunting and introduce a smarter, faster way to organize documents using metadata. Instead of burying files in layers of folders, metadata allows you to tag documents with meaningful descriptors like client name, year, and type—making them instantly searchable and sortable. We also show how metadata unlocks powerful features in Microsoft 365, including custom SharePoint views and seamless integration with Copilot. Whether you’re using Copilot or not, switching to metadata can dramatically improve your team’s efficiency and accuracy. If your business is ready to ditch the folder chaos and embrace a modern, scalable system, this episode is your starting point. theomgsystem.com…
In Episode 76 of 1,001 Business Problems Solved with Microsoft Teams , Annie Rynd walks listeners through a practical, step-by-step tutorial for organizing business information in preparation for Copilot. From reviewing folders to setting permissions and building Teams sites, this episode is packed with actionable advice. Listeners will learn how to streamline their file systems, eliminate permission headaches, and prepare their Teams environment for efficient collaboration and use of Copilot. Whether you're just starting or deep into your Teams and Copilot journey, this episode offers a clear path forward. www.countyquest.com…
In Episode 75 of 1,001 Business Problems Solved with Microsoft Teams, Annie Rynd tackles the all-too-common issue of procrastinating on folder and file organization in preparation for Copilot deployment. Using a vivid analogy from her farm days—a “rat-killin’”—she urges listeners to stop waiting for the perfect moment and start organizing their digital workspace. With a reminder of last week’s garage metaphor, Annie makes the case that Copilot is not just worth it—it’s transformative. This episode is a rallying cry for business owners and managers to take action. Copilot isn’t just another tool; it’s a force multiplier that streamlines operations, reduces wasted time, and unlocks higher-value work. Tune in to learn how to kick off your deployment with confidence and clarity.…
In this episode of 1,001 Business Problems Solved with Microsoft Teams, Annie Rynd tackles a common frustration: why Copilot sometimes struggles to find the information you need. Using the analogy of a retired handyman with a perfectly organized garage, Annie illustrates how digital clutter—disorganized files, siloed emails, and chaotic Teams channels—can hinder Copilot’s effectiveness. Listeners will learn why strategic organization is essential for maximizing Copilot’s ROI and how Teams can be the foundation for that order. Annie sets the stage for upcoming episodes that will offer practical tips for cleaning up your digital workspace so Copilot can truly shine. www.countyquest.com…
In this episode of 1,001 Business Problems Solved with Microsoft Teams, Annie Rynd steps away from Copilot and AI for a moment to tackle a timeless workplace challenge: inefficient meetings and update emails. She introduces a simple, powerful solution using SharePoint Lists that can transform how teams share progress and prepare for meetings. With just a few setup steps, managers can eliminate repetitive status updates, streamline communication, and create a searchable archive of team activity—all while saving time and boosting productivity. Whether you're tired of endless Friday update emails or meetings that feel like monologue marathons, this episode offers a practical, proven fix that’s been delivering results for over two decades. Tune in to learn how to build your own update list and reclaim your time. www.countyquest.com…
Discover why you don’t need extensive research or outside training to use Microsoft Copilot effectively—just ask the tool itself! This episode emphasizes needs-based deployment over focusing solely on technology, and highlights the importance of organizing your Teams, SharePoint, and OneDrive environments to unlock Copilot’s full potential. www.countyquest.com…
In this episode, Annie explores the often-overlooked benefits of optimizing your SharePoint and Teams environments, especially as organizations prepare to unlock the power of Copilot. She highlights how a properly configured Teams setup brings not only the collaborative advantages of Teams itself, but also the organizational value of SharePoint working seamlessly in the background. www.countyquest.com…
In this episode, Annie explores how to turn Microsoft Copilot from a simple digital assistant into a true game-changer for your organization. The secret lies in harnessing your business’s own knowledge—organizing files, conversations, and calendars in the cloud via Teams and Microsoft 365. Annie emphasizes the importance of building a shared, strategic workspace where information is accessible and collaboration thrives, unlocking Copilot’s full potential. She reassures listeners that Copilot keeps company data private and secure, only using it within the boundaries of your organization. Annie also offers practical guidance on deploying Copilot effectively. She advises starting with a paid Copilot license for an innovative leader, enabling them to pave the way for broader adoption. Before rolling out Copilot company-wide, she stresses the necessity of solidifying Teams and SharePoint permissions to prevent unintentional access to sensitive information. For those seeking expert help, Annie recommends a free strategy session with Arnie at countyquest.com. Tune in next week for actionable strategies and answers to your Copilot questions as Annie continues to help businesses work smarter together. www.countyquest.com…
