Tallahassee Business Podcast

Ep. 136 - Busting Myths about Financial Planning and Finding Your ”Why” Behind Your ”What”, William Green & Robbie Kinney, MillCreek Financial Consultants

According to Forbes in 2022, only 23% of Americans had a written financial plan, while 37% had done no financial planning at all. It is a common misconception that you need to have a lot of money or be a business owner to seek out financial planning services and this could not be further from the truth. 

On this week’s episode of the Tallahassee Business Podcast we are joined by our 2023 Podcast Presenting Sponsor, MillCreek Financial Consultants. William Green and Robbie Kinney join us to break down the walls of financial planning. They discuss their Process vs. Product approach, advice on planning for retirement when inflation is inevitable, and how exit strategies need to be discussed sooner rather than later. 

MillCreek shares their "why" behind their "what" and how they believe financial education is the forefront of what they do.

Tune in to this week's episode to learn more!

Visit MillCreek's website here: https://www.millcreekfinancialconsultants.com/

 

Disclosure: 

This podcast is intended for general public use and for educational purposes only. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. William and Robbie are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3664 COOLIDGE CT., TALLAHASSEE FL, 32311, 850-5629075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. MillCreek Financial Consultants is not an affiliate or subsidiary of PAS or Guardian. William’s CA Insurance License Number - 0H88072, AR Insurance License Number - 3421324. Robbie’s CA Insurance License Number - 0H88072, AR Insurance License Number - 3421324.2023-160727 Exp 9/23 

 

Ep. 135 - Ensuring a Solid Talent Pipeline for our Community and Experiencing Leadership Tallahassee with Dan McGrew, Workforce Program Development Senior Vice President, CareerSource Florida

On this episode of the Tallahassee Business Podcast, presented by MillCreek Financial Consultants, Dan McGrew, Workforce Program Development Senior Vice President of CareerSource Florida and Leadership Tallahassee Chair joins us to elaborate on the benefits provided throughout the CareerSource network. CareerSource Florida offers an integrated talent support solution to help businesses find, develop, and keep talented employees. They also provide expertise, funding, and resources businesses need to succeed. 

Dan also talks about his experience with Leadership Tallahassee. From having to apply twice, learning about Tallahassee beyond the confines of Florida State University, and now serving as LT Chair, he shares how integral this program has been in his personal and professional life. 

 

Tune in to this episode and learn how CareerSource Florida and Leadership Tallahassee can help shape your future.

Ep. 134 - How Would YOU Advance TLH?

When the Tallahassee Chamber was established 100 years ago, we had a vision for our great city. Now, it's time for us to come together and envision where we go next.

On this week's episode, sponsored by MillCreek Financial Consultants, we sit down with Terrie Ard, President and Partner of The Moore Agency and Chamber Chair to discuss how through this initiative, we are elevating residents’ voices by gathering feedback and addressing our community’s opportunities and challenges by answering a simple yet foundational question: “How would YOU advance Tallahassee?”

 

Through a new approach anchored in our Community Scorecard, we invite you to use our anonymous, online submission portal to tell us what YOU think matters most as we raise our families, expand our businesses, and build our region.

 

Share your opinion: TellUsNowTLH.com

Ep. 133 - Bringing Down the Wall Between Small Businesses and Access to Capital, Mark Kruse, Florida First Capital

With a constant flow of new businesses entering the market, it is important for small business owners to know their options in Tallahassee. Each day, the Tallahassee Chamber advances opportunities that encourage business expansion, retention, and recruitment while supporting business-friendly initiatives. Florida First Capital is licensed by the Small Business Administration (SBA) as Florida's Statewide Certified Development Company. Their mission, much like The Chamber's, is economic development and job creation with their main goal to provide access to capital for small businesses.

On this week’s episode of the Tallahassee Business Podcast, sponsored by MillCreek Financial Consultants, our President/CEO, Sue Dick chats with Mark Kruse about the different services Florida First Captial provides. Through small business loans, Florida First Capital wants to keep as much cash in the hands of business owners as possible.

Tune in & see what First Florida Capital could do for your small business.

Ep. 132 - Business Advocacy: Collaboration is Key to Community Improvement, Rob Clarke, Shareholder, Ausley McMullen and Chamber Chair-Elect/Business Advocacy Committee Chair

The Tallahassee Chamber is dedicated to improving the quality of life for our community, but what does this look like? Our focus is creating a strong regional economy by following a pro-job agenda that will foster growth in the areas of talent supply and education; innovation and economic development; community prosperity; and overall business climate. Through the efforts of the Chamber’s Business Advocacy Committee, led by Rob Clarke, Chamber Board Chair-Elect and Ausley McMullen Shareholder, we advocate for policies critical to positive change in community issues and the growth of the capital region.

