Aspiriant

This week on the #MoneyTales #podcast, Sandi Bragar and Cammie Doder sat down with Laurel Mintz, General Partner at Fabric VC. Laurel is a powerhouse entrepreneur and venture capitalist whose journey with money and leadership began in an extraordinary way. With a J.D/M.B.A from Rutgers University and over 15 years running an award-winning marketing agency, Laurel Mintz is uniquely positioned to lead a fund like Fabric VC. Laurel has worked with more than 200 companies in the CPG and technology spaces, from startups to blue-chip global brands like Facebook, Verizon Digital Media, Geico, PAW Patrol and Zendesk. Her Board of Directors work and extraordinarily networked presence with organizations like Women Founders Network, Los Angeles Venture Association, Reuters and Women Business Enterprise National Council provides no shortage of relevant deal flow. Listen, learn more about her story on #MoneyTales #podcast: ?https://lnkd.in/gNd8Q2H7

A liquidity event is when a company’s shareholders can convert their shares or investments into cash or other assets. Common examples include an IPO, company acquisition or a secondary offering. Watch video to learn how Aspiriant can help guide you through each step of the process: https://buff.ly/3B5rnUM #LiqudityEvents #IPO #Acquistion

Money Tales guest Robert Heil spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of his time on the podcast talking about #money. Listen to the podcast here: ?https://lnkd.in/g8cYB877 #Aspiriant #wealthmanagement #podcast

With Republicans securing control of Congress and the White House, potential policy changes could have far-reaching implications. Our latest Market Perspective dives into what proposed shifts in tax, trade and regulatory policies could mean for the economy, financial planning and investment strategies, especially amid mounting fiscal challenges. Read the full article on fathom: https://buff.ly/3AENd1r #MarketPerspective #FinancialPlanning #2024Election

This week on the Money Tales podcast, Aspiriant hosts Sandi Bragar and Cammie Doder welcomed Robert Heil for a conversation exploring the benefits of developing good money conversation habits. Robert Heil is the CEO of Financial Aid Services (FAS) a higher education consulting firm specializing in financial strategies, operational efficiencies, and tech-enabled financial aid services for colleges and universities.?Under Robert’s leadership the company is experiencing transformational growth by leveraging industry-leading expertise with a mission to make higher education more affordable and accessible.?The firm’s deep commitment to client success has positioned FAS as the industry leader in financial aid operations for colleges and universities.? Listen, learn and subscribe to the #podcast: https://lnkd.in/g8cYB877

Our Q4 2024 Insight from the Investment Strategy & Research team covers market trends and their implications for diversified portfolios. The report explores Fed rate policy, corporate earnings and the evolving role of AI in productivity and growth. Read our latest analysis for insights on navigating today’s economic environment with a balanced approach. https://buff.ly/3CqaTat

Money Tales guest Marcia Dawood spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of her time on the podcast talking about #money. Listen to the podcast here: https://lnkd.in/gxWGcJCM #Aspiriant #wealthmanagement #podcast

Last chance to register for 5 Expensive Mistakes to Avoid Before and After an IPO. If your company is going public or experiencing a sale, merger or tender offer, join us tomorrow at 11am pacific. This time can be the opportunity of a lifetime, but it’s also full of hidden pitfalls that could cost you millions if you’re not prepared. https://buff.ly/3Ux55ls Databricks Stripe Chime Klarna Rippling ServiceTitan Pendo.io Fanatics SHEIN StubHub Liquid Death SKIMS Alumis Canva Ibotta Plaid Gusto Brix Deel Alchemy Pony.ai WeRide Solera Holdings, LLC. CoreWeave

?? Preparing for an IPO or other liquidity event? Here’s what you need to know. Our guide, Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts, covers: ? ? Essential tax strategies aimed at protecting your wealth ? ? Aligning your finances with life aspirations ? ? Steps for confident decision-making (Hint: It starts with a great team!) Whether you're an employee at a pre-IPO company or exploring exit strategies, get the clarity you need to secure your financial future. ?? Read the guide https://buff.ly/4fiTv5K and plan with confidence. #IPO #MajorFinancialEvents #FinancialPlanning #WealthManagement

Is your company going public or experiencing a sale, merger or tender offer? Join Teresa Greenip, CFP?, Ryan T. Nelson, CFA and Jason Shemtob, MFS, CFP? on November 12th for a webinar entitled 5 Expensive Mistakes to Avoid Before or After an IPO. Going public—or experiencing a major financial event like a merger, acquisition or business sale—can be the opportunity of a lifetime. But it’s also full of hidden pitfalls that could cost you millions if you’re not prepared. https://buff.ly/3Ux55ls Databricks Stripe Chime Klarna Rippling ServiceTitan Pendo.io Fanatics SHEIN StubHub Liquid Death SKIMS Alumis Canva Ibotta Plaid Gusto Brix Deel Alchemy Pony.ai WeRide Solera CoreWeave