Discover the amazing potential of AI with Annie Rynd in this episode of our series, "Copilot AI in Your Business." Annie takes a fun and practical dive into how we’ve approached technology in the past and why it’s important to avoid jumping into new tools without a solid plan. She shares easy, real-life tips on how to bring Microsoft Copilot into your daily work—not just to save time, but to make your tasks smoother and more enjoyable. With relatable examples, like how Copilot made prepping for client meetings a breeze, Annie shows how AI can be more than just a tool—it can be your trusted sidekick. By focusing on using technology in ways that truly help your team and your goals, this episode is your guide to deploying AI without the stress. https://www.countyquest.com…
In this second episode of our new series, Copilot AI in Your Business, Annie Rynd—your hostess with the mostest—dives into the big question: Why now? Why is Copilot, and AI more broadly, suddenly the must-have tool for every business? Annie unpacks the shift from AI as a futuristic concept to a present-day necessity, sharing how Copilot is more than just a digital assistant—it’s a strategic teammate. With insights like Ginni Rometty’s quote, “AI will not replace humans, but those who use AI will replace those who don’t,” this episode sets the tone for why adopting AI isn’t optional—it’s essential. Annie also shares real-world examples from County Quest Consulting, where Copilot helped prep for three client discovery meetings in seconds—saving hours of manual work and mental energy. From summarizing documents to drafting tailored agendas, Copilot proved it’s not just about saving time—it’s about working smarter. Tune in to learn why Copilot is your on-ramp to the future of business. https://www.countyquest.com…
The first episode of our series, *Copilot AI in Your Business*, explores how Microsoft Copilot is revolutionizing workflows and boosting innovation. Annie highlights the surge in demand since its May release and shares insights from AI advocates like Gary Vaynerchuck, emphasizing the need to embrace this transformative technology now. Packed with practical advice and lessons from the past, this episode sets the stage for a series full of actionable tips. Stay tuned as Annie delves deeper into Copilot’s features and how they can help businesses work smarter and faster. Don’t miss this exciting journey into the future of AI in business!…
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1,001 Business Problems Solved with Microsoft Teams
Well-seasoned Teams users and site owners likely already know the value of tabs in channels because tabs have been around since Teams was released in 2017. We discovered in a recent workshop however, that the value isn't always obvious to newcomers. In this episode, Annie Rynd explains how tabs can simplify your employees' computing work while simultaneously helping your unique business processes. For more resources and our free, 30-minute Teams Quick Start video course, visit countyquest.com…
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1,001 Business Problems Solved with Microsoft Teams
SharePoint Lists have been around for more than twenty years, but now there is the Microsoft Lists app and newcomers are often confused. Perhaps you've learned what Lists can do for your business, but just getting started is confusing. In today's episode, you'll learn the difference and which to use when. If you're wondering why in the world you'd even use Lists in your business, you may want to listen to two of our most popular episodes - 56 & 57 - prior to listening to this one. As always, you can find more resources and even get help if you need it, over at countyquest.com .…
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1,001 Business Problems Solved with Microsoft Teams
You know that punch-in-the-gut feeling you get when you realize your sensitive document has been accidentally made available to the wrong employees? How about that seemingly constant toil that occurs when employees legitimately need access to documents? While the permissions setting features in Teams and SharePoint are robust, most employees do other work for their roles and permissions setting is not their expertise. Today's episode tells you how to not only ensure the correct people always have access while the rest are denied entry, it also tells you how to eliminate that churn you experience when somebody needs access legitimately. Using these best practices, you'll eliminate much of the work involved with permissions. If you need hands-on assistance, be sure to sign up for a complimentary one-hour consultation at countyquest.com…
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1,001 Business Problems Solved with Microsoft Teams
After last week's Part One episode, you know how to strategically store your policies and procedures in a way that protects them from unintended edits and deletions, but still keeps them in front of employees. In this Part Two episode, Annie tells you how to eliminate most of the work it takes to manage those documents without having dozens of outdated revisions cluttering your space. She also tells you how to eliminate the tedious work of saving them as PDFs and then moving them from the draft location to the final location. This is an episode you'll want to pass along to your HR department or other employee charged with maintaining policies and procedures. To learn more, go to www.countyquest.com…
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1,001 Business Problems Solved with Microsoft Teams
Teams is a great method to save and share workgroup files, but what about policies and procedures? Well, not so much...not out-of-the-box, anyway. Teams sites are designed to give all team members equal access for everything contained within, so that isn't a good solution for policies and procedures because you don't want everyone on the team being able to edit and delete such important documents. Never fear, because in this episode, you'll learn how to quickly ensure these documents are protected from undesired changes and deletions while also putting them right in front of employees where they work every day.…
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1,001 Business Problems Solved with Microsoft Teams
