Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Ian Payne an ...
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Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.
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Relationships are the spice of life. Over the course of my career, I’ve been lucky enough to hear thousands of stories from cool people about where they’ve come from, where they are and how they live their Signature Life. Coffee With Cool People is my outlet for sharing these stories with the world (or at least my slice of it!)
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Meet Ryan Bodin (Retail Real Estate Investor)
28:59
28:59
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28:59
Today, Ian Payne and Scott Bishop sit down with Ryan Bodin, a versatile real estate investor. Ryan shares his journey from working in tax and audits to becoming a successful real estate mogul. He details his beginnings in Louisiana, his pivot to real estate after being laid off during the 2008 financial crisis, and how he built his portfolio from s…
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Meet Tri Vu (Secure Land Co.)
35:28
35:28
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35:28
Today we chat with the owner of Secure Land Co., Tri Vu. In this interview, Tri discusses how despite his success in IT, his lack of passion in the career led to his entrepreneurial journey into owning his own land real estate company. Hear him talk about how he learned the business, what his motivating factors were, and how he's taking a family ap…
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Meet David Melzer (Property Claims Consultant)
31:46
31:46
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31:46
Today we chat with the President of Property Claims Consultant, David Melzer. In this interview, David details his career journey from working for major insurance companies, to starting his own business from the ground up. Hear what David has to say about the importance of people, relationships, and future expansion. Learn More Website: https://www…
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Meet David Krasny (Commonly)
36:48
36:48
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36:48
Today we chat with the founder and CEO of Commonly, David Krasny. In this interview, David details how after working for years in startups, he's taking on a new venture that puts a twist on matchmaking. Hear what he has to say about the idea, funding the business, and where he hopes to continue to grow into the future. Contact David Website: https:…
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Meet Jonny August (Orion Labels)
32:37
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32:37
Today we chat with the CEO of Orion Labels, Jonny August. Jonny guides us through his journey of how he came up in the family business. Even as a child, he knew he wanted to be a CEO, even though his father never pushed him to take over the family business. Hear what Jonny has to say about keeping the family tradition, how the business changed with…
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Meet Matt Dreith (Real Estate Entrepreneur)
31:51
31:51
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31:51
Today we chat with portfolio manager turned real estate entrepreneur, Matt Dreith. Matt joins us from Colorado and tells us about his journey and how he's leveraged his previous career into beginning his path to entrepreneurship. He details what's it's like working with his brother at their multi-family investing firm and some advice he'd give to n…
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Meet Austin Stack (Crypto Trader)
52:13
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52:13
Today we chat with real estate investor turned crypto trader, Austin Stack. He tells us his story of how difficult beginnings drove him to work harder, and why he turned to the crypto space. Hear Austin's thought process on why crypto works for him, and how it differs from traditional investing. Follow Austin X: @investmeows Website: investmeows.co…
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Meet Rob DuBroc (On Track Storage)
46:41
46:41
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46:41
Today we chat with the founder of On Track Storage, Rob DuBroc. Rob is a real estate investor with a background in technology, specifically commercial real estate and fintech. He details his journey from investing in multi-family complexes to self-storage, and why that makes sense for his lifestyle. Follow Rob Instagram: @robdubroc Website: dubrocc…
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Meet Keir Weimer (Weekender Hotels)
42:41
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42:41
Today we chat with the founder and CEO of Weekender Hotels, Keir Weimer. He shares his story of tragedy and adversity and how focusing on the future led to where he is today. Keir is an internationally-recognized, luxury real estate & lifestyle entrepreneur who has been featured in major global media outlets such as the Wall Street Journal, The New…
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Meet Anthony Fontana (Vantage Point Acquisitions)
46:05
46:05
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46:05
Today we chat with Director of Acquisitions at Vantage Point Acquisitions, Anthony Fontana. We discuss takeaways from the University of South Carolina, his early days in consulting and how that lead to real estate. He dives into the business of commercial and single-family housing and what to expect in both. Follow Anthony LinkedIn: https://www.lin…
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Meet Kris Benson (Entrepreneur and Investor)
1:00:24
1:00:24
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1:00:24
Today we chat with entrepreneur and friend, Kris Benson. We discuss his journey that has led to his success and why money isn’t always the driving factor. Listen in to hear his philosophy in breaking life into sections and his process of deciding what he wants to do next. And be sure to check out his own podcast, “Beyond the Game” where he talks to…
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Meet Cody Littlewood (Codelitt, Carbon Real Estate Investments)
54:47
54:47
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54:47
Today we chat with entrepreneur and investor, Cody Littlewood. He has a long track record and deep expertise in buying, building, and operating companies and real estate properties. He’s been leading large teams and companies, developing financial models and strategies, deploying capital, and developing operational excellence for over a decade. Lis…
