Risky Assets

What Nobody Tells You About Owning A Law Firm - EP032 with Brett Sachs

Greyhawk Premier Insurance Solutions — Mon, 10 Aug 2026 12:10:37 -0700

Brett Sachs is a California personal injury attorney who built his own law firm from an apartment and 20 thousand dollars in savings, scaled it to nearly 100 employees, then made the hard call to rebuild it leaner, down to 28 people while doing more volume with AI. In this episode of the Risky Assets Podcast, Charlie and Brett open with a Hot Ones style hot sauce challenge, then get into betting on yourself, being comfortable being uncomfortable, and the mindset that carried him through the scariest stretches of ownership.

They also go deep on the money behind the legal and insurance worlds, from the costs some firms quietly pass to clients to an honest, two sided look at insurance, litigation, and tort reform.

MVP Accident Attorneys - Brett Sachs: https://www.brettsachs.attorney/

TIMESTAMPS
0:00 How Charlie and Brett met
1:40 Hot sauce challenge before golf
4:25 From Indiana to a California law firm
8:00 Fired for challenging his boss
16:24 Scaling to 100, then downsizing to 28
24:35 Charlie's tough love: exit or commit
28:20 Cutting his team with AI
34:27 Interest and fees he won't pass to clients
42:00 Do lawyers really drive up insurance costs?
55:50 Golf and M19

ABOUT RISKY ASSETS
The Risky Assets Podcast is produced by Greyhawk Premier Insurance Solutions. Every episode is an honest conversation with entrepreneurs about building businesses, taking smart risks, and protecting what you create.

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Instagram: @greyhawkinsurance

The Fed Held Interest Rates. Here's What It Means For You. - EP031 with Wesley Deaver

Greyhawk Premier Insurance Solutions — Wed, 05 Aug 2026 08:08:09 -0700

The Fed just held interest rates steady, and three members actually voted to raise them. So why does it feel like everyone is getting squeezed harder than ever? In this episode of the Risky Assets Podcast, Charlie and Wesley sit down as two self described financial nerds and everyday guys to break down what the decision means for real people, not Wall Street.

TIMESTAMPS
0:00 The vote nobody expected
0:24 Two financial nerds, everyday guys
0:56 Why we're talking Fed
1:50 Why they held, who voted to raise
2:34 Locked in at 3 percent
3:10 Home prices are softening
3:36 Everyone bet on cuts. Wrong.
4:00 Oil is driving inflation
4:52 Sitting on more cash
5:24 One income, kids, California
6:25 Car prices meet high rates
7:05 Commission beats salary now
7:27 The 85k debt trap
8:08 The business owner squeeze
8:44 Healthcare costs roll downhill
11:10 The AI spending bubble
13:25 4 percent vs the 2 percent norm
14:30 The real number since 2020
15:33 So why not just cut?
16:16 Who really wants a crash
17:13 Supply is the real problem
19:46 A framer's rising costs
20:23 Wildfire and property insurance
21:46 Apartments are getting crushed
23:09 The workers comp wage shock
25:00 Blue collar wages squeezed
27:07 The case for self insurance
27:49 Control the controllable
28:11 Education is your best defense

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#RiskyAssets #Inflation #FederalReserve #InterestRates #Economy #PersonalFinance #SmallBusiness #California

How Businesses Fall Apart, From the Man Who Investigates Them - EP030 with Chris Hamilton

Greyhawk Premier Insurance Solutions — Mon, 27 Jul 2026 12:08:26 -0700

Chris Hamilton gets called when the money disappears. He is a forensic accountant, which means fires, fraud, and figuring out what a business was worth the minute before it burned.
Charlie and Daniel sit down with him for the stories most accountants never get to tell, and the harder lessons from 32 years of building a firm.

TIMESTAMPS
0:00 The pile of ash: what a forensic accountant walks into
0:33 Meet Chris Hamilton
2:35 Fires, fraud, and disasters: the work behind forensic accounting
6:06 The FBI case: a 1 a.m. informant and a truck full of records
13:09 Starting the firm and a partnership where everyone earns the same
18:58 What actually breaks partnerships: too much money and not enough
22:51 Ownership is who you are today, not who we hope you become
24:07 Family, ministry, and work: priorities are on a wheel
34:36 Turning down Congress, and the strength that became a weakness
45:50 Leading a business like the church, and where fraud creeps in
51:57 No bad decisions: the deal that nearly ended the firm
1:05:38 Succession, California, and working for the love of the game

ABOUT THE GUEST
Chris Hamilton is a CPA, certified fraud examiner, and certified valuation analyst who has spent his career in forensic accounting and complex civil litigation. He started his firm in 1994, teaches forensic accounting certification around the country, and has served as an elder at Grace Community Church for more than two decades.

