Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation |

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Interviews with inspiring and successful entrepreneurs on how to create, grow and run a business that brings you financial success and career satisfaction! The show for entrepreneurs to learn how to take their businesses to the next level.

Greg Levine - Accountant, Part-Time CFO, Author, Solopreneur Advisor


    • Aug 25, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 23m AVG DURATION
    • 126 EPISODES


    Search for episodes from Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation | with a specific topic:

    Latest episodes from Your Personal CFO | Entrepreneurship | Solopreneur | Part-time CFO | Accounting | Inspiration | Motivation |

    Financial Planner Edward R. Williams!

    Play Episode Listen Later Aug 25, 2021 18:02


    Our guest this week Edward R. Williams discusses: -Living in Italy -Financial planning strategies -His new book "Wealth Building for Beginners" -His favorite book, favorite thing to cook, favorite place to visit, favorite way to give back and much more!

    Banish Burnout and Stress with Janice Litvin!

    Play Episode Listen Later Aug 12, 2021 22:24


    Our guest Janice Litvin discusses: -Leaving her job as a bored computer programmer to become a dancer in Reno. -Techniques to deal with stress and burnout at work and in life. -The difference and function of the amygdala and prefrontal cortex. -Her strategy for saving/investing money, daily meditative/spiritual practice and exercise routine. -Her favorite book, place to visit and way to give back.  

    Our "Out of the box" Entrepreneur: Samantha Hoff!

    Play Episode Listen Later Jul 7, 2021 19:15


    Our guest this week Samantha Hoff discusses: -Rafting over the highest commercially rafted waterfall in the world -Watching the great migration in Kenya -Leaving her corporate job to create her own business -Saving/Investing tips, Meditative/Spiritual practice, Exercise routine -What it takes to create a very creative and "out of the box" business.

    Entrepreneur Alejandro Laplana discusses traveling the globe, managing 300 people and more!

    Play Episode Listen Later Jun 29, 2021 17:23


    Our guest this week is Alejandro Laplana discusses: -Traveling the globe -Managing 300 people at the ripe old age of 30! -His investment strategy -How he handles stress -What it takes to have a good business partnership and more!

    Entrepreneur, Politician and Former Miss Nevada: Lisa Song Sutton!

    Play Episode Listen Later Jun 16, 2021 25:12


    Our guest this week Lisa Song Sutton discusses: -Her passion for exotic cars. -Working for John McCain. -Running for political office. -Her entrepreneurial pursuits. -How she handled the pandemic when the Las Vegas strip was closed down.  

    Flipping Businesses for Profit!

    Play Episode Listen Later Jun 8, 2021 14:52


    Our guest this week Bart Rupert discusses: -How he helps people flip businesses profitably. -Negotiating and closing deals successfully -Tips for saving money and enjoying the Colorado Rockies! -His favorite book, place to visit and way to give back.

    Founder Of The Watch Brand: "Vitae London": William Adoasi!

    Play Episode Listen Later May 25, 2021 23:20


    Our guest this week is William Adoasi discusses: -Getting mentored by Richard Branson. -Leaving his cushy job to create Vitae London. -His methods for saving/investing money, Spiritual practice and exercise routine. -Changing his mindset to live for a higher purpose. -His favorite book, place to visit, food to cook and way to give back!

    Former Miss Singapore and Owner of Soul Rich Woman: Genecia Alluora

    Play Episode Listen Later May 20, 2021 15:51


    Our guest this week Genecia Alluora discusses: -Becoming Miss Singapore -Mindset shifts -Being in debit and coming out of it -The importance of a mentor and good team around you.

    CFO of Zilker Media: Patti Conrad

    Play Episode Listen Later May 12, 2021 18:13


    Our guest this week is Patti Conrad discusses: -Playing tennis as a competitive junior athlete -Helping start-up Zilker Media become profitable in three years -Staying on top of the cash flow on a weekly basis to ensure the company stays in a good financial position -Personal Savings, Exercise, Spiritual practices. -Patti's favorite book, place to visit, food to cook and charity to give back to.

    Productivity Master Angela Kristen Taylor!

