最佳DIANA OH播客 (2024)

1
EP 28 - Estate Planning and ESOPs: Interview with Agnes Gregory (Tax Partner) and Justin Stemple (ESOP Attorney) 44:43

11d ago44:43

44:43

This episode is extremely timely given the potential changes to estate tax. Agnes Gregory with Berman Hopkins CPA tax team in Orlando FL and Justin Stemple with Warner Norcross + Judd from Grand Rapids, MI explain how important it is to have an Estate/Gift Tax plan going into an ESOP transaction. We cover some important elements of Estate planning …

1
Revolutionizing MLS: Unlocking Real Estate Potential Without Compensation Structures 30:33

11d ago30:33

30:33

Discover the revolutionary shift in MLS systems as we challenge traditional norms with Chris Lumia from Stellar MLS. Have you ever wondered what the real estate world would look like without compensation structures tied to MLS listings? Tune in to learn about the innovative steps Stellar MLS is taking to prepare brokers and agents for this transfor…

1
Revolutionizing Real Estate: Appraisal Modernization, Market Trends, and Overcoming Challenges 28:46

11d ago28:46

28:46

How is the real estate industry being revolutionized by appraisal modernization? Meet John Barcelo, a pioneering force in real estate valuation, sharing his journey from the foreclosure sales trenches of Tampa in the 1980s to co-founding a groundbreaking national appraisal firm. John unveils how technological advancements are reshaping appraisals, …

1
A CONVERSATIONS ABOUT Trauma and Bipolar Disorder with @bipolarmumjourney 1:25:08

12d ago1:25:08

1:25:08

Trigger/Activation Warning Gemma’s story is a hard story, but I felt compelled to hold space for all of it. This episode contains discussions of sensitive topics, including violence and sexual assault. I’m grateful for Gemma’s willingness to speak to the stigma around all of these topics. As always, please take yourself. 🤍 Shaley Join host Shaley H…

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EP27 - Dirty Rotten Scoundrels - Identifying Roles at the ESOP Conference 43:39

22d ago43:39

43:39

This episode highlights ESOP advisors you may run into at the conferences (or really anywhere!) The topic is to help provide an overview of the ranging roles as it applies to ESOP advisory and how to choose advisors who can best support your personal journey to an ESOP.

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CONVERSATIONS ABOUT Bipolar and My Journey with Disordered Eating 26:29

29d ago26:29

26:29

Hi besties, it's Shaley! In this solo episode, I dive deep into a highly requested topic: disordered eating, especially in the context of living with bipolar 2 disorder. I share my personal experiences, struggles, and the cyclical nature of my relationship with food. From teenage dieting to adult binge eating, I explore how these patterns intertwin…

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EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH. 42:05

1M ago42:05

42:05

This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing side. Relating to transaction, Bryce explains the role he plays as a buyer and the steps he takes to conform to the depar…

1
CONVERSATIONS ABOUT- Hypomania & Mania: Early Warning Signs and Community Insights 29:36

1M ago29:36

29:36

Welcome to another episode of this is bipolar with your host, Shaley Hoogendoorn. Shaley, a mom, teacher, wife, and content creator, shares her journey of living with Bipolar II disorder. In this solo episode, she delves into the early warning signs of hypomania. Shaley explores her personal experiences and engages with responses from the Instagram…

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EP25 - Pink Panther - The Strangeness of ESOP Negotiation 37:21

1M ago37:21

37:21

In this podcast episode we use a classic scene from the movie “Pink Panther” which highlights using the “American” French accent to illustrate the strangeness related to an ESOP negotiation. In ESOP transactions it is important to understand that the purchase price or valuation of shares being sold hinge on the ultimate result of the negotiation wi…

1
EP24 - The Power Of Monthly ESOP Communication With Diana Clark 49:59

2M ago49:59

49:59

This episode we invite Diana Clark, who specializes as a full-time ESOP communication’s consultant, to provide a framework to understand the power of frequent and effective communication around employee ownership. If you are brand new to ESOPs or been an employee-owned company for a few years or even many years - the bottom line of communication wi…