Connect with Chris Hamilton: https://arxisfinancial.com/about-us/chris-hamilton-cpa-cfe-cva/

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Instagram: @greyhawkinsurance

How The Right CPA Helps You Grow - EP029 with Joel Peluffo

Greyhawk Premier Insurance Solutions — Mon, 20 Jul 2026 14:47:31 -0700

Joel Peluffo came to Santa Clarita from Argentina at 16 chasing soccer, and ended up a partner at Hedman Partners, one of the most respected CPA firms in the valley. In this episode Charlie sits down with him for an honest talk about using the right CPA to actually grow a business, not just file taxes. They get into why a great firm says no to clients, why value beats volume, and why chasing a tax write off often costs you more than it saves.

Whether you are an owner who wants better numbers or someone weighing a career, this one is worth your time.

Timestamps
0:00 Meet Joel Peluffo: from Argentina to Santa Clarita

2:52 Soccer, a full ride, and stumbling into accounting

5:55 Getting hurt, marrying young, and betting on a career

9:05 Thirteen years at Hedman and the road to partner

13:08 Why Hedman says no: choosing clients by value, not revenue

20:27 Culture, community, and beating burnout

22:50 Competing with the Big Four and the private equity rollup opportunity

35:25 The truck write off trap and smarter tax strategy

41:09 High W2 earners, shiny loopholes, and the IRS

45:00 Advice for the next CPA: purpose over a paycheck

Contact Hedman Partners LLC

Website: https://www.hedmanpartners.com/

Phone: (661) 287-6333

Toll Free: (888) 866-4195

Email: info@hpllp.com

About Risky Assets

The Risky Assets Podcast is produced by Greyhawk Premier Insurance Solutions. We sit down with founders, operators, and experts for honest conversations about building a career, taking smart risks, and the real work behind the wins.

Subscribe so you never miss an episode. New episodes weekly.

Disclaimer

This episode and description are for general educational purposes only and are not tax, legal, or financial advice. Tax rules and treatment change and depend on your situation. Please consult a qualified CPA or attorney before making decisions.

Hashtags

#RiskyAssets #Entrepreneurship #CPA #Tax #SmallBusiness #Accounting #BusinessOwner #SantaClarita #Leadership

Trump Accounts Explained: A New Way to Build Wealth for Your Kids - EP028

Greyhawk Premier Insurance Solutions — Fri, 17 Jul 2026 12:00:44 -0700

There is a new financial tool on the table, and it could change how parents build wealth for their kids and how employers reward their people. In this episode of the Risky Assets Podcast, Charlie and Wesley walk through what the accounts are, the seed money for newborns, and how the accounts compare to the options families already use, including 529 plans, custodial IRAs, UTMA accounts, and cash value life insurance.

They get into the part that interests them most as business owners: employer contributions that can be tax deductible and a genuine retention tool, plus the restrictions that keep the money locked away for the kid.

This is an honest, opinionated conversation, and both of them are quick to say it: they are insurance guys, not financial advisors. Nothing here is financial or tax advice. Think of it as a starting point, then talk to a professional about your own situation. They will connect you with theirs if you want to dig in.

If you are a parent trying to give your kids a head start, or a business owner looking for a simple, meaningful benefit, this one is worth your time.

TIMESTAMPS
0:00 The $1,000 head start
0:31 A newer style: two guys talking money
1:15 What the Trump account is, and the honest disclaimer
2:09 The seed money and the long term growth math
2:52 The restrictions and the Roth conversion at 18
3:29 How it compares to a 529
4:51 Employer contributions and the double tax benefit
6:05 The drawbacks and why it is so restrictive
7:28 Custodial IRA, UTMA, and the tax tradeoffs
8:31 Why they chose cash value life insurance for their own kids
9:58 The honest talk on life insurance and commissions
11:02 Where the Trump account fits best
11:17 Using it as an employee retention tool
12:15 Why turnover is a business killer
12:52 The complicated bonus strategies they avoid
14:20 Do you still need a 529? Doing both
15:21 Talk to a financial planner (link below)
15:54 Could this replace Social Security?
18:13 Final thoughts and how to reach out

DISCLAIMER
This episode and description are for general educational purposes only and are not financial, tax, or legal advice. Account rules, contribution limits, and tax treatment change and depend on your situation. Please consult a qualified financial or tax professional before making decisions.

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Instagram: @greyhawkinsurance

Hashtags
#RiskyAssets #PersonalFinance #WealthBuilding #FinancialLiteracy #Investing #SmallBusiness #EmployeeBenefits #TaxPlanning #KidsSavings

Comfort Is Why Most Salespeople Fail - EP027 with Thomas Love

Greyhawk Premier Insurance Solutions — Mon, 13 Jul 2026 12:07:33 -0700

Thomas Love spent ten years building a career in the electrical lighting industry, working his way from the field into outside sales. Then, with a fourth kid on the way, he walked away from a stable job and good people to bet on himself in a career most people never even consider: insurance.