On this week’s episode of the Tallahassee Business Podcast, sponsored by MillCreek Financial Consultants, our President/CEO, Sue Dick chats with Rob about the collaborative work being done to address issues related to homelessness, job growth, and sales tax increases.

Tune in to learn more about the Chamber's role as a business advocate and the initiatives and projects we support to bring Tallahassee to the forefront as a destination to live, work, and play.

Ep. 131 Family-Friendly Work Policies a Win for Businesses, Families, and the Future, Madeleine Thakur, Children’s Movement of Florida and Michelle Ubben, Sachs Media

Research shows that higher kindergarten readiness rates translate into better life and health outcomes for children and lower crime rates in our communities. They also keep Florida businesses and workplaces competitive. The Children's Movement of Florida's 'Bosses for Babies' initiative helps employers implement work policies beneficial to businesses and working parents.

On this week’s episode of the Tallahassee Business Podcast, presented by MillCreek Financial Consultants, Madeleine Thakur, President/CEO, Children’s Movement of Florida, and Sachs Media President/CEO, Michelle Ubben join Sue to unveil the latest guide released by the Children’s Movement of Florida.

Through family-friendly work policies and benefits, businesses like Sachs Media have found a competitive advantage in attracting and retaining talent, increasing productivity, and employee loyalty.

Learn more about the Children’s Movement of Florida’s Bosses for Babies initiative at https://www.childrensmovementflorida.org/bosses_guide.

Ep. 130 - Florida A&M University ’Boldly Striking’ Through Academic Excellence and Innovation, Dr. Shawnta Friday-Stroud, Dean, School of Business and Industry

Tallahassee has a long-running list of assets and accomplishments, but there’s one that should make the whole community proud. Florida’s Capital City, as of last year, is home to the #1 Public HBCU in the country: Florida A&M University. U.S. News and World Reports awarded FAMU this top position as well as ranking them 103rd of all public universities, a 13-spot jump from the previous year. 

In 2022, Florida A&M University launched a five-year strategic plan, ‘Boldly Striking’, with a goal to elevate performance and position FAMU to become a top 100 public institution. They set ambitious objectives through Student Success, Academic Excellence, Leveraging the Brand, Long-Term Fiscal Health and Sustainability, and Organizational Effectiveness and Transformation, with a plan to exceed all expectations. With application numbers setting new records each year, it’s clear the word of Florida A&M University’s achievements has already started to spread. 

On this week’s episode of the Tallahassee Business Podcast sponsored by MillCreek Financial Consultants, School of Business and Industry Dean and Chamber Board Member, Dr. Shawnta Friday-Stroud joins us to update us on the continued success and goals for a transformative future.

Ep. 129 - Being Mindful of Mental Health, Dr. Jay Reeve, Apalachee Center

May 1 marked the beginning of Mental Health Awareness Month – a topic often avoided because of the stigma brought on by society. The difficult truth is, nearly one in five Americans live with a mental health condition, according to the National Institute for Mental Health.

On this special episode of the Tallahassee Business Podcast, presented by MillCreek Financial Consultants, Dr. Jay Reeve, President/CEO of the Apalachee Center, joins us to normalize the conversation around mental health and shares ways we can support someone that might be suffering. The Apalachee Center has been serving the Big Bend region since 1948 and continues to provide innovative resources to make access to help easier. In 2018, following the Marjory Stoneman Douglas High School shooting, the Florida Legislature created the Public Safety Act, allowing organizations like the Apalachee Center to partner with local law enforcement in creating Mobile Response Teams (MRT). This proactive partnership offers care in a community-based setting, increasing opportunities to stabilize individuals in the least restrictive setting.

Ep. 128 - Live Local Act: What it Means for Businesses, Marco Paredes, Stearns Weaver Miller

Ep. 127 - Equipping and Enriching our Local Young Professionals, Jason Hollister, Indoor Environmental Management, Access Tallahassee Chair

Since 2006, Access Tallahassee has provided opportunities for young professionals to connect and engage with others to help them grow personally and professionally. Access has attracted and retained hundreds of local leaders in the capital city through exposure to community movers, shakers, and unique social events. This year, the YP group is taking its programming in a new direction, with Tallahassee’s first-ever young professionals’ summit.

On this week’s episode of the Tallahassee Business Podcast, presented by MillCreek Financial Consultants, 2023 Access Tallahassee Chair, Jason Hollister shares more information about the inaugural event taking place on April 21, 2023. In addition to the jam-packed agenda full of workshops and a keynote speaker, Access Tallahassee will also recognize five local up-and-coming leaders for their contributions to our community.

Registration for the 2023 YP Summit & Future 5 Awards is still open! To view the full agenda and learn more, visit www.TLHYPSummit.com.