Podcasts about business lunch

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to explain why he believes 2026 will be a good year for the market, the attacks on Fed independence, the streak of positive economic data, the importance of a diversified portfolio, and what he’s telling his clients right now. Segment 2: Carl […]

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John Williams to talk about the green on the market screen today, why he’s encouraged that the market is broadening out, the numbers on the economy being positive, and the importance of diversifying your portfolio. Segment 2: Scott Stein, Editor at Large, CNET, tells John about […]

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the economy and the market expectations for 2026. Terry and John are joined by the always engaging money expert Dr. Bob Froehlich, who gives his annual prediction for where he predicts the Dow will close at the end of the year. Dr. Bob also shares his […]

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the importance of good leadership, how good leaders are able to successfully manage talent, the controversy surrounding Bears coach Ben Johnson using profanity in the locker room, and the labor and business stories that he’s paying attention to in 2026. Go […]

Segment 1: Faron Daugs, CFP, Founder and CEO, Harrison Wallace Financial Group, joins John to talk about his expectations for the market for 2026, President Trump's call to cap credit card rates for one year at 10%, the Department of Justice opening a criminal investigation into Federal Reserve Chair Jerome Powell, his outlook for Fed policy this […]

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about 2025 stock market performance and what to expect from the market in 2026. Also joining the show this week is James Stack, Founder and CEO, Stack Financial Management, who tells John and Terry why he believes the market is overvalued.

In This Episode of Business Lunch, Roland Frasier and Ryan Deiss reflect on the challenges and lessons learned from 2025, emphasizing the disappearance of confidence in business, the importance of profit over margin, and the transformative role of AI. They discuss the need for simplified processes, the significance of content as an asset, and the importance of building systems for predictability as they look ahead to 2026.Chapters00:00 Year in Review: Reflecting on 202502:58 The Disappearance of Confidence05:53 Economic Indicators and Market Behavior08:56 The Shift from Trust to Proof12:03 Profitability Over Margin Percentage14:53 AI as a Team Member: A Paradigm Shift18:07 Transformative AI Applications in Business23:52 Leveraging AI Protocols for Efficiency30:10 Implementing Systems for Business Success35:03 From Momentum to Inevitability38:44 Rethinking Business Events and Resources42:21 Simplifying Processes for Better PerformanceConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Segment 1: Brad Henderson, CEO, P33, joins John Williams to talk about why he’s excited about Chicago’s tech landscape in 2026. Segment 2: Scott Stein, Editor at Large, CNET, tells John about the best things he saw at CES 2026. Segment 3: Mitch Lyons, founder of Mitch Lyons Wealth, joins John to talk about retirement […]

In This Episode of Business Lunch, Roland and Sarah dig into why most business failures aren't actually motivation problems—they're friction problems. They explore how accidental complexity in your systems quietly kills performance, why transparency in pricing beats "customized solutions," and how mapping out every step of a process reveals the hidden friction that's sabotaging adoption. Sarah pushes back on whether removing friction just accommodates laziness, leading to a nuanced discussion about intentional versus accidental friction. They cover real examples from CRM adoption to project management tools to sales processes, and debate when systems should adapt to people versus when people should adapt to systems. The core insight: if your strategy requires people to "try harder," your system is poorly designed. Includes practical advice on friction audits and why starting small beats trying to redesign everything at once.Connect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Segment 1: Phillip Shaw, CFP, Senior Advisor, Goldstone Financial Group, joins John Williams to talk about the market rally to begin the year, why the market continues to perform so well, what he thinks of the situation in Venezuela and the impact on the market, the job market continuing to cool, what that means for interest rates […]

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the outlook for the 2026 labor market, and how that will impact the economy overall. Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about 2026 being a year for a ‘union resurgence.’ Segment 3: Michael Miller, Economics Professor, Western Washington […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to talk about why the market is rallying today and to break down the biggest 2026 real estate trends. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about Groupon working on their rebound story, and Uber being in talks to acquire Chicago parking app […]

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, joins John to talk about the spectacular market returns for the last few years, why he’s happy that the market is broadening, why it’s likely that interest rates will continue to fall, if there is any concern about inflation, the importance of a broad based […]

Nationally syndicated financial columnist and author Terry Savage joins John Williams to answer listener questions and talk about the end of the year!