In this episode of the Risky Assets Podcast, Charlie and Thomas have an honest conversation about what that leap actually looks like. The pay cut up front, the teeth kicked in during year two, and why Charlie refuses to paint a rosy picture for anyone thinking about making the jump. They get into why a comfortable salary can quietly kill a salesperson, why doing the work right matters more than selling it cheap, and the path to real ownership for producers who put in the work.

If you have ever wondered whether insurance is a viable career, or you are staring down a career change of your own, this one lays out the honest tradeoffs, the fear, and the upside from someone who is living it right now.

TIMESTAMPS
0:00 Why a high salary can make a sales rep too comfortable
0:24 Welcome and meet Thomas Love
1:10 Ten years in the electrical lighting industry
2:37 Great people, why leaving was not easy
3:01 What made him want something different
3:56 The variability of income across market niches
6:03 Hearing about the consistency on the insurance side
6:30 How Thomas and Greyhawk got connected
7:28 The non rosy pitch: salary, then the grind
8:16 It is not just about the money in front of your face
9:39 Betting on yourself and steps back to go forward
10:40 What excited him beyond the paycheck
11:04 Growth as a person and getting uncomfortable
12:22 Always wanting to own a business
13:34 The path to buying ownership at Greyhawk
14:38 Harder than expected: the nuances nobody tells you
15:11 Why the insurance sales cycle is a year long
16:16 Doing it right versus selling it cheap
17:45 The stakes: why one mistake is a big deal
18:57 Why a sales rep should be a little hungry
19:38 The long term payoff: time, family, freedom
19:58 The freedom to sell to anyone and build real relationships
20:56 Being more than a broker: connecting people
22:09 AI as a learning and training tool
24:14 Five year goals and the road to ownership
27:00 Focus on what you know and niche down
29:41 Insurance is a real career, and it does not have to be grimy

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Instagram: @greyhawkinsurance

He Left a 12-Year Career to Bet on Himself - EP026 with Andrew Maly

Greyhawk Premier Insurance Solutions — Tue, 07 Jul 2026 08:11:20 -0700

Andrew Maly spent twelve years building a career in orthopedic medical device sales, one of the most talked about paths for anyone leaving college and eyeing big money. Five kids and a mortgage later, he walked away from the stability of a W2 to start his own distributorship from zero.

In this episode of the Risky Assets Podcast, Andrew sits down with Charlie to pull back the curtain on an industry most people never get to see. What medical device reps actually do inside the operating room, why it takes two to three years to become competent, how the money really works, and what pushed him to trade a proven paycheck for the risk and freedom of owning his own thing.

If you have ever wondered whether to leave a good job to build something of your own, this one is full of the honest tradeoffs nobody posts about. The rosy glasses, the brutal downside, and the advice that kept Andrew from panicking three months in with no revenue on the board.

This is a real conversation about betting on yourself with your eyes wide open.

Timestamps
0:00 The dream: a team that can thrive because of the business
0:19 Welcome and meet Andrew Maly
0:49 The path into medical device sales
3:00 Getting the job that was not a formality
4:00 Married young, paying dues, and changing perspective fast
9:00 How medical device reps actually get paid
10:20 Why it takes two to three years to get competent
13:40 Real income ranges, from intro rep to twenty year veteran
16:00 Why the money compressed: reimbursements and a race to the bottom
17:40 Five kids, a mortgage, and the math that changed everything
19:30 Talking to Dad: why start over after twelve years
20:50 From idea to launch in a matter of months
22:30 Launching Mainly Medical and specializing in upper extremity
25:00 Player coach versus building a business bigger than you
27:50 Rosy glasses versus the brutal side of entrepreneurship
29:00 Three months in with no revenue and staying the course
30:00 The 18 month rule: head down before you reevaluate
33:40 The three year problem and building a team
37:00 What a rep actually does inside the operating room
39:40 The income potential of going out on your own
40:00 What success looks like at 55
43:30 The big pro and the dirty side of med sales

ABOUT THE GUEST
Andrew Maly is the founder of Maly Medical, an independent medical device distributorship serving surgeons across Los Angeles, Kern, Ventura, and Santa Barbara Counties. After twelve years in the industry, he launched his own company to build something bigger than himself and create opportunity for a future team.

Visit Maly Medical: https://www.malymedical.com/

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Instagram: @greyhawkinsurance

The 1% That Sells Your Home For 20% Higher - EP025 with Melissa Diaz

Greyhawk Premier Insurance Solutions — Mon, 29 Jun 2026 10:00:40 -0700

She went from nearly 20 years at Hot Dog on a Stick to building a multi-seven-figure home staging and interior design firm. In this episode of the Risky Assets Podcast, Charlie Deaver and Daniel Clarke sit down with Melissa Diaz, founder of Stunningly Staged Homes, to talk about building a real business out of a creative skill.

