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If you're a business owner, understanding taxes is more than just a legal requirement, it's a tool for growth. In this episode, we explain tax planning, deductions, and credits in plain language and show you how to leverage them to benefit your business. Perfect for entrepreneurs looking to make informed financial decisions without the confusion.Douglas Carpentertel:(718) 412-2570https://www.solutionsbychs.com/My Men Richard/Richard Lesperancerichard.lesperance@gmail.com https://linkedin.com/in/richardlesperance https://www.youtube.com/@mymenrichard
To schedule a FREE CALL with Rory's Team: https://freebrandcall.com/podcast/ In this episode, Rory Vaden sits down with YouTube strategist and author Sean Cannell to break down how smart business owners approach YouTube in 2026. They unpack why YouTube behaves like a searchable content library, why older videos can keep generating views for months or years, and why long-form attention builds trust in a way most short-form platforms cannot replicate. They also address the frustration many entrepreneurs face after posting for a long time without meaningful growth. Sean explains why progress often comes down to planning and packaging, not effort alone. Topic selection, title clarity, and thumbnail strategy are the leverage points most business owners underinvest in. If you want content that keeps working after you hit publish, this episode gives you a clear framework to build a YouTube engine that supports your brand and revenue. Guest Links Mentioned: Free YouTube class / Think Media courses Think Media YouTube Sean Cannell YouTube Think Media Podcast Sean's free YouTube book page: BRAND BUILDERS GROUP Links: Schedual a FREE CALL
You think the IRS is scary? Cool. Now imagine TikTok is your tax attorney. Pietro E. Canestrelli (JD, LL.M.) jumps in to kill the "one weird trick" tax myths and explain how people actually get wrecked: audits, missing returns, bad CPA advice, and the quiet fact that you're the one holding the bag.
In this high-impact episode, host George Wright III sits down with international business mogul Grant Cardone to dismantle the myth that responsibility is a burden. Instead, they reveal why total ownership is the only path to true freedom.If you feel stuck waiting for the economy, your boss, or "the right time" to change, this conversation is your wake-up call. Grant breaks down why leaders aren't born—they are self-declared—and how the moment you stop outsourcing your results is the moment your life truly begins.Key TakeawaysThe Freedom of Responsibility: Learn why blaming external conditions is a trap that keeps you helpless.The Myth of the "Chosen" Leader: Why leadership starts with the decision to lead yourself before you ever lead a team.Eliminating Dependency: How to stop relying on others for your fulfillment and financial security.The Ownership Audit: Identifying the specific areas (Health, Wealth, Relationships) where you've been playing the victim.00:04 Stop Outsourcing Control00:17 Choose Self Leadership00:30 Take Ownership Today00:37 Success Influence FulfillmentThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About Guest: Grant CardoneGrant Cardone is an American entrepreneur, real estate investor, sales strategist, and motivational speaker. He is the founder and CEO of Cardone Capital, a real estate private equity firm with billions of dollars in assets under management, and the creator of the 10X philosophy, which emphasizes taking massive action and achieving goals. Cardone is also a New York Times bestselling author of multiple business books, a frequent keynote speaker, and the host of popular business and entrepreneurship programs and events worldwide.Guest Resources:Website: https://grantcardone.com/Facebook: https://www.facebook.com/grantcardonefan/X (formerly Twitter): https://twitter.com/GrantCardoneLinkedIn: https://www.linkedin.com/in/grantcardone/YouTube: https://www.youtube.com/user/GrantCardone
Jean Howell, Women Rights Activist, Business Owner, Mother, Wife, joined Marc Hunt live on A Life, Unedited! A Life, Unedited airs live Wednesday from 10:15 pm – 11:00 am on The I Love CVille Network. “A Life, Unedited” is presented by Martha Jefferson House.
