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by Carol Ventresca and Brett Johnson
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- Yesterday39 min
AI, Financial Strategizing, and Life Planning with Ben Hoeger
How Values Shape Financial Success with Ben HoegerIn this episode of Looking Forward Our Way, we talk with Ben Hoeger, financial advisor and Director of Private Wealth Management at the Hedley Hoeger Group at Baird Private Wealth Management. Ben provides practical advice on navigating the often intimidating world of financial planning, especially during turbulent economic times.We begin by celebrating Ben’s team’s recent recognition by Forbes and Shook Research as a best-in-state wealth management team—a testament to their teamwork and dedication. Ben shares some of his own journey into this field, shaped by his education at Otterbein and early career experiences that focused not just on investments, but on supporting people through life’s twists and turns.Ben explains the key questions to ask when choosing a financial advisor, emphasizing the importance of understanding an advisor’s process, communication style, and compensation. More critically, he highlights the personal side of financial planning: finding a relationship rooted in trust and genuine interest in your life, not just your money.We walk through what it’s like to become a new client—starting with conversations around personal values and goals long before crunching numbers. Ben underlines how effective financial planning is built on clarity around what matters most to you, so decisions during life’s expected and unexpected changes always circle back to those core values.Our conversation covers techniques for balancing savings for near-term needs, emergencies, and longer-term goals, using a “bucket” approach to risk and time horizons. We also round out the discussion by addressing how tools like artificial intelligence fit into the advisor-client relationship, and why the human touch remains irreplaceable.Ben introduces the Life Planning Initiative at his firm, which supports clients’ broader well-being—not just their balance sheets—and leaves us with wise advice: align your financial strategy with your values for a more fulfilling journey ahead.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Moments00:00 Discovering a passion for finance06:40 Choosing the right team expertise08:58 Building lasting client relationships11:01 Discussing financial advisor background checks15:15 Discussing personal financial motivations19:25 Importance of financial goals23:22 Using the bucketing approach24:39 Discussing investment risk strategies27:45 Aligning risk tolerance with guidance31:56 AI and Social Security advice35:03 Finding purpose beyond retirement38:04 Aligning investments with personal valuesFAQ1. What should I ask a financial advisor in my first meeting?According to Ben Hoeger at 06:06, you should ask about their process, the type of clients they typically serve, how and how often they communicate, their investment philosophy, and critically, how they get paid. It's also important to ensure their approach aligns with your needs and that you feel comfortable and can trust them.2. How do I start working with a financial advisor?Ben Hoeger explains at 12:51 that the process usually starts with an introductory conversation focused on getting to know each other and discussing your motivations for seeking financial advice, rather than diving into numbers right away. The next steps typically involve discussing your values, vision, and goals before moving on to financial details.5. How do I check a financial advisor's background or credentials?At 11:01, Ben Hoeger recommends reviewing a financial advisor's "U4" report, which documents their work history, licenses, and any complaints. This is an essential part of doing your due diligence before entrusting someone with your finances.We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.<a href="https://g.page/looking-forward-our-way/review?gm" rel="noopener noreferre
- 2 weeks ago34 min
Why Small Businesses Need Strategy Before Marketing with Darlene Ziebell
If you’re leading a business or organization and want to separate marketing myth from practical strategy, this conversation will give you the clarity—and courage—to build real momentum for growth.We sit down with returning guest Darlene Ziebell—an accomplished entrepreneur, business consultant, strategy specialist, and multi-book author—to unpack the real story behind successful marketing for small businesses.As business owners face rising costs, dwindling customer bases, and mounting challenges, the temptation to lean on marketing as a quick fix has never been stronger. But is throwing money at the latest digital tools or platforms really the answer?Darlene Ziebell draws on more than 30 years of experience, from founding her own seven and eight-figure companies to consulting for both startups and Fortune 1000 giants, to reveal why most companies struggle—not from lack of effort, but from missing strategic alignment.In this episode, you’ll hear why marketing works best as an integrated ecosystem, not just a checklist of trending tactics; how vanity metrics can lead you astray; and the critical difference between having a real business strategy and chasing every shiny new marketing object.Darlene Ziebell also shares lessons from her own clients, explains the pitfalls of the “post and hope” approach, and outlines the foundational questions every owner must answer before investing in marketing.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Key Takeaways:Strategy First: Marketing tools are just tools—not miracles. Without a foundational business strategy, even the best marketing is just expensive noise. Measure What Matters: Forget likes and hits—focus on leads, conversions, customer acquisition costs, and revenue. Everything else is just noise. Narrow Your Niche: Don’t fear choosing your target market. Trying to sell everything to everyone guarantees failure. It’s leaders who define their lane and stick to it that win. Moments04:24 Entrepreneurship and business consulting experience07:45 Using tools to drive impact11:03 Starting in podcast consultancy13:44 MBA insights for small business17:39 Knowing your customer21:37 Rebuilding marketing foundations25:26 Smart money decisions early29:01 Misinformation and fake social media stats31:36 The importance of business strategy33:26 Getting rejected early onWe would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.https://creativecommons.org/licenses/by-nd/4.0/Mentioned in this episode:Listener DisclaimerThe views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or information related to their individual circumstances. The podcast host and producers do not endorse or guarantee the accuracy, completeness, or reliability of any information provided by the experts interviewed. Listener discretion is advised.
