Welcome to The Lake Lake Show. Hosted by Matt Evans and Jonathan Kiernan. The podcast addresses all of the talking points surrounding the Lakers organization. Occasionally featuring a selection of very special guests.
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Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations f ...
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The musings of Midwestern 20-somethings and their friends
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What Is Your Game Plan? Featuring Paul Menig
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In this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition. Paul shares his wealth of kno…
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The Founder's Journey with David Howitt
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In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and lea…
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Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
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On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor. This episode is packed with some helpful takeaways for your own financial world, so get your notepa…
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Build a Business With Real Intrinsic Value with Craig Wigginton
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On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders. We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Ent…
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On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world. We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team …
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Are You Prepared for the Sunsetting of Estate Tax Exemptions?
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In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions. As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her…
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Making Your Business More Sellable and Getting a Higher Price
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On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success. We s…
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What he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and bu…
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An Innovative Approach to Taxes and Accounting
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On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age. We'll discuss why this innovative approach is effective, how it works, and whether or not th…
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Estate Planning: The First Step to Business Succession
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On the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning. Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some…
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Building a Well-Defined Succession Strategy
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Oftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients. Don Bielen, Principal at Perkins & Co Suc…
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Planning on Selling Your Business? Think Again.
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Welcome back to another installment of Lessons by the Lake! In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their …
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Succession Planning for Family Businesses
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Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family…
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Stress Testing for Successful Business Owners
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There is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need? Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals. On the latest episode of Lessons by the Lake, we're examining h…
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Getting Started With a Virtual Family Office
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Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights o…
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When is the Best Time to Sell My Business? Timing Considerations From an Investment Banker
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Navigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale. On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for bus…
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The Benefits of Working With a Virtual Family Office
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On the latest episode of Lessons by the Lake, we delve into the transformative world of Virtual Family Offices (VFOs) and explore the myriad benefits they bring to individuals and families navigating the complexities of wealth management. Joined by Allison Tirado, Elite Advisor Coach at CEG Worldwide, we're analyzing the strategy behind this innova…
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Five Critical Mistakes of Successful Family Businesses
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Running a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way. On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them. Timecodes: 0:06 - In…
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As a business owner contemplates selling their business, oftentimes their life's work, a big misconception can occur. The overall value of their business is misconstrued based on numerous factors and considerations, which leaves the business owner confused. On the latest installment of Lessons by the Lake, we're diving deep into the process of deve…
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Living an Amazing Life of Significance and Making a Difference in the World
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"Living a life of significance" is a phrase that's often discussed on our show among a variety of successful business owners and everyone has a different definition. On the latest episode of Lessons by the Lake, we welcome Barry Garapedian, President & CEO of Mag 7 Consulting, to discuss the impact he's making on today's youth. Mag 7 is a boutique …
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Ready to Scale Your Business the Right Way?
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Building a successful business requires an immense level of dedication, hard work and ingenuity along the way. And throughout that journey, a business owner needs to successfully navigate one of the most difficult challenges of all: scaling. On the latest episode of Lessons by the Lake, Bob sits down with Carl J. Cox, Founder of 40 Strategy, to dis…
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Five Essential Tips for Donating Your Business Before You Exit
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As business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business. We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest…
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Culture of Leadership: Is Your Business Transition Ready?
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There are countless items that business owners should be evaluating when they are approaching the sale, or even a transition of any kind, of their business! However, there is a key, initial question they should be asking themselves: Is my business transition ready? On the latest episode of Lessons by the Lake, we welcome Chris Smith, Founder of Cam…
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Avoiding Retirement Plan Mistakes in Business Exit Planning
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When the time comes to exit your business and look forward to retirement, there are some vital concerns you should be considering! On the latest installment of Lessons by the Lake, we're pleased to welcome Bonnie Treichel, Founder of Endeavor Retirement, for a great conversation surrounding the retirement planning mistakes you should be avoiding wh…
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How Business Owners Can Utilize EOS for Advanced Planning Purposes
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We're back with an all-new episode, specifically catered towards our business owner audience! Join us for the latest installment of Lessons by the Lake, where we welcome Julie Markee, an EOS Implementer, Speaker and Executive Coach, for a great conversation on leveraging the Entrepreneurial Operating System (EOS) for Advanced Planning purposes. Jul…
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Do You Know Your High-Net-Worth Personality Type?