Courtney Epps, EA, PhD, is the Founder of OTB Tax and a nationally recognized tax strategist, international speaker, and TEDx speaker. With nearly 20 years of experience, she helps entrepreneurs and businesses — from startups to $100 million companies — use strategic tax planning to legally reduce taxes and drive financial growth. She is also the Founder of Tax Rebels, an educational platform and community that teaches entrepreneurs how to use proactive tax strategies to keep more of what they earn. Courtney is the best-selling author of More Relaxing, Less Taxing and What's Your Plan B?. In this episode… Taxes are often treated as an unavoidable cost of doing business, something entrepreneurs simply accept each year. But what if many business owners are paying far more than they legally need to? The real question is: are you using the strategies that allow you to keep more of what you earn? For Courtney Epps, a recognized tax strategist and financial educator, many entrepreneurs miss key opportunities to legally reduce their tax burden. She explains that common mistakes, such as improper business structure, incorrect salary payments, and overlooking eligible deductions, can cost business owners tens or even hundreds of thousands of dollars each year. Courtney highlights strategies such as the Augusta Rule, which allows business owners to rent their homes to their companies tax-free, and hiring children in the business to shift income into lower tax brackets. When used correctly, these strategies help entrepreneurs keep more of their income and accelerate long-term wealth building while making tax planning a critical financial priority. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Courtney Epps, Founder of OTB Tax, to discuss smart tax strategies every business owner should know. They explore common tax mistakes entrepreneurs make, how strategies like the Augusta Rule and hiring your kids can reduce taxes, and why tax planning should be a top financial priority. Courtney also shares real-world examples of saving clients millions through advanced charitable tax strategies.
This is Episode 4, the final episode in David Schaub's four-part Family Series, where we've dug deep into what it really looks like to own a business as a husband and father.No guests.No interviews.Just real conversations about ambition, marriage, and legacy.This episode shifts the focus forward. Not to revenue… not to valuation… but to inheritance.Because generational wealth isn't just money.It's what your kids normalize.In this episode, you'll learn:Why hustle gets inherited faster than moneyHow presence shapes identity more than provisionWhat your kids are copying from your habits right nowWhy your marriage becomes their blueprintWhat your home is silently celebratingWhy peace is part of the inheritanceIf you think legacy is only financial, this episode will stretch your persepctive.
Stop Doing Everything Yourself: How AI and the 10-80-10 Rule Free Business Owners to Scale "What if the secret to scaling your business isn't working harder, but systematizing smarter and leading with more humanity? Today's guest has spent over 30 years doing exactly that, launching, building, buying, and selling businesses, raising more than $35 million in venture capital, leading organizations that generated billions in sales, and learning just as much from his failures as his wins. He's a finalist for the Ernst & Young Technology Entrepreneur of the Year Award, an Inc. 5000 Winner, a former Entrepreneur in Residence at Indiana University's Kelley School of Business, a Fast Company Executive Board Member, and the bestselling author of four books, including BOS-UP and BOS-UP Moments. Today, he serves as Founder and CEO of Straticos and BOS-UP, where he coaches business leaders, invests in companies, and sits on boards — helping teams build stronger systems, culture, and performance." Learning Insights The 10-80-10 Rule: Business owners should focus the initial 10% on innovation and business development, let AI and systems handle the middle 80% of routine operations, and spend the final 10% on human connection, coaching, and culture. Work-Life Harmony Over Balance: Balance is a static myth. Harmony is about integration, rhythm, and flow like music, where sometimes the treble is up, and the bass is down, or like Garrett's Chicago mix popcorn combining cheddar and caramel. The CLEAR Framework for Leadership: Collaborative, Logical, Empathetic, Authentic, and Resilient, a standard for leadership communication and decision-making during high-stress moments. Systematize the Predictable to Humanize the Exceptional: Quote from Isadore Sharp (Four Seasons founder), use systems to handle routine tasks so leaders can focus on high-value creative and relational work. AI as Co-Pilot, Not Replacement: "You, it, never it alone." AI is an aggregator and accelerator, but