When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities of wealth protection. This episode is an essential listen as Anne illuminates the stark realities of the forthcoming estate tax exemptions slated for 2026. With the threshold set to drop, more families—and not just those in high-value states like California—are poised to experience significant financial impacts.

Tax planning seems like a daunting task, but she'll break down the process with precision and clarity. She underscores the critical nature of proactive steps, such as securing powers of attorney and healthcare directives once you hit adulthood. The advice doesn't stop there; whether you're starting a family or running a family business, Anne's insights on navigating the tax landscape in light of the 2025 amendments are invaluable. She also delves into the specific challenges faced by those in second marriages, ensuring that all loved ones are provided for without unintended oversights, like outdated beneficiary designations that can lead to ex-spouses accidentally inheriting assets.

Finally, Anne addresses a more somber topic—the financial exploitation of the vulnerable. She champions the role of fiduciaries to protect those who may not be able to protect themselves and cautions listeners on the importance of making these decisions early. With a practical approach, she provides listeners with strategies for maximizing exemptions and deftly managing asset transfers before the estate tax changes take effect. Anne Rosenthal's expertise in estate tax law is a necessary episode if the law impacts you or your loved ones. Providing a comprehensive guidebook to safeguard your legacy in these unpredictable times is absolutely necessary.

For more information about Drobny Law visit: www.drobnylaw.com or call 916-419-2100

For more information on what we provide at Captrust visit www.captrust.com. 
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 15: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal.

Join me as I talk with the owner of 10 million square feet of commercial property, Ethan Conrad. Listen intently as he takes us behind the scenes of his remarkable journey amassing a real estate empire valued at a staggering $1.6 billion. Hear how Ethan challenges the prevailing narrative about the decline of retail spaces, providing compelling evidence to the contrary. With vacancy rates lower than those for office spaces, Ethan's insights reveal a dynamic and evolving retail landscape, ripe with opportunities for the discerning investor. 

Transitioning from theory to personal narrative, Ethan takes us on a trek through the intersection of sales expertise and commercial real estate prowess. He reflects on how early career experiences, from internships to navigating the 'bro culture' of Bishop Hawk, laid the groundwork for entrepreneurial success. Our dialogue uncovers the essential sales skills that translate into real estate acumen—empathy, audience awareness, and knowing the fine balance between persuasion and patience. The conversation continues as we celebrate the milestones and calculated risks that transform the ambitious into property moguls.

Peering into the crystal ball of commercial real estate, we'll unpack some of the sector's potential trajectories. My conversation with Ethan offers an educated forecast on the office space recovery where many find enhanced productivity away from home distractions. Furthermore, we touch upon the subtle art of maintaining a competitive edge through strategic rent offerings, emphasizing Ethan's commitment to community improvement through thoughtful property development. Ethan Conrad Properties are not only good neighbors but they enrich the communities in which they reside, increase surrounding property values and generate favorable and positive feedback from many in the shadow of his holdings. 

For more information about Ethan Conrad Properties visit www.ehtanconradprop.com

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 16: Mastering the Game. How Ethan Conrad Built His $1.6B Commercial Real Estate Empire.

Join me today as I sit down with Roger Dreyer, the esteemed attorney whose lineage and legal prowess form the spine of this riveting edition of Bite Size Finance. Discover the heroic tales of Roger's father—a nimble navigator and bombardier during World War II—whose experiences in the skies and struggles as a POW shaped the ethos that Roger carries into his own battles for justice. Our conversation traverses the landscape of Roger's influential cases, shedding light on how his pursuit for accountability in the face of corporate giants like Ford and Nissan has led to industry-wide safety transformations and policy reforms.

Witness the personal side of the law as Roger reveals the profound impact his father's service and advice had on his career trajectory. From his teenage years through the halls of UC Davis and Hastings, the spirit of the Greatest Generation is a guiding force for Roger, propelling him to affect change through the legal system. The ebbs and flows of his journey, marked by high-stakes litigation and the relentless quest for client justice, emphasize the human element that resides at the heart of legal advocacy—a sentiment no artificial intelligence can replicate.

As the episode draws to a close, we honor the solemn rituals that commemorate a veteran's service to their country. You'll hear an intimate recollection of Roger's father's military funeral at Arlington National Cemetery, a moment steeped in gratitude and reflection on a life well-served. This narrative not only serves as a tribute to those who have worn the uniform but also as a reminder of the imperishable influence of the rule of law and the importance of upholding justice in an ever-evolving world.

To learn more about Roger's firm, Dreyer, Babich, Buccola, Wood , Campora visit www.dbbwc.com

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 17: A WWII Legacy to Courtroom Success, Roger Dreyer's Motivation.

Meet Tim Collom, the man who's living proof that you can wear multiple hats and wear them brilliantly. As a real estate maven and an artist with a penchant for vibrant creativity, Tim's unique journey from the Bay Area to Sacramento has seen him transform a pivotal career change at 21 into a thriving dual venture. Our conversation takes you through the inspiring world of an individual who doesn't just sell homes but also paints the canvas of his life with broad, colorful strokes. Tim's boutique real estate firm stands out in Sacramento's bustling market, thanks to his innovative approach that marries consultation, marketing, and an unwavering dedication to client satisfaction.

We'll cover the complexities of Sacramento's real estate landscape during an election year, dissecting the effects of interest rates and seasonal buying trends. But it's not all about property listings and market analytics; Tim's artistic side offers a refreshing pause, recounting a fortuitous tennis match that led him to the heart of Sacramento's art scene. His commitment to sobriety has fueled his creativity, leading to a holistic lifestyle that benefits both his professional and personal endeavors. The conversation also takes a thoughtful turn towards the pressing issue of homelessness in Sacramento and its impact on the communities and housing market, showcasing Tim's deep connection to the city and its inhabitants.

Tim's story exemplifies the modern-day renaissance man, balancing the drive of real estate with the free-spirited nature of art, all while harnessing the power of social media to bridge the gap between the two. His online presence is a testament to the effectiveness of personal branding done right, offering a genuine look into the life of someone who's mastered the art of connecting with people in a digital age. A rare profile but we're able to celebrate the beauty of embracing diverse career paths, illustrating the fulfillment that comes from pursuing a life colored by a spectrum of passions and opportunities. Hear the energy and enthusiasm that Tim brings to everything he does, from selling homes to crafting masterpieces.

You can find Tim by visiting:https://houserealestate.com/agents/tim-collom
His gallery can be found here:https://www.timcollomgallery.com/shop-prints

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 19: Canvas to Closings-Tim Collom's Fusion of Art & Real Estate

Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a corporate refugee yearning for the thrill of entrepreneurship, this episode promises to equip you with the strategic tools you'll need for success.

Embark on a captivating exploration of what it takes to craft a robust exit strategy and the art of business valuation as the conversation continues. Randy's tales from transitioning Enterprise Rent-A-Car locations to guiding clients through business sales will illuminate the path to maximizing your company's worth. He also shares compelling stories of individuals who took the leap from employment to ownership, providing you with both inspiration and concrete strategies to follow suit. Gain insight into the emotional journey of buyers and sellers, and learn why your emotional investment in your business is just as crucial as your financial one.

We'll wrap with a focus on the essential foresight needed for succession planning and how to prepare your business for a profitable sale, even if it's not on the immediate horizon. We discuss the role of real estate in selling your company and the importance of customer diversification and modern financial analytics in attracting serious buyers. Join us as we dissect these critical aspects of business transactions to ensure that when the time comes, you're not just ready—you're ahead of the game.

To learn more about Evolution Advisors, visit https://evobizsales.com/

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 22: Mastering the Market-Strategies for Buying, Selling, and Valuation for Your Business

Join me, Kelly Brothers in a conversation with Anh Phoong, the trailblazing attorney from Sacramento who turned her academic struggles into a story of triumph. Her journey from a business major at Sac State to the valedictorian of Lincoln Law School is nothing short of cinematic, filled with twists of fate and tenacious grit. Ann's candid recollection of her early days, battling with LSAT scores and juggling work at the Public Defender's Office, is a powerful narrative that showcases the resilience required to make it in the legal world. 

