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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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show series
 
Join me, Kelly Brothers, as I engage in a captivating conversation with Mike Testa, CEO of Visit Sacramento, who shares his fascinating journey into the world of destination marketing. Growing up in Davis and spending time in the East Bay, Mike eventually returned to Sacramento, where he discovered his passion for showcasing the city's unique appea…
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Welcome to this episode, where I, Kelly Brothers, take you on a fascinating journey with the esteemed Dr. Terry Zimmerman, a renowned plastic surgeon from Folsom. Join me as we explore Dr. Zimmerman's inspiring path from his childhood dreams in Los Angeles to his accomplished medical career. As a child, Dr. Zimmerman dreamed of becoming an astronau…
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This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you'r…
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Ever wondered how childhood entrepreneurial ventures can shape a successful business career? Join me, Kelly Brothers, as Brad Squires, CEO of Sacramento Venture Philanthropy, shares his transformative journey from a young boy selling mistletoe with his brothers in Woodland, California, to co-founding a global B2B maintenance management software com…
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Curious about what makes a top broker tick? Join us for a captivating conversation with Todd Sanfilippo, a celebrated industrial broker crowned Broker of the Year by the Sacramento Association of Commercial Real Estate. Todd shares his inspiring journey from a childhood steeped in real estate in San Jose to becoming a leading figure in Sacramento's…
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Join your host, Kelly Brothers, as he introduces two young, dynamic certified financial planners (CFPs) from CAPTRUST's Sacramento office, Lauren Ralston and Kathryn McCall. Together, they dive into a variety of financial topics relevant to the local community, ranging from the importance of financial literacy, effective budgeting strategies, and i…
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Join me, Kelly Brothers, as I chat with Cecily Hastings of "Inside Publications" and "Inside Sacramento" and explore her inspiring journey from Ann Arbor, Michigan, to becoming a prominent publisher in Sacramento. Cecily recounts her upbringing in a vibrant neighborhood and her multidisciplinary design education from the University of Michigan. Mov…
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What happens when a family-owned grocery store becomes a community cornerstone for over seven decades? Listen as Darell Corti of Corti Brothers shares the incredible journey of this Sacramento icon, from its modest beginnings in 1947 to its staunch commitment to customer-focused service today. Explore the roots of Little Italy in Sacramento and und…
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Join me, Kelly Brothers, for an insightful episode featuring Jeff Phelan, a seasoned real estate developer from Sacramento, as he shares his incredible journey from humble beginnings to building a near-national development company. Listen in as Jeff recounts his early interest in construction, sparked by hands-on summer jobs in Redding, California,…
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Join me for a fascinating conversation with Steve Pleau, the Founder and CEO of the Future Automotive Group, as he shares his remarkable journey from growing up in Northern California to becoming a leading figure in the automotive industry. Steve recounts his unexpected move to Sacramento before his senior year of high school, his early days workin…
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What happens when a young boy's love for baseball evolves into an illustrious broadcasting career? In this episode I'm speaking with Jeff Levering, the voice of the Milwaukee Brewers. He recounts his incredible journey from Sacramento to the big leagues. HIs passion for baseball was ignited by his father and childhood heroes like Matt Williams and …
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Get ready for an extraordinary journey through the ever-evolving sphere of California politics with my special guest, Jeff Randle, a seasoned conservative political consultant. Jeff shares his compelling story, from his roots in La Mirada, Los Angeles County, to the influential moments that sparked his political ambitions. He takes us through his e…
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Can you transform a vision into reality with just $2.50? Discover how Winnie Comstock-Carlson did exactly that when she founded Comstock's Magazine. Join me, Kelly Brothers as Winnie, the president and publisher, and Judy Farah, the magazine's editor, recount their inspiring journeys in the media world. From Winnie's initial conviction that Sacrame…
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How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum an…
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Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission o…
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What if your financial plan could shield you from life's unexpected turns? On this episode of Bite Size Finance, I chat with John Lockwood, a seasoned advisor at CapTrust, who opens up about his personal journey into the world of financial and insurance planning. Inspired by a neighbor and propelled by family challenges, John shares how crafting hi…
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Can an innovative approach to customer service redefine an entire industry? Join me, Kelly Brothers, in a conversation with Dale Carlsen, the trailblazing founder of Sleep Train Mattress Company, and Cameron Law, the dynamic Executive Director of the Carlsen Center for Innovation and Entrepreneurship at Sacramento State University. Hear Dale recoun…
