Resources

The Ask the Expert series features knowledgeable professionals sharing valuable insights, practical guidance, and resources to help business owners, employees, and families navigate everyday financial decisions. Our goal is to provide information and perspectives that support greater financial understanding and more informed choices.

Ask The Expert May 2026:  My Clone Solution-In this episode, we sit down with Brook, founder of My Clone Solutions — a virtual assistant company dedicated to helping business owners at every stage of their journey. Whether you're just starting out or scaling to the next level, Brook shares how the right virtual assistant support can free up your time, streamline your operations, and help your business thrive..  

Ask the Expert June 2026:  What was that like?  In this episode, we sit down with Scott Johnson, host of the "What was that like?" podcast.  Scott details his journey into podcasting, shares tips for business owners on leveraging storytelling and authenticity in podcasting, as well as reliving some of his more memorable guests.   

Ask the Expert July 2026:  John Beck, Esq. Colen & Wagoner P.A. This episode explores why estate planning matters for business owners and families, and how the wrong setup can lead to probate delays, financial stress, and confusion when someone becomes incapacitated or passes away. It also covers practical ways to keep a business running, avoid common mistakes, and make sure your plan actually works when it's needed most.

Ask the Expert September 2026:  Allison and Peter Dorwin.  in this episode Peter and Allison Dorwin talk about the real estate market.  Florida real estate is shifting, and this episode breaks down what buyers and sellers in Tampa Bay need to know right now. Peter and Allison Dorwin share their perspective on market trends, interest rates, Airbnb pressure, and how to make smart moves in a changing housing market.

Ask the Expert November 2026:  Cammie Lumpkin, President and CEO of the Safety Harbor Chamber of Commerce.  In this month's Episode we discuss the role of local chambers  for small businesses and the community. As President and CEO of the Safety Harbor Chamber of Commerce, Cammie discusses how chambers help beyond networking: direct member connections, boosted online visibility, AI training, tourism marketing, and collaboration between chambers.  She also discusses the opportunites and challenges facing the small business community.