Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers

Price Discovery: Money & Mindset
Claim This Podcastby Jordan Rodriguez
Podcast Overview
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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Publishing Since
6/28/2024
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Recent Episodes

March 4, 2026
How to Deliver a Premium Client Experience with Corey Head, Sky Quest
<p>Go the extra mile. In this episode, Host Jordan Rodriguez interviews Corey Head, the President of Sky Quest. They're Northeast Ohio's leading aircraft management & private jet charter service. Hear Corey's background as a pilot, Sky Quest's unique business model, their brilliant strategy when it comes to assets & tax advantages, how to organically grow your business, and how to let your managers lead & make decisions. Connect with Corey at <a href= "https://flyskyquest.com/">FlySkyQuest.com</a> and on <a href= "https://www.linkedin.com/in/corey-head-82197524/">LinkedIn</a>, and Jordan at <a href= "https://www.wswealthmanagers.com/">WSWealthManagers.com</a></p>

December 31, 2025
How to Grow Your Business through Company Culture with David Haynes, NPL Home Medical
Jordan Rodriguez interviews David Haynes, President & CEO of NPL Home Medical, about cultivating company culture to grow a business and achieve both business and personal goals.

December 24, 2025
How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company
Ivy Zelman, Executive Vice President at Zelman - A Walker & Dunlop Company, discusses building a unique value proposition and making a business attractive to acquiring companies in an interview with Jordan Rodriguez.
12 total episodes available
Recent guests on Price Discovery: Money & Mindset
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
David Haynes
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Ivy Zelman
Guest
Kevin Joseph
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Frequently asked questions
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- What is Price Discovery: Money & Mindset?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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