Melissa breaks down the numbers most people never hear: staging can return 300- 500%, homes that are staged tend to sell roughly 80% faster and draw offers around 20% higher, and her listings have moved in about 29 days against a Los Angeles average closer to 55. Beyond the staging stats, this is a candid founder conversation about the slow climb, hiring your weaknesses, building a business that can run without you, pricing your worth, and the unglamorous, inventory-heavy reality behind a business that looks effortless from the outside.

Chapters
00:00 The numbers behind home staging
00:22 A female founder breaking the mold
01:16 What Stunningly Staged Homes actually does
03:46 From Hot Dog on a Stick to her own firm
05:16 Three years before her first hire
06:13 Staging vs. interior design, and why they balance
08:01 Knowing when to let go and delegate
11:16 Can your business run without you for six months?
15:34 $250K to almost $5M: the slow climb
16:04 Why staging is so inventory-heavy
19:42 Why interior design is regulated in California
20:45 “I'll just ask ChatGPT”: why DIY usually fails
23:21 Being a female founder, and pricing your worth
28:13 The staging ROI: 300 to 500%
30:07 “Staging costs less than your first price reduction”
33:47 What staging a 2,000 sq ft home actually costs
37:13 Her biggest challenge, and Covid hitting
50:06 Team, ownership, and hiring for behavior
57:25 Grass isn't greener: the real cost of working for yourself

ABOUT THE GUEST
Melissa Diaz is the founder of Stunningly Staged Homes, a Santa Clarita based home staging and interior design firm serving Santa Clarita, Los Angeles, and the Valley. A former director of operations turned entrepreneur, she has grown the company to a team of 12, a 7,000 square foot warehouse, and hundreds of homes staged each year.

CONNECT:
Stunningly Staged Homes: https://stunninglystagedhomes.com/

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Instagram: @greyhawkinsurance

The Insurance Lie That Costs You Everything - EP024

Greyhawk Premier Insurance Solutions — Mon, 22 Jun 2026 09:39:47 -0700

You might be paying for insurance that will never actually pay you back. In this episode of the Risky Assets Podcast, Greyhawk founders Charlie Deaver and Daniel Clarke, joined by the Greyhawk team, break down material misrepresentation: the quiet, common way a “cheaper” policy gets your claim denied when you need it most.
Through real cases, a custom-fabrication shop insured under the wrong coverage, a 120-property portfolio missing habitability coverage, and an industrial park misclassified as retail, the team shows how cheaper quotes are often cheaper because a broker misrepresented what you actually do. When that happens, the carrier can deny the claim or void the contract entirely, and suing the broker rarely makes you whole. Along the way you'll get plain-English breakdowns of co-insurance penalties, surplus lines, and why your policy is a legal contract you should actually read before you sign.

00:25 Do it right vs. do it wrong
01:41 A custom-fab client and a cheap policy that wasn't
03:13 What “material misrepresentation” really means
04:25 Why suing your broker won't save you
05:49 The apartment quote that was too good to be true
07:52 Lie about something small, you'll lie about something big
08:55 Co-insurance: the penalty for under-insuring
11:23 Brian Hauser: the 120-property habitability case
16:44 “I can't knowingly walk you into the lion's den”
19:38 Roger Romero: an industrial park misclassified as retail
22:30 Your insurance policy is a legal contract
25:24 When doing it right pays off (the fire claim)
26:11 Eddie: the lie that scares him for the industry
28:45 Nobody reads what they sign
32:30 A hard market reveals who's swimming naked
38:44 Jesse: the bus account and hidden operations
43:15 The panel problem, and a workaround that saves clients money
48:04 Want Greyhawk to review your policy?

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Instagram: @risky.assets
Greyhawk Instagram: @greyhawkinsurance

#RiskyAssets #Greyhawk #Insurance #CommercialInsurance #SmallBusiness #RiskManagement #Entrepreneurship

Captive Agents Lost Your Benefits? Now What? - EP023

Greyhawk Premier Insurance Solutions — Mon, 22 Jun 2026 09:16:05 -0700

Your carrier just changed the contracts, and one of the biggest changes hit where it hurts: benefits. Group health, 401k, life, dental, and more are no longer offered through the corporate plan, which leaves a lot of captive agency owners scrambling to cover themselves and their teams. In this episode of the Risky Assets Podcast, Greyhawk founders Charlie Deaver and Daniel Clarke, a former captive agency owner, break down exactly what changed and what agents can actually do about it.

Greyhawk is launching an exclusive nationwide benefits program through BBSI, a professional employer organization (PEO), that lets affected agents jump back into large group rates, keep strong benefits for their teams, and add 401k, workers comp, and HR support along the way. Charlie and Daniel walk through the real questions agents have been asking: the W-2 and contract concerns, group size rules, the October 1 onboarding window, the 15 month rate lock, and who this does and does not fit. Their commitment throughout is simple: help agents, honor their relationships, and never poach their business.

