Upreneur

Jun 07 2023

Upreneur Podcast artwork

Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with today’s top leaders and business owners.

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“Can we just make getting tax returns a requirement?” With Jeremy Straub - Retirement Tax Services Podcast

Jun 07 2023 30 mins

In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted

How Financial Advisors Can Venture to Other Industries with Jeremy Straub - The Model FA Podcast

May 31 2023 37 mins

Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under Jeremy’s leadership, Coastal Wealth has worked with over 100,000 clie

FOMO FOMO FOMO with Patrick J. McGinnis

Feb 27 2023 37 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Patrick Mcginnes, Founder of FOMO. We spoke about how Patrick coined the phase FOMO and what we can do to get past it. Patrick J. McGinnis is a speaker, writer, international venture capi

Water on Demand with Riggs Eckelberry

May 04 2022 44 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Riggs Eckelberry, founder and CEO of OriginClear Inc., to discuss how you shouldn't compete with your natural partners, how Riggs went from being a #2 to CEO, and how finding the righ

Creating a Hub that is Community Driven with Marlena & Noah Fishman

Feb 02 2022 39 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Noah and Marlena Fishman, founders of Zen Barn Farms, to discuss how they were able to create a community around their businesses, how hiring the wrong people can help in the short run but

Thank you for Hearing Me with Kieran Bowers

Jan 26 2022 39 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kieran Bowers, President of Swire Properties Inc, to discuss how working with different cultures allowed him to be self-aware of the bias he may have, how adapting your manager style based

Don't Discount Yourself with Kate Westad

Nov 24 2021 32 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kate Westad, Founder of Palette by Pak, to discuss how she was able to remove "fillers" in her life to achieve her goals, how the skills you learn from your W2 job are transferab

Inspect what we can Expect with Mike Colavita

Nov 17 2021 33 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Mike Colavita, Chief Glass Enthusiast & Co-Founder of Fat Buddha Glass, to discuss how he and his partner were able to turn their passion project, that started in their garage, into a

Together not Against With Luis Gazitua

Nov 10 2021 38 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Luis Gazitua, CEO of JAG insurance, about how to be successful with your friends, the difference between building and chasing a business, and how your goal as a leader long term is to find

Budding Entrepreneurs with Jeffrey Zucker

Aug 18 2021 31 mins

The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Jeffrey Zucker, Co-Founder of Green Lion Partners, about how the cannabis industry is growing and is in need of lawyers, accounts, and more. We talked about how Jeffrey jumps headfirst int