Segment 1 & 2: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about year-end reviews, starting 2026 off on the right foot, and how journaling you wins and losses professionally can help your career. Segment 3: Paul Nolte, Senior Wealth Advisor and Market Strategist, Murphy & Sylvest, joins John to discuss inflation, market […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to unpack why 2025 has been so punishing for first-time home buyers, how soaring prices, tight inventory, all-cash offers and lagging new construction are reshaping the market for buyers. Segment 2: Segment 2: Elliot Richardson, Co-founder and President, Small Business Advocacy Council, joins John to talk about Chicago's City […]

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about her latest column and the stock market rallying to end the year. And, as always, she answers questions from listeners.

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about her latest column and the stock market rallying to end the year. And, as always, she answers questions from listeners.

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about her latest column and the stock market rallying to end the year. And, as always, she answers questions from listeners.

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about her latest column and the stock market rallying to end the year. And, as always, she answers questions from listeners.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about leadership, workplace culture, and how management decisions affect performance in both sports and business. The discussion shifts to changing work attitudes surrounding sick days and when workers should and shouldn’t push through illness. Segment 2: Philippe Weiss, President, Seyfarth at Work, breaks down […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to break down year-end economic trends, including inflation, unemployment, wage growth over the past 50 years, and why housing costs continue to squeeze renters and homeowners alike. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about major developments in Chicago tech and innovation. Topics […]

In This Episode of Business Lunch, we unpack why the real power in AI isn't the model itself—but the protocols wrapped around it. Even advanced AI systems still get things wrong 15–20% of the time, which makes unchecked automation a serious business risk. The winners aren't chasing smarter models; they're building structured decision systems that catch errors, manage leverage, and define when humans step in.We explore how companies use tools like RAG and multi-layer “triple-check” frameworks to dramatically reduce AI error rates, why stabilizing decision-making must come before accelerating it, and how operating leverage—done right—can either amplify profits or protect downside. The big takeaway: well-designed AI protocols are becoming a new form of intellectual property, increasing predictability, transferability, and valuation by creating true founder-independent businesses.In short, the future advantage isn't faster AI—it's better thinking systems.Connect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management joins John Williams to to break down year-end market trends, the rebound in AI stocks and what to expect from the Fed in 2026. Segment 2: Tim Paradis, Future-of-work & Trending Correspondent at Business Insider joins John to expand on his article detailing “the […]

Segment 1: Stephen Kates, CFP, Financial Analyst, Bankrate, joins John Williams to break down today’s inflation data and what that means for the economy as we head into 2026. Segment 2: Brandon Ewing, Director, Community Retail Branches, BCU, joins John to talk about their credit union, the difference between a credit union and a bank, the […]

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about four moderate House Republicans joining Democrats to force a vote on extending key Affordable Care Act subsidies, a new poll showing President Trump’s approval rating on the economy, and a reminder about fraud protection during the holiday season.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the latest jobs numbers, why he sees a weakening economy, AI’s impact on the job market, and to share his thoughts on the return of the office party, and why he believes in the importance of meetings. Also, the Bears! Segment […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to talk about a new survey that shows nearly two-thirds of Americans have used a mobile wallet, the latest homeownership rate rose to 65.3% in the third quarter of 2025, and Zillow’s most viewed house in Illinois. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, […]

Segment 1: Craig Bolanos, Co-Founder and wealth advisor at VestGen Wealth Partners, joins John to talk about the possibility of the Dow reaching 50K, his concern over the labor market in 2026, why people should be excited about their 401(k) prospects in 2026, how many rate cuts does he see in the next year, why he’s watching AI […]