    Play Episode Listen Later May 4, 2021 22:52


    Our guest this week is Angela Kristen Taylor discusses: -Her love of writing from a young age -Transforming her life from chaos to peace! -The entrepreneurial group she leads where she helps entrepreneurs be more productive. -The optimal schedule she lives by.

    Owner of the Clothing Brand: "Unbound Merino": Dan Demsky

    Play Episode Listen Later Apr 19, 2021 20:20


    Our guest this week Dan Demsky, discusses: -Learning Mandarin Chinese -Pivoting and coming out stronger after the pandemic decreased sales for a while. -Strategies for Saving/Investing Money, Finding Internal Peace and Getting consistent exercise -What Dan's "full on hustle" looks like. -Favorite book, food to cook, place to visit and charity to give back to.

    Head of Mindfullness and Compassion at LinkedIn: Scott Shute!

    Play Episode Listen Later Apr 12, 2021 20:18


    On the show this week is Scott Shute, Scott discusses: -Swimming with Whale Sharks -How he became the Head of Compassion and Mindfulness and LinkedIn -Money Saving Strategies, Personal Growth, and Exercise routines -Creating your unique career -Favorite book, place to visit, food to cook, and charity to give back to.

    Financial Planning Expert: Echo Huang

    Play Episode Listen Later Mar 30, 2021 17:02


    Our guest this week Echo Huang discusses: -Her passion for ballroom dancing. -Emigrating to the US from China at 20 years old -Changing her career focus from Tax to Financial Planning -Investment/Saving Tips, Daily routines -Growing her business -Her book: "One Woman’s Story of Immigration and Financial Freedom" -Her favorite book, place she's visited, food to cook, Charity to give back to.  

    Finding a Need and Creating a Multi-Million Dollar Business!

    Play Episode Listen Later Mar 16, 2021 18:11


    Our guest this week, Alice Combs discusses the following: -Going on a four month bike trip through Europe. -Finding a need and creating a multi-million dollar business. -Her plan for saving money, Spiritual practice and exercise routine. -Her book "The Lady with Balls" and how she got that nickname. -Her favorite book, place to visit, food to cook and charity.  

    CEO of Freedom Ventures Investments: Dave Seymour

    Play Episode Listen Later Mar 9, 2021 21:19


    Our guest this week Dave Seymour discusses: -Working as a firefighter -Using the "Law of Attraction" to transform his life -His philosophy on saving money, exercise and spiritual practice -Advice on finding the right deals -His favorite book, vacation spot, thing to cook and charity.

    VP of Product Strategy for Oracle Customer Experience: Katrina Gosek

    Play Episode Listen Later Mar 1, 2021 16:42


    Our guest this Katrina Gosek:  VP of Product Strategy for Oracle Customer Experience, leads strategy for Oracle Sales, Commerce, CPQ and Subscription Management discusses the following: -Running Triathlons -The proper mindset for growing in a company -How competing in triathlons has transformed her career -Her strategy for saving money, strategies for achieving internal peace and daily exercise routine -The value and challenges of implementing a subscription based payment model -Her favorite book, place to visit, thing to cook and charity to give back to!

    Marketing Master and Mentor Luca Senatore!

    Play Episode Listen Later Feb 22, 2021 16:15


    Our guest this week Luca Senatore discusses: -His passion for MMA/Martial Arts -Figuring out how to reposition a product that isn't selling -His tips for saving, finding inner peace and regular exercise -How to properly give away a "Free Strategy Session" -How Luca missed a flight to close a sale and still got the sale! -Luca's favorite book, food to cook, place to visit and Charity to give back to!

    Author of "Exit Rich" Michelle Seiler Tucker!

    Play Episode Listen Later Feb 15, 2021 14:40


    Our guest this week, Michelle Seiler Tucker discusses: Her love for writing Climbing the ranks at Xerox at record speed How she became "The Closer". Michelle's new book, "Exit Rich" In addition, Michelle shares her Money Saving Strategy, Spiritual Practice, Exercise Routine, Favorite Book, Favorite Place to Visit, Favorite thing to cook and Favorite Charity to Give back to!