In a profession where your reputation precedes you, Anh Phoong rewrites the script on how to build a legal practice. Listen as she details the strategic advertising moves that catapulted her firm into the spotlight, from eye-catching billboards to her first-ever podcast appearance, right here on Bite Sized Finance. Her savvy marketing techniques aren't just about creating buzz; they're an integral part of her firm's impressive growth, even amidst the uncertainties of the COVID-19 pandemic. Anh's ability to seize opportunities and her insights into the future of AI in law underscore the importance of innovation in an ever-evolving industry.

It's not all about the courtroom drama and business acumen either. Anh also opens up about the personal challenges she faces as a working parent in a demanding profession, offering a glimpse into the delicate balance that many strive for yet often find elusive. Her story is not just inspiring for those in the legal sector but for anyone chasing their dreams while managing the tightrope walk of work-life balance. Hers is a compelling tale that merges the heart of justice with the art of marketing—a lesson in perseverance and the power of well-placed marketing.

To learn more about Phoong Law visit: https://phoonglaw.com/

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode 27: Something Wrong? Call Anh Phoong. And Now, the Story of How That Came To Be.

Experience the outcome of unwavering determination with Carmichael Dave, morning show host on Sports 1140 KHTK, in a podcast that promises to leave you with nuggets of wisdom on perseverance and persistence. Join me, Kelly Brothers, as we traverse Carmichael Dave's captivating journey from eager critic to a broadcasting force, weathering multiple setbacks laced with opportunities to grasp his media goals. 

Feel the pulse of Sacramento's community spirit as we recount the passionate endeavor to keep the Sacramento Kings' throne intact, with behind-the-scenes tales of untelevised struggles and documentary ventures that never saw the light of day. The episode paints a vivid picture of the city's sports scene through Carmichael Dave's eyes, from an RV trip that played a pivotal role in the team's salvation to the emotional bonds with iconic figures like Grant Napier, Don Geronimo and Kevin Nagle. We don't shy away from the complexity of sports ownership discussions either, delving into the Sacramento Republic FC, the arrival of the Athletics and the aspirations of Vivek Ranadive.

From personal tales of generosity to the impact of sports on a city's heart, this episode is an eclectic blend of stories that entertain, inform, and motivate the pursuit of one's dreams. It's a story most don't know about a young man who stuck with it, pursued a passion and is now in a spot he's always wanted to be in. It's the Carmichael Dave story most didn't know and one that is refreshing to hear.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode 29: Carmichael Dave. His Story Is So Much More Than Just the Kings.

What if your financial plan could shield you from life's unexpected turns? On this episode of Bite Size Finance, I chat with John Lockwood, a seasoned advisor at CapTrust, who opens up about his personal journey into the world of financial and insurance planning. Inspired by a neighbor and propelled by family challenges, John shares how crafting his first financial plan during his father's health crisis laid the foundation for his career. His story underscores the profound impact of understanding and managing financial risks, making this episode both inspiring and informative.

John's expertise shines as he breaks down the critical balance between offensive and defensive financial strategies. From the intricacies of insurance contracts to the tax implications of liquidating policies, he provides a clear roadmap on integrating insurance into a holistic financial plan. We explore the nuances of self-insuring versus purchasing insurance and stress the importance of regularly assessing your coverage to ensure it aligns with your evolving goals. This is important for anyone looking to fortify their financial future against unforeseen events.

We also tackle the often-overlooked topic of underperforming annuities, providing actionable strategies for "annuity rescue." John discusses options like surrendering annuities, utilizing annuitization, and leveraging tax advantages through family gifting. The episode wraps up with a deep dive into estate planning and the current trend of Roth conversions, offering valuable insights on how to reduce future tax liabilities while maximizing tax-free asset growth. Whether you’re navigating complex annuity decisions or considering a Roth conversion, John’s practical advice will equip you with the knowledge to make informed financial choices. Connect with John Lockwood for personalized guidance and take control of your financial wellbeing today.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can reach John Lockwood via email at: john.lockwood@captrust.com
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode Highlight Timestamps(00:17 - 01:25) Insurance Matters With John Lockwood
(07:04 - 08:38) Success in Insurance Sales Internship
(14:45 - 17:58) Insurance Contract Repurposing and Self-Insurance"
(17:59 - 20:21) Long-Term Care Insurance Options
(22:22 - 23:03) Planning for Long-Term Care Protection
(30:36 - 32:03) Lifetime Income Stream Gift Planning
(36:09 - 38:47) Insurance and Estate Planning Advice

Chapter Summaries(00:00) A Journey Into Financial Planning

John Lockwood's journey into financial advisory began with a passion for finance and was solidified by his experience with his father's cancer diagnosis.

(09:47) Insurance in Financial Risk Management
Risk mitigation is crucial in financial planning, balancing investments and insurance to protect against death, loss of income, and long-term care needs.

(25:47) Navigating Annuity Rescues and Alternatives
Annuity rescue strategies include surrendering, annual distributions, annuitizing, gifting, and introducing for guaranteed income in retirement.

(41:03) Estate Planning and Roth Conversions
Strategies for managing estate growth and taxes, including Roth conversions and avoiding over-reliance on life insurance.

(47:27) Contact Information for Financial Advisor
John Lockwood, trusted advisor at CapTrust, can be contacted for financial advice or insurance queries via email or phone.

Episode 36: Insurance and Annuities as Part of a Financial Plan.

Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission of transforming Sacramento's funding landscape, Lokesh's story is one of resilience, inspiration, and vision. This episode offers an intimate look into his life, highlighting pivotal moments like his education at Don Bosco and an unforgettable meeting with Mother Teresa that shaped his worldview.

As Lokesh recounts his transition from Delhi to Berkeley, he shares the challenges and triumphs of adjusting to life in the United States. His early professional experiences at Price-Waterhouse-Coopers in San Francisco paved the way for his future success in venture capital. With family support, especially his mother's insistence on staying connected to his roots, Lokesh navigated the complexities of a new culture while laying a solid foundation for his career. This chapter of his life provides listeners with valuable insights into the immigrant experience and the significance of perseverance.

Dive into the heart of Sacramento's startup ecosystem with Lokesh as he discusses his vision for Moneta Ventures. Learn about Moneta's hands-on approach to mentorship and how they support small, private companies with strategic advice and funding. Lokesh highlights the success of Aumni, a software company that Moneta backed, and shares his optimism for the region's potential to become a hub for innovation. This compelling conversation showcases Lokesh's gratitude for his journey and his contributions to the community, as well as, the potential for our region to become an influence in tech for the country.

To learn more about Moneta Ventures visit: https://www.moneta.vc/

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can reach John Lockwood via email at: john.lockwood@captrust.com
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode Highlight Timestamps
(00:42 - 02:33) Childhood in Assam Sparks Business Passion
(16:46 - 18:08) Transitioning From US Work Experience
(20:38 - 21:43) Transition From Sparta to Venture Fund
(30:36 - 31:37) Successful Exit of Scaled Startup
(33:51 - 35:08) Investor Compensation and Risk Alignment
(35:08 - 38:44) Understanding Venture Capital Liquidity
(42:32 - 43:37) Economic Potential of Sacramento
(45:08 - 46:22) India and US Political Alignment

Chapter Summaries
(00:00) From India to Finance
Lokesh Sikaria's early life in Assam, India, his diverse exposure to business, and his impactful experiences with mentors and Mother Teresa.

(10:23) Journey From India to Entrepreneurship
An 18-year-old immigrant from Delhi adjusts to life in the U.S., supported by family, and begins a career with Price-Waterhouse-Coopers.

(21:55) Venture Capital in Sacramento
Moneta Ventures provides funding, mentorship, and strategic advice to small, private companies in Sacramento, with a successful investment in Aumni.