GET CONNECTED
Affected by the changes? Start here and our team will collect your details to build your quote:
https://greyhawkinsurance.useindio.com/sign-up/3m7V3j5kJzqp_rWcLfeR

Daniel is handling these conversations personally, and we will be running webinars over the coming weeks to answer more questions.

CHAPTERS
00:00 The contract change that shook captive agents
00:39 Why this episode is powered by Greyhawk
01:23 The big one: benefits cut from the corporate plan
01:44 Greyhawk's promise: help agents, never poach
02:23 The exclusive BBSI benefits program
03:13 Large group vs small group (why your rates jump)
04:16 Why BBSI, and the nationwide exclusive
05:09 The W-2 and contract questions, answered
07:49 Group size rules and workers comp
08:49 What is included: 401k, life, dental, vision
10:08 Nationwide support and the Aetna and Kaiser network
10:52 October 1 onboarding and the 15 month rate lock
12:15 How strong benefits help you hire and retain
13:18 Who this is, and is not, for
13:50 Timeline, deadlines, and no gap in coverage
16:15 "Don't be scared of it": the market has changed
17:31 Greyhawk's commitment and how to get connected

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Instagram: @greyhawkinsurance

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/pryces/got-it
License code: F2GNGAOFQSYFTKPQ

The CSI of Insurance Claims - EP022 with Michael Ross

Greyhawk Premier Insurance Solutions — Mon, 15 Jun 2026 10:47:41 -0700

Greyhawk founder Charlie Deaver sits down with Michael Ross, founder of Vision Forensic Engineering, a national firm that figures out why buildings fail and what really caused an insurance loss. Think CSI for claims: cause-of-loss investigations, telling the difference between real damage and fraud, and helping people get answers in their hardest moments.

But this conversation is as much about building a business as it is about engineering. Michael shares his unlikely path from pastor to entrepreneur, the case that hooked him on forensics, the licensing mistake that nearly sank the company, and how he grew Vision from a spare-bedroom office to a firm of more than 80 people covering all 50 states in about five years. Along the way: betting on yourself, leading with faith, taking care of your people, and why real entrepreneurs are builders, not get-rich-quick day traders.

CHAPTERS
00:00 A different kind of insurance episode
00:35 What forensic engineering actually is
01:42 Real damage vs fraud: the ball-peen hammer tell
03:09 When adjusters get it wrong
05:56 Meeting people in their hardest moments
06:48 From pastor to forensic engineering
08:11 The case that hooked him
10:25 Starting his own firm, and the licensing mistake
15:38 From 8 states to all 50
17:26 Hitting $1M in three and a half years
19:21 Betting on yourself, and faith through the fear
22:02 "$90K in debt... rookie numbers"
24:16 Taking care of your people, thinking generationally
31:21 Lawsuits, intimidation, and the 3% who don't quit

ABOUT THE GUEST
Michael Ross is the founder of Vision Forensic Engineering, a national firm providing cause-of-loss investigations and building consulting for insurance companies and private parties. A former pastor turned entrepreneur, he built the company from eight states to all fifty, and from a spare bedroom to more than 80 people, in roughly five years.

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Instagram: @greyhawkinsurance

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/pryces/got-it
License code: IJFRDULSIGSMATU5

He Left A 10-Year Liquor Career for This - EP021 with John Young

Greyhawk Premier Insurance Solutions — Mon, 15 Jun 2026 10:32:23 -0700

He spent nearly a decade selling alcohol across Los Angeles. Then he watched the industry change for good and made the jump into commercial insurance. In this comeback episode of the Risky Assets Podcast, host Charlie Deaver sits down with John Young: former UCLA football player, longtime liquor industry veteran, and now a producer at Greyhawk Premier Insurance Solutions.

John breaks down the generational shift that is quietly reshaping the alcohol business, including the stat that stopped Charlie cold: 80 percent of alcohol is consumed by just 20 percent of drinkers, and those drinkers are aging out. He talks about why he walked away from a successful sales career, what made him choose a smaller, family oriented shop over a big corporate agency, and what his first two months inside Greyhawk have actually been like.

It is an honest conversation about career change, betting on yourself, and what it looks like to do right by the people you serve.

CHAPTERS
00:38 Meet John Young
01:36 LA roots: Loyola and UCLA football
03:04 "Man for others": the Loyola network
04:39 Injuries and walking away from football
06:20 Family
06:56 From Aldi to a decade in liquor
08:05 How the pandemic gutted hospitality
10:27 Why nobody is drinking anymore
11:56 The pivot into commercial insurance
13:23 Why he chose the small shop over corporate
16:29 Two months in: learning inside the bullpen
19:30 What insurance really means, and the Greyhawk difference
22:03 Closing thoughts

For more info on careers at Greyhawk: careers@greyhawkinsurance.com

The Importance of Being Honest - EP020 with Edgar Corona

Greyhawk Premier Insurance Solutions — Thu, 18 Sep 2025 10:00:00 -0700

Edgar Corona is our VP of Personal Lines at Greyhawk. We discuss:

