Interviews

William Dunkelberg

Written by Michael Smith | Wednesday, December 14th, 2016

Small Business Optimism Soars Post Election Special NFIB Optimism Index finds dramatically different attitudes among small business owners before and after election Washington, D.C. (December 13, 2016) – Small business optimism remained flat leading up to Election Day and then rocketed higher as business owners expected much better conditions under new leadership in Washington, according Read More
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Mike Malkemes, Claire Barber, and Suri Clark

Written by Luke Patterson | Thursday, November 17th, 2016

Luke Patterson interviewed Mike Malkemes, Founder and Executive Director as well as Claire Barber and Suri Clark of Generation One. Luke and Mike discussed Generation One and Charitable Giving. Generation One is a trans-denominational ministry in Houston, Texas that dedicates itself to the spiritual growth and physical rebuilding of impoverished areas in the Third Ward. Read More
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Carol Cantrell, JD, CPA

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, November 2nd, 2016

Scott Bishop, Director of Financial Planning for STA Wealth Management hosts a special edition of the STA Money Hour with guest Carol Cantrell, JD, CPA with the firm Cantrell & Cantrell. Carol is a tax attorney who specializes in Estate Planning and Probate Law. Scott and David cover estate planning topics such as Wills, Trusts, Read More
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Senator Larry Taylor

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 14th, 2016

Scott Bishop, Director of Financial Planning and Jim Munchbach, Senior Financial Planner at STA Wealth hosted a special edition of the STA Money Hour with Texas Senator Larry Taylor. The focus of the interview dealt with the upcoming election in Texas and how it the policies will impact businesses, individuals, education and everyone’s pocket books. Read More
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Jo Middleton, CSA, CBC, SGS

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, September 21st, 2016

Scott Bishop, Director of Financial Planning and Jim Munchbach, Senior Financial Planner at STA Wealth hosted a special edition of the STA Money Hour with Jo Middleton, CSA, CBC, SGS. Jo is a specialist in educating individuals on how to best utilizing Medicare and Obamacare insurance to meet their needs. With the enrollment date of Read More
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Mary Beth Franklin, CFP®

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, August 29th, 2016

Scott Bishop, Director of Financial Planning at STA Wealth hosted a special edition of the STA Money Hour with Guest Mary Beth Franklin, CFP®. If you are planning for your retirement, you should know that significant and long-term financial gains can be achieved by maximizing your Social Security benefits in conjunction with your overall Financial Read More
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