Wernick Spear Wealth Managers
Our purpose for this channel is to provide objective and concise information for our clients and the public. At Wernick Spear Wealth Managers, we sift through the onslaught of information from modern financial media sources, and distill it into a form that drives informed decision making.
This is the video home of the Price Discovery: Money & Mindset podcast. Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers.
Nothing on this channel is investment advice, recommendation, or solicitation.
How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American
How to Run a Successful Multigenerational Family Business with Bard Manufacturing
Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services
Charitable Strategies with Dan Nigito, American Philanthropic Advisors
Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger
What Makes a Business Valuable? With Shina Culberson, Quist
Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI)
Transferring Wealth with Scott Mashuda, REAG
Being an Elite Operator with Jon Park, Westfield Bank
De-Dollarization? With Richard Mathieson, CA
Geopolitical Risk with Lauren Goodwin, CFA
Emerging Markets: Roundtable Discussion
Market Commentary with Ed Kerschner 3-2-2022
Sam McClellan--Blackrock
2021 in Review
Dr. Bill Lloyd
Lauren Goodwin (11/09/21)
Mannik Dhillon (10/14/21)
Weekly Recap: 5-28-21