Finance Friday, Live on Facebook

Our series exploring areas of Personal Finance and Family Finance matters. Tax Accountants often get really deep in the intricacies of the tax implications, and #FinanceFriday was launched to help our clients and online followers deal with issues that impact their family’s building of wealth.

To see #FinanceFriday live, follow me on Facebook @bettehochberger, where you can interact in the chat and discuss the topic of the day. We also feature guests, who come to share their expertise or experiences. We have hosted bankers, investment advisors, real estate experts, startup advisors, venture capitalists, and others to come on our show and share their expertise.

#MiamiTech and Startup Scene

With #MiamiTech heating up with the recent explosion of interest in Miami from the San Francisco and New York City Areas, we brought Bette’s mentor and advisor, Peter Hubshman to #FinanceFriday to talk about fundraising for startups and the right steps to take to have your business ready for funding. We work with Startup Companies, making sure that they keep the books and records necessary to secure financing for their business.

We are bringing other experts from the technology and startup world to talk about funding Startups.

Florida’s Red Hot Real Estate Market

Given the influx of new residents during 2020 and 2021, we are also featuring people that have recently moved to South Florida to share their experiences. Over 1,000 people move to Florida every day, but during the COVID-19 Pandemic, housing inventory shrunk to a bare minimum and prices started to climb. People are buying houses sight unseen, making cash offers, and generally moving quickly to become new Florida Residents. One of our first guests was Real Estate rockstar Sharon Brandt.

Estate Planning, Special Needs Planning, Elder Law

Areas of finance around estates, long term generational planning, and dealing with elder law or special needs children can be the most complicated areas of personal finance. We will continue to feature attorneys with expertise in these areas to help you control your areas of finance.

Want to be a guest on #FinanceFriday?

If you are a finance professional that would like to join me on #FinanceFriday, please reach out via my scheduler or Social Media. We monitor Facebook Messenger, Twitter DMs.

We take your time seriously. I look forward to having you on my show.

September 2021

All Things IRMAA | Jorge Gonzalez Video

By |2021-09-10T16:29:31-04:00September 10th, 2021|Categories: #FinanceFriday|Tags: , , , |

On today's finance Friday, we have Jorge Gonzalez, who will tell us about all things IRMAA. Jorge is a financial services industry veteran with more than 26 years of experience. His specialty is providing business owners solutions to increase revenue, protect their assets, and reduce taxes with a collaboration with my CPA. He has two professional designations, and he also has a Medicare certification, which is part of what we're going to be talking about today.

July 2021

Appearance. Does it Matter in Business?

By |2021-07-02T16:37:03-04:00July 2nd, 2021|Categories: #FinanceFriday|Tags: , , , , , , |

Join Samra and me while we explore why appearance matters in business. Hello, happy Friday. Happy Finance Friday. I'm Bette Hochberger, CPA, CGMA. And today, I have my fantastic friend who keeps me looking great and young. Since last night, people said to me, why do you look so young? And I'm like, Samra. Samra Vogel, an independent Mary Kay salesperson for over 20 years, and is fantastic. I'm sure she has many pink cars, which is cool too. Watch the video below to learn more!

June 2021

Special Needs Planning

By |2021-06-18T18:24:51-04:00June 18th, 2021|Categories: #FinanceFriday|Tags: , , , , |

Special needs planning is relatively new but Craig Eppy's family firm, The Eppy Group, has been practicing special needs planning for over 30 years. Join us for this Finance Friday where Craig shares his well of knowledge with us. 

Foreign Tax Issues for US Citizens Video

By |2021-06-11T14:15:00-04:00June 11th, 2021|Categories: #FinanceFriday|Tags: , , , , , , , , |

Today on Finance Friday, we discuss foreign tax issues for US citizens with Andre Benayoun JD, BBA. Andre is one of the most brilliant people I know; he is a partner at Marcum Accountants & Advisors and a family friend.

May 2021

Florida Tax Holiday 2021

By |2021-05-31T13:08:56-04:00May 31st, 2021|Categories: #FinanceFriday|Tags: , , , , |

Florida's Tax Holiday is a sales tax holiday, which isn't really new in Florida. We've been doing this for several years, but it is a little different this year. Anyone familiar with Florida knows that the rainy season is hurricane season. Actually, it's starting May 28th; we've got the Disaster Preparedness Sales Tax Holiday right now. So what does that mean?

Retirement Planning – Seth Bassoff

By |2021-05-14T11:57:21-04:00May 14th, 2021|Categories: #FinanceFriday|Tags: , , , , , , |

Retirement planning can seem boring, but when you have our #FinanceFriday guest Seth Bassoff CEPA®, APMA®, CRPS®, CRPC®, RFC® on your side, you can do some very cool things. Come check us out on this #FinanceFriday video.

Caring For Aging Family Members

By |2021-05-03T13:43:07-04:00May 3rd, 2021|Categories: #FinanceFriday|Tags: , , , , , |

Caring for aging family members and those with special needs is not something people are versed in discussing. However, Denise Lettau, Esq., is an expert in the field of caring for these family members and will help you draft the documents needed for executing the wishes of the family member.

April 2021

SBA Information Round-Up

By |2021-04-12T14:23:39-04:00April 12th, 2021|Categories: #FinanceFriday|Tags: , , , , |

Hey, everybody. Happy Friday. I'm Bette Hochberger, CPA, CGMA, and we have a special finance Friday for you today. We're going to change things up a little bit, and we're going to do an SBA Roundup because there's been a lot going on with the SBA, in case you haven't been paying attention.

March 2021

Robo Advising and Investing and Artificial Intelligence (AI) on #FinanceFriday with Roy Esh

By |2021-03-30T23:39:17-04:00March 11th, 2021|Categories: #FinanceFriday|Tags: , , |

Roy Esh discusses investing and wealth management in a world of Robo Advisors, Artificial Intelligence, and scandalous actions like Robinhood Markets.

February 2021

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