Modera Wealth Management
Modera Wealth Management
Decision Dialogues2021-11-21T14:43:52+00:00
Decision Dialogues

Decision Dialogues

Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals.

In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful business owners. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own.

You have the power to write your own story.

You Don’t Know What You Don’t Know

On Episode 25 of Decision Dialogues, Mark Willoughby talks to Modera’s own John Ceparano about the importance of sound, expert advice. John discusses decisions he’s made throughout his own career as well as decisions he’s counseled his clients on. John’s overriding theme is that the more expertise you can muster, the better those decisions are likely to turn out.

Entrepreneurial Inspiration from Unexpected Places

On Episode 24 of Decision Dialogues, Mark Willoughby and Mindy Neira are joined by Terry Lyons, founder and managing partner of Lyons & Associates, P.C., a firm specializing in divorce and family law. Terry talks about the shift that occurred in her life that caused her to leave the big firm where she worked previously and start her own

A Fighter at Heart: Strength and Resilience in the Face of Adversity

On Episode 23 of Decision Dialogues, Jennifer Faherty speaks with Dr. Kelly McNally Passarelli, dentist and owner of McNally Passarelli DDS. Kelly talks about how her passion for dentistry emerged at a young age after her experience with cleft lip and palate. She shares how she navigated the painful loss of her husband and, through resilience and a strong

Patients First: Success in Medical Practice

On Episode 22 of Decision Dialogues, Mark Willoughby and Tom Orecchio welcome Dr. Sameera Daud of Metropolitan Endocrinology in Edgewater, New Jersey, to talk about her experiences as a new small business owner. Having previously worked for another private practitioner for twelve years, Dr. Sameera talks about how now, running her own practice, she is able to make business

Advocacy and Empowerment

On Episode 21 of Decision Dialogues, Mindy Neira joins Jennifer Faherty to speak with Maria McGinley, Managing Partner at Mayerson and Associates. Maria discusses how she decided on a major career shift from teaching to law, through which she represents the families of children with autism and other disabilities. She also offers advice to other women pursuing law, emphasizing

Bold, Innovative Entrepreneurship

On Episode 20 of Decision Dialogues, Jennifer Faherty and Victoria Consoles speak with Deepak Shrivastava, CFO of The Flex Company, co-founder of Porter & Sail, and former CEO of Hotel Credits. Deepak discusses the risks he navigated as he took the leap to start Porter & Sail. He shares insights on how he raised capital and incubated a startup

Striking a Healthy Balance

On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family life, and highlights the importance of

Sweet Success

On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” the enterprise, and the many

Modera is an SEC registered investment adviser which does not imply any level of skill or training.  For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees.  Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy.  Statements made are subject to change without notice.

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