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The Business Credit and Financing Show

The Business Credit and Financing Show is produced by Credit Suite and hosted by Ty Crandall, business credit expert and best-selling author of Perfect Credit and Business Credit Decoded. Each week we talk about the business growth strategies that matter most to entrepreneurs. Listen in as we discuss the secrets to getting credit cards, loans, and credit lines to start and grow your business, even when you think you can’t get financing at a bank. And enjoy as we talk with seasoned business owners, coaches, influencers, and industry leaders on a variety of business growth strategies from how to market, hire, scale, increase revenue and profit, and the nuts and bolts of running a highly successful business. Listeners leave every 30-60-minute episode with actionable information you can use to start, grow, and fund a highly profitable business.
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Oct 5, 2021

Gil Baumgarten, one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s.

 

Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well.

 

During the show we discuss:

● The good, the bad, and the ugly in Wall Street investment

●  “The house always wins.”

● What the brokerage ecosystem look like

● The differences between brokerage and advisory systems

● The most important new SEC regulations for us

● Brokerage tactics that make your portfolio inefficient and put you at a disadvantage?

● Common self-destructive tendencies that make every investor vulnerable to brokerage firm schemes

● How to walk away from the FOOLI$H routes investors so often take

● Tips for better investment results

● The best practices in investing

● Finding your investing style

● Successful investors have in common

● What the “two-portfolio theory” is

 

Show resources:

https://segmentwm.com/

https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990

https://www.linkedin.com/in/gil-baumgarten/

https://www.amazon.com/FOOLISH-Investors-Worked-Over-System-ebook/dp/B092YLSYTK/ref=sr_1_3?dchild=1&keywords=foolish&qid=1631213000&sr=8-3

https://gilbaumgarten.com/

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