human validation must always be applied before anything goes out. Profit First Over Unicorn Status: Small businesses should seek free cash flow and stability rather than chasing unicorn status. Focus on leading indicators, not just lagging ones like bank balances. Coach You Up or Coach You Out: Leaders should invest in developing their people, but if there's persistent pushback or misalignment, move them out to maintain organizational health. Grace and Grit: The next generation should balance resilience and hard work (grit) with compassion and self-forgiveness (grace), using the hindsight of others as their foresight. The ABC Mantra: Be the Architect (designer), Builder (executor), and Custodian (protector) of your leadership, business, and life. Why This Conversation Matters This conversation bridges the gap between rigid engineering systems and human-centric leadership. Scott Abbott challenges the traditional "work-life balance" myth and offers a modern framework for integrating AI and systems into business without losing the human touch. What makes this unique is his perspective from both sides; he lived through the dot-com crash after raising $15 million, learned profit-first discipline at a $32 billion corporation, and now teaches entrepreneurs how to scale smarter. The deeper message is that true success comes from using systems to protect and amplify humanity, not replace it. By systematizing the predictable, leaders are freed to focus on what only they can do: innovate, connect, and build culture. This isn't just about building better businesses; it's about building better lives through harmony, intentionality, and the courage to leverage both grace and grit. Money Learning Scott's financial mindset evolved dramatically from his early entrepreneurial rebellion to systemic discipline. Growing up with an engineer father who emphasized rigor, spreadsheets, and mechanics, Scott initially rebelled, leading to "dumb" spending decisions during the dot-com era when he raised $15 million for an internet services company. The psychological toll of losing up to $500,000 a month forced him to "check his ego" and learn financial stewardship. His time at Avnet, a $32 billion company with thin 8% margins, taught him to be "banshees on profit" and prioritize free cash flow over unicorn dreams. He advocates the Profit First philosophy, focusing on leading indicators rather than lagging ones like bank balances. His key money lesson: discipline equals freedom. By implementing rigorous financial systems, entrepreneurs can move from "living in the mess" to achieving harmony where the business serves their life, not the other way around. Success isn't permanent and failure isn't fatal, but cash flow is king. Key Takeaway The most powerful insight from this conversation is that scaling your business isn't about doing more, it's about doing less of what doesn't matter so you can focus on what only you can do. Scott Abbott's 10-80-10 rule reveals that most business owners are trapped in the middle 80% of routine operations when they should be leveraging AI and systems to handle that work. By systematizing the predictable, you humanize the exceptional, freeing yourself to lead with empathy, authenticity, and resilience. Work-life balance is a myth that sets you up for failure; harmony is the reality that allows integration and flow. Whether you're just starting out or scaling to eight figures, the frameworks Scott shares, CLEAR leadership, profit-first mentality, and the ABC mantra of being an architect, builder, and custodian, provide a roadmap for building a business that doesn't consume your life but enhances it. Remember: leverage the hindsight of others as your foresight, embrace both grace and grit, and never let AI work alone, you, it, never it alone. Bio Scott Abbott is an architect, builder, and custodian of strong, resilient companies and leaders. With 30+ years of experience launching, operating, buying, and selling businesses, he has raised over $35M in venture capital, led organizations that generated billions in sales, served thousands of clients, and hired hundreds of employees, while learning just as much from his failures as his wins. He was a finalist for the E&Y Technology Entrepreneur of the Year Award, an Inc. 5000 Winner, a former Entrepreneur in Residence at the Indiana University Kelley School of Business, a Fast Company Executive Board Member, and the best-selling author of four books, including BOS-UP and BOS-UP Moments. Today, Scott serves as Founder & CEO of Straticos and BOS-UP, where he works as a business and executive coach, angel investor, and board member. He has advised hundreds of organizations and conducted thousands of coaching sessions, helping leaders and teams strengthen their systems, culture, and performance. At his core, Scott is passionate about helping good people and team-centric organizations leverage proven strategies, disciplines, and frameworks to lead better, operate smarter, and grow stronger in business, work, and life. Links Website: https://bos-up.coach/ LinkedIn: https://www.linkedin.com/in/scottabbottabc/ Instagram: https://www.instagram.com/scottabbottabc YouTube: https://www.youtube.com/@BOS-UPMoments/featured If this episode helped you see your business differently, we need your help spreading the word. Share this episode with a fellow entrepreneur who's stuck in the grind, text it to a leader who needs to hear about the 10-80-10 rule. #RicherSoul #BusinessPodcast #ScottAbbott #CLEARFramework #BusinessSystems #BosUp #AIinBusiness Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