1
EP23 - Inside Out - Part 2 - Inside Note vs. Outside Note 40:45

2M ago40:45

40:45

This episode is part 2 of discussing the inside note versus the outside note on an ESOP transaction. We feature the recently released part 2 of Inside Out - as it is an excellent sequel in the story of how human emotions can play into how we make decisions , in particular how anxiety can cause problems in daily life. The podcast contrasts this to h…

1
GOING DEEPER - Understanding Bipolar through Story with author Bassey Ikpi 32:03

2M ago32:03

32:03

Welcome to 'this is bipolar' hosted by Shaley Hoogendoorn, a platform dedicated to sharing the lived experiences of those with Bipolar Disorder. In this episode, Shaley introduces the "Going Deeper" series, which delves into specific topics of a previous podcast guests. These episodes are designed to further inspire, educate, and break down the sti…

1
EP22 - ESOPs for the Construction Industry – interview with Joe Hurt of RLH Construction, a 100 percent ESOP 50:50

2M ago50:50

50:50

This episode represents the 2nd interview with Joe Hurt of RLH Construction. Joe discusses some of the challenges and opportunities of an established ESOP. A few years into their ESOP, RLH Construction has experienced very strong results from the ESOP. Joe is the CEO of the company and has worked through issues such as leadership transition, retiri…

1
EP21 - Inside Out: Inside Note Vs. Outside Note - Part 1 36:04

3M ago36:04

36:04

This episode provides clarification to the difference between an inside note and an outside note. In an ESOP transaction there will be two types of notes created when the transaction occurs. This episode is part 1 of 2 episodes. The first part explains the background of the terminology as it relates to why these two types of notes exist. The majori…

1
CONVERSATIONS ABOUT Dialectical Behavioural Therapy - WITH Diana Partington, author of 'DBT for Life" 1:05:46

3M ago1:05:46

1:05:46

In this episode on 'this is bipolar', mental illness advocate, Shaley Hoogendoorn has a enlightening conversation with Diana Partington, LPC-MHSP, M.ED. Diana is a mental health counselor specializing in Dialectical Behavior Therapy (DBT). Shaley invited Diana on the podcast after using Diana's "DBT for Life- Skills to Transform the Way You Live"wo…

1
Crafting Beautiful and Sustainable Florida Landscapes with Diana Interlante 30:08

3M ago30:08

30:08

Unlock the secrets to creating a stunning Florida landscape as we sit down with Diana Interlante from Interlante Landscape Design. With her extensive experience since 1985, Diana shares her top recommendations for grass types that thrive in Florida's climate, shedding light on why Seville, Bitter Blue, and Palmetto grasses are superior to the tradi…

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EP20 - Corey Rosen with NCEO - An Update on ESOPs 48:23

3M ago48:23

48:23

On the podcast this week, we interview Corey Rosen, the founder of NCEO and a huge contributor to ESOPs discusses the updates and trends relative to ESOP companies. Through our discussion, Corey highlights the expansion of ESOPs as the finance world has begun to leverage this realities and benefits of an ESOP in private equity. Some of these ideas …

1
Navigating Hurricane Preparedness: Expert Tips from Pinellas County Emergency Director Kathy Perkins 30:22

3M ago30:22

30:22

What does it take to stay safe during a hurricane in coastal Florida? Discover the invaluable insights from Kathy Perkins, Director of Pinellas County Emergency Management Services, who brings over three decades of experience, including her firsthand involvement in Hurricane Andrew. Kathy helps us navigate the unique challenges that each storm brin…

1
Looking for the Light - conversations with Missy of Comfortable Silence 56:58

3M ago56:58

56:58

Welcome back to "This is Bipolar" with your host, Shaley Hoogendoorn. In this episode, Shaley sits down with Missy, the inspiring founder of "Comfortable Silence," a brand dedicated to raising awareness and ending the stigma surrounding bipolar disorder. Missy shares her heartfelt journey from being diagnosed with bipolar disorder at a young age to…

1
EP19 - Miss Peregrine Home for Peculiar Children-Motivations for an ESOP 36:58

3M ago36:58

36:58

In this episode we discuss the motivations for selling your business to an ESOP. The focus of this episode is to help better understand the reasons to choose an ESOP. The episode was encouraged by the experiences of working through other company’s ESOPs and interacting with diverse personalities and companies, along with their varying goals and obj…

