34. Cross-Border Wealth Management With Jennifer Patterson



Have you ever dreamed of packing up your family and heading across seas? Or maybe your work is already taking you there! Whatever the case, it is vital for you to understand what is going to happen with your finances when you make the move.

In this episode, Matt DiFrancesco is joined with Jennifer Patterson, managing partner of Patterson Partners Ltd, as they discuss the complex issues facing your finances when you move out of the country. The duo dive into how your planning might change in regards to dual or tri citizenship status and how to keep everything on track to reaching your goals. 

Jennifer discusses:

  • The journey that led to Patterson Partners Ltd and her passion for working with expats
  • How financial planning changes when you cross borders
  • Challenges that families face as a result of changing citizenship 
  • The process that Patterson Partners Ltd uses to assist families navigate the challenges in moving out of the country
  • And more

Resources:

Connect With Jennifer Patterson:

Connect With Matt DiFrancesco:

About Our Guest:

Jennifer has personal experience with the life and technical financial planning challenges for multinational families. Jennifer leads workshops online around the world on topics relating to her belief that we all can consciously design a luxury lifestyle today in which we live, work, play and make a difference in more than one country. Jennifer’s mission is to help successful individuals figure out where they fit into the global opportunities of today and to demystify and simplify the complexities of international personal finance.


33. The Biggest Cost To Employers – Healthcare Plans With Kimberly Volk



When it comes to costs to your business, healthcare plans can have some of the biggest impacts. You need to be sure that you are creating plans that are going to benefit your employees, while also making sense financially.

In this episode, Matt DiFrancesco is joined with Kimberly Volk, small business consultant at The Health Insurance Place, as they discuss healthcare plan options for business owners. Kimberly shares what is available at The Health Insurance Place, and how plans can be made to fit the needs of businesses. 

Kimberly discusses:

  • What sets The Health Insurance Place apart from their competitors
  • The process Kimberly and her team follow to find the right plans for business owners
  • How The Health Insurance Place assists when it comes to compliance
  • The software available to business owners to help with healthcare plan design
  • And more

Connect With Kimberly Volk:

Connect With Matt DiFrancesco:

About Our Guest:

Kimberly is seasoned in client management and benefit consultation. Through her role as a small business consultant, Kimberly helps clients access the information they need to make good decisions regarding insurance.


Episode 32 – The Purpose of Renewal Time



As a business owner, it is not unlikely that your operations are always on your mind. It has been proven that taking a step away from what is happening in your business can actually help you come back and be more productive. 

Today, Matt DiFrancesco discusses the importance of renewal time – taking time to focus on yourself rather than what is going on within your business. Matt shares his own experiences with taking renewal time and how it has helped him as business owner. 

 In this episode, we will discuss: 

  • What renewal time is 
  • Why renewal time is important for businesses owners 
  • The reluctance to take time away  
  • How renewal time works to increase productivity  
  • And more!

Tune in now and discover why taking a step away from your business could actually help you be more successful. 

Resources: High Lift Financial | DiFrancesco Virtual Family Office | Matt DiFrancesco


Episode 31 – Why Might You Consider a Recruitment Firm? – with guests Stephanie and Duane Roberts



As a business owner, it can be tough to find the right candidates for an open position.

Luckily, there are people out there who aim to assist you in combing through the unqualified candidates to find the perfect fit!

Today, Matt DiFrancesco sits down with Stephanie and Duane Roberts, owners of Humans Being Resources, as they discuss the benefits of hiring a recruitment firm. The trio analyze what the current job market looks like, and why it might be more cost effective for business owners to ensure they are finding the right candidate.

 In this episode, we will discuss: 

  • The journey Stephanie and Duane took to create Humans Being Resources 
  • The challenges that employers often face when trying to find qualified candidates  
  • How the current job market is behaving  
  • The process that Humans Being Resources takes in order to find the right candidate for you
  • And more!

Tune in now to hear the benefits of working with a recruitment firm, and why you might want to consider it for your next hire. 

Resources: High Lift Financial | DiFrancesco Virtual Family Office | Matt DiFrancesco | Stephanie Roberts | Duane Roberts | Humans Being Resources


Episode 30 – Creating an Entrepreneurial Mindset



Matt has had the opportunity to work with countless business owners, and has been able to recognize 4 main qualities that ensure their business success. 

Today, Matt DiFrancesco discusses the qualities he sees in the business owners he works with that ensure their business runs smoothly. Matt takes the time to go into depth about each of these qualities and provides you with information about how you could be demonstrating them too. 