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Meet Matt Nicklin (OneSource Real Estate)
49:58
49:58
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49:58
Today we chat with Real Estate Broker and Investor, Matt Nicklin. He began his Real Agent Career at EGA Realty, then went on to open his own Real Estate Brokerage OneSource Real Estate where he has helped many investors turn their property into a cash-flowing asset by taking over the property management and finding a quality tenant. Listen to his t…
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Today we chat with a well-traveled family man who embraces all the challenges life can throw your way. Sam Syed is the founder and legacy planning special at Syed Financial Group along with an investor in the tech space. Listen to this episode to hear how he wants to continue your own legacy and prepare the US for the future of EV. Follow Sam Linke…
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Today we chat with the principal and co-founder of Silicon Creations, Randy Caplan. Randy details his journey from studying electrical engineering at Georgia Tech to running a company that designs chips that can be found in a significant percentage of all electronic products built on Earth in the last decade. Hear how he also incorporates health an…
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Dr. Jermaine Ford - President - Florence Darlington Technical College
40:21
40:21
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40:21
Dr. Jermaine Ford - President - Florence Darlington Technical College
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Today we chat with State Farm owner and agent, Michael Gill. Michael details his journey from working in a bank in college and how he climbed the ranks to owning his own State Farm Agency in Watkinsville, GA. Follow Michael Website: https://www.insureoconee.com/ Email: michael@insureoconee.comSignature Wealth Management Group által
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Today we chat an entrepreneur, investor, and family man, Adrian Accay. He details his journey through pharmacy and how that led to his success with RiteChoice Pharmacy and beyond. Follow Adrian LinkedIn: https://www.linkedin.com/in/adrian-accay-pharmd-714343191/Signature Wealth Management Group által
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Today we chat with a man who not only had dreams of being an Olympic athlete, but also an entrepreneur who continues to push his limits. Joseph Wechsler states, "I am privileged to serve as both the CEO of VirtuAlly, a rapidly growing telehealth company, and as an active Managing Director at Blueline Ventures, the middle-market business acquisition…
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Meet Brett Harmeling (Happy Life Labs, Verijet)
44:51
44:51
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44:51
Today we chat with a man with many titles; director, partner, founder, CEO. Brett Harmeling is an unshakable optimist who believes in a bright future and our ability to build it together. Brett’s WHY is to inspire people to do what inspires them so that, together, each of us can change our world for the better. Follow Brett Insta: @brettharmeling L…
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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and valu…
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Russell Harris, Brian Ransom, and Ian Payne are back to discuss 9/11 and the impact it made on the United States. We reflect on what we remember from 9/11/2001 (00:55). The economic impact of 9/11 (08:59). New U.S. additions post-9/11 (22:35). Send us your questions! Email: info@signaturewmg.com. Learn more at signaturewmg.com…
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Spotlight: Entrepreneurship with Samir Patel
42:41
42:41
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42:41
Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landsc…
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2023 Mid-Year Financial Update
52:58
52:58
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52:58
Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52). Send us your questions! Email: info@…
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Investment Basics
1:01:44
1:01:44
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1:01:44
Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29). Send us your questions…
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Chip Munn - CEO - Signature Wealth Group and Complicated Dude
31:37
31:37
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31:37
Chip Munn - CEO - Signature Wealth Group and Complicated Dude
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Donna Isgett - CEO - McLeod Health
44:49
44:49
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44:49
Donna Isgett - CEO - McLeod Health
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Planning College Funding with Curt Mangold
30:28
30:28
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30:28
Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)? How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning (21:47). Send us your questions! Email: info@signaturewm…
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Dr. Fred Carter - President - Francis Marion University
46:56
46:56
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46:56
Dr. Fred Carter - President - Francis Marion University
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Spotlight: The 2023 Housing Market with Patrick Waters
42:12
42:12
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42:12
Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and manageme…
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Jay Hinesley - CEO, Pee Dee Division - MUSC Health
34:11
34:11
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34:11
Jay Hinesley - CEO, Pee Dee Division - MUSC Health
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Elizabeth Jones - Executive Director - McLeod Health Foundation
35:26
35:26
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35:26
Elizabeth Jones - Executive Director - McLeod Health Foundation
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Spotlight: Travel Tips & Tricks with Malisha Mendis
33:35
33:35
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33:35