In This Episode of Business Lunch, join Ryan Deiss and I in this enlightening episode of Business Lunch, where they delve into the often overlooked yet crucial topic of accounting and finance. We discuss how entrepreneurial optimism can clash with the harsh realities of financial reporting. Learn how to navigate these challenges and foster a productive relationship with your CFO to ensure your company's financial health.Timestamps:00:00 – Entrepreneurial Optimism vs. Financial Realism01:36 – Why Accounting Reporting Shapes Company Culture02:37 – Switching from Cash to Accrual Accounting03:17 – When Financial Reports Become Depressing05:41 – Fixing the Reporting Process08:29 – Avoiding Obstacles: A Common Entrepreneurial Pitfall09:54 – Support Your Team… or Change It12:19 – Leadership's Role in Financial Clarity17:34 – Preparing for Exit & Upgrading the Finance Team20:17 – Why Accounting Method Changes Can Distort Profit27:03 – Restructuring Contracts to Fix Revenue Recognition31:54 – Challenging Accounting Assumptions37:15 – The Importance of Cash Flow Over Profit40:54 – Don't Let Accounting Wag the Dog43:10 – Final Thoughts & OutroConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Segment 1: Jenna Fowler, Founder, Vagabond Botanical in LaGrange, joins Wendy Snyder to talk about the story behind her unique plant boutique, the way the business has grown organically, how she ended up opening a retail store, the types of services that are offered at the shop, and how her creative background influences the work […]

Nationally syndicated financial columnist and author Terry Savage joins Wendy Snyder, filling in for John Williams, to talk about what she expects from the Fed today, if they are likely to cut rates again soon, why economic data is unreliable because of the government shutdown, if she expects a year-end rally, the importance of taking your RMD right now, […]

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins Wendy Snyder to talk about the sacrifices you have to make if you want to be great. ‘Sometimes trying to be great is lonely.’ Segment 2: Philippe Weiss, President, Seyfarth at Work, joins Wendy Snyder to talk about how quality customer service in America seems to have […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins Wendy Snyder to talk about why first time homebuyers are getting older, why sellers are delisting their homes, and the U.S. leading the global billionaire increase. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells Wendy about Waymo’s expansion plans and if we’ll eventually see the driverless […]

In this episode of Business Lunch, we walk you through the ins and outs of managing business finances. We explain the potential pitfalls of keeping more than a month's worth of operating expenses in the account. We explain how that can lead to complacency and unnecessary spending. We also explain how business can cover unexpected events and tricky payroll situations, like those pesky months with three payroll cycles or prepaying for holidays. We go beyond the glamor of being an entrepreneur to the real details behind the scenes.Highlights:"We're very big on lifestyle and freedom and all those kinds of things. But it's also important to acknowledge that it's not a perfect situation very often.""There are times when things are absolutely amazing. And there's times when things could frankly be a hell of a lot better. And I think that's called life. I think that's called entrepreneurship""If we're buying a business, I hate the agreement part. I love negotiation and strategy. But when it comes to reading a 75-page document, I just absolutely can't stand it."Timestamps:00:00 - Operating Account Insight01:15 - Personal Calendar Reflection02:15 - Acknowledging Imperfections03:15 - Loving Strategy but Hating Legal Work06:52 - The Reality of Entrepreneurship07:39 - Cyclicality in Business08:54 - Handling Excess Profit10:20 - Minimum Operating Reserve10:37 - Importance of Operational Cash10:44 - Prepaying Payroll ChallengesConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Wendy Snyder steps in for John Williams on today’s Noon Business Lunch! Segment 1: Samantha Frontera, Co-Owner, The Holly House, a mother–daughter–built boutique that celebrates local artisans, meaningful moments, and the kind of small-town magic you can actually feel. Segment 2: Jospehine Lee, president of Uniting Voices Chicago, a nonprofit that provides music education and performance opportunities […]

Segment 1: Jeff Ostrowski, Analyst, Bankrate, joins John to talk about why first-time homebuyers keep getting older. Segment 2: Faron Daugs, CFP, Founder and CEO, Harrison Wallace Financial Group, to talk about what he expects from the inflation and consumer sentiment data released tomorrow, how people are still feeling the impact of inflation, if we will see some tariff […]