- 4 weeks ago46 min
Overcoming Self-Doubt and Embracing Career Growth with Ken Lazar
Hear insights that will help you navigate the ups and downs of your professional life, strengthen your self-confidence, and embrace the winding paths your career might take.Brett Johnson and Carol Ventresca are joined by Ken Lazar, CEO of Ability Professional Network and a seasoned recruiter in the community. They talk about today's challenging employment environment—covering everything from the emotional pitfalls facing both job seekers and employees, to how self-doubt, fear of rejection, and age discrimination can impact our professional lives.Together, they explore the complexities of finding and keeping a job in an era marked by rapid changes in technology, evolving workplace expectations, and shifting definitions of career success.With stories from Ken Lazar's extensive experience, practical advice on overcoming setbacks, and a candid discussion on the role of emotional intelligence at work, this episode promises advice, encouragement, and a reminder that every career journey is full of surprises—and opportunities worth pursuing.Top 3 takeaways:Your career path isn’t always linear (and that’s OK!) - Every career is a “challenge of building the right skills.” Embrace the twists and turns — they’re opportunities to learn, grow, and reinvent.Self-confidence comes from more than your job title - As Ken emphasizes, we’re not solely defined by our occupation. Focusing on a variety of goals — professional, personal, physical, and spiritual — builds a well-rounded sense of value and direction.Own your story and share it with the world - Putting your intentions “out in the universe” isn’t just about networking — it’s about convincing yourself first, then finding the right opportunities (sometimes in the most surprising places!).If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Moments00:00 Career Journey in Staffing Industry03:12 "Starting Ability Professional Network"08:15 "Empowering Older Job Seekers"12:14 "Finding Purpose in Encore Careers"14:28 Perceptions of Age Discrimination18:23 Unclear Job Descriptions Problem20:44 "Recruiter-Hiring Manager Collaboration"23:13 "Versatile AI Applications Explained"27:23 "Sharing Feelings Builds Strength"29:30 Managing Post-Meeting Emotional Upsets33:35 "Courage to Challenge Comfort"36:24 "Decisions Require Full Context"43:04 "Defining Goals Beyond Occupation"44:20 "Create and Inspire Others"We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.Copyright 2026 Carol Ventresca and Brett Johnsonhttps://creativecommons.org/licenses/by-nd/4.0/The views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or information related to their individual circumstances. The podcast host and producers do not endorse or guarantee the accuracy, completene
- Apr 6, 202638 min
Downsizing With A Heart with The Furniture Bank of Central Ohio
Whether you’re anticipating a move, supporting a loved one, or simply looking for ways to give back, this conversation is filled with practical tips, community resources, and inspiring stories about how ordinary items can turn a house into a home of hope.Welcome to "Looking Forward Our Way." In this episode, hosts Brett Johnson and Carol Ventresca discuss the sometimes daunting topic of downsizing, a reality many of us face when life changes require a new living situation.Packing, moving, and deciding what to do with cherished possessions can be overwhelming, but there’s a compassionate alternative you might not know about.Joining them is Phil Washburn, President and CEO of The Furniture Bank of Central Ohio. Phil shares insights into "Downsizing with a Heart," a social enterprise program designed to ease the transition by handling donations and disposal, all while funding the Furniture Bank’s mission to help families in need.Together, they unravel the emotional and logistical challenges of downsizing and highlight the impact of furniture donations—not just on donors, but also on thousands of families rebuilding their lives.You'll hear wisdom, compassion, and actionable advice from the heart of Central Ohio’s nonprofit community.