We usually give Microsoft the benefit of the doubt when they change things up on us. Even though change is never fun, we usually end up liking their changes once we get used to them. This latest change has us more than scratching our heads, however. Millions of Teams users are being blindsided by their Teams buttons disappearing from the left app panel in the Teams interface. In today's episode, Annie tells you how to get it back. You'll want to share this episode with other business acquaintances who rely on Teams to run an effective business!…
If your Teams site is more than a few months old, you likely still have a channel named "General." If you leverage channels, as you should, this channel may serve no obvious purpose yet. Or, if you don't leverage channels, this channel may have become a dumping ground for everything. Regardless, the General channel has been a source of clutter and uncertainty for a lot of Teams users and site owners. In this episode, Annie Rynd tells you a great best practice that gives the General channel a purpose. And, if your Teams site is only a couple months old and you do not have a General channel, you'll probably want to build one after listening to this best practice. Want to learn more about Teams and how to improve your business? Go to teamsquickstart.com for more resources.…
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1,001 Business Problems Solved with Microsoft Teams
You paid an excellent trainer to give your employees Teams training. Perhaps you gave them all the best online Teams courses. But...Teams still hasn't taken hold and the results are underwhelming. You're very disappointed. Maybe Teams isn't all it's cracked up to be. The truth of the matter is that the problem is not the quality of the training, nor is it that your employees just don't get it. There are three common causes for the failure of Teams training to deliver the results you're wanting and in this six-minute episode, host Annie Rynd tells you what those root causes are and how to avoid them (or recover if you've already been down that road). Register for our free, 30-minute Teams Quick Start training course!…
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1,001 Business Problems Solved with Microsoft Teams
What if you have successfully moved your employees to Teams, getting them to always send Teams chat messages and channel posts rather than emails, but their customers, vendors, and other external people continue using email? Isn't that confusing? Well, not really. In today's episode, Annie explains why and also tells you how to begin converting your external contacts to also move to Teams if they're open to it. At County Quest Consulting, we always communicate with our clients via Teams rather than email, and it saves everyone involved a lot of clutter and work.…
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1,001 Business Problems Solved with Microsoft Teams
SharePoint Lists are our favorite Microsoft 365 app to add to Microsoft Teams. As a business owner or leader, you'll love how Lists can streamline and standardize many things you currently keep in spreadsheets or email. From building your own CRM to tracking the status of complex projects or office processes, there is no doubt you'll find many efficient uses for Lists around your business.…
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1,001 Business Problems Solved with Microsoft Teams
Everybody uses spreadsheets in their business. It's a tried and true way to track items and organize data in a meaningful way. But, did you know there is a much better way to organize spreadsheet information when you have multiple people using and/or consuming the information? SharePoint lists have been around for more than twenty years, but most businesses don't have a clue what they do or how they can help. This episode will expose you to Microsoft's best kept secret!…
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1,001 Business Problems Solved with Microsoft Teams
After describing the problem most businesses face in Part 1 of this two-part series, Annie is back to tell you both the benefits of going all in on Microsoft Teams, as well as the four time-tested steps for succeeding with your own deployment.
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1,001 Business Problems Solved with Microsoft Teams
Going all in on Teams is like acting on a hot stock tip that actually pans out. Most businesses - especially smaller businesses - do not know about the transformative powers of Microsoft Teams. They may use Teams for video meetings and a little bit of chat, but they don't strategically leverage it to transform their businesses. This is the first of a two-part series on why Teams is worth going all-in on.…
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1,001 Business Problems Solved with Microsoft Teams
How many times have you scrambled to give someone access to a shared workgroup file? How many times has someone accidentally been given access to a sensitive file? How often have you resented trying to figure out how to set permissions? Or are you just sick of the mental clutter of having to keep so many shared files straight in your head? In this episode, Annie Rynd tells you how to set permissions one time and never have to worry about them again.…
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1,001 Business Problems Solved with Microsoft Teams
Are you an early adopter, or perhaps just someone who sees the great value of Teams to a workgroup but feel you don't have the authority to do anything about it? Well fear not. In all likelihood, you can do something about it! This week, Annie tells you how to improve your workgroup's effectiveness with Teams, even if you are a lower-level manager in a large corporation or even if you're an individual contributor with no authority.…
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