(37:59) Indian Business Success and US Synergy
Venture capital and private equity investments require long-term commitment, Sacramento's potential for startup success, and the success of Indian American leaders in the US.

(47:53) Grateful Founder in Folsom
Lokesh Sikaria's decision to stay in Folsom has brought joy and success, making him a cherished figure in the community.

Episode 37: Tea Gardens to Technology; Lokesh Sikaria is Transforming Venture Capital in Sacramento

Can you transform a vision into reality with just $2.50? Discover how Winnie Comstock-Carlson did exactly that when she founded Comstock's Magazine. Join me, Kelly Brothers as Winnie, the president and publisher, and Judy Farah, the magazine's editor, recount their inspiring journeys in the media world. From Winnie's initial conviction that Sacramento needed better business reporting to Judy's impressive career that spans significant events like the 1984 Olympics and the Oscars, this conversation is a testament to perseverance, passion, and the power of journalism.

We'll journey through the evolution of Comstock's Magazine under  Winnie's ongoing influence and more recently, Judy's editorial acumen. Learn about the strategic changes that have kept the magazine engaging and relevant, including the addition of restaurant reviews, diverse profiles, and the celebrated "Icon" section. We'll also highlight the significance of covering business developments in smaller towns around Sacramento, emphasizing the importance of regional journalism in fostering community and democracy.

Finally, we look ahead to the future of journalism in the digital age. Winnie and Judy discuss how Comstock's collaborates with an editorial advisory board to maintain high standards, the challenges print media faces, and their optimistic outlook for its future. They share insights on how the magazine weathered the COVID-19 pandemic and celebrate Sacramento's transformation over the past 35 years. An award winning magazine in many different categories, this is an inspiring discussion on the vital role of journalism and the influential power of civic engagement in shaping a vibrant community.

To learn more about Comstock's magazine, visit https://www.comstocksmag.com/
You can follow them on social at the following addresses:
Twitter: comstocksmag
Facebook: Comstock's Magazine
Instagram: comstocksmag
LinkedIn: Comstock's Magazine

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode Highlights
(00:00 - 48:45) Silent Conversation
(03:15 - 05:31) Building a Print Publishing Business
(09:52 - 11:21) Expanding Comstock's Magazine for Broader Audience
(16:50 - 18:25) Development Opportunities in Sacramento
(19:35 - 20:35) Navigating Bias in Political Writing
(28:29 - 28:53) Revival of Print Journalism
(35:04 - 36:01) Printing Costs Force Magazine Relocation
(40:06 - 41:51) 35 Years of Sacramento History

Chapter Summaries
(00:00) Comstock's Magazine
Winnie and Judy reflect on Comstock's Magazine's 35th anniversary, their careers in media, and the importance of business news in the community.

(09:05) Comstock's Magazine Evolution and Vision
Comstock's Magazine evolved under Judy Farah's leadership, featuring diverse profiles, restaurant reviews, and coverage of smaller towns.

(22:22) Future of Journalism in Digital Age
Collaboration, challenges, and optimism for print media's future discussed by Comstock's Magazine's president and editor.

(34:45) Evolution and Future of Comstock's Magazine
Comstock's magazine faced challenges during COVID-19, including increased printing costs and celebrating 35 years in Sacramento's growth.

(47:17) Sacramento's Impact on Regional Politics
Comstock's magazine discusses Sacramento's political environment and the neglect of its riverside assets, emphasizing civic engagement and regional challenges.

Episode 39: Comstocks Magazine - 35 Years of Vision, Evolution, and Impact.

What happens when a young boy's love for baseball evolves into an illustrious broadcasting career?  In this episode I'm speaking with Jeff Levering, the voice of the Milwaukee Brewers. He recounts his incredible journey from Sacramento to the big leagues. HIs passion for baseball was ignited by his father and childhood heroes like Matt Williams and Will Clark, leading him to win a state championship at Jesuit High School and a national championship at Chapman University. Discover the pivotal moment Jeff realized his professional playing career wouldn't pan out and how he found his true calling behind the microphone.

Jeff shares the highs and lows of his broadcasting career, starting from the minor leagues in 2006 to joining the Milwaukee Brewers in 2015. Listen as he narrates the story of managing multiple roles, from sales to media relations, and the key moments that defined his path, including his time with the Springfield Cardinals and the Pawtucket Red Sox. His move to the Midwest and embracing the challenges of working in a passionate sports market provide a fascinating glimpse into the life of a dedicated broadcaster. Jeff also emphasizes the importance of readiness for big league opportunities, offering valuable insights for aspiring broadcasters.

In the final segments, Jeff discusses the future of sports broadcasting and the integration of AI technology, expressing his concerns about the potential loss of storytelling in live sports. We'll also reflect on the possibility of Sacramento hosting an MLB team and its impact on the city's sports culture, as Jeff shares his thoughts on this exciting prospect. Finally, we touch base on the nuances of positive commentary in sports broadcasting, highlighting how Jeff balances work and family life while maintaining a respectful relationship with players and managers. Join us for an inspiring conversation with Jeff Levering, celebrating his remarkable career and love for the game.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com

Episode Highlights
(00:02 - 00:37) Personal Journeys in Northern California
(03:20 - 04:43) Transition From Player to Broadcasting
(09:34 - 10:45) First Radio Broadcast in Minor Leagues
(16:25 - 17:32) Pawtucket
(19:14 - 20:29) Broadcasting Career Development Through Experience
(26:45 - 27:47) AI Technology in Sports Broadcasting
(33:52 - 34:59) Potential Brewers Game in Sacramento
(41:13 - 42:41) Brewers' Broadcasters Doing National TV
(48:23 - 48:51) Finding Jeff Levering on Satellite Radio

Chapter Summaries
(00:00) From Player to Broadcaster
Jeff Levering's journey from player to broadcaster, inspired by childhood heroes and serendipitous opportunities in baseball and his father's role as an umpire.

(13:56) Broadcasting Career Journey Through Minor Leagues
My journey through minor league baseball broadcasting, managing multiple roles, and the importance of timing and connections in reaching the majors.

(25:42) The Future of Sports Broadcasting
Sports broadcasting is evolving with shifting schedules, AI technology, and concerns about storytelling and fan connections.

(31:16) Sacramento MLB Team and Broadcasting Changes
Sacramento potentially hosting MLB games at Sutter Health Park, impact on local teams, and significance of recent rule changes.

(40:20) Broadcasting Career and Team Loyalty
Balancing work and family life, calling games for the Big Ten Network, and potential career moves in broadcasting.

(47:14) Positive Commentary in Sports Broadcasting
Broadcasting in sports emphasizes positivity, respect for players and managers, and celebrates the career of Jeff Levering.

Episode 41: Brewers, Baseball and Broadcasting, How Jeff Levering Balances It All.

Join me for a fascinating conversation with Steve Pleau, the Founder and CEO of the Future Automotive Group, as he shares his remarkable journey from growing up in Northern California to becoming a leading figure in the automotive industry. Steve recounts his unexpected move to Sacramento before his senior year of high school, his early days working as a lot boy, and his passion for gymnastics that saw him coaching while working full-time. His collegiate gymnastics career at Sac State, marked by an undefeated streak, reveals the dedication and resilience that have been key to his success.

Listen in as Steve discusses his transition from a pre-med major to business at Sac State and his time serving in the military during the Vietnam era. He shares his experiences of joining his father's automotive business, working long hours, and eventually buying his own dealership at the age of 35. We explore the challenges he faced, including reopening a closed Ford dealership in Roseville, and his efforts to improve the industry's reputation in the early 70s. Steve's story provides valuable insights into the foundational years that led to the success of the Future Automotive Group.