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How does a finance graduate from Kansas become a luminary in the wine industry? Get ready to uncover the fascinating journey of Sean Minor, founder of Sean Minor Wines, as we traverse his path from Kansas to the vineyards of California. We explore how Sean's unique combination of financial expertise and a winemaking certification from UC Davis prop…
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Celebrating the legendary Randy Paragary, we reflect on his profound impact on Sacramento's culinary and social landscape. Randy's journey began in 1969 with the opening of the Parapow Palace Saloon, a revolutionary step that transformed a humble grocery store into a vibrant music venue. Randy's insightful reflections on the cultural upheavals of t…
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Get ready to rethink your understanding of banking and business growth with James Beckwith, the dynamic CEO of Five Star Bank. Discover how James's journey from a modest beginning in Santa Rosa to a respected figure in the banking world can inspire your own career path. From his early education at Santa Rosa Junior College to his transformative exp…
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What happens when the fundamentals of Social Security face unprecedented challenges? Join me, Kelly Brothers, as I unpack the looming crises of a dwindling worker-to-beneficiary ratio and rising life expectancies, which put Social Security's financial stability at risk. We'll explore potential solutions like raising the retirement age and forming a…
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How does one man's childhood fascination with thunderstorms lead to a career as the chief meteorologist at a renowned news station? Join me, Kelly Brothers, on Bite Size Finance as we sit down with Mark Finan, KCRA's Chief Meteorologist, who shares his captivating journey from Southern New Hampshire to the University of Utah and beyond. Mark's earl…
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Experience the outcome of unwavering determination with Carmichael Dave, morning show host on Sports 1140 KHTK, in a podcast that promises to leave you with nuggets of wisdom on perseverance and persistence. Join me, Kelly Brothers, as we traverse Carmichael Dave's captivating journey from eager critic to a broadcasting force, weathering multiple s…
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Join me, Kelly Brothers, for a heartfelt journey with Andrew Bridge, a man who transformed his turbulent childhood in foster care into a life of advocacy and hope. Listen in as Andrew opens up about his early life marked by his mother's schizophrenia and the traumatic separation that led him to the foster care system. His narrative is a poignant te…
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Join me, Kelly Brothers in a conversation with Anh Phoong, the trailblazing attorney from Sacramento who turned her academic struggles into a story of triumph. Her journey from a business major at Sac State to the valedictorian of Lincoln Law School is nothing short of cinematic, filled with twists of fate and tenacious grit. Ann's candid recollect…
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Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delv…
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Join me, Kelly Brothers, for a comprehensive exploration of family legacy and construction prowess with Allison Otto, CEO of Otto Construction, a cornerstone of our regional development. Listen in as Allison unveils the storied history of her family's business, beginning with her grandfather's post-war entrepreneurial spirit, and how it has blossom…
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Bryan Srabian, the digital wizard behind the Giants' fan-favorite tweets and trending TikToks, joins us for a homerun discussion on the evolution of sports media. From the MySpace era to the fast-paced world of Instagram, we're taking you behind the scenes of the Giants' game plan for winning hearts in the digital realm. Bryan reflects on his own t…
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Could the arrival of the Athletics be the catalyst that transforms Sacramento into a big-league city? Join me, Kelly Brothers, and special guest Gregg Lukenbill, the visionary behind Sacramento's sports evolution, as we dissect the Athletics' seismic shift to our hometown. Through our conversation, we unpack the rich tapestry of Sacramento's baseba…
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Join me, Kelly Brothers, for a riveting journey through Sacramento's historical landscape with the city's very own game-changer, Gregg Lukenbill. Listen in as Gregg, once a young entrepreneur donning lumberjack shirts, recounts his audacious move to bring the Kansas City Kings to Sacramento and explores the city's vibrant 19th-century history. We t…
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Unlock the secrets of navigating the business marketplace and take control of your entrepreneurial destiny with expert guidance from Randy Hendershot of Evolution Advisors. Join me, Kelly Brothers, as we traverse the complex terrain of buying, selling, and valuing businesses. Whether you're an established business owner contemplating an exit, or a …
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From scooping ice cream to steering Safe Credit Union as its CEO, Faye Nabhani's career is nothing short of inspirational, and I had the pleasure of uncovering her journey in this episode. We laughed about those early days behind the counter and marveled at how those foundational experiences in customer service and finance shaped her knack for empa…
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Step into the world of print passion and perseverance with Rob Turner, Sactown Magazine's co-founder and publisher, as he recounts the enthralling saga of bringing a city magazine to life amidst the digital revolution. From an unexpected car accident catapulting his career to an ambitious return to his roots in Sacramento, Rob's story is one of unw…
