Episode Description: In this insightful episode, Meghan McNulty welcomes Sean D. Muntz, Managing Partner at RMO LLP, to delve into the complex world of probate and trust litigation. With over 20 years of experience representing beneficiaries and fiduciaries, Sean shares his expertise on resolving disputes outside of court, highlighting the differences between probate and trust litigation, common family conflicts, and strategies to avoid costly legal battles. Listeners will gain actionable advice on mediation, fiduciary roles, and how proper estate planning can safeguard their assets.

Meghan and Sean explore critical issues like family conflicts in blended families, common trust disputes, and the emotional and financial toll of litigation. Listeners will learn about the benefits of mediation over court battles, how undue influence and trustee malfeasance are handled legally, and practical strategies to protect estates from future disputes.

From avoiding probate to resolving trust disputes this episode offers valuable insights and actionable advice for anyone involved in estate planning or trust litigation.

About Meghan’s Guest Sean D. Muntz is the Managing Partner at RMO LLP, specializing in trust, estate, and probate litigation. With over 20 years of experience, he represents beneficiaries and fiduciaries in complex disputes across California. Sean was a partner at an international law firm, handling litigation for global financial institutions, and he previously served as in-house counsel for Fortune 100 companies, earning an FBI commendation for his role in a landmark espionage case.

He holds a J.D. from the University of Southern California and a B.A. in Journalism and Political Science from the University of Hawaii. Named "Best Lawyer" in Trusts and Estates (2024-2025) and a "Super Lawyer" (2018-2024), Sean is highly regarded in his field with over 20+ notable appellate opinions.

Learn more at www.rmolawyers.com

In this episode of Business Talk with Meghan McNulty, Melissa Foltman, CEO and owner of Fuelbar Health, shares her inspiring journey from a successful engineering career to becoming a thriving entrepreneur in the health and wellness industry. For business owners looking for insight and inspiration, Melissa's story provides practical insights into resilience, innovation, and maintaining quality in business which includes partnering with the vendors who share your vision for sustained success. Meghan and Melissa discuss scaling challenges, including navigating complex regulations and the unexpected benefits of launching during the COVID-19 pandemic. They also explore the intricacies of building and mentoring a team, and how Melissa fosters a strong sense of community within her business. Looking to the future, Melissa outlines her expansion plans and potential franchising opportunities, all while remaining committed to providing genuinely healthy, comforting food.

Whether you're launching a new venture or scaling an existing one, Melissa’s experiences with Fuelbar Health provide actionable insights and inspiration to guide you through the challenges and opportunities ahead.

About Meghan’s Guest Melissa Foltman is the CEO of Fuelbar Health, a company she founded after transitioning from a successful engineering career. Originally from Chicago, Melissa earned her Mechanical Engineering degree from Marquette University before moving to California.

Despite her successful engineering career, Melissa discovered a passion for health and wellness that led her to start Fuelbar Health.

Leveraging her engineering background and entrepreneurial drive, Melissa has grown Fuelbar Health into a well-regarded business known in the community for its commitment to quality and customer satisfaction.

Learn more at www.fuelbarhealth.com

In this episode, Meghan McNulty sits down with trust litigation attorney Alison Gokal to delve into the complexities of trust litigation and probate. Alison explains when trust litigation typically starts—often after the death or incapacitation of the trust creator—and details the intricate processes involved, particularly with large assets and multiple beneficiaries.

Meghan and Allison discuss strategies for navigating family disputes and offer insights into common issues, from family feuds to managing estates across different states. Alison highlights the importance of comprehensive estate planning and the potential pitfalls of relying on services like LegalZoom, which may not fully support your goals. Even high-profile estates, such as that of Aretha Franklin, can face significant challenges due to improper planning.

Whether you're establishing a trust or grappling with estate planning challenges, this episode is essential listening for understanding and managing the complexities of trust litigation.

About Meghan’s Guest Alison S. Gokal is a distinguished attorney and co-founder of Gokal Law Group, Inc., specializing in trust litigation, estate administration, and probate matters. Alison and her team are committed to helping clients navigate the complexities of trust and probate law, including providing legal advocacy for trustees, beneficiaries, and elders.

