Alpern’s Atlanta-based financial planning company uses qualified CPA advisors to assist investment clients in establishing and achieving personal financial income, retirement, estate, and wealth planning objectives. Additionally, they provide tax planning strategies regarding wealth management, as well as personal investment strategies. So this long-time entrepreneur has a lot to say about the current inflationary period we’re going through. He talks about that and more, including the importance of generating income in retirement, the five ways to bulletproof a financial plan, and why you should rebalance your investments.

Woody Alpern, president of CPA Wealth Advisors

Bryan Velez, 17, and his parents, Wendy and Luis, discuss mental health triggers and self-harm, the path through residential treatment and embracing Dialectical Behavior Therapy (DBT), and ultimately adjusting to life with renewed hope as a family. Kimberly Young, Psychiatric Nurse Practitioner and Hillside Assistant Medical Director, narrates this episode. You’ll also hear from one of our former day program clinicians, Dr. Kimberly Vay.

Episode 1 – The Velez Family

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Each week, host Richard J. Lenz—founder, president, and CEO of Lenz Marketing—speaks with Atlanta’s business leaders to explore their inspiring stories, lessons learned, and tips for growth and success. From big business execs to indie entrepreneurs, these guests not only share their practical secrets, but also unveil the personalities behind the careers. 

Lenz on Business is Presented by Georgia College's J. Whitney Bunting College of Business.  Listen live on Saturday nights at 6 on News 95.5, AM 750 WSB, and WSBRadio.com. 

#business #entrepreneur #lenzonbiz

Woody Alpern, president of CPA Wealth Advisors

Lenz on Business

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