In our discussion, we also examine the relationships between car dealerships and manufacturers, the success story of the Roseville Auto Mall, and the future of automotive technology. Steve sheds light on the significant influence of manufacturers, the innovative strategies behind the Auto Mall's success, and the rapid adoption of electric vehicles. We touch on the evolving role of e-commerce in car sales, the balance between EVs and internal combustion engines, and the importance of exceptional customer service. This episode is packed with strategic insights and the hard work that transformed a regional dealer group into a multi-store, multi-brand dealer group. Future Automotive Group is a wonderful reflection on our market and Steve has certainly demonstrated that when the customer is treated properly, everyone wins.

To learn more about Future Automotive Group or to buy a car, visithttps://www.futureautomotive.com/
For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Episode Highlights(00:00 - 00:31) Business Journey Stories on Podcast
(03:40 - 04:45) Gymnastics Memories and Shoulder Injuries
(10:17 - 13:06) Success of Future Automotive Group CEO
(18:45 - 19:31) Ownership of Dealership Vehicle Inventory
(25:42 - 26:48) Father and Son Work Relationship
(30:42 - 32:04) Auto Mall Development Success Story
(34:27 - 37:55) The Future of Automotive and EVs
(41:53 - 44:01) The Importance of Customer Satisfaction

Episode 42: Building Future Automotive Group with Founder & CEO Steve Pleau

Join me, Kelly Brothers, for an insightful episode featuring Jeff Phelan, a seasoned real estate developer from Sacramento, as he shares his incredible journey from humble beginnings to building a near-national development company. Listen in as Jeff recounts his early interest in construction, sparked by hands-on summer jobs in Redding, California, and the pivotal role a neighbor, Jim Lenane, played in his career by connecting him with initial opportunities. This episode is a testament to the power of hard work and mentorship, highlighting the importance of instilling a strong work ethic in the younger generation.

Jeff Phelan also opens up about the complexities of working for a publicly traded company, his departure from DCT, and the challenges of balancing extensive travel with family life. Discover how Jeff's return to his entrepreneurial roots led to the strategic expansion of Phelan Development across the U.S., with a keen eye on emerging markets like Portland, Oregon. Gain valuable insights into the differences between publicly traded and private companies, and why Jeff prefers the latter.

Finally, we explore various real estate trends and the intersection of real estate development with family values and parenting. Jeff discusses the benefits and challenges of different real estate classes, such as office buildings, warehousing, and retail spaces, and shares lessons learned from the Great Recession. We also look into the importance of hands-on experiences for personal growth, the balance of affluence with life's challenges, and succession planning in real estate, including Jeff's perspective on nepotism and preparing the next generation for leadership. This episode is a rich blend of professional insights and personal reflections that really emphasize the true nature and character of who Jeff really is.
For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com

Episode Highlights(02:46 - 04:37) Career Path Influenced by Generous Mentor
(11:12 - 12:12) Challenges of Entrepreneurship During Economic Downturn
(17:32 - 19:08) Evaluating Potential Real Estate Markets
(24:25 - 26:13) Real Estate Challenges and Opportunities
(31:11 - 32:39) Strength and Confidence in Logistics Industry
(32:40 - 34:27) Challenges of California Real Estate

Episode Chapters(00:00) Building a Real Estate Development Company
Jeff Phelan's journey from humble beginnings to real estate success, influenced by mentorship and the evolving landscape of the trades.

(12:48) Expanding Real Estate Development Company
Jeff Phelan's journey from a publicly traded company to restarting his own company, and the strategic expansion of Phelan Development across the U.S. with a focus on emerging markets.

(25:02) Analyzing Commercial Real Estate Trends
Office buildings have high expenses and tenant turnover, retail is competitive, and warehousing is stable and essential.

(36:02) Parenting and Success in Real Estate
Real estate development, family values, and parenting intersect with hard work, resilience, and fostering communication and connection within families.

(42:39) Succession Planning in Real Estate
Nepotism can negatively impact business success, but family involvement can be positive if they have the skills and experience.

Episode 43: Mentors, Markets and Family; Why Jeff Phelan is the Real Estate Success He Is Today.

This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you're taking action already. 

When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities of wealth protection. This episode is an essential listen as Anne illuminates the stark realities of the forthcoming estate tax exemptions slated for 2026. With the threshold set to drop, more families—and not just those in high-value states like California—are poised to experience significant financial impacts.

Tax planning seems like a daunting task, but she'll break down the process with precision and clarity. She underscores the critical nature of proactive steps, such as securing powers of attorney and healthcare directives once you hit adulthood. The advice doesn't stop there; whether you're starting a family or running a family business, Anne's insights on navigating the tax landscape in light of the 2025 amendments are invaluable. She also delves into the specific challenges faced by those in second marriages, ensuring that all loved ones are provided for without unintended oversights, like outdated beneficiary designations that can lead to ex-spouses accidentally inheriting assets.

Finally, Anne addresses a more somber topic—the financial exploitation of the vulnerable. She champions the role of fiduciaries to protect those who may not be able to protect themselves and cautions listeners on the importance of making these decisions early. With a practical approach, she provides listeners with strategies for maximizing exemptions and deftly managing asset transfers before the estate tax changes take effect. Anne Rosenthal's expertise in estate tax law is a necessary episode if the law impacts you or your loved ones. Providing a comprehensive guidebook to safeguard your legacy in these unpredictable times is absolutely necessary.

For more information about Drobny Law visit: www.drobnylaw.com or call 916-419-2100

For more information on what we provide at Captrust visit www.captrust.com. 
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Encore Episode: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal.

Join me, Kelly Brothers,  as I engage in a captivating conversation with Mike Testa, CEO of Visit Sacramento, who shares his fascinating journey into the world of destination marketing. Growing up in Davis and spending time in the East Bay, Mike eventually returned to Sacramento, where he discovered his passion for showcasing the city's unique appeal. He opens up about the complexities of his role, especially in challenging times, and the importance of fostering a genuine belief in the city's potential. From conventioneers to sports enthusiasts, Mike discusses Visit Sacramento's strategy to attract a diverse range of visitors, highlighting the organization's funding structure and its pivotal role in enhancing the city's economic landscape.

Listen in as we explore Sacramento's cultural and culinary evolution, inspired by successful music festivals like Aftershock and Golden Sky. Mike shares insights on how these events have transformed Sacramento's image and contributed significantly to the local economy. With an influx of visitors and substantial economic impact, these festivals underscore the city's potential to redefine itself beyond its government town roots. The conversation also touches on the logistical challenges of hosting such large-scale events and the importance of strategic planning in a competitive market.

Our discussion further uncovers the potential for Sacramento to enhance its tourism offerings through developments like amateur sports facilities and soccer complexes. Mike emphasizes how such initiatives could attract tournaments and boost local tourism, while also enriching the city's identity. We delve into Sacramento's vibrant culture, from its "Farm to Fork" movement to its status as the "City of Trees," and the importance of embracing its multiple identities. The episode concludes with a focus on innovative marketing strategies to showcase Sacramento's appeal to a broader audience, leveraging various media platforms to reach potential visitors and strengthen the city's reputation.

You can learn more about Visit Sacramento by visiting: https://www.visitsacramento.com/

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Chapter Summaries
(00:00) Attracting Tourism to Sacramento
Mike Testa shares his journey into destination marketing and Visit Sacramento's multifaceted approach to attract diverse visitors.

(09:55) Cultivating Sacramento's Cultural and Culinary Identity
Music festivals in Austin and Sacramento have transformed cities, generating economic impact and facing logistical challenges in a saturated market.

(25:05) Transforming Sacramento's Tourism and Identity
Building a soccer complex in Sacramento can attract tourism, benefit local teams, and showcase the city's vibrant culture and multiple identities.

(34:33) Economic Development Ideas for Sacramento
Regional collaboration, economic development, and sports fields are discussed to enhance Sacramento's appeal and vitality.

(46:33) Marketing Strategies for Sacramento
Marketing strategies for Sacramento include targeted advertising, social media, and a significant annual investment in leisure travel promotion.

Episode 50: Visit Sacramento is Redefining Sacramento Through Culture, Tourism and Economic Growth.