    Owner of "The Unstoppable Woman" Amira Alvarez

    Play Episode Listen Later Feb 3, 2021 17:27


    Our guest Amira Alvarez discusses: -Running her first marathon -Going from $138k in revenue to $700k in revenue in one year -Her tips on saving money, finding inner peace and enjoying her work -Her favorite book, thing to cook and way to give back to the community.

    Transform Your Financial Future by Investing in Life Insurance Policies!

    Play Episode Listen Later Jan 25, 2021 22:55


    Mark Willis joins the show and discusses: -Getting into a bike riding accident in Wyoming -The value and importance of investing in "Life Insurance" policies -His favorite book, place to visit and way to give back!

    Understand Your Business Financials with "Reach Reporting"!

    Play Episode Listen Later Jan 19, 2021 20:02


    Justin Hatch, the founder of "Reach Reporting" discusses: -His hobby of Wood Working -Leaving his cushy job as a VP at an Oil and Gas Company -The struggles of the first couple years of building "Reach Reporting" -His favorite book, thing to cook and charity to give back to!

    Founder of "Outsource School": Nathan Hirsch

    Play Episode Listen Later Jan 4, 2021 21:23


    On the show this week is Nathan Hirsch, Nathan speaks about: -High Intensity Workouts -Growing an Amazon business in college to $25 Million in Revenue -Improving his management style -His newest venture: "Outsource School", which is an online education platform teaching entrepreneurs how to hire and scale their business with virtual assistants. -His favorite book, place he's visited and way to give back!

    "Black and White: The Richard Williams Story"!

    Play Episode Listen Later Dec 21, 2020 21:44


    Our guest this week is Chavoit3 LeSane.  Chavoite discusses the following: -Meeting Michael Jackson -Creating the documentary about his father Richard Williams,  father of tennis legends Venus and Serena Williams. -Lessons he has learned from his father. -His favorite book, favorite food to cook and favorite cause to give back to.

    Founder of "Comedy Central" Art Bell!

    Play Episode Listen Later Dec 4, 2020 18:31


    On the show this week is Art Bell, the founder of "Comedy Central". Art discusses: -Scuba diving in the Cayman Islands -Moving forward on your idea even when people don't think it will succeed -Taking time to let your business idea develop -Practical advise on how to get over getting fired.  

    Pushing through an 18-month marketing test!

    Play Episode Listen Later Nov 24, 2020 13:07


    Our guest this week is the Founder and CEO of Cure Consulting: Colin Sholes.   Colin discusses the following: -Hobbies he picked up during the COVID epidemic -What motivates him to keep up the entrepreneurial journey -Going through an 18 month marketing test  -Favorite place he ever visited and much more!

    Helping Stop COVID-19 with Finsen Lights!

    Play Episode Listen Later Nov 16, 2020 23:08


    Our guest this week is Justin Low, the Co-Founder of Findsen Light discusses: -Studying Quantum Physics Theories -Looking for a new house -The effects of a White House Endorsement -How his company's product can stop the spread of COVID 19 -Justin's favorite place to travel to, his favorite food to cook and his favorite charity to give back to.

    "Start-Up" Master Andrew "Startups" Miller!

    Play Episode Listen Later Nov 10, 2020 20:04


    Our guest this week is Andrew Miller aka "Andrew Startups" and he discusses: -His time living in Dubai -Working in the start up world and his successful exits -Traveling and working all over the world (70 countries)

    Finding Emotional Balance Through Flower Botanicals and Elixirs

    Play Episode Listen Later Nov 3, 2020 24:33


    Our guest this week, Katie Hess discusses: -Orchid Hunting in Iceland, Costa Rica and other places -The power of flower Botanicals and Elixirs to help create emotional balance. -Overcoming the challenging days of entrepreneurship and more!

    Iraqi War Veteran and Entrepreneur Magna Khalifa!

    Play Episode Listen Later Oct 27, 2020 24:16


    Iraqi War Veteran and Entrepreneur Magna Khalifa discusses: -Her two tours in Iraq -"The Freedom Triangle" which she developed to help others overcome their personal challenges and live their best lives! -Her new fragrance line and much more!

    How to Harness The Strategies of Ultra Successful Business Owners!

