It's All Money
Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start.Because ultimately, It's All Money.It's All Money is powered by...
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Inside A Century In The Ag Business With Serres Ranch
Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County. A Farm Bureau Farm Family Of The Year, the Serres family has become a pillar of the community, with decades of business successes and lessons along the way. <br />On the latest episode of Sonoma Wealth's life and finance podcast, It’s All Money, Sonoma Wealth Advisor Shelby Wirick and host Dano Weir sit down with Serres Ranch and Serres Corporation company officer Taylor Serres Murnig to learn: <br />• The origins of their family’s agricultural business, dating back to 1924 right here in the Valley of the Moon. <br />...
Are Taxes Crushing Your Gains?
Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- proactive, year-round tax architecture designed to compound after-tax outcomes over a lifetime.<br /><br />What if there were tools your fiduciary financial advisor could offer, that provided proactive, year-round or years-long planning? Tools to chart optimal, long-term tax outcomes instead of a few deductions at the deadline?<br /><br />The answer to those questions can be found in the latest episode our podcast It's All Money with Sonoma Wealth's Marketing Director Dano Weir and Managing Principals Daren Blonski, CFP® AIF® and Chris Sip...
What The Marine Corps Taught Me About Finance
Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States Marine Corps. But what could those very tenents also teach anyone, even you, about finance? <br />Sonoma Wealth Advisor Gaetano Bettinelli joins our house podcast It’s All Money to share his story as a Former Captain in the Marine Corps in Logistics: <br />How and why he left home in Napa to attend the United States Naval Academy in Annapolis. <br />Why the reality of what people in the Marine Corps are really like may surprise you...
Saving Torched Data With DriveSavers
It’s a Digital Age, no, it’s a Cloud Digital Age, no no, it’s an AI,Cloud, Digital Age where everything is saved forever and lives in your pocket, anytime you want. <br />Until it breaks. <br />Gets dropped in a lake. <br />Hard drive with all your crypto goes click click click. <br />Pirate hackers hold your business server hostage for ransom. <br />Or unfortunately for many in California, a device with your digital life is lost in a wildfire. <br /> <br />What then? <br /> <br />Suddenly your technology problem crosses over to a financial problem. And that’s why we named the show “It’s All Money...
10 Ways To Avoid The Inheritor’s Dilemma
Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? <br />Well...maybe. <br />In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan? <br />Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma: <br />Why are emotions the first piece to address in an inheritance plan? <br />What are the risks of co-mingling assets? <br />Does this mean you...
How The Glen Ellen Star Won 12 Straight Michelin Bib’s
Following an unbelievable 12th straight Michelin Bib Gourmand award, host Dano Weir had to track down Chef Ari Weiswasser and Managing Partner Spencer Waite of the Glen Ellen Star restaurant for an episode of It’s All Money. <br />Just what is a Michelin Bib Gourmand award? How is it different from a Michelin Star? <br />Awards are amazing, but they only happen with great food and great people. What early decisions and values both in and out of the kitchen have led to their business success? <br />How did success at Glen Ellen Star lead to the opening of their second restaurant, S...
What The Gold?!
It’s one of the oldest "stocks" ever...GOLD. <br />It’s over though, right? That’s the late-night TV infomercial stuff? Your grandpa had it in a safe but you’re living in the future and everything’s digital now? ...right? <br />Then why’s it up 43% this year, and 105% in the last 5 years? Stock or not, shouldn’t your advisor be aware of an asset soaring like that? <br />This week on It’s All Money, hosts Dano Weir and Daren Blonski CFP® sit down with Jason Bowman from Napa Gold and Silver, for an insider’s take on what’s happening in the...
Crypto Goes Legit?
First came seashells, then gold, then paper, and now, hold your breath, crypto. <br />That last one is hard to swallow because of it’s mysterious, scandalous, and in one case truly unknown origin. But like it or not, crypto is becoming a part of the world outside your friend’s boyfriend’s cousin’s basement. <br />On this episode of It’s All Money, Sonoma Wealth CEO Daren Blonski CFP® and Marketing Director Dano Weir look at the real-world proof that crypto is going legit. <br />Major trading firms which offer crypto investments. <br />Countries with strategic bitcoin reserves. <br />Crypto can n...
8 Secrets Learned Retiring Thousands
(00:00:00) 8 Secrets Learned Retiring Thousands<br /> (00:02:16) Don’t retire away, retire to something<br /> (00:06:19) The go-go years, the slo-Go years, and the no-go years<br /> (00:11:40) People are living longer<br /> (00:18:26) Social Security isn’t designed for retirement<br /> (00:22:09) Everyone gets along until you die<br /> (00:24:46) Buy memories, not things<br /> (00:27:31) Checks and balances<br /> (00:30:37) SOMEthing physical<br /> <br /> Roth! Not Roth! Bonds! Social Security timing! <br />Financial advisors yapping about retirement all seem to hit the same 4 topics, don’t they? What about the rest of the story? <br />For advisors with eyes, there are details and secrets that fall between the crack...
From The Ritz To Cotati: The Amazing Business Story Of Acme Burger
It’s 2025! Every business is Robots! Franchises! CORPORATE! <br />...then how is an upstart local restaurant with humans expanding from 1 to 5 locations in under 6 years? Through a global pandemic? In one of the world’s most highly competitive restaurant markets? On the back of good ol’ burgers and fries?? 🍔🍟🥤 <br />This week on It’s All Money, we sit down with Erica and Todd Kniess of Sonoma County’s own Acme Burger. Why would a former Ritz Carlton chef choose burgers for his biggest business venture? What organizational structure did they implement to ensure happy, motivated staff? Why does offering families a place to “drop y...