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Slaying Stigma- Conversations with Hannah Blum, author of Oh, Mind, Where Have You Gone Today? 1:33:54

3M ago1:33:54

1:33:54

Welcome to another compelling episode of 'this is bipolar'. Your host, Shaley Hoogendoorn, is back with an inspiring and insightful conversation. In this episode, Shaley, a teacher, creator, podcaster, and mental health activist living with Bipolar II Disorder, speaks with the remarkable Hannah Blum. Hannah is a writer, author, and mental illness a…

1
EP18 - Dealing with Mature ESOPs, Repurchase Liability, Changes in Economy, and Re-leveraging - Discussion with Renee Jenkins with Holiday Builders 44:51

4M ago44:51

44:51

This episode will be very informative through the long-tenured experience of Renee Jenkins with Holiday Builder’s ESOP. Renee has been a long-time employee of the company managing the Finance/HR Branch. On this episode of the Podcast, we discuss the issues in a straightforward approach and solutions that she has worked through. This discussion cove…

1
"Common Misconceptions about Bipolar" PART 2 CONVERSATIONS WITH- Leah Charles King 52:55

4M ago52:55

52:55

Welcome back to PART TWO of 'conversations with Leah Charles King. Shaley Hoogendoorn continues her inspiring conversation with Leah Charles King, a renowned TV presenter from the UK. Leah shares her journey of living with Bipolar II Disorder and the importance of smashing the stigma surrounding mental health. Leah discusses the common misconceptio…

1
Episode 2: Dating Advice with Cate Mackenzie 1:07:44

4M ago1:07:44

1:07:44

In this episode, The Love Twats are joined by Love Coach Cate Mackenzie!由The Love Twats

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EP17 - Quigley Down Under - Taking the Long Shot - Preparing for a Successful ESOP 33:29

4M ago33:29

33:29

We find that once an ESOP closes, there is some degree of uncertainty on the next steps. In this episode, we focus on the ESOP closing guide to prepare clients on the correct ways to implement the organizational structure and timeline of a successful ESOP. In other words, we cover how to accomplish a company’s goals in the transition of an ESOP tha…

1
EXCLUSIVE Bipolar and Self-Stigma - GOING DEEPER with Dr. Andrea Vassiliev 46:32

4M ago46:32

46:32

I have a special treat this week- a FREE subscribers only episode for you! This exclusive episode was so incredibly helpful and so I decided to share it with ALL listeners. This conversation is just one example of the EXTRA content Instagram Subscribers have access to. Not only are there 2-3 subscribers only "going deeper" episodes a month, there i…

1
EP16 - ESOPs and Private Equity - Discussion with Jason Miller 46:38

5M ago46:38

46:38

On this episode, Jason Miller (former National Director of ESOPs for Bank of America) and I explore the “Expanding ESOP Initiative” that was recently aired on 60 Minutes. The focus of this podcast is to provide an update as to what is happening in the National ESOP space and how the ESOP initiative started. The initiative’s work is centered around …

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CONVERSATIONS WITH Leah Charles-King on Resiliency, Faith & Coming Out of the Bipolar Closet 1:05:59

5M ago1:05:59

1:05:59

"this is bipolar' unveils another power-packed episode, featuring Shaley Hoogendoorn and TV presenter and Ambassador @bipolar_uk, Leah Charles King. Embodying strength and resilience, both women share their personal battles with bipolar disorder and their commitment to shattering mental health stigma. In a discussion that is both heartbreaking and …

1
EP15 - Bridge Over Troubled Water - The Historical Cash Flow and Forecasted Cash Flow Connecting To Your Valuation for an ESOP 36:40

5M ago36:40

36:40

This episode focuses on the development of an expected valuation to help a shareholder understand selling their shares to an ESOP. When the historical average cash flow is much lower than the forecasted cash flow, the negotiated fair market value or adequate consideration can be much lower than desired. This is what the podcast refers to as “bridge…

1
Episode 1: Meet The Twats 1:02:50

5M ago1:02:50

1:02:50

In the first ever episode of The Love Twats, we meet Guy and Bibi - your resident Twats - as they share their relationship histories, horoscopes and their number... all in front of a live audience.由The Love Twats