Today we have the privilege to talk with travel blogger and photographer, Malisha Mendis. Malisha has been to 43 countries and counting while balancing her career in the corporate world. As vacation season creeps up on us, we get into a few tips and tricks on saving for travel, how to make the most of your trips, and investing in memories instead o…
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Russell Harris and Brian Ransom are back to discuss a looming word… “recession”. Brian’s 2 truths and a lie deals with hypothetical recessions (0:50). Where we’re at and where we’re headed (07:18). How would a recession impact us? (24:05). Send us your questions! Email: info@signaturewmg.com. Learn more at signaturewmg.com…
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Dr. Richard O’Malley - Superintendent - FS1
34:55
34:55
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34:55
Dr. Richard O’Malley - Superintendent - FS1
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Spotlight: Investing in Your Health with Ryan Kennedy
40:29
40:29
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40:29
Today we have the privilege to talk with Functional Medicine Practitioner and Board-Certified Clinical Nutritionist, Ryan Kennedy, as he addresses why you should invest in your health. Ryan Kennedy helps people improve their health through lifestyle and dietary changes. He works with entrepreneurs and busy professionals utilizing efficient & target…
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Let’s Dive into SVB and Banks
35:21
35:21
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35:21
Russell Harris and Brian Ransom are back to give us a deep dive into how banks play into the current financial environment. How banks operate (0:42). An update on the SVB situation (11:04). The history of banks in the U.S. (17:13). How does this tie into inflation and a recession (26:53)? Send us your questions! Email: info@signaturewmg.com. Learn …
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David Mullins - Branch Manager - First Reliance Bank
35:23
35:23
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35:23
David Mullins - Branch Manager - First Reliance Bank
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Are You Ready to Retire?
35:32
35:32
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35:32
Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia compares two different stocks (1:19). Our weekly market update discusses inflation and a bond vs stock comparison (5:15). The big question: Are you ready to retire (18:25)? Send us your questions! Email: info@signaturewmg.com. Learn more at signaturew…
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Jean Leatherman - ERA Leatherman Realty
38:18
38:18
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38:18
Jean Leatherman - ERA Leatherman Realty
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Oil Prices and Artificial Intelligence
39:34
39:34
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39:34
Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia deals with the reconstitution of indexes (0:40). Our weekly market update discusses oil prices (7:11). Have markets rallied since the beginning of 2023 (14:45)? How SWMG works with you (20:25). AI and technology in investing (26:45). We wrap-up with S…
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Spotlight: Tax Season Prep with Jonathan Bill & Bruce Burkholder
44:16
44:16
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44:16
Today we’re honored to talk to Jonathan Bill (owner of SBS Accounting and Advisors) and Bruce Burkholder (manager of Robins, Eskew, Smith & Jordan CPAs.) They discuss a variety of tax season topics such as how to prepare (W2 and businesses), common big mistakes, and changes in filing for 2022 and 2023. SBS started in 2006 with a passion to help sma…
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Financial Planning Changes in 2023
39:11
39:11
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39:11
Russell Harris and Brian Ransom kick off our first episode of 2023. Brian gives us two financial truths and a lie about 2022 (0:55). Our weekly market update discusses the impact of 2022 (3:51). Changes in 2023 contribution limits (15:55). The Secure Act 2.0 (19:52). Our football wrap-up (34:38). Send us your questions! Email: info@signaturewmg.com…
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Chaquez McCall - Attorney - Florence City Councilman
36:26
36:26
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36:26
Chaquez McCall - Attorney - Florence City Councilman
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Jeff McKay - Executive Director - North Eastern Strategic Alliance
31:40
31:40
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31:40
Jeff McKay - Executive Director - North Eastern Strategic Alliance
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Trish Munn - Photographer/Journalist/Boss
43:27
43:27
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43:27
Trish Munn - Photographer/Journalist/Boss
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Bears vs. Bulls: A 2023 Outlook
33:34
33:34
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33:34
Russell Harris and Brian Ransom join us to wrap up our last podcast episode of 2022. We make the case for the bulls in 2023 (2:44). We discuss what can make a bear market in 2023 (16:50). Send us your questions! Email: info@signaturewmg.com. Learn more at signaturewmg.comSignature Wealth Management Group által
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Pete Mazzeroni - Executive Director - Marion County Healthcare Foundation
39:39
39:39
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39:39
Pete Mazzeroni - Executive Director - Marion County Healthcare Foundation
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Our 2022 Year in Review
37:01
37:01
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37:01
We welcome back Russell Harris and Brian Ransom as our hosts for our first episode of December. Brian quizzes us on the most underperforming index (0:48). Our 2022 review of interest rates and inflation (06:31). 1970s and 1980s inflation vs. today (14:33). This year’s market performance (19:45). Covid’s lasting impacts (24:06). United States unempl…
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Jumana Swindler - Vice President, Communications at McLeod Health
41:26
41:26
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41:26
Jumana Swindler - Vice President, Communications at McLeod Health
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