In this episode of Business Lunch, we dive into extreme leverage—how solo founders are building multi-million dollar businesses with basically zero headcount. We break down the playbook: finding expensive problems, validating demand before writing code, and letting AI handle the execution. We also cover the risks, the new KPIs that matter, and the vision of one founder running a portfolio of micro businesses on a single AI-driven back office.Chapters00:00 Building a Billion Dollar AI Company Alone13:18 Leveraging AI for Business Solutions13:45 Redefining Roles in the Age of AISpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about Medicare Open Enrollment ending, what you should know about ‘Trump accounts’ and how they will work, and why she always adheres to Warren Buffet’s advice that, ‘nobody ever got rich betting against America.’ Terry also suggests you visit her Year-End Planning Checklist.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the health of the labor market, how companies have job listings for positions that are never filled, and the issues that companies have with the amount of applicants who aren’t qualified. Also, Tom weighs in on the overall health of the […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to talk about what we can expect from Cyber Monday this year. Ilcye also reminds you to spend your FSA balance, and the state of Florida looking to eliminate property taxes for residents. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about Cameo scored a […]

In this episode of Business Lunch, we dive into the critical 90 to 100-day period following a private equity acquisition, emphasizing the need for rapid, auditable value creation. It outlines a strategic framework for CFOs, detailing tactical moves to achieve immediate financial impact while integrating lean thinking principles to eliminate waste and enhance operational efficiency. The discussion also highlights the importance of human behavior in executing these strategies effectively.Chapters00:00 The Critical 90-Day Sprint10:05 Strategic Framework for CFOs18:37 Tactical Moves for Immediate ImpactSpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Nationally syndicated financial columnist and author Terry Savage joins John Williams to talk about the markets bouncing back of late, what concerns her about the market moving forward, why consumer confidence has faltered, and if the Fed will cut interest rates again in December, and why Thanksgiving is a good time to have the ‘bills and wills’ conversation. Terry […]

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins John to talk about the importance of effective communication in the workplace. Segment 2: Philippe Weiss, President, Seyfarth at Work, joins John to talk about the risks involved in rejecting job candidates who are ‘overqualified’ for a position. Segment 3: Longtime Chicago radio veteran Harvey Wells, Founder, Lower […]

Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to talk about the cost of Thanksgiving this year, home buyers seeing record discounts, and why you should always ask for a discount. Segment 2: Jim Dallke, Director of Communications, TechNexus Venture Collaborative, tells John about EV startup Harbinger raising $160M to bring EVs to the medium-duty truck space, […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the likelihood we see an interest rate cut in December, why the stock market likes the idea of a rate cut, where people should be putting their money considering the volatility in the market, why consumer sentiment is down, his […]

In this episode of Business Lunch, Roland Frasier and Ryan Deiss discuss the evolving landscape of the customer journey, emphasizing the importance of trust in modern marketing. They explore how traditional stages of the buying process are being replaced by a more fluid approach, where trust becomes the key driver of transactions. Through case studies and examples, they highlight the significance of identity trust, authenticity, and the role of founders as trust agents in building strong connections with consumers. The conversation also touches on the challenges and strategies for effectively engaging audiences in both B2B and B2C contexts.Chapters00:00 The Death of the Traditional Customer Journey02:51 The Role of Trust in Modern Marketing06:09 Case Studies: Successful and Controversial Campaigns09:05 Identity Trust: Connecting with Consumers11:57 The Power of Authenticity in Advertising14:56 Building Trust in B2B vs B2C17:59 Actionable Strategies for Trust Building20:47 The Importance of Founders as Trust AgentsSpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Segment 1: Michelle Seiler, Real Estate Agent at Century 21, and President of the Addison Business Exchange, talks to John about the work that the Addison Business Exchange does, how the real estate market is doing in Addison, the impact interest rates are having on the real estate market, and why Addison is such a […]