Dr. Scott Fishman’s remarkable journey from the humanities to the forefront of medical innovation is nothing short of inspiring. Dr. Fishman, whose path veered from a recording studio to significant contributions in pain research, joins us to share the intriguing twists that led him from an interest in communication to a profound fascination with endorphins and pain management. With pivotal moments like a news story on acupuncture in China and the guidance of a mentor, Dr. Fishman’s story serves as a testament to the power of curiosity and perseverance in transforming one’s career and impact.

Our conversation progresses into the vital link between lifestyle choices and chronic pain management. With more than three decades of experience, we explore how holistic approaches, including diet and mental wellness, can drastically improve quality of life and mitigate chronic conditions. By spotlighting the creation of a wellness education office, we underscore the shift from reactive healthcare towards preventive strategies, inspired by the dedication and support of advocates like Jacquelyn Anderson. This episode challenges listeners to rethink their health narratives and embrace lifestyle changes as powerful tools for longevity and vitality.

Navigating the overwhelming abundance of health information is no easy task, yet finding credible sources is more important than ever. We delve into the biases present even in reputable institutions like UC Berkeley and the Mayo Clinic while emphasizing the empirical insights offered by the Blue Zones about diet, lifestyle, and community connection. Our discussion advocates for critical evaluation of health advice, warning against an overreliance on supplements, and urging listeners to prioritize sustainable habits over fleeting solutions. Dr. Fishman’s insights into wellness education and future healthcare financing offer a deeper understanding of the importance of accessible, effective wellness initiatives.
You can reach Dr. Fishman at the UC Davis Office of Wellness Education or by emailing him at smfishman@ucdavis.edu

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/
CHAPTER SUMMARIES
(00:00) Exploring Pain
Dr. Scott Fishman's unconventional journey to becoming a physician, sparked by curiosity and persistence, highlights the importance of science and mentorship.

(13:34) Wellness Education and Chronic Illness
Lifestyle choices can prevent and manage chronic pain, and a paradigm shift towards preventive health care is needed.

(27:19) Navigating Information on Health and Wellness
Evaluating health information, diverse diets, active lifestyles, and avoiding quick fixes for wellness.

(45:02) Future of Medical Care Finance
Future of medical care, complexities of financing, and importance of wellness education and initiatives discussed by Dr. Scott Fishman.

Episode 51: How Chronic Pain Solutions Led Dr. Scott Fishman to Wellness and Healthcare Innovation.

What if you could turn a modest upbringing into a powerhouse of entrepreneurial success and community development? Meet Kevin Nagle, a man whose journey from a small townhouse to a transformative force in Sacramento is nothing short of remarkable. Through personal anecdotes and pivotal career decisions, Kevin illustrates how mentors, resilience, and strategic foresight can shape not only a career but an entire city's future.

Join us as we explore Kevin's dynamic career path, starting with a choice between Wall Street and pharmaceuticals that led to monumental achievements in both industries. Hear how Kevin's entrepreneurial spark ignited the creation of HMN Health Services and Envision, paving the way for notable business deals and highlighting the importance of timing and perseverance. His inspiring journey doesn't stop there; Kevin's commitment to community is evident in his efforts to keep the Sacramento Kings in town and his passionate involvement with the Sacramento Republic.

Kevin's vision for Sacramento's future is as contagious as it is ambitious. With plans for a new soccer-specific stadium and a diversified economy, his dedication to enhancing the city's entertainment and economic landscape shines through. Kevin's story is not just about personal success but about leaving a legacy of character and community impact. Tune in to discover how one man's vision and determination are shaping the future of Sacramento.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

CHAPTER SUMMARIES(00:00) Kevin Nagle's Path to Success

Kevin Nagle's humble beginnings, mentors, academic journey, and early career experiences shaped his path in healthcare and pharmaceuticals.

(06:42) Kevin Nagle's Career Journey
Kevin Nagle's early career journey highlights perseverance and resilience in finance and pharmaceutical industries, driven by a childhood experience.

(16:35) Kevin Nagle's Entrepreneurial Success
Entrepreneur shares journey of starting and selling two successful businesses, demonstrating resilience and strategic thinking.

(26:14) Kevin Nagle's Sacramento Kings Rescue
Kevin Nagle's financial transformation led to his pivotal involvement in keeping the Sacramento Kings in the city.

(37:49) Sac Republic Ownership Journey
Kevin's journey with Sac Republic, financial challenges, smooth ownership transition, passion for soccer, disappointment of losing MLS, and importance of a dedicated stadium.

(41:09) Investment in Soccer Stadium Development
Sacramento Republic's new ownership, plans for a soccer stadium, cross-continental growth in football, and humorous comparisons to Ted Lasso.

(46:13) Sacramento's Future Vision With Kevin Nagel
Kevin Nagle envisions a diversified economy and enhanced entertainment opportunities for Sacramento, with gratitude for civic-minded individuals shaping the city's progress.

Episode 52: Kevin Nagle's Success is Shaping Sacramento's Future.

Join me, Kelly Brothers, on a flavorful journey as I sit down with renowned chef Patrick Mulvaney, who shares his captivating story from a traditional Irish upbringing in New York to becoming a celebrated restaurateur in Sacramento. Listen in as Patrick recounts how his college experiences sparked a passion for cooking, leading him to an apprenticeship in Ireland and eventually returning to America as a skilled cook. Discover how Patrick's love for the Sacramento farming community and its year-round growing season inspired him to establish Mulvaney's Building and Loan, a restaurant dedicated to celebrating local farms and farmers.

Experience the richness of Sacramento's agricultural landscape through Patrick's eyes as we explore the city's unique culinary scene. Hear about the amazing quality and proximity of fresh produce that often leaves chefs and visitors in awe. Patrick shares delightful anecdotes, including a memorable dinner with 300 mayors, showcasing Sacramento's bounty. This conversation sheds light on the evolving perception of Sacramento as a culinary hub and Patrick's role in connecting local farmers with the community, emphasizing the importance of supporting the agricultural talents that make Sacramento special.

Finally, we explore the nuances of the restaurant industry and the importance of mental health support within it. Patrick provides insights into the balance between culinary passion and financial oversight, highlighting the mentorship and community spirit that foster new talent. Celebrate the communal spirit of the industry with stories of collaboration, shared success, and the legacy of guidance among peers. This episode promises to be an enriching experience, offering a glimpse into the heart of Sacramento's culinary world and the vision of a chef committed to making a difference.
To learn more about Mulvaney's or to make a reservation, you can visit the website:https://mulvaneysbl.com/

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

Chapter Summaries:

(00:10) Chef Patrick Mulvaney and B&L Restaurant
Renowned chef Patrick Mulvaney shares his journey from traditional Irish upbringing to owning a celebrated restaurant in Sacramento, emphasizing his commitment to local farms and community impact.

(13:38) Sacramento's Agricultural Blessings and Connections
Patrick Mulvaney highlights Sacramento's agricultural richness and role in connecting farmers with the community.

(24:12) Supporting Restaurant Industry Mental Health
Choosing the right advisor and balancing passion and financial oversight in restaurant management, with a focus on mentorship and community support.

(38:54) Sacramento's Slow Food Festival Expansion
Chef Mulvaney shares Slow Food's origins and plans for Terra Madre Americas, promoting agritourism and cultural exchange in Sacramento.

(49:55) Fiduciary Duty and Pricing Transparency
Fiduciary responsibility prioritizes clients' best interests, avoiding high-commission products and promoting transparency in financial advising fees.

Episode 53: Patrick Mulvaney's Flavorful Evolution Celebrates Food, Community and Excellence.

Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspective shaped by years of basketball officiating, proving that passions outside your main career can enhance professional life in unexpected ways.

Through heartfelt anecdotes, Paul shares how nonverbal communication plays a pivotal role in fostering relationships on and off the basketball court. His transition from attorney to NBA liaison and playground monitor showcases a retirement filled with purpose and joy. We hear how Paul’s active engagement in new roles allows him to maintain connections with younger generations, all while enjoying the newfound freedom that comes with financial security.