- Shifting from big-name employers (In-N-Out and State Farm), to Greyhawk
- Trusting your gut
- The importance of life insurance (at any age)
- State Farm pulling out of California
- Pros and cons of the brokerage side of the insurance industry
- California Fair Plan = "nothing fair about it"
- Why it always pays to be honest
- Becoming the largest insurance brokerage in Santa Clarita, CA
- Plans for future growth

From Eddie: With over a decade of experience in the insurance industry. I specialize in providing tailored risk management solutions that protect business and individuals. At Greyhawk Insurance, I focus on delivering personalized service, ensuring clients understand their coverage while securing the best policies for their needs. My expertise spans in property & casualty and Life & Health. I'm passionate about building lasting relationships and staying ahead of the industry trends to offer protective solutions.

For more info on personal insurance contact Eddie at: ecorona@greyhawkinsurance.com For more info on careers at Greyhawk: careers@greyhawkinsurance.com

The Future Is Insurance - EP019 with Bryan Houser

Greyhawk Premier Insurance Solutions — Wed, 27 Aug 2025 10:00:00 -0700

Bryan is our newest commercial producer here at Greyhawk. He comes from a dynamic professional background- from the entertainment industry, to owning a drone operating company and executive assisting. He has absolutely killed it this year, surpassing the national average for a book of business by 3xs! We also discuss the future of insurance as it pertains to AI and cryptocurrency.
If you are looking for help with your insurance, or are interested in a career, contact us @ info@greyhawkinsurance.com

The BIGGEST little Company (That No One’s Ever Heard Of) - EP018 with George Sagadencky

Greyhawk Premier Insurance Solutions — Fri, 06 Dec 2024 10:00:00 -0800

George Sagadencky is an Area Manager for BBSI in Southern California. As a small business owner for over 2 decades in California he has a unique insight into the challenges running and growing a small business in the State. His understanding of risk management, payroll and employer tax requirements as well as human resource laws make his diverse background and strong relationship building a unique fit to be a partner with the small business owner.

BBSI is a leading provider of business management solutions, combining human resource outsourcing and professional management consulting to create a unique operational platform that differentiates it from competitors. The Company’s integrated platform is built upon expertise in payroll processing, employee benefits, workers’ compensation coverage, risk management and workplace safety programs, and human resource administration. BBSI’s partnerships help businesses of all sizes improve the efficiency of their operations. The Company works with more than 5,600 clients across all lines of business in 50 states. For more information, please visit www.bbsi.com.

Our Model:
- Provide Worker's Compensation in all class codes
- High-touch approach services for small businesses within 50 miles of the Pasadena Branch
- Aligned with the business owner's goals and vision
- Deliver the resources, value and expertise of a full time Risk Manager, Human Resource Manager, Individual Payroll Specialist and Business Partner to help the business owner grow their passion
- Business seminars on Harassment, CPR Training, Active Shooter Protocol, Best Hiring Practices
- Cost and billing structure that brings predictability to the P&L

For more information about Greyhawk Insurance, visit our website: greyhawkinsurance.com or email info@greyhawkinsurance.com

From Retail to Restoration - EP017 with Daniel Christensen

Greyhawk Premier Insurance Solutions — Tue, 15 Oct 2024 10:14:22 -0700

I'm posting this today at 10am. If the audio goes up a little late, that's ok! Here is the audio file and bio. Sorry I am always last minute lol.

Description:
Daniel Christensen is an owner and Executive Director of Operations at Servpro in Santa Clarita. He also works as a pastor at West Hills Church. He talks about his entrepreneurial journey from working at Ross Dress for Less to being introduced to the restoration industry. We discuss prevailing wage, what it takes to be a leader, why construction is a future-proof industry, and work-life balance among many other things. This is a must-listen for entrepreneurs!

Contact Daniel at: dchristensen@servproscv.com

Contact Greyhawk at: cdeaver@greyhawkinsurance.com

It Pays To Break The Rules - EP016 with Cesar Montoya

Greyhawk Premier Insurance Solutions — Tue, 27 Aug 2024 10:00:00 -0700

We sit down with Cesar Montoya of Ringaro Telecom and discuss his entrepreneurial journey starting with when he moved from Peru to the US at age 17. Cesar held a ton of sales jobs before settling down with his first corporate job at Sony. He also has many entrepreneurial pursuits from exporting cars to Peru, to buying rental properties, and finally starting his own telecom company, Ringaro. Cesar shares insights to his success as well as how and when you should break the rules.

Getting Uncomfortable — Leaving Farmers for Greyhawk - EP015 Roger Romero

Greyhawk Premier Insurance Solutions — Thu, 30 May 2024 09:50:00 -0700

Roger Romero is one of Greyhawk's standout Producers and AVPs.

Raised in a household where health and wellness were paramount, he initially pursued a career in personal training, deeply influenced by his mother's dedication to marathon running and holistic living.