In this episode of Business Lunch, Roland Frasier and Ryan Deiss discuss the recent transition from Epic Network to a more focused approach with the Scalable Company. They explore the challenges of running a business that has taken on a life of its own, the importance of making changes when a business no longer serves its founders, and the evolving landscape of course creation in the age of AI. The conversation emphasizes the need for entrepreneurs to take action, embrace change, and focus on what truly brings them joy in their business endeavors.Chapters00:00 Introduction and Context of Change03:02 The Evolution of Epic Network05:58 The Decision to Pivot: Why Change is Necessary08:53 Understanding Business Ownership and Personal Happiness11:48 The Importance of Knowing What to Exit To14:56 The Future of Course and Information Businesses21:05 Lessons Learned from the Epic Network Experience30:35 The Reality of Course Consumption33:10 Reflections on 2020 and Business Decisions36:07 Navigating Change and Decision-Making40:06 What Would Need to Be True?43:12 Future Plans and New Directions46:24 Final Thoughts and Messages to the CommunitySpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

In this week's episode of Business Lunch, Roland Frasier and Ryan Deiss continue breaking down the “Bottlenecks” framework—the 11 proven playbooks that billionaires use to grow, protect, and multiply wealth.From AI-driven acquisitions to tax-optimized exits, this conversation dives into the strategies that separate ordinary entrepreneurs from long-term empire builders. You'll hear how the world's wealthiest think about capital allocation, scaling “boring” businesses, and structuring companies for massive, tax-efficient exits.Whether you're scaling your first venture or managing a growing portfolio, this episode is a tactical deep dive into how to think—and act—like a billionaire.Key Takeaways • Tech Is Not a Moat: With AI making innovation easy to copy, your real advantage is distribution and users. • The QSBS Advantage: How the Qualified Small Business Stock exemption can eliminate up to $10M (or more) in capital gains per shareholder. • DAFs & Charitable Strategy: Donor Advised Funds can combine tax savings with long-term impact—if structured correctly. • Boring Businesses, Billionaire Results: Logistics, energy, and real estate can quietly create generational wealth when value is added and scaled. • Capital Cycling: Why the world's best investors (like Blackstone and Berkshire) act like banks—recycling capital and compounding returns.Episode Highlights [00:02:00] – Why tech is easy to copy—and why users, not code, create real enterprise value. [00:10:00] – The billionaire tax play: how QSBS and DAFs legally minimize or eliminate capital gains. [00:18:00] – When to start thinking about tax strategy (hint: usually not before $10M net worth). [00:25:00] – Logistics, land, and “boring” businesses that create quiet fortunes. [00:33:00] – The ESG arbitrage: adding sustainability to raise valuations. [00:40:00] – Network effects and marketplace rollups: creating compounding flywheels. [00:55:00] – The rise of “edge retail”: micro-brands, coffee chains, and inversion models that scale fast. [01:05:00] – Capital cycling and other people's money (OPM): how billionaires play the funding game.Memorable Quotes“If all you are is a feature that someone else could build, you don't have a business—you have a countdown clock.”“Boring businesses aren't boring when they compound quietly into billions.”“It's not what you make—it's what you keep.”“Billionaires don't think like operators; they think like capital allocators.”Mentioned in This EpisodeQualified Small Business Stock (QSBS) – U.S. tax exemption strategyDonor Advised Funds (DAFs) – Philanthropic and tax planning vehiclesRoss Perot Jr. – Logistics real estateDutch Bros – Scalable retail model exampleBlackstone & Berkshire Hathaway – Capital cycling and compounding modelsListen If You'reA founder or investor learning to structure smarter deals.A CEO or operator ready to scale beyond execution into capital allocation.A strategic thinker who wants to play the long game in business and wealth creation.ConnectHosts: Roland Frasier & Ryan DeissPodcast: Business Lunch with Roland FrasierMore at: businesslunchpodcast.comMentioned in this episode:Join Roland & Ryan at Get Scalable LiveIf you're a founder, CEO, or operator running a 7- or 8-figure business, Get Scalable Live was built for you. This is not your typical business event. It's 3 days of hands-on strategy, real-world frameworks, and next-level networking with the smartest operators in the game.