Explore the art of crafting a purposeful retirement plan with Paul, uncovering how his second act keeps him vibrant and inspired. From inspiring his daughter to follow in his officiating footsteps to sharing valuable retirement planning advice, Paul's story offers a blueprint for anyone seeking a fulfilling life after a long career. Whether you're planning for retirement or simply looking for inspiration, this episode reveals how staying active and maintaining purpose can lead to a rewarding post-career life.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

CHAPTER SUMMARIES
(00:00) Paul Bossenmaier's Retirement Success
Paul Bossenmaier's unique career path includes driving a beer truck, practicing law, and officiating basketball games.

(19:20) Communication and Retirement Success
Nonverbal communication in NBA extends beyond verbal interactions, including informal reconciliations and post-retirement activities.

(28:19) Retirement, Financial Freedom, and Purpose
Paul's unique role as playground monitor and NBA liaison, his nickname strategy, and reflections on retirement and purpose.

(35:25) Creating a Purposeful Retirement Plan
Paul's journey from NBA liaison to inspiring his daughter to pursue refereeing, and the importance of a fulfilling second act.

Episode 55: Paul Bossenmaier Shares His Purpose in Redefining Retirement.

What better time to present an encore episode like this than end of year when families are together and can address some of the serious elements that need family input. Not to mention, end of year tax concerns as well!  This is a noteworthy episode for those items that can easily be dismissed. Hope you find the timing helpful.

Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delve into the mechanisms of a Qualified Personal Residence Trust, offering a roadmap for transferring cherished assets to the next generation. Mike then bestows vital wisdom on managing estate and income taxes, the strategic use of spousal exemptions, and the nuanced balance between capital gains and preserving legacy wealth through stock portfolios.

Get your notepad out as we confront the convoluted world of estate planning within the realms of second marriages—a situation that many individuals face. Our episode unravels the complexities of ensuring financial security for a new partner while honoring the legacy intent for children from previous relationships. Mike shares his expertise on bypass trusts, the role of trustees, and the use of specific type trusts for larger estates. The emphasis can't be minimizd for the necessity of crystal-clear communication and precise documentation to smooth the path through the intricate dynamics of blended families.

Wrapping up the episode, the attention turns to business owners pondering their exit strategy, with a deep dive into the advantages of Employee Stock Ownership Plans (ESOPs). For the entrepreneurial spirit looking to reward loyal employees and ensure the longevity of their life's work, our discussion on ESOPs reveals a tax-efficient method of business succession. Mike and I dissect the financial mechanics, regulatory intricacies, and the tangential benefits of selling a company to those who know it best—the employees. This episode is as much a masterclass; as it is a tutorial for navigating the financial implications of life's transitions.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Encore Episode:Your Family's Future; Preserving the Legacy with Mike Genovese

What if the economic downfall of your hometown sparked a journey that led you to revolutionize a city's future? Barry Broome, president and CEO of the Greater Sacramento Economic Council, shares his incredible story of transformation from the industrial heartland of Ohio to spearheading economic development in Sacramento. Growing up amidst the collapse of the manufacturing industry, Barry's early life in steel mills and unions shaped his unique outlook on economic revival, inspiring him to pursue higher education and, ultimately, a career dedicated to revitalizing regions like Sacramento.

Our conversation uncovers the importance of civic leadership in breathing new life into cities once on the brink of economic despair. Learn how Barry draws inspiration from the rejuvenation of places like Pittsburgh and Cleveland, and discover how his unexpected move to Sacramento opened up opportunities for innovation and strategic growth. With personal anecdotes and strategic insights, Barry illustrates how local leaders are transforming Sacramento into a burgeoning hub for science, technology, and the arts, fueled by significant investments and initiatives like the Growth Factory and Aggie Square.

Sacramento's vibrant cultural and economic evolution is at the forefront as we explore the city's growing reputation in sports, healthcare, and technological innovation. From the success of the Sacramento Kings to the potential of hosting a Major League Baseball team, Barry envisions West Sacramento as a viable option for expanding the city's sports franchises. As we wrap up the episode, Barry's passionate advocacy for Sacramento's future highlights the region's readiness to become a world-class destination for enterprise and community development. This insightful journey into the heart of Sacramento's transformation is as inspirational as it is informative.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

(00:00) Economic Development and Working Class Roots
Barry Broome's journey from working in steel mills to promoting economic development in Sacramento.

(10:03) Civic Leadership and Economic Development
Civic leadership and strategic planning drive economic revitalization in cities like Pittsburgh, Cleveland, and Detroit, while family and community influence relocation decisions.

(20:06) Sacramento's Economic Development Potential
Sacramento's potential as a science and engineering hub, revitalizing industries, initiatives like Growth Factory and Aggie Square, and investments in future technologies.

(31:43) Sacramento's Economic and Cultural Growth
Sacramento's growth is driven by major investments, healthcare developments, and sports, with potential for MLB expansion.

(39:33) Sacramento's Enterprise and Investment Growth
Sacramento's sports and entertainment scene is thriving, with the Golden 1 Center's success and potential relocation of the Athletics, highlighting community commitment and political will.

(48:12) Barry Broome's Vision for West Sacramento
West Sacramento's potential for securing a MLB team, emphasizing community support and revenue from TV rights, merchandising, and fan experiences.

Episode 56: Sacramento's Blueprint for Transformation with GSEC's Barry Broome.

What better episode to bring back than Mike Pereira now that we're deep into the football season and he's now actually in the booth with the very Tom Brady he references in this episode from earlier this year.  Enjoy.  

When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated to the love of the game. As he discusses the warm camaraderie of his broadcasting team and his recovery from back surgery, you'll feel the strength of the sports community and the genuine excitement for what the future holds, including working with famed quarterback Tom Brady.

Discovering one's passion can often come from the most unexpected of places, and for Mike, it was the reluctant step into his father's officiating shoes that revealed his true calling. This episode reveals Mike's early reluctance, the transformative power of taking that first whistle, and the ripple effect that passion can have across a lifetime. His candid recounting of financial struggles and serendipitous opportunities serves as a reminder that sometimes our greatest achievements are waiting just beyond the horizon of our comfort zones.

Lastly, Mike's legacy, which stretches far beyond the end zones and playbooks is Battlefields to Ballfields. A testament to his commitment to giving back, providing veterans with a renewed sense of community through the world of sports officiating. Mike's dedication to honoring service members and supporting them in their transition to civilian life is as moving as it is impactful, demonstrating that the true measure of a person's career is not in the titles they've held, but in the lives they've touched. This is surely one uncommon trajectory to the highest and most respected commentary on the game in play when it comes to the rules and the on-field calls.

To learn more about Mike's Battlefields to Ballfields visit www.battlefields2ballfields.org

For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Encore episode: Field Official to Fox Sports Analyst. Mike Pereira's Uncommon Path to Success.

Experience the inspiring journeys of Rachel Zillner and Kierstan DeLong as they share their paths to leadership. From Rachel's entrepreneurial spark, kindled by her father's business endeavors, to Kierstan's passion for communication shaped by her upbringing, this conversation promises insights into the minds behind the new ownership of RSE—a leading marketing and communications agency. Combining Rachel's innovative spirit with Kierstan's global agency experience, they highlight their strategic vision to lead RSE and the RADZ group of brands into a new era of success.

Our discussion further unfolds as we explore the multifaceted services of RSE, a powerhouse in marketing and social impact. Discover how the agency leverages its creative and digital teams to showcase positive contributions from both government and corporate sectors. As we introduce the RADZ group, including brands like Clutch and Frequency Co-Working, the conversation gets even more exciting with a prediction of how AI is set to influence future endeavors. We'll uncover the elements that make these women leaders of innovation and community collaboration.