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Here are 3 key takeaways from our conversation:Holistic Downsizing Support: Downsizing with a Heart simplifies the process by offering a one-stop solution for donation and disposal. Their team works directly with clients to assess items, manage the labor, and ensure everything is handled respectfully.Meaningful Donations Make an Impact: The Furniture Bank prioritizes high-need items like sofas, beds, and dressers. Every donation helps local families in transition and keeps furniture out of landfills, giving your household items a second life.Planning Ahead Reduces Stress: The best advice? Start early! Phil emphasized the importance of planning ahead to make downsizing less overwhelming—helping both those moving and the relatives who might handle estate cleanouts.Moments00:00 "Adapting Through Business Challenges"03:05 "Streamlined Downsizing & Donations"07:16 "Streamlined Donation and Disposal Help"10:48 Realtors' Decluttering Recommendations13:21 "Collaborative Support in Columbus"18:04 Stress-Free Estate Cleanout Assistance21:06 Downsizing: Plan Ahead, Reduce Stress24:49 "Creative Tools and Time Surplus"29:03 Team Building Through Furniture Volunteering32:40 "Homes of Hope: Furnished Housing"35:15 "Annual Bed Race Fun Event"37:05 "Start Ahead, Step Forward"We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.https://creativecommons.org/licenses/by-nd/4.0/The views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or
- Mar 30, 202640 min
Property Taxes In The News Again And Again
Brett and Carol sit down with Franklin County Auditor Michael Stinziano for an in-depth conversation about the property tax process, skyrocketing home values, and the upcoming triennial property value update.As property tax concerns reach new heights alongside rapidly rising home valuations, Auditor Stinziano brings much-needed clarity on what his office does—and doesn’t do—when it comes to taxes.Together, they break down the history of Ohio’s property tax system, the recent legislative efforts for relief, and practical steps homeowners can take to ensure their property values are accurate.Learn how property taxes fund essential community services, what changes may be coming, and how you can prepare for the next round of assessments.Whether you’re a longtime homeowner or just curious about local government, this episode is packed with insights you won’t want to miss.3 Key Takeaways:You Can Impact Your Property Valuation: Homeowners should review their property record card for errors in square footage, bath count, or features. Corrections can mean more accurate—and sometimes lower—property taxes.Recent (and Upcoming) Legislative Changes: Four new property tax relief bills have been passed, mainly increasing the owner-occupied tax credit. However, not all proposals (like modernizing the homestead exemption) have been enacted. So staying informed and voicing your support matters.Resources to Prepare and Appeal: Franklin County’s "Know Your Home Value" website is a one-stop shop for homeowners to preview tentative values, review comparable sales, and estimate the impact of new levies. If you believe your assessment is off, informal and formal appeal avenues are available.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Carol Ventresca and Brett JohnsonMentioned in this episode:Listener DisclaimerThe views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or information related to their individual circumstances. The podcast host and producers do not endorse or guarantee the accuracy, completeness, or reliability of any information provided by the experts interviewed. Listener discretion is advised.