In addition to her work in trust litigation, Alison has successfully litigated against major corporations such as CALTRANS, Ford, Evenflo, PepsiCo, Coca-Cola, ContinentalTires, Nexen Tires, Hilton, Air France, and Tesla.

Outside of her legal practice, Alison enjoys spending time with her husband Abbas and their three children. She is also active in her community, volunteering and serving on two nonprofit boards.

Learn more at www.gokallaw.com

Join Meghan in this episode of Business Talk as she welcomes Drew Teicheira, a leading real estate expert in Newport Beach. Drew shares his extensive knowledge of the diverse property landscape in Orange County and offers valuable insights into how business owners and investors can strategically leverage real estate for success. Discover the nuances of buying, selling, and renting in one of the most competitive markets in the country, and learn how to identify lucrative opportunities that align with your investment goals. Whether you're a seasoned investor or looking at a new opportunities, Drew's expertise and practical tips will empower you to make informed decisions and maximize your investment potential. Tune in for a look into the world of Newport Beach real estate and unlock the secrets to achieving financial growth through strategic acquisitions.

About Meghan’s Guest Drew Teicheira has established himself as a prominent figure in Orange County real estate. With over $350,000,000 in sales, he has led his team to achieve unparalleled results. His commitment to building long-lasting relationships with clients—past, present, and future—has been a cornerstone of his success. As the founder of the Newport Beach Harcourts office, Drew continues to employ the most innovative techniques in real estate to secure record-breaking sales. Before his real estate career, Drew studied Construction Engineering Management. This tactical knowledge, combined with his strategic business approach in real estate, gives him a unique and competitive advantage in maximizing the value of his client’s real estate investments. Learn more about Drew and his team www.teicheirateam.com

In this engaging episode of Business Talk with Meghan McNulty, James Ebert shares his passion and leadership as the visionary behind MountainBased, a renowned adventure travel company steeped in family tradition and passion for the outdoors. Host Meghan, James’ long-time friend, delves into a rich conversation about the journey of building a legacy business from the ground up.

James shares the inspiring story of MountainBased, from its humble beginnings with the Iowa Mountaineers to its current success as a leader in adventure travel. He reveals the personal and professional challenges he’s faced, including navigating the tough terrain of the COVID-19 pandemic and the resilience required to steer the company through uncertain times. He offers valuable advice on starting and growing a luxury travel business, emphasizing the importance of a talented team and staying ahead of industry trends.

Whether you're an entrepreneur in the adventure travel industry or simply seeking inspiration for your own business journey, this episode is packed with actionable insights and heartfelt stories.

About Meghan’s Guest James Ebert is the President and co-founder of MountainBased, an adventure company recognized with multiple TripAdvisor Travelers’ Choice Awards for being among the best tour operators in the American West. Founded in 2016 with his brothers Justin and Jared, and cousin Nick St. John, MountainBased aims to provide exceptional hiking experiences that honor the legacy of their grandparents' organization, the Iowa Mountaineers (1940-1996).

An avid outdoor adventurer from a young age, James climbed Mt. Kilimanjaro and hiked the Grand Canyon ten times by age 11 alongside his grandfather and father. His dedication also earned him a full-ride basketball scholarship to the University of Wyoming, where he met his wife, Noelle. Outside of his professional achievements, James enjoys spending time with Noelle and their two dogs, Dublin and Jax

Learn more about MountainBased https://bit.ly/4cLqhLz

Join Megan McNulty in this engaging episode of "Business Talk" as she chats with Kimberly Stark, founder of Flourish and co-founder of Esoteric Travel. Discover Kimberly's entrepreneurial journey, the challenges she overcame, and how she built Flourish to enhance employee wellbeing through essential life skills training. Learn about Flourish's impact on productivity and corporate culture, and dive into the world of luxury travel with insights from Esoteric Travel. Gain practical advice on professional development, business growth, and creating a supportive work environment. Including the unique 8-step module designed to help employees navigate personal and professional hardships which can lead to increased productivity and a healthier work culture.