Balancing work and personal life takes center stage as Rachel and Kierstan share candid stories about integrating motherhood with leadership roles. They emphasize how parenting can enhance executive skills and reflect on the role of community support. Hear how Sacramento's vibrant community plays a crucial role in their journey, countering any negative perceptions with personal experiences. Listen for invaluable advice on embracing opportunities, choosing positivity, and the non-linear nature of growth—told with passion and enthusiasm by two dynamic women making significant impacts in the Sacramento business world.

You can learn more about The RADZ Group at www.theRADZGroup.com
To learn more or inquire about services from RSE, visit www.rs-e.com
For more information about CLUTCH, visit www.connectwithclutch.com

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Chapter Summaries:(00:00) Female Entrepreneurs Discuss Business Journey
Rachel and Kierstan bring strategic vision to revitalize RSE, blending global experience with a women-led legacy.

(15:07) Exploring Future Business Trends With AI
RSE offers comprehensive marketing services, specializing in social impact and government partnerships, with a focus on AI's future impact.

(29:14) Balancing Work and Motherhood in Sacramento
Parenting and career integration, community impact, involving children in business, empathy for young professionals, and pride in fostering future generations in Sacramento.

(42:13) Embracing Opportunities and Growth in Business
Seizing opportunities, taking risks, and choosing positivity drive meaningful work and make a positive impact.

Episode 57: Rachel Zillner and Kierstan DeLong-The Vision for RSE and The RADZ Group Portfolio.

Join me as we embark on the inspiring journey of Daniel Farley, owner of Hamilton Jewelers Pavilions in Sacramento. Daniel shares how his family's immigrant roots from Mexico and Italy, along with the profound influence of his grandmother, shaped his passion for jewelry and business. Through a cherished childhood memory involving his father's thoughtful gift to his mother, Daniel's fascination with the meaningfulness of jewelry began. We reminisce about our shared history, from childhood bus rides to flying adventures with Daniel's father, which added a unique charm to his upbringing.

We talk about the importance of location and personal presence in luxury businesses with Daniel's insight. Discover how the strategic placement of his store in Sacramento's premier shopping center, Pavillions, attracts clients from diverse regions, emphasizing the value of maintaining a single, well-managed location for quality and personal connection. Through exclusive brand offerings and community engagement, Daniel underscores the role of passion and dedication in building a thriving business. We reflect on the significance of genuine connections with clients and fostering a supportive team environment, akin to the approach of esteemed local restaurateur Patrick Mulvaney.

Witness the enduring allure of luxury watches and jewelry as Daniel discusses the significance of timepieces as cherished heirlooms and personal expressions of style. Despite technological advancements like smartwatches, the charm of traditional jewelry remains strong. We touch on the impact of COVID-19 on retail, which positively influenced jewelry sales and customer loyalty, and discuss the financial aspects of the business, with a significant portion of revenue occurring during the holiday season. Celebrating a unique local success story, we explore the joy of decades-long friendship and collaboration that eventually weaves its way back to the pleasurable experience of shopping at Hamiltons Jewelers. 

To learn more about Hamilton's Jewelers visit:https://www.hamiltonpavilions.com/

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Chapter Summaries(00:00) Journey to Jewelry Business Ownership
Daniel Farley's journey from immigrant roots to successful jewelry business, inspired by family, meaningfulness of jewelry, and dedication to customers.

(13:28) Luxury Jewelry Business Location and Expansion
Location, personal presence, exclusive brands, community engagement, and passion are key to luxury business success.

(29:38) Jewelry Business and Personal Success
Luxury watches and jewelry as cherished heirlooms, COVID-19's impact on retail, and maintaining a local presence.

(42:21) American Success and Friendship in Jewelry
Celebrating friendship and success through a shared history, business, and philanthropy at Hamilton Jewelers.

Episode 58: Hamilton Jewelers-Creating the Gem That is Sacramento's Jewel.

Business leadership expert Doug Lipp takes center stage in this episode as we explore his fascinating journey from Sacramento to Tokyo Disneyland and beyond. Doug's unexpected passion for Japanese culture, ignited in high school, not only shaped his education but led to pivotal moments in his career, like his internship and subsequent role with Disney in Japan. Our shared memories of a unique trip to Japan, coupled with Doug's linguistic prowess and cultural insights, set the stage for a rich discussion on cross-cultural communication and leadership.

The conversation uncovers the strategic triumphs and challenges of Tokyo Disneyland, from its opening in 1983 to its innovative responses to weather and cultural dynamics. We explore Doug's career trajectory within Disney, reflecting on his impactful role at Disney University and the broader challenges of maintaining operational excellence and cultural cohesiveness across the brand's global presence. Doug's anecdotes about Disney's foundational leadership principles and customer service philosophy provide invaluable lessons on human interaction's enduring importance, even in a tech-driven world.

Transitioning from Disney's corporate world to founding the Intercultural Relations Institute, Doug shares insights into the complexities of cross-cultural leadership and the importance of maintaining simple yet powerful messages within organizations. The episode concludes with a focus on Doug's significant contributions through his books and YouTube channel, encouraging listeners to explore his work further. His journey is a testament to the power of passion and insight in shaping successful leadership and cultural understanding, offering listeners a blend of inspiration and practical wisdom.

To learn more about Doug Lipp, his company and the Intercultural Relations Institute, simply click on the link to his website. https://www.douglipp.com/

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
CHAPTER SUMMARIES
(00:00) Doug Lipp
Doug Lipp shares his journey from Sacramento to Japan, sparked by a high school class and leading to a career at Disney.

(13:27) Tokyo Disney Opening and Leadership Transition
Tokyo Disneyland's success, challenges, strategic location, and post-WWII cultural dynamics are discussed in relation to my career trajectory at Disney.

(18:38) Disney University and Leadership Challenges
Disney University's role in maintaining culture and training employees, challenges faced by Disney, and personal journey from Disney to consulting.

(25:18) Disney Leadership and Cultural Challenges
Transitioning from Disney to Intercultural Relations Institute, leadership training, Walt Disney's approachability and authority, and employee engagement.

(35:48) Customer Service and Leadership Evolution
Leadership and customer service require a balance of technology and personal engagement, as seen in Disney and AutoZone's success.

(46:14) Doug Lipp's Books and YouTube Channel
Doug Lipp, a distinguished business leader and author, shares valuable insights on leadership and his extensive work in the Sacramento area.

Episode 59: Cross-Cultural Leadership the Disney Way with Doug Lipp.

Podcast Summary

What if you faced a moment that changed your life forever? Join me, Kelly Brothers, as I share the extraordinary story of Robert Paylor, a promising rugby player whose life took a dramatic turn during a 2017 national championship match. Robert opens up about his journey from Sacramento, where his passion for rugby began, to becoming a star athlete at Cal with its storied rugby program. A harrowing incident during a match left Robert paralyzed from the neck down, but his remarkable resilience and determination turned a life-altering tragedy into a story of inspiration and hope.

We follow Robert's incredible path to recovery, defying medical expectations with sheer willpower and the support of loved ones. Against all odds, Robert transitioned from being unable to move below his neck to eventually walking out of the hospital, showcasing the power of perseverance and positivity. His critical milestones, such as his rehabilitation at the Craig Center in Colorado, highlight innovative approaches and a never-give-up attitude. Robert’s academic achievements, culminating in his graduation from Cal in 2020, serve as a testament to his tenacity and remind us that the human spirit can triumph over the most daunting challenges.

Robert has since transformed his experience into a mission to inspire and uplift others. As a motivational speaker, he shares his story worldwide, emphasizing the importance of perspective and gratitude. His journey from "Paralyzed to Powerful" is encapsulated in his book, aiming to help others find strength in adversity. Beyond his recovery, Robert celebrates personal milestones, such as marrying his wife, and embraces the exciting opportunities that lie ahead. Tune in to hear how Robert's powerful narrative continues to impact lives and how he has managed to turn personal tragedy into a beacon of hope for countless others.
You can learn more about Robert on his website. www.robertpaylor.com
To purchase the book on Amazon visit: https://www.amazon.com/Paralyzed-Powerful-Lessons-Quadriplegics-Journey/dp/B0F5L31HV8/ref=tmm_pap_swatch_0

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

(00:00) Life-Changing Rugby Accident and Recovery
Former rugby player Robert Paylor shares his journey from thriving athlete to paralysis after a national championship match.