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Conversations about Unmasking Bipolar Disorder with Bipolar Survivor & Specialist Dr Andrea Vassilev 1:08:03

5M ago1:08:03

1:08:03

In this insightful episode of 'conversations with', our host Shaley Hoogendoorn engages in a deep and meaningful conversation with Dr. Andrea Vassilev, a bipolar specialist and survivor. They delve deep into personal experiences with Bipolar II and Unspecified BipolarDisorder, shedding light on mental health, self-stigma, and the importance of unde…

1
EP14 - ESOP Communication - Interview with Diana Clark 45:54

6M ago45:54

45:54

This episode is a general overview of ESOP communication. Diana Clark and I discuss the importance of communicating an ESOP transition to your employees. We discuss how to present an ESOP to your company, answering the question: What is in it for the employee? This is a very essential part of the ESOP journey--once the ESOP closes this marks a new …

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CONVERSATIONS WITH Lee Formella, Director of Education for NAMI (SE Minnesota) & advocate @benefits_of_bipolar 1:09:58

6M ago1:09:58

1:09:58

In this episode of 'conversations with' mental illness activist, Shaley Hoogendoorn sits down with fellow advocate & Director of Education for NAMI (SE Minnesota), Lee Formella. This conversation not only digs deep into the before and after his diagnosis and shares it all with us. Lee is open about addiction and how it affected his jobs as well as …

1
CONVERSATIONS about Schizoaffective Bipolar Type- Kit, content creator @schizokitzo 1:08:12

6M ago1:08:12

1:08:12

In this episode mental illness advocate, Shaley Hoogendoorn has a conversation with content creator, Kit of @schizokitzo. Kit dives deep into what was like before and after her diagnosis of schizoaffective bipolar type. She shares the difference between bipolar type 1 symptoms and schitzoaffective disorder bipolar type symptoms. Kit also describes …

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EP13 - Randy Macho Man Savage - Bring Down or Take Down Call For An ESOP Transaction 30:44

6M ago30:44

30:44

Randy Macho Man Savage was a childhood hero who my brothers and I constantly impersonated while watching WWF wrestling. For a time, I didn’t realize it was choreographed fighting and not a real fight. This podcast episode uses this picture of WWF Wrestling to discuss what is called the “bring down” call for an ESOP transaction. This is a call condu…

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EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company 50:10

6M ago50:10

50:10

This podcast episode features Nancy Pratt, CFO of Frederick Derr and Company. They are a construction company out of Sarasota, FL who closed on a 100 percent ESOP transaction at the end of 2023. The episode is our first interview from a CFO perspective. Nancy does a phenomenal job of explaining the ESOP process from the role of the CFO. This episod…

1
BIPOLAR, BIRTHDAYS & BIG FEELINGS with Shaley Hoogendoorn 49:25

6M ago49:25

49:25

This episode of the podcast is being released on MY BIRTHDAY!!!! Its all about bipolar, birthdays & BIG feelings! When I asked on Instagram if anyone else gets bipolar symptoms triggered by birthdays the response was huge. I’m not alone when comes to living with symptoms and episodes brought on by this mood disorder. When I look at the comments you…

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Conversations about Bipolar and the Workplace Part 1 with Brandon @therealbruss 1:05:39

7M ago1:05:39

1:05:39

Part 1 of ‘conversations about bipolar & the workplace’ with returning favourite, rapper and content creator Brandon @therealbruss. In this episode, mental health advocates, Shaley and Brandon talk about how living with bipolar has and continues to affect their experiences with work. They talk about their very first jobs, loss of jobs and ideas to …

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Conversations about Bipolar and the Workplace Pt. 2 with Brandon @therealbruss 35:29

7M ago35:29

35:29

Part 2 of ‘conversations about bipolar & the workplace’ with returning favourite, rapper and content creator Brandon @therealbruss. In this second episode, mental health advocates, Shaley and Brandon talk about how living with bipolar has and continues to affect their experiences with work. They talk about further about there experiences managing b…

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EP11 - Titanic - Avoiding The Icebergs On Your ESOP 37:03

7M ago37:03

37:03

This podcast is all about designing your ESOP so the company can be successful and avoid any potential pitfalls. Through the episode, we get to celebrate the movie: “Titanic” (Spoiler alert - the ship sinks at the end). One of the aspects of ESOP design is understanding the ESOP process and the importance of cash flow and balancing leverage for the…

