Build relationships with people across multiple industries. In this episode, Host Jordan Rodriguez kicks off Season 2 by interviewing returning guest Kevin Joseph, now the Owner, President, and CEO of Apollo American. Kevin acquired the world class aerospace and defense manufacturer in May 2025 after spending 8 years at Weber Wood Medinger (WWM), where he became the youngest Partner in the firm's 51-year history. Hear what to look for in a potential acquisition, the pros & cons of leaving a stable career for entrepreneurship, his unique handwritten letter strategy, whether you should work with a business broker, and how to hit the ground running as a new business owner. Connect with Kevin on LinkedIn and at ApolloAmerican.net, and Jordan at WSWealthManagers.com

In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam Bard Steel) and 5th generation (James Steel and Megan Steel Kimbell) of Bard Manufacturing. Hear how the family mission and vision statement have influenced the company culture, how to keep a family business going and thriving over several generations, how to integrate external talent within your Board of Directors and leadership team, how the company has pivoted over time, and why it's so important to keep it a family business. Learn more about Bard Manufacturing at BardHVAC.com and check out the flipbook celebrating their 110th anniversary: https://online.flippingbook.com/view/912787504/

Connect with Jordan at WSWealthManagers.com

The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion, how it affects decision-making, what Moira's process looks like with clients, the importance of clearly communicating your goals, and how high net worth families prefer to receive advice. Connect with Moira at MoneyMindAndMeaning.com, BlackwoodFES.com, on LinkedIn, and her book Advice That Sticks, and Jordan at WSWealthManagers.com