(13:01) Overcoming Adversity Through Resilience
Robert Paylor shares his journey of recovery from a spinal cord injury, emphasizing perseverance, positivity, and faith.

(17:34) Paralyzed to Powerful
Robert Paylor's journey from paralysis to graduation, focusing on mindset, purpose, and inspiring others through his book and public speaking.

(30:24) Finding Strength Through Perspective
Robert Paylor shares his journey from catastrophic injury to inspiring others through speaking engagements and his book.

Paralyzed to Powerful

Episode 60: Paralyzed to Powerful: Robert Paylor's Inspiring Journey

Could a leap from the produce aisle to the banking world be the secret to thriving in finance? Rick Smith, CEO of Tri Counties Bank, certainly makes a compelling case. Hear Rick's remarkable journey, starting from his beginnings in Sacramento to his innovative integration of bank branches in grocery stores in 1993. Rick's energetic narrative highlights how his athletic spirit fueled his success, and he offers candid insights into the risks and rewards of making significant career transitions while balancing family life.

Rick doesn't just share stories; he offers a visionary perspective on the future of banking. As digital platforms increasingly eclipse traditional branches, the conversation underscores the enduring value of personalized financial advice. He and Kelly explore the evolving habits across generations, from tech-savvy youths to tradition-loving seniors. They discuss the relevance of cash in an era dominated by digital payments. Success at the bank is the result of focus on the crucial role of trust and collaboration in maintaining strong client relationships, even as the industry shifts.

California's dynamic economy sets the stage for Rick to shed light on the unique challenges and opportunities present in this diverse state. From the high cost of living to the alluring prospects of remote work, the intricate balance businesses must find to thrive is a theme heard often in the bank. Mergers, acquisitions, and a commitment to service remain key topics as Rick emphasizes a comprehensive, client-centered approach that goes beyond mere transactions. Rick Smith, exemplifies how the art of banking is as much about human connection as it is about numbers.
To learn more about Tri Counties Bank, visit  https://www.tcbk.com/
For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

(00:00) Rick Smith
CEO Rick Smith shares his journey from produce business to banking, discussing leadership, sports, and family influences at Tri Counties Bank.

(13:15) Future of Banking and Cash
Banking is shifting to digital platforms, but branches still offer value for personalized advice. Generational differences and the decline of cash are also discussed.

(21:53) California's Economic Strength and Future Prospects
California's economic power and challenges for banking, mergers and acquisitions, high taxes and living costs, and adapting to remote work.

(33:04) Banking
Banking's future: personalized advice, trust, collaboration, and balancing career with personal commitments.

(36:36) Building Relationships and Creating Value
Nature's evolving relationships in financial services, from investment to planning, learning from peers, and building meaningful client relationships.

Episode 61 : From Produce to Principal, Rick Smith's Journey With Tri Counties Bank.

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. With Californians increasingly seeking refuge in lower-tax states, this episode promises to equip you with essential knowledge for a successful transition.

Unravel the complexities of establishing new roots beyond California's borders as Chris walks us through the meticulous steps required to substantiate your new residency claim. From obtaining a driver's license to actively participating in local community life, each action plays a crucial role in convincing the Franchise Tax Board of your move's permanency. We also touch on how these changes can affect your charitable giving habits, potentially shifting your support to organizations within your new home state. Don't miss Chris's expert advice on maintaining proper documentation and timing your financial transactions to avoid unwanted scrutiny during residency audits.

Concluding our conversation, Chris offers invaluable insights on managing the emotional and practical aspects of selling a family home when relocating. Chris clearly demonstrates his commitment to providing top-notch guidance to clients both within and outside California. Listening, you'll hear the benefit of his wealth of experience and ensure you're prepared for any potential tax obligations that may arise as you embark on your new adventure.
Contact Chris at chris.parker@bakertilly.com or call Chris: 916-503-8266
For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
(00:00) Tax and Relocation Services Conversation
Chris Parker from Moss Adams discusses tax-compliant relocation services for Californians, the firm's merger with Baker Tilly, and the trend of Californians moving to lower-tax states.

(11:46) Establishing Residency in a New State
Timing, residency verification, and impact on charitable giving are important considerations when relocating from California.

(24:00) Residency and Tax Considerations for Relocation
Understanding tax implications and residency rules when selling a family home and moving to a new state.

(38:20) Residency Audit and Tax Advice
Nature's residency challenges when moving from CA to another state, including FTB audits and maintaining consistent activity patterns.

(44:20) Expert Advice From Chris Parker
Nature's financial advice from Chris Parker of Moss Adams, upcoming merger with Baker Tilly, and gratitude for his contributions.

Episode 62: Leaving the State - Baker Tilly's Chris Parker Shares Strategic Tax Prep for Relocation

Podcast Summary

What if the secrets to thriving in both business and personal life were hidden in the journey of a former street kid from the Bronx? Meet Dr. Bob Lorber, affectionately dubbed the "CEO Whisperer," who transformed his life from aspiring veterinarian to influential consultant and author. Bob's story is a testament to the power of mentorship and seizing fortuitous opportunities, guiding him to discover his passion for sociology and psychology at UC Davis. He shares how these experiences equipped him to make tangible improvements in organizational performance, paving the way for his remarkable consulting career.

Join me, Kelly Brothers and Dr. Bob Lorber, as we navigate through his personal and professional evolution, including his transformative move to Sacramento. The city's warm, Midwest-like community played a pivotal role in shaping his approach to business and personal relationships. Bob candidly discusses the impact of losing his business partner, Kev Kamai, which led him to focus on one-on-one executive consulting. His experiences also inform his views on family life, emphasizing the importance of relationships and choosing the right partner in marriage.

In a world where economic challenges loom large, Bob shines a light on the robust network of CEOs in Sacramento, dedicated to community prosperity and peer support. With insights into the unique cultural dynamics of Sacramento's business scene and his involvement in the amazing efforts at UC Davis's Office of Wellness Education, Bob’s enthusiasm for fostering collaboration is contagious. Ours is an enriching conversation underscoring how the right networks and relationships can drive business success and personal fulfillment.
For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
Chapter Summaries
(00:00) Consulting Firm Success Stories
Bob Lorber's journey from aspiring veterinarian to influential consultant, emphasizing real-world application and support from experienced executives.

(13:30) Business Community Connections and Personal Growth
Dr. Bob Lorber's journey in Sacramento, the close-knit community, loss of business partner, transition to working one-on-one, and balancing family and career.

(23:34) CEO Relationships and Business Success
CEOs in Sacramento form a supportive community, promoting local prosperity and facing economic challenges with dedication and love.

(35:46) Community Involvement and Medical Innovation
UC Davis's Office of Wellness Education advocates for a shift to true wellness in healthcare, with Dr. Scott Fishman on the board.

Episode 63: Personal Purpose, Professional Success - CEO "Whisperer" Dr. Bob Lorber Talks Business

If you've been around Sacramento any length of time you've certainly experienced one of the many Paragary's restaurants in town.  Iconic to be sure but with nearly 6 decades of entertainment and hospitality under his belt, Randy shows no sign of slowing down and, in fact, is just about to put the finishing touches on his crown jewel in the chain; Fort Sutter Hotel.  Hear stories from the beginning of his career as he shares and reminisces with Kelly in today's episode.  

For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Episode 6: Randy Paragary Reminisces with Kelly and shares his latest endeavor, Fort Sutter Hotel.

At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento.  For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, when the recipe is right. The goal is to have you learn, think, even laugh a little bit, all calorie free. Hopefully you'll enjoy what he's delivering right to your kitchen table or dining room or... will you be eating in your car, wherever you choose to listen.

Bite Sized Finance

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