Tune in for an episode filled with inspiration and valuable strategies for business success.

About Meghan’s Guest Kimberly Stark, CEO and founder of The Flourish Consultancy and prolific leader, has created one of the top California based, professional and personal development education companies. Kimberly’s B.S. in psychology coupled with her own life altering story of overcoming, spurred the innovative information curator to construct a highly developed program bridging the gap between conventional education taught in schools and the tools needed to handle day to day stresses and obstacles in order to “successfully adult.”

In 2020, Kimberly seized the opportunity to expertly fill this space for others, by taking her course to market as an employee wellness program, The Flourish Consultancy reduces measurable costs to organizations as seen through attrition, absenteeism, lower productivity and increases overall employee satisfaction, productivity and wellness. The Flourish masterclass adds value to organizations who understand that supporting their employees is the ultimate path to profitability and has been credited with changing the trajectory of lives for the better.

The Flourish Model was born based on real world experiences and scientific evidence supporting the bolstering or rebuilding a life in a short period of time. Kimberly works with a wide range of organizations from school districts to life insurance companies, the hospitality industry, restaurants, and more. In addition to her program, Kimberly provides employee wellness programs, Social Emotional Learning (SEL) for adults and educators, and is accredited to provide CPA continued education hours, giving each person the agency they need to redeem and redefine challenges while creating systems that support future individual and organizational goals. Kimberly has worked with thousands of people, educating them on the cutting edge teachings of the Flourish Consultancy. Kimberly is a respected philanthropist, community leader and lives in California with her four children.

Join host Meghan McNulty and lobbying expert Jessica Lycos on "Business Talk" as they demystify the role of lobbying in shaping legislation that directly affects your business.

Discover how lobbyists serve as vital educators and advocates, guiding lawmakers through complex issues that impact your industry. Gain insights into navigating federal and state lobbying landscapes to effectively protect your business interests. Learn from Jessica's firsthand experiences with innovative companies, showcasing how lobbying drives business growth and ensures regulatory compliance. Explore practical strategies for raising awareness, building coalitions, and navigating legislative hurdles.

Tune in to hear about the strategic, impactful world of lobbying and uncover how professionals like Jessica Lycos are working behind the scenes to champion your business interests

About Meghan’s Guest Jessica Lycos is the CEO of Lycos Advisory Group, a government relations firm based in Washington, D.C. With over fifteen years of experience in politics, Jessica excels at stakeholder management and coalition building, providing comprehensive solutions for clients ranging from Fortune 500 companies to non-profits. She offers expert analysis on federal and state legislation, budgetary and regulatory priorities, and executive rules.

Jessica began her career in the U.S. House of Representatives, where she built bipartisan relationships and spearheaded the "Mineral Mondays"; initiative, highlighting the importance of natural resources. She has extensive experience in the natural resources and energy sectors.

From 2015-2017, Jessica aided American companies in South Africa and later served as VP of Business Development for Sonoran Policy Group, focusing on the Middle East and Africa. In 2022, she co-founded Saunders Global Diplomacy, specializing in global relationship management. She is also a member of Alder, a prestigious networking organization.

In this captivating episode of Business Talk, host Meghan McNulty explores the remarkable career and multifaceted experiences of Cody Cerny , from his days in combat search and rescue with the United States Air Force Special Operations to his role as chief of staff for a world renowned expert in performance and leadership based in London.

Cody shares invaluable lessons learned from his diverse background, emphasizing the importance of pushing boundaries and understanding the power of language in shaping behavior. Delving into organizational culture, Meghan and Cody discuss practical strategies for fostering accountability and driving business growth through effective conversations.

From successful business transformations to navigating rapid changes in the market, this episode offers actionable insights for leaders looking to thrive in today's dynamic landscape.

Tune in for a compelling conversation on leadership, culture, and the art of meaningful dialogue.