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We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals? On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be ex…
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In the latest installment of Lessons by the Lake, Bob explores the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be hazardo…
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#73 | The Ever-Growing Criticism of Russell Westbrook, Why It’s Time for the Lakers to Call Upon the G Leaguers
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. We would appreciate that very much. Twitter: @MattEvansCU, @JonathanKiernanNBA, @lalakersuk
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#72 | What Are the Lakers Going to Do With Russell Westbrook?, Reviewing the 4/5 Options That the Team Has This Summer
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. We would appreciate that very much. Twitter: @MattEvansCU, @JonathanKiernanNBA, @lalakersuk
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#71 | Are Lengthy Reviews Killing the Game?, Predicting the Remainder of the Season, Early ‘22-23 Plans
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show.Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. We would appreciate that very much.Twitter: @MattEvansCU, @JonathanKiernanNBA, @lalakersuk
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#70 | LeBron James and the Lakers, All-Star Comments, Predicting the Future
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show.Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. We would appreciate that very much.Twitter: @MattEvansCU, @JonathanKiernanNBA, @lalakersuk
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One of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals. From continuing to grow their wealth as it's transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might s…
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Affluent families and individuals want to make smart decisions about their wealth, which is exactly why so many of them seek out top financial professionals for advice and guidance. But, it turns out that superior technical expertise in investments and other areas of finance isn’t enough. Those advisors who are truly elite and who can best help the…
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Welcome to Lessons by the Lake: The Oswego Private Wealth Show! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Bob Bedritis, Managing Director of Oswego Private Wealth Management, who…
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#69 | The Lake Lake Show returns! - The Lakers season so far, Isaiah Thomas' impact, Mason and Jemerrio Jones, the Bulls signing Mac McClung
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. We would appreciate that very very much. Twitter and Instagram: @lalakersuk Music: Leomind - Parade
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#68 | The Lakers' Priorities of the Off-Season, Are the Clippers Starting to Take Claim of Los Angeles?
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. Both start the show by discussing the recent friction between the Lakers and Clippers, along with the priorities of the purple and gold this off-season. Drop us a 5-star review on Apple Podcasts and be sure to share the show with your Laker friends. …
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#67 | Dennis Schroder's Future, the Lakers Hire David Fizdale, Can Damian Lillard Be Acquired via Trade?
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. In this episode, both talk about the future of Dennis Schroder as reports suggest he wants a $100-120 million deal in free agency. Other topics include the Lakers' hiring of David Fizdale and whether Damian Lillard can be acquired via trade. Drop us …
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#66 | The Lakers Season Quickly Turned Into a Disaster, What Went Wrong In 2020-21, Was the Anthony Davis Trade Worth It?
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Matt (Founder, Lakers UK) and Jonathan Kiernan are back with another episode of The Lake Lake Show. In this episode, both talk about how the Lakers' season quickly turned into a disaster, resulting in a first-round playoff exit. It was a lengthy discussion that brought up numerous topics, including whether the Anthony Davis trade was worth it. Drop…
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Kobe Bryant's HOF Induction, LeBron James' Return, Talen Horton-Tucker's Rise, the Play-in Tournament, Mailbag
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Matt (Founder, Lakers UK) and Jonathan are back with another episode of The Lake Lake Show. Topics include Kobe Bryant’s Hall of Fame induction, LeBron James’ return, Talen Horton-Tucker’s rise, the play-in tournament, as well as a mailbag. Twitter and Instagram: @lalakersuk Music: Leomind - Parade
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The Lake Lake Show Returns! | The Lakers' Current Situation, Is the Play-in Tournament a Good Thing?
