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Jerry Carpenter

Hosted by: Laura Hawley Special guest: Dana Hurley

August 31, 2016

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host:
Dana Hurley – Financial Advisor at Allen & Company
Brad Stainsby – Financial Advisor at Allen & Company

Guest:
Jerry Carpenter – Business Consultant at OMS Group
Meg Bellamy – Executive Director at Catapult

Today’s show will discuss all things about becoming an Entrepreneur, being your own boss and the ups and downs of having a Small Business, the impact a Small Business has on our Economy and, welcome guest Meg Bellamy of Catapult, and Jerry Carpenter of OMS Group to discuss additional aspects of starting your own business.

In this episode we cover:

  • Economic Compass (1:30)
  • Analyzing and reviewing your Portfolio (3:11)
  • Entrepreneurship and the changes within the different industries over the past years. (5:14)
  • Conversation with Guest Meg Bellamy, Executive Director at Catapult and discuss perils and different types of Entrepreneurship (8:08)
  • The steps to take in order to Start a Business (13:56)
  • Conversation with guest Jerry Carpenter, Senior Business Consultant at OMS Group to discuss the different aspects of starting a business (24:24)
  • Borrowing from your Retirement Plan to start your business (33:12)

Links From the Show:

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Brad Stainsby – Financial Advisor at Allen & Company
Allen & Company Brad Stainsby
LinkedIn – Brad Stainsby

Meg Bellamy – Executive Director at Catapult
Catapult – Meg Bellamy
LinkedIn – Meg Bellamy

Jerry Carpenter – Senior Business Consultant at OMS Group
LinkedIn – Jerry Carpenter
OMS Group – Jerry Carpenter

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