About Meghan’s Guest Cody Cerny, former Chief of Staff for a London-based performance and leadership expert oversaw organizational strategy globally. With 9 years in Combat Search and Rescue for the US Air Force, Cody led missions and instructed internationally. As a Pararescue Helicopter Team Leader, Cody was an advisor to seven countries as a Technical Rescue and Medical Instructor. In 2014, he was awarded Pararescueman of the Year for the 48th Operations Group.

He is a graduate of the US Air Force Dive School, HALO Military Free Fall School, and Combat Training and Survival School. He also completed the Paramedic-EMT Program and holds an associate in applied science degree in Personnel Recovery. Recognized for his excellence, he holds various certifications and a black belt in Aikido.

In this compelling episode of Business Talk, Meghan is joined by her guest, Council member Lauren Kleiman of Newport Beach, who shares insights and experiences in navigating the complexities of local government. The discussion focuses on the pressing issue of homelessness in Newport Beach and beyond, covering areas such as:

Resource Allocation: Newport Beach commits $4 million annually to support the homeless population, covering essentials like shelter, outreach, and connections to mental healthcare, insurance enrollment and other services.

Persistent Challenges: Despite efforts, some individuals resist assistance, posing ongoing challenges for officials and residents.

Diverse Strategies: Exploring different approaches, highlighting successes in programs that require accountability and focus on outcomes.

Policy and Legal Hurdles: Government policies and legal constraints influence hinder efforts to provide positive outcomes for homeless individuals and present public safety challenges the surrounding community.,

Private Sector Engagement: Engaging the private sector and implementing outcome- driven initiatives.

Council member Kleiman also shares her vision for Newport Beach's future, including community vibrancy, main street revitalization efforts, micro transit, and creating opportunities for connections.

About Meghan’s Guest Lauren Kleiman, elected to the Newport Beach City Council in 2022, prioritizes public safety and preserving the city's quality of life. She serves as Vice Chair of the Newport Beach Aviation Committee and represents the city on the Southern California Association of Governments (SCAG) and the District 15 representative for the Orange County Council of Governments (OCCOG).

Her community service began on the Aviation Committee before her six-year tenure on the City’s Planning Commission. As a Founding Board Member of the Newport Beach Foundation, she initiated a Parent Education Series and supports their scholarship and Distinguished Citizen Program engaging the next generation of leadership

Lauren holds a Juris Doctor degree and Certificate in Dispute Resolution from Pepperdine School of Law. As an attorney and businesswoman, she dedicates her time to community betterment. Lauren, along with her husband Marc, feels fortunate to raise their son in Corona del Mar

Join host Meghan McNulty and her guest Daniel Gonzales-Hatton for an insightful discussion on navigating the California Home Insurance Crisis and protecting your home investment.

Daniel, a seasoned Insurance Broker specializing in residential property insurance, shares crucial insights tailored to California's unique landscape. Explore the essentials of homeowners insurance, including fire insurance vital in California's context, coverage for water damage, wind, vandalism, and more.

Discover the nuances of liability based on ownership entities like LLCs, and the importance of endorsements for additional coverage. Uncover events not covered by standard policies, such as terrorism or aircraft crashes.

In the midst of the California Home Insurance Crisis, with major carriers like State Farm pausing new policies, this episode equips you with essential knowledge.

From seasoned homeowners to those eyeing California property, Meghan and Daniel's conversation will guide you through homeowners insurance complexities and how to protect your investment.

About Meghan’s Guest Daniel Gonzales is a seasoned Insurance Broker known for his expertise in residential property insurance. With a career focused on tailored insurance solutions, Daniel is a trusted partner for loan officers and realtors.

Drawing on a deep background in the insurance industry, he's a go-to resource for clients seeking reliable coverage. Daniel's ability to navigate the intersection of insurance and real estate ensures seamless transactions and peace of mind for property owners. His dedication to understanding clients unique needs results in satisfied customers who value his meticulous approach.

Beyond work, Daniel's adventurous spirit and global travels enrich his professional insights. He's committed to educating consumers and professionals, aiming to demystify insurance through workshops and informative content.

Agency Owner www.gooseheadinsurance.com | [email protected] CA License # 0K45577 AZ License # 17707678