It's already been quite a decade for owners: a pandemic, inflation, tariffs, and now, suddenly, war with Iran—bringing with it the biggest spike in oil prices ever. And looming over everything is the still-uncertain impact of artificial intelligence. This week, David C. Barnett, Jay Goltz, and Ted Wolf talk about how all that uncertainty is shaping the decisions owners are making right now—from whether it's wise to invest in new equipment to how some lenders are demanding that would-be borrowers articulate their AI strategy before obtaining a loan.The implications of all of this vary by industry, but Dave says some sectors suddenly look a lot riskier than they did a year ago. “I don't know if I'd want to get a 90-percent loan to buy a marketing agency today,” he says. At the same time, the economics of AI could push owners to move faster than they might otherwise. As Dave notes, if a $10,000 or $20,000 investment in AI can quickly replace two positions, that's the kind of return many owners will find hard to ignore when expenses are rising.Along the way, the three discuss why periods like this can also create unexpected opportunities. Keep your eyes open, Dave advises. “A lot of those opportunities may come from a competitor stumbling.”Plus: what happens when business owners suddenly realize they should have been collecting sales tax all along. Do you pay the back taxes yourself? Start collecting now and hope for the best? Or is there a smarter way to fix the problem?
In this episode, George Wright III sits down with entrepreneur and investor Sam McGough, founder and CEO of Discovery Medical Center and National Mobile Wound Care.Sam shares his journey from a small-town upbringing in Alabama to becoming a chiropractor and eventually building scalable businesses across healthcare, real estate, and home services. He discusses the shift from trading time for money to creating systems-driven companies through hiring, KPIs, and delegation. Sam also talks about building meaningful mastermind communities, the power of networking and mentorship, and previews his upcoming podcast, The Hunt for Success, launching in April—blending outdoor lifestyle conversations with business strategy. 01:07 Sam's Origin Story 03:13 From Technician to CEO 04:32 Systems and Delegation 06:15 Scaling Across Industries 07:50 Masterminds and Networking 10:48 Launching Hunt for Success 13:10 Favorite Hunts and Memories 15:09 Business Is Like a Hunt 18:36 Where to Follow and TripsThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About the Guest:Sam McGough is a healthcare executive, entrepreneur, and investor. He is the founder and CEO of Discovery Medical Center and National Mobile Wound Care. With a background in chiropractic care, Sam transitioned from working as a practitioner to building scalable businesses across multiple industries, including healthcare, real estate, and home services. He is passionate about systems-driven growth, leadership, and helping entrepreneurs expand their thinking through masterminds, mentorship, and strong professional networks.Guest ResourcesDiscovery Medical Center – https://discoverymedicalcenter.comNational Mobile Wound Care – https://nationalmobilewoundcare.comUpcoming Podcast: TheHuntforSuccess.com
Building a successful business can be an exciting, energizing, and deeply rewarding experience. But it often comes with unexpected lessons. In this episode, Eric shares three pivotal moments that profoundly shaped his entrepreneurial journey. If you're an entrepreneur building, growing, or scaling a business, these insights will help you understand why you must stop trying to do everything yourself and, instead, start leading and building structured systems that will allow your business to grow. A Trap In the early years of building a business, success can feel exciting and validating. However, when the business owner tries to do too much personally without delegating or implementing systems, success can quickly become exhausting. Constant pressure, no real time off, and daily operational issues can turn growth into a trap rather than an advantage. The Bottleneck Without structure and delegation, the