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Meet Tim Collom, the man who's living proof that you can wear multiple hats and wear them brilliantly. As a real estate maven and an artist with a penchant for vibrant creativity, Tim's unique journey from the Bay Area to Sacramento has seen him transform a pivotal career change at 21 into a thriving dual venture. Our conversation takes you through…
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Growing up with a paper route may seem quaint, but for Mark Haney, it was the proving ground for an entrepreneurial titan in the making. From outwitting the neighborhood competition to turning a New Year's Eve into a masterclass in opportunity, Mark's journey is a reminder that the seeds of success are often found in the soil of our earliest endeav…
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Join me today as I sit down with Roger Dreyer, the esteemed attorney whose lineage and legal prowess form the spine of this riveting edition of Bite Size Finance. Discover the heroic tales of Roger's father—a nimble navigator and bombardier during World War II—whose experiences in the skies and struggles as a POW shaped the ethos that Roger carries…
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Join me as I talk with the owner of 10 million square feet of commercial property, Ethan Conrad. Listen intently as he takes us behind the scenes of his remarkable journey amassing a real estate empire valued at a staggering $1.6 billion. Hear how Ethan challenges the prevailing narrative about the decline of retail spaces, providing compelling evi…
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When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities …
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When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated t…
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When the entrepreneurial spark meets a commitment to education, you get Billy Downing's remarkable story. Join me, Kelly Brothers, in the conversation with Billy, the founder and CEO of ESM, as he takes us on a journey through his Sacramento upbringing and into the heart of his mission where "Every Student Matters". His unique blend of an immigrant…
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Join me, Kelly Brothers, on a fascinating journey through the life and adventures of Taro Arai, the Chief Dreaming Officer of Mikuni Sushi. Listen in as Taro recounts his unconventional path from Japan to Sacramento, painting a vivid picture of the cultural challenges and personal aspirations that propelled him to leave his homeland. His narrative …
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As a kid, I remember my parents' stories about leaving Ireland with little more than hope for a better future, and the importance they placed on educating us, their children. That tenacity and foresight is the spirit behind today's conversation where we'll navigate the twists and turns of retirement planning, a journey that's become an individual r…
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Restaurant entrepreneur "Chando" Madrigal knows first hand "not everything you touch turns to gold". The Pandemic was not as rough on his business as others as you'll hear him tell it and he has doubled down and actually opened up new locations as the opportunity has presented itself. A fascinating story playing out as we speak, the expansion of hi…
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Kelly's guest has an outstanding story of how identifying a niche in what could be a recession proof business led to "Reviver", the first mass produced and marketed digital license plate. We've all thought about what a great idea it would be and wondered why it hadn't been done before. You'll hear the tale of patience and fortitude it took to work …
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Kelly's guests are the daughters of Biba Caggiano, Paola and Carla. They candidly discuss the difficulty of keeping Biba's restaurant in downtown Sacramento open after she had passed. More importantly, are some of the stories shared and memories made at the iconic Sacramento eatery established by an immigrant woman with a passion for cooking. How s…
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The ability to tell stories is one of the most admired skills. Stories engage and influence. They elicit emotion and therefore can be an incredible tool for business of all types. In this episode, your host, Kelly Brothers, has a fascinating conversation with Tom Rinaldi of Fox Sports. Tom is known as one of the best storytellers and likely the bes…
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If you've been around Sacramento any length of time you've certainly experienced one of the many Paragary's restaurants in town. Iconic to be sure but with nearly 6 decades of entertainment and hospitality under his belt, Randy shows no sign of slowing down and, in fact, is just about to put the finishing touches on his crown jewel in the chain; Fo…
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This very special edition is going to shed some light on the necessary moves you're going to want to make in the next couple of months, mostly year end, to best protect yourself from unwanted taxes in 2020. Laws have changed, the outlook for taxes is that they are likely rising and to best protect you, your family and your assets from unnecessary t…
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Join your host, Kelly Brothers as he is accompanied by Doug Wagemann of Cochrane & Wagemann Funeral Directors to talk about the business of death. You’ll hear from a guest who has spent much of his lifetime helping families navigate the most difficult days of their lives – the loss of a family member. Learn also how funeral homes are currently oper…
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Join Kelly as he and Mark Drobny of Drobny Law Offices, as they discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be. You'll hear relevant stories and action items to consider in the event of a Biden victory as well as, a little history on how we got to our current es…
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