While health and fitness remained integral to his lifestyle, his professional trajectory took an unexpected turn during college when he embarked on an internship at Farmers Insurance. Under the guidance of a mentor, he gained invaluable insight into the corporate world and discovered a newfound passion for the insurance industry.

Driven by a desire to learn and succeed, he obtained his license and delved into the intricacies of insurance, specializing in serving high-net-worth individuals and businesses. Over nearly a decade with Farmers, he cultivated expertise in sectors such as law firms, dental offices, and restaurants, where comprehensive coverage and risk management were paramount.

As the insurance landscape evolved, presenting new challenges and opportunities, he remained adaptable and forward-thinking. Recognizing the potential of the broker world, he expanded his horizons, exploring new markets and specialties. In 2023, amid unprecedented industry volatility, he made the bold decision to join Greyhawk, drawn by the agency's innovative approach and supportive culture.

Despite initial hurdles and a significant commute, his dedication and resilience have yielded remarkable results. Now an integral part of the Greyhawk family, he thrives in an environment that values Integrity, Culture, Technology and forward motion. Roger's success at Greyhawk Insurance is attributed to the ample resources and support offered by the company, enabling him to flourish and attain exceptional achievements.

For more info on this topic and programs we offer, reach out at: info@greyhawkinsurance.com

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Pulling Health Insurance Out of the Stone Age - EP014 Wesley Deaver

Greyhawk Premier Insurance Solutions — Thu, 25 Apr 2024 10:00:00 -0700

Today we sat down with Wesley Deaver, our Benefits Manager at Greyhawk. He gives insights into the health insurance market, including:

🎨 Getting creative with health insurance
🔧 Benefits as a tool to attract and retain employees
🚫 Why payroll companies should not be handling your healthcare
⚖️ How to counter inflation with the right benefits package
📊 Market report for the health insurance industry in California

For more info on this topic and programs we offer, reach out at: info@greyhawkinsurance.com

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Get a quote at: greyhawkinsurance.com

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Stay up to date on all things insurance! Subscribe to our brand new newsletter: greyhawkinsurance.com/newsletter

Life Insurance With Living Benefits // How to Use an IUL - EP013 Hobie Beman

Greyhawk Premier Insurance Solutions — Thu, 14 Mar 2024 09:56:00 -0700

Hobie Beman is Regional Vice President at Midland National Life Insurance Company. He is an expert on tailoring IULs for high income/high net-worth clients and business owners.

For more info email: cdeaver@greyhawkinsurance.com

How Self Insurance Can Amplify Your Business - EP012 Ian Mayster

Greyhawk Premier Insurance Solutions — Tue, 19 Dec 2023 11:32:50 -0800

Ian earned degrees in Risk Management/Insurance and Finance from
Illinois State University. He has been with Captive Resources since
2018, primarily working with brokers and middle market insureds to
educate them on the benefits of member-owned group captive programs.

Captive Resources is not an insurance company or brokerage.

For more information email: cdeaver@greyhawkinsurance.com

Revolutionizing Luxury Home Insurance In California - EP011 Robert Feldman

Greyhawk Premier Insurance Solutions — Wed, 01 Nov 2023 10:22:16 -0700

In this episode of the Risky Assets Podcast, we introduce Robert Feldman, a distinguished expert in high-risk homeowners insurance. With an impressive track record, Robert's background includes leading Allstate's high-value and high-hazard homeowners program, especially in the challenging California market. Inspired by this experience, he co-founded WOWS Insurance Services, a full-service brokerage with over two decades of expertise, specializing in high fire zones and hard-to-insure areas. They provide comprehensive coverage for various property types, offer fire insurance updates, and uniquely prioritize the needs of California's real estate professionals.

For more details, contact us at personal@greyhawkinsurance.com or call 818-718-4780.

Join us as we dive into Robert Feldman's journey and WOWS Insurance Services' impactful role in the high-risk homeowners insurance sector, shedding light on their commitment to the California real estate landscape.

"Spending Strategy" Not "Budget" - EP010 Stacey McKinnon

Greyhawk Premier Insurance Solutions — Tue, 26 Sep 2023 13:48:18 -0700

Stacey McKinnon is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth.

From Stacey: In my role as COO at Morton Wealth, I am focused on building a team that is motivated to further our mission of empowering better investors. Most of us were not taught about financial planning early in life, so our mission is to be educators who help our clients and community make better financial decisions that lead to a more fulfilling life.

Potential clients and employees, email: executives@greyhawkinsurance.com

Information presented is provided solely for educational purposes and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. Information is subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton Wealth (“Morton”) will make investment recommendations in the future that are consistent with the views expressed herein.