    Play Episode Listen Later Oct 20, 2020 17:52


    Our guest this week Tim McNeely, CEO of "The Lifestone Company" discusses: -Being a whisky connoisseur. -How his wife's dental practice helped him carve a niche in his financial planning practice -How he deals with the ups and downs of business ownership and much more!  

    Entrepreneurial Journey of Hugh Odom: Cell Phone Tower Leasing.

    Play Episode Listen Later Oct 12, 2020 19:25


    Our guest this week Hugh Odom discusses: -Beating Tiger Woods and Michael Jordan in golf! -Leaving Corporate America to start his own business. -Tips on dealing with those stressful moments in business ownership and much more!

    Bomb Disposal Specialist: Ken Falke!

    Play Episode Listen Later Oct 5, 2020 28:04


    Our guest this week is Ken Falke: Ken is a veteran who spent 21 years in the US Navy as a bomb disposal specialist and author of Struggle Well: Thriving in the Aftermath of Trauma, is also the founder of Boulder Crest Institute, the nation’s first privately funded wellness center dedicated exclusively to combat veterans and their families. Ken is now helping veterans and civilians alike who are suffering from PTSD --- in other words, numerous challenges that can be given one of many different names, such as anxiety, depression, addiction, even cancer a car accident or the like. After retiring from the Navy in 2002, Ken started and later sold A-T Solutions, a counter-terrorism company. In 2004, Ken founded the EOD Warrior Foundation to support the families of severely wounded military bomb disposal personnel. This work inspired Ken and his family to donate 37 acres of their estate in Bluemont, Virginia and millions of dollars to build Boulder Crest Retreat Virginia in 2013 – the nation’s first privately funded wellness center dedicated exclusively to combat veterans and their families— and go on to establish Boulder Crest Retreat Arizona and the Boulder Crest Institute in 2017.     

    Communications Expert: Stacey Hanke!

    Play Episode Listen Later Sep 27, 2020 22:51


    Our guest this week Stacey Hanke discusses: -Working as exercise teacher for 20 plus years -The importance of networking to get you company off the ground -Working with a business coach and seeing opportunities you wouldn't have seen by yourself -Her entrepreneur scholarship fund and much more..

    Deloitte's new North American leader of the CFO Program: Steve Gallucci!

    Play Episode Listen Later Sep 21, 2020 18:37


    Deloitte's new North American leader of the CFO Program: Steve Gallucci discusses: -Triathlons -Working for and becoming a partner for Deloitte -Financials predictions based on "CFO Signals" and much more..

    "Unstuckologist" Remy Chausse

    Play Episode Listen Later Sep 14, 2020 17:04


    Our guest this week Remy Chausse discusses: -What spiritual injury is and how to overcome it. -High frequency thought patters. -How a late night phone call changed a person's life.

    Financial Blog Writer and Olympian: David Wilson

    Play Episode Listen Later Sep 8, 2020 17:35


    Our guest this week David Wilson discusses: -Competing in the 1996 Olympic Games -Helping people transform their financial situation -Overcoming debt and making smart decisions -And much more!

    Founder of Strategic Risk Alternatives: Van Carlson!

    Play Episode Listen Later Aug 31, 2020 11:25


    Van Carlson, the founder of "Strategic Risk Alternatives" discusses: -His recent fishing trip in Alaska -How he got his company off the ground. -The 831(B), what it is and how it can help small business owners!    

    Oracle Executive Director: Kimberly Ellison Taylor

    Play Episode Listen Later Aug 24, 2020 18:47


    Kimberly Ellison-Taylor joins the podcast and discusses: -Movie nights with her family. -Lessons learned from working in the dynamic and entrepreneurial minded environment of Oracle. -What an Oracle conference call looks like. -How Kimberly gives back to the community and much more!  

    Journalist David Klement!

    Play Episode Listen Later Aug 18, 2020 18:48


    David joins the show and talks about: -Covering September 11th and other national stories. -What it takes to properly cover a story with deadlines and pressure. -His new book:  "Conscience of the Community: Memoir of a Small-Town Editor – 1977-2007" -And much more..  