 In this episode, we will discuss: 

  • A business owner’s willingness to grow
  • Caring about both employees and clients 
  • Thinking outside of the box when it comes to your business 
  • Taking the time to invest in yourself as a business owner  
  • And more!

Tune in now to discover what the top qualities Matt has been able to recognize are and understand how you could be utilizing them in your own business. 

Resources: High Lift Financial | DiFrancesco Virtual Family Office | Matt DiFrancesco


Episode 29 – Why the Auto Repair Industry?



You have heard about our rebrand, but why did we choose to target the niche of the auto repair industry? 

Today, Matt DiFrancesco lets you in on the decision process to rebranding to High Lift Financial. Matt shares some of the issues that business owners in the auto industry face, and how High Lift Financial is the answer to solving those problems! 

 In this episode, we will discuss: 

  • What the opportunity was that Matt saw within the auto repair industry  
  • Making plans for business owners when it comes to the next phase 
  • How shop owners do not always know where to locate information and what High Lift does to connect them to that information  
  • Why the automotive industry is underserved in the financial industry and High Lift’s solutions to that 
  • And more!

Tune in now to discover the process that Matt took through his rebrand, and the issues he sees in the automotive industry that he can help address! 

Resources: High Lift Financial | DiFrancesco Virtual Family Office | Matt DiFrancesco


Episode 28 – We Have Exciting News



DiFrancesco Virtual Family Office is changing, and we want you to be the first to hear!

Today, Matt DiFrancesco has some exciting news to share with you – DiFrancesco Virtual Family Office is getting a rebrand! Matt shares what this rebrand involves and what the changes mean for him and his clients! 

 In this episode, we will discuss: 

  • How the growth of DiFrancesco Virtual Family Office has led to a rebrand 
  • The niche industry the rebrand is targeting  
  • The story behind the rebrand 
  • The commitment to clients throughout the rebrand 
  • And more!

Tune in now to discover the new name DiFrancesco Virtual Family Office will be taking on, and what this rebrand has in store for you! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Our Rebrand 


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Episode 27 – Assisting You with Elderly Care Decisions – with Guest Eileen Graham



Deciding to move your parents or loved ones into assisted living can be tough, but when you have help from a professional, these decisions can be made easier. 

Today, Matt DiFrancesco is joined with Eileen Graham, founder of EG Associates Group, as they discuss the work that EG Associates Group does to help families during a time of difficult choices. Eileen talks about the importance of planning so hard decisions do not need to be made last minute. 

In this episode, we will discuss: 

  • The type of services that EG Associates Group offers to clients  
  • Questions that families should consider when need for health care arises 
  • Importance of planning early for health care issues
  • Challenges that families face when a loved one moves into assisted living 
  • And more!

Tune in now to discover how EG Associates Group could assist you in planning for you and your family’s future! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Eileen Graham | EG Associates Group FB 


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Episode 26 – Our Three Step Review Process



When you work with DiFrancesco Virtual Family Office, we want to be sure that you are always on track with your finances and financial goals. 

Today, Matt DiFrancesco discusses the three step process that he goes through with clients to ensure that they are set up to meet their goals and address any problem areas. Matt gives detail to the importance of going through this process and how he moves clients along it. 

In this episode, we will discuss: 

  • Taking the first step with a financial roadmap  
  • Asking the right questions to uncover your goals for the year 
  • Looking at tax strategies to help with your goals 
  • Including families in the 3 step process
  • And more!

Tune in now to discover what the process of working with DiFrancesco Virtual Family Office looks like and how it can help you!

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco 


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Episode 25 – Planning for Your Business and Family Future



When operating a business, do you know when it’s time to start succession planning? How do you know that everyone in your family is being taken care of properly?

Today, Matt DiFrancesco is joined with Jim & Molly Creenan as they discuss the topic of what happens when it comes time to plan for the legacy of your business. The husband and wife duo speak about what they do for their clients at Creenan & Baczkowski when it comes time to plan for the future. 

In this episode, you will learn:

  • The story of Jim and Molly joining together in practice 
  • How to ensure that everyone in your family is taken care of  
  • Who the ideal clients of Creenan & Baczkowski are  
  • Creenan & Baczkowski’s 365 Counsel Plan  
  • And more!

Tune in to discover when you should take your first step toward succession planning and what you can expect when taking that first step! 

Resources: DiFrancesco Virtual Family Office | Matt DiFrancesco | Creenan & Baczkoeski | Jim Creenan | Molly Creenan | 365Counsel