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The Lake Lake Show returns! It's been a while but Matt Evans (Founder, Lakers UK) and co-host Jonathan Kiernan are back to speak about the latest news surrounding the defending NBA Champions, the Los Angeles Lakers. Twitter and Instagram: @lalakersuk Music: Leomind - Parade
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Folks, thanks for still being subscribed. Blake and Kevin did an episode of Kevin’s pod this week, and it reminded us of the good old days. Enjoy. This week, Kebmo is joined yet again by Blake Smith (@BeerBelly Blake)! This episode was hastily thrown together, but gold was captured on wax with The Great Debate! Here’s the playlist to listen to late…
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Ep 63 (w/ LakeShowScoop): Jared Dudley resigns, the return of Quinn Cook, and the future of Kyle Kuzma
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Host Matt of Lakers UK (founder) and Jonathan Kiernan are joined by LakeShowScoop (Kenny) to discuss the return of Jared Dudley and Quinn Cook to the Lakers' roster, along with what sits ahead of Kyle Kuzma and whether he could receive an extension from the purple and gold. This episode of The Lake Lake Show was brought to you by TalkBasket. Head o…
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Ep 62: LeBron James and Anthony Davis commit to the Lakers long-term, extending the championship window further
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan react to LeBron James and Anthony Davis committing to the Lakers long-term. What it means for the championship window and also in the pursuit of Giannis Antetokounmpo. Both also give their opinions on the new city edition jersey. Follow Lakers UK on Twitter and Instagram: @lalakersuk Check out L…
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Ep 61: Reviewing the Lakers' free agency business so far, Wes Matthews, Montrezl Harrell, Kentavious Caldwell-Pope, Anthony Davis, other options moving forward
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan review the Lakers' free agency business so far. The signings of Wes Matthews and Montrezel Harrell, the re-signing of Kentavious Caldwell-Pope, the current situation surrounding Anthony Davis, and other options for the Lakers moving forward. Follow Lakers UK on Twitter and Instagram: @lalakersuk…
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Ep 60 (w/ Raj C, UnwrittenRules): The Lakers Trade for Dennis Schröder, Kyle Kuzma's Future, Other Targets Moving Forward
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan are joined by Raj C (@UnwrittenRules on Twitter). All three discuss the recent breaking news of the Lakers trading for Dennis Schröder, with the reports releasing just an hour prior to recording. Other topics include Kyle Kuzma's future and other targets moving forward. Follow Lakers UK on Twitt…
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Ep 59 (w/ Ryan Ward, Lakers Daily): The 2020-21 NBA Season Start, Key Dates, Free Agent Targets
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan are joined by beat-reporter for Lakers Daily, Ryan Ward. All three speak about the quick turnaround, with the 2020-21 NBA season just around the corner, and whether it's a disadvantage for the Lakers. A flurry of free-agent targets follows which sparks discussion. Follow Lakers UK on Twitter and…
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Ep 58: A Conversation with Lakers two-way player and NBA Champion, Devontae Cacok
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan are joined by Lakers two-way player and NBA Champion, Devontae Cacok. Topics include winning a title, life in the bubble, the Lakers glue guys (Jared Dudley/Quinn Cook), South Bay Lakers success stories, plus much much more! Follow Lakers UK on Twitter and Instagram: @lalakersuk Check out Lakers…
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Ep 57 (w/ Trevor Lane, Lakers Nation): Danny Green, Kyle Kuzma, Potential Trade Targets for the Lakers, Giannis Antetokounmpo in 2021
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Host Matt of Lakers UK (Founder) is joined by Jonathan Kiernan and Trevor Lane of Lakers Nation. Topics include the seasons of Danny Green and Kyle Kuzma, along with where their futures sit. Potential trade targets for the Lakers follow and the free agency of Giannis Antetokounmpo in 2021. Follow Lakers UK on Twitter and Instagram: @lalakersuk Chec…
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Ep 56: The Latest NBA 2020-21 Season Start News, Lakers Off-Season Preview (Bradley, McGee, Howard, Morris, Waiters, Dudley)
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Host Matt of Lakers UK (Founder) is joined by Jonathan Kiernan and Cole Pollard to talk about the latest NBA 2020=21 season start news. The majority of the episode is covered with a Lakers off-season preview, however. Matt, Jonathan, and Cole go through each player on player options and who are hitting free-agency. Including Avery Bradley, JaVale M…
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Ep 55 (w/ Harrison Faigen, Silver Screen and Roll): Covering a Title-Winning Team, Top-3 Supporting Cast Members, Potential CP3/Rose Trades, Acquiring Russell Westbrook
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Host Matt of Lakers UK (Founder) and Jonathan Kiernan are joined by special guest Harrison Faigen of Silver Screen and Roll in this episode. Harrison speaks about covering a championship-winning team, how it's all changed since first covering the team back in 2013, and he puts forward his top-3 members of the Lakers supporting cast during the 2020 …
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