    Owner of the "Uber for Lawncare"! Bryan Clayton

    Play Episode Listen Later Aug 10, 2020 25:07


    Our guest this week Bryan Clayton the Owner of "GreenPal" an online marketplace that connects homeowners with local lawn care professionals talks about: -Working with the non-profit:  Achillies International where he goes running with individuals with certain disabilities. -Being the manager of 150 employees and the challenges that come with that. -Closing his first commercial client "McDonalds". -The reporting structure he uses to stay on top of his financials. -The best country music concert he ever attended and much more!

    Lead Generation Expert: Jake Jorgovan!

    Play Episode Listen Later Aug 3, 2020 17:02


    Owner of "Lead Cookie" Jake Jorgovan speaks about the following: -Cleaning up his our books, going deep into learning and understanding finances, and as a result, his entire business improved and got so much better -College Debt -Electronic Music -And much more!

    Business Coach: Bill Flynn!

    Play Episode Listen Later Jul 27, 2020 16:14


    Business Coach Bill Flynn joins the show and speaks about: -Living on a farm and their four chickens -Business Growth Tips -His book "Further Faster : The vital few steps that take the guesswork out of growth" -And much more..

    Former NYPD Sergeant and Entrepreneur Jim Monahan

    Play Episode Listen Later Jul 20, 2020 21:26


    Our guest this week Jim Monahan discusses: -His time on the Police Force. -What it takes to police a city like NYC. -His organization "Out of Bounds Nation" and the impact they are having by providing entrepreneurship opportunities to former inmates. -Creating a Craft Beer line and much more..

    Affiliate Marketing Expert: Larry Ludwig

    Play Episode Listen Later Jul 13, 2020 20:32


    Larry Ludwig of www.LarryLudwig.com discusses the following: -His love for sports cars. -Creating a Investment Blog and selling it for 6 Mil. -Helping entrepreneurs with affiliate marketing -And much more..    

    Turnaround Master: Greg Spillane

    Play Episode Listen Later Jul 6, 2020 27:53


    Greg Spillane, CEO of Fancy.com talks about the following: -Playing Division 1 College Football as a Lineman -Sustaining his 6'5 305 pound frame throughout college -His roll in turning around Fancy.com -His special method for making sure the company's bottom line is moving in the right direction -And much more..

    Ambassador Doug Holladay!

    Play Episode Listen Later Jun 30, 2020 22:19


    Ambassador Doug Holladay joins the podcast and speaks about the following: -Working with Presidents Regan, Bush and Obama. -Delivering food to Ethiopia during a famine. -His new foundation "Path North" with helps leaders find more meaning and purpose in life and much more.

    "Everyone is Broke!"

    Play Episode Listen Later Jun 24, 2020 21:21


    Accountant and Owner of Invictus Advisors: Vidal Espinosa shares the following: -His admiration for Disney and how he uses Disney as a model for his company -Growing his company off of referrals -His methodical approach to staying on top of your financials.

    Business Is NOT A Struggle!

    Play Episode Listen Later Jun 16, 2020 17:41


    Our guest this week, Entrepreneur Extraordinaire Dane Maxwell shares: -His love for music and training with the vocal coach of Maroon 5, Ricky Martin, "The Weekend" and many more.. -How we got his own business off the ground. -His simple tips for creating wealth in an easy and fun way!  

    Senior VPfor Marriott’s Modern Classic Select Brands: Janis Milham

    Play Episode Listen Later Jun 10, 2020 25:13


    Janis Milham joins the show and discusses the following: -Her joy for cooking -A business trip to Saudi Arabia -Climbing the corporate ladder at Marriott -Her story about the "Pink File" and confronting a boss. -How they stay on top of their metrics at Marriott

    Outcome Based Leadership Expert Doug Gray

    Play Episode Listen Later Jun 1, 2020 25:59


    Leadership Expert Doug Gray discusses: -Being an extreme racer -His work with the "Outward Bound" Outdoor Leadership Program -How to effectively use "Outcome Based Leadership"

    Oracle NetSuite Senior VP: Jason Maynard!

    Play Episode Listen Later May 25, 2020 21:21


    Oracle NetSuite Senior VP Jason Maynard discusses: His passion for NBA Basketball. The importance of effectively differentiating yourself in business. The value of intellectual curiosity. How he advises his 21,000 CFO customer base to evaluate their financials each month. And the "Lightning Round"..

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