Testimonials regarding experiences with Morton were provided by a current client of Morton, and no compensation was paid in exchange for such testimonial. Client testimonials are not representative of the experiences of all Morton clients and do not provide a guarantee of future performance or similar services. Morton may refer clients to Greyhawk for insurance needs when appropriate, but no formal referral arrangement is in place and no compensation is paid for any referrals made by Morton. Aside from this, Morton is not aware of any material conflicts of interest that exist between it and the individual providing the testimonial. Additional information about Morton is available in its current disclosure documents, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.

There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.

Building Your Dream Career With Greyhawk - EP009 Jesse Hanckel

Greyhawk Premier Insurance Solutions — Tue, 05 Sep 2023 10:00:00 -0700

Jesse Hanckel has been at Greyhawk for almost 2 years and is one of our most promising young producers. He was a Division 1 quarterback in college and has taken his discipline and talents into the insurance industry. Jesse has proved himself to be hardworking and trustworthy and will undoubtedly be a pillar of Greyhawk's future.

For more information about working at Greyhawk, email us at: careers@greyhawkinsurance.com

Greyhawk, A Force To Be Reckoned With - EP008 Justin Pizzola

Greyhawk Premier Insurance Solutions — Tue, 20 Jun 2023 10:00:00 -0700

We're thrilled to announce that Justin Pizzola is now an equal partner in Greyhawk Premier Insurance Solutions! Our main aim in coming together is to make the most of our individual strengths and work more efficiently, all while providing our clients with an exceptional experience. We can't wait to embark on this exciting journey together!

For potential clients and employees email:
executives@greyhawkinsurance.com

Riding The Wave of Entrepreneurship - EP007 Joey Ball

Greyhawk Premier Insurance Solutions — Tue, 18 Apr 2023 10:00:00 -0700

Joey Ball has owned numerous businesses including Paradise Tanning Salons, five Massage Envy's across Southern California and La Canada’s European Wax Center.

How To Spend More Today - RA006 John Vance

Greyhawk Premier Insurance Solutions — Tue, 04 Apr 2023 10:00:00 -0700

From Vance Wealth:
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping our families and businesses succeed at every step of their financial journey. With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities.

https://vancewealth.com/updates/2023/what-is-the-augusta-rule/
https://vancewealth.com/
john.vance@vancewealth.com

Change or Die - Neal Weichel EP005

Greyhawk Premier Insurance Solutions — Tue, 21 Mar 2023 09:43:07 -0700

From Neal: I have been fortunate to help over 5000 families buy and sell Real estate since 1991. Real Estate has changed a lot in that time with utilizing the best of modern technology being critical today. To be the top producing agent in Santa Clarita during that time though is always about people skills and putting the client first. Combining that philosophy with superior marketing means sellers sell faster and for more money and buyers receive market insight and guidance they cant get anywhere else.
https://www.nealweichel.com

The Secret Life Insurance of the Wealthy - Tim Whitmore EP004

Greyhawk Premier Insurance Solutions — Tue, 21 Mar 2023 09:29:57 -0700

A nationally recognized member of the life insurance industry with a specialty in Premium Financing, Tim Whitmore has been involved in the business for nearly three decades in several different roles. Over his career he has won numerous awards and has been recognized as a top producer. He currently works as Managing Director at Watermark Insurance.

Watermark Insurance is a full-scale life insurance brokerage focused on putting the life back in life insurance. Watermark offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.
watermarklife.com

We Need More Women in Insurance - Nicole Rex EP003

Greyhawk Premier Insurance Solutions — Tue, 17 Jan 2023 10:00:00 -0800

Nicole Rex is a powerful female voice in a male-dominated industry. She has taken strides in the life insurance business since founding Watermark Life. Nicole quickly found a home in life insurance after beginning her career in 2009, and she has been an active member of several insurance organizations.

Watermark Insurance Services is a full-scale life insurance brokerage focused on putting the life back in insurance. Watermark was founded in 2011 by Nicole Rex and offers its agents and advisors best-in-class case management and design, advanced insurance strategies and expertise, sales and marketing support and access to the top carriers and solutions on the market.

watermarklife.com

Bad Things Will Never Happen To You - Stephen Johns EP002

Greyhawk Premier Insurance Solutions — Tue, 11 Oct 2022 23:56:56 -0700

Planning for the future? Need a wise investment planner? Risky Assets interviews Stephen Johns, a wealth manager with Martin & Company. They talk about asset management, investing, life insurance and the importance of long term care.

Why Is Insurance A Dirty Word? - An Intro To Greyhawk EP001

Greyhawk Premier Insurance Solutions — Mon, 22 Aug 2022 22:44:56 -0700

Insurance is a blueprint to making money. Insurance is a means to investing in the future. Insurance is a uniquely adaptable product that can make or break a company’s success. Meet Daniel Clarke and Charlie Deaver, co-founders of Greyhawk Insurance. Charlie and Daniel founded Greyhawk because of the opportunities insurance provided, and are passionate about educating business owners on proper insurance structure. This episode is a meet-and-greet with Charlie and Daniel about who they are, how Greyhawk came to be, and why insurance needs to be talked about more than it is.