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EP10 - ESOP Trustee Interview - Bill Kropkof 40:31

7M ago40:31

40:31

This episode we dive into the very essential role of the transaction/ongoing ESOP trustee with Bill Kropkof out of Dallas TX. Bill’s background includes time with the Department of Labor - so he brings a perspective that is very helpful to think about how that affects a transaction as well as ongoing work related to best practices related to truste…

1
EP9 - Tin Cup - ESOPs - The Road Less Travelled 33:45

7M ago33:45

33:45

In this episode, I discuss the tension of making these choices around ESOP - but not just the path of an ESOP. This episode is to discuss some general ideas around what shareholders face when making decisions towards how they go about the transition of their business.由Phil Hayes

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EP8 - ESOP Experience - Interview With Dale Hobbs of Hobbs Madison 100% ESOP 40:17

8M ago40:17

40:17

On this episode - Dale Hobbs founder of Hobbs Madison - consulting firm discusses him and his partner (Gary Madison’s) journey to an esop. Dale and I discuss the process that we worked through to sell 100 percent of their stock to a newly formed ESOP.由Phil Hayes / Dale Hobbs

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CONVERSATIONS WITH- Bassey Ikpi NYT Bestselling Author "I'm Telling the Truth, But I'm Lying" 1:30:43

8M ago1:30:43

1:30:43

In this episode, Shaley Hoogendoorn sits down and has a in depth conversation with New York Times best-selling author and mental wellness advocate, Bassey Ikpi. This episode shares Bassey's journey starting from her childhood in Nigeria and immigrating to the US with her family. Bassey tells of how she struggled and what her life looked like leadin…

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EP7 - Don’t Worry Be Happy - The Holistic ESOP Plan 45:51

8M ago45:51

45:51

On this episode I have been re-inspired by this great song to focus on why holistic planning your ESOP should minimize your worry of selling your stock during your journey to an ESOP. As we go through the planning process, there simply are measures taken to balance all of the elements of your ESOP plan to provide a win-win-win…yes a triple win - on…

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EP6 - Why EOS Goes Well With ESOPs… EOS Worldwide CEO - Mark O’Donnell 48:10

8M ago48:10

48:10

I have been talking about EOS for years - so helpful to get to interview Mark O’Donnell, CEO of EOS Worldwide to discuss how Traction has made such an impact with companies executing strategically and implementing innovation at the highest levels. The ESOP is a natural choice for EOS companies given the strong core values, culture, business process…

1
EP5 - Mutiny on the Bounty - Communicating Positively With Key Employees Along Your Journey to An ESOP. 41:29

9M ago41:29

41:29

This episode is focused on addressing a super common question with companies going through the ESOP process with their key people. Proactive communication is really the best way to approach your key people - however the question is when should you talk with them and how much can you tell them. This is really difficult to answer as it deeply depends…

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CONVERSATIONS WITH - Niki Castle, certified Mental Health Coach @healingmindscoaching 1:07:59

9M ago1:07:59

1:07:59

In this episode, mental illness advocate, Shaley Hoogendoorn sits down with Niki Castle to talk about her journey with Bipolar Disorder. Not only does Niki share her story leading up to and after her bipolar diagnoses, She also speaks to her experience as a black woman, athlete, wife and parent living with a mood disorder disorder. Niki also shares…

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EP4 - EOX - Interview with Steve Storkan - ESOP Education And EOX Mission 40:14

9M ago40:14

40:14

In this episode - I interview Steve Storkan and their approach at EOX, an organization founded out of the NCEO to develop state employee ownership educational resources to support companies considering ESOP as an option. Their approach is in response to research that shows - states with education on ESOPs have a lot more ESOP companies. Steve has a…

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EP3 - Jumanji - Reality of Communicating ESOP to Employees 33:12

9M ago33:12

33:12

In this episode, we jump right into the expanded version of Season 5 by dealing some factors related to communicating the ESOP to your employees. Jumanji is an ideal movie to explain that there is something that changes after an ESOP that can change the outlook on how employees see themselves - who they are and who they want to be - we want them to…

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