- Mar 16, 202635 min
Tackling the Modern Job Hunt: Digital Skills, AI, and the Power of Networking
If you’re job searching, making a career pivot, or just want some real advice from people who get it, this episode has you covered. Welcome, Jami Phillips from New Directions Career Center—who’s a pro at helping people tackle career changes and job hunts, no matter what curveballs the economy throws our way.Things definitely aren’t the same as they were five years ago, especially with technology and artificial intelligence shaking up how we find jobs and how employers evaluate candidates. Jami shares what’s working now, what challenges are new (and old), and how New Directions Career Center is stepping up to support job seekers—especially folks over 55 and anyone feeling totally lost in the modern job search process. There’s talk about boosting your confidence, handling online applications and those pesky resume filters, prepping for virtual interviews, and why networking (especially on LinkedIn) still matters.Stick around for practical tips, encouragement, and a reminder that you’re not alone—no matter how wild the job market seems!If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Here are 3 key takeaways for anyone on the job search:Holistic & Individualized Support Matters: Jami emphasizes that job search isn’t just about resumes—the Center offers a holistic approach, helping individuals rebuild confidence and recognize their value, especially those facing career transitions.Embrace Technology & AI: Technology is shifting the job search process. From online applications to AI resume screenings, adapting and learning how to leverage these tools—not fear them—is essential for success.Networking is Key (and Looks Different Now): Traditional networking has evolved. Building a strong LinkedIn presence and using digital connections for both research and introductions is increasingly important, and often expected by employers.Moments06:22 "Overcoming Job Search Challenges"10:21 "Adapting to Virtual Interviews"12:59 Practice Builds Interview Confidence15:10 "Networking Through Research Essentials"18:15 "Mastering AI for Job Applications"23:37 "Do You Need Interview Coaching?"25:40 "Choosing the Right Career Coach"30:06 Building Workforce Connections in Ohio31:45 "Proactive Hiring Strategies Needed"We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Carol Ventresca and Brett Johnson Mentioned in this episode:Listener DisclaimerThe views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or information related to their individual circumstances. The podcast host and producers do not endorse or guarantee the accuracy, completeness, or reliability of any information provided by the experts interviewed. Listener discretion is advised.
- Mar 2, 202643 min
SWACO’s Impact on Recycling, Composting, and Community Innovation
Discover how each of us can contribute to keeping our neighborhoods cleaner, our environment safer, and our economy thriving—one recycled can, bottle, and newspaper.We are joined by Amy Densborn, Program Manager at SWACO—the Solid Waste Authority of Central Ohio. While trash and landfills aren’t always easy or exciting topics, SWACO’s pioneering efforts are transforming what we throw away into resources that power local communities, spark new markets, and build a greener future.Together, we dig into the incredible breadth of SWACO’s programs—from recycling and composting in homes, businesses, and schools, to exciting partnerships that reclaim everything from sports gear to textiles. Amy Densborn shares personal insights, practical tips, and the fascinating backstory behind her passion for materials management. Whether you’re wondering what happens to your recyclables, seeking ways to cut down on waste, or curious about the future of sustainability in Ohio, this episode has you covered.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Here are 3 key takeaways every homeowner, business, and community leader should know:The Power of Community Recycling: SWACO supports more than 97% of single-family households with access to recycling programs in Franklin County. They help bridge the gap for multifamily residences through public drop-off sites, making recycling accessible for all.Innovative Partnerships & Programs: From textile recycling pilots that keep thousands of pounds of clothing out of landfills, to collaborations with nonprofits like Level the Playing Field to repurpose sports equipment—SWACO’s creative partnerships drive real community and economic impact.Education Drives Change: There’s a myth that recycling doesn’t matter—but it’s alive and well in Central Ohio! SWACO invests in educational outreach, partners with local haulers, and uses technology (even AI-enabled truck cameras!) to help residents recycle smarter and more often.Key Moments00:00 SWACO's Impact on Trash Crisis06:07 "Advancing Recycling Access"08:47 "Recycling Policy for Multifamily Housing"12:17 Franklin County Recycling Efforts14:31 "Recycling Myths Debunked"18:10 Landfill Tours & Battery Safety20:27 Switch to Rechargeable Batteries23:49 Accessible Athletic Gear for Kids28:24 Domestic Clothing Recycling Pilot29:55 "Community Recycling and Sustainability Efforts"33:56 China’s Recycling Ban Impact38:39 "Final Thoughts on Waste Reduction"41:29 "Reusable Hazardous Waste Initiative"We would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Carol Ventresca and Brett Johnson Mentioned in this episode:Listener DisclaimerThe views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice or information related to their individual circumstances. The podcast host and producers do not endorse or guarantee the accuracy, completeness, or reliability of any information provided by the
- Feb 16, 202642 min
Inside Fortuna Bank’s Mission to Support Community and Small Business
Whether you're an aspiring entrepreneur, a seasoned business owner, or simply interested in how local banking can catalyze growth, this conversation is packed with real-world insight and actionable advice for anyone looking to bring their financial story to life.Hosts Brett Johnson and Carol Ventresca sit down with Ashley Dick, Chief Retail and Community Development Officer at Fortuna Bank.Based in Columbus, Fortuna is a women-owned institution reshaping how entrepreneurs and communities access financial resources and support.Together, they discuss Fortuna's inspiring origin story, the challenges and triumphs of building a women-led bank, and the unique services that set Fortuna apart—from mentorship and financial literacy events to hands-on support for small businesses and nonprofits.If you like this episode, please let us know. We appreciate the feed back, and your support of offset costs of producing the podcast!Episode HighlightsBuilding Fortuna Bank: A Story of Resilience and PurposeAshley Dick shares how founder Lisa Berger’s dream to create meaningful change became a reality after discovering just how underserved women were in banking—not just as customers, but as leaders and investors.Empowering Women and EntrepreneursFortuna isn’t just a bank; it’s a community. Monthly events, mentorship, and hands-on financial literacy programs are central to empowering clients—especially women business owners.Safe Spaces and Real SupportOne standout moment? A client, burdened by debt, found immediate empathy and guidance from the Fortuna team—no judgment, just support. Fortuna is intentional about creating a safe space, where asking questions and seeking help is always encouraged.Practical Solutions for Modern BankingSwitching banks can be a hassle, but Fortuna promises to walk clients through every step—making transitions seamless and stress-free.Support for Nonprofits and Small BusinessesFortuna offers fee-free, interest-bearing accounts for nonprofits and even provides board training and consulting. For entrepreneurs, Fortuna’s personalized guidance—business planning, financial projections, and a network of mentors—means you’re never alone in your journey.Moments00:00 Empowering Women in Finance03:58 "2008 Banking Career Start"10:04 Empowering Women Entrepreneurs11:15 "First Day, First Story"14:01 "Seamless Banking, Genuine Support"18:23 "Enhanced Deposit Protection Service"22:46 "Tailored Banking for Nonprofits"25:03 "Nonprofit Funding Made Easier"28:29 Banking Simplified Through Technology31:08 Empowering Confident Business Owners36:17 Women Entrepreneurs: Own Your Strength39:41 Building Community, Empowering Businesses40:48 Podcast Recap: Expert InsightsWe would love to hear from you.Give us your feedback, or suggest a topic, by leaving us a voice message.Email us at hello@lookingforwardourway.com.Find us on Bluesky and Facebook.Please review our podcast on Google!And of course, everything can be found on our website, Looking Forward Our Way.Recorded in Studio C at 511 Studios. A production of Circle 270 Media® Podcast Consultants.Copyright 2026 Carol Ventresca and Brett Johnsonhttps://creativecommons.org/licenses/by-nd/4.0/Mentioned in this episode:Listener DisclaimerThe views and opinions expressed by the experts interviewed on this podcast are their own and do not necessarily reflect the views of the podcast hosts or any affiliated organizations. The information provided in these interviews is for general informational purposes only and should not be considered as professional advice. Listeners are encouraged to consult with qualified professionals for specific advice
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About Looking Forward Our Way
We feature expert guests who provide real-world insights, inspiration, and resources, making each episode a valuable touchpoint for adults. You can expect to hear us discuss a wide range of topics, including employment and entrepreneurship, financial advice, legal issues, technology, healthy living, housing, and much more. New episodes are released twice a month. You can also sign up for our free newsletter, access additional resources, or contact the hosts directly at hello@lookingforwardourway.com. If you’re interested in joining a supportive community, learning from experts, and staying ahead of important trends and issues, tune in and subscribe today!The podcast is co-hosted by veteran and award-winning podcasters Carol Ventresca and Brett Johnson.
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