business owner becomes a bottleneck in the company. The turning point comes when the owner finally realizes that instead of building the business around themselves, they must create a business that can scale, with proper systems, structure, and the right people in place. A Stressful Situation One project nearly put Eric's company out of business when a trusted industry contact claimed to have access to sought-after FIFA World Cup tickets. After Eric's client wired the money and he transferred the funds, it became clear the tickets likely did not exist. After weeks of intense work, Eric ultimately secured the tickets and delivered the project successfully. That experience exposed just how fragile his business was without proper checks, verification, and systems in place. Reality Check A wake-up moment often occurs for business owners when an opportunity arises to sell their business. Many owners believe their company is worth far more than what buyers are actually willing to pay. Passion, creativity, reputation, and great clients feel incredibly valuable to the person who built the business. However, buyers tend to evaluate companies with an entirely different set of criteria. What Buyers Actually Evaluate Buyers tend to focus on recurring revenue, systems, leadership, and consider whether the owner is a bottleneck or if they have a trusted team already in place. They also examine client diversification and the overall structure of the business. Those elements determine how sustainable and scalable the business truly is, which ultimately influences its valuation. Wake-Up Moments Wake-up moments are essential for business owners to become psychologically open to change. Before experiencing wake-up moments, advice about systems, structure, strategy, or leadership tends to feel abstract to most business owners. After a wake-up moment, however, they usually become far more receptive to rebuilding aspects of their company and ensuring the right systems are in place. The Cycle Many Business Owners Experience The entrepreneurial journey often begins with excitement. While building something new, the business grows, clients are happy, and the reputation increases. Over time, however, complications arise, and the business owner becomes overwhelmed. Eventually, they realize that the business model and structure must change for the company to move forward. Evolving The next phase of the business requires a stronger structure, clearer strategy, leadership evolution, and delegation. Most importantly, it requires a change in the owner's mindset. For that to happen, business owners must stop trying to handle everything themselves and start building a structured business that can operate effectively. Mentors and Coaches Investing in personal and professional growth helps entrepreneurs to avoid repeating the same patterns and reach the next stage of their journey. Talking to successful and experienced business owners can make an enormous difference. Mentors and coaches help entrepreneurs see what needs to change in their business and how to move forward. Building a Business The goal of every entrepreneur should be to move from constantly reacting and solving problems to running a structured company with proper systems and leadership in place. When business owners are no longer the bottleneck, they can finally build a business that is stronger, more valuable, and better positioned for long-term success. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Most business owners overpay the IRS because they're using the wrong business structure. In this episode, we break down how an S-Corporation can reduce self-employment tax and help you keep more of what you earn. You'll hear real numbers, simple examples, and the key rules around reasonable salary, payroll, and distributions. We also cover how S-Corps unlock smarter retirement planning, health insurance deductions, and reimbursed business expenses. If your CPA only focuses on compliance instead of strategy, this episode shows why proactive tax planning matters. The tax code rewards business owners who structure correctly, and the S-Corp may be one of the most powerful tools available. Next Steps: ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration
It speaks volumes when an urban planner, an expert in housing, community and economic development who has served in leadership positions in the federal government, national nonprofit intermediaries, and in a community-based Latino serving organization decides that his passion lies in working at the hyper-local level with communities that are often underserved and underestimated. Manuel Ochoa, my guest on this week's episode of Power Station, launched Ochoa Urban Collaborative in 2019 to support the change making aspirations of marginalized communities in the US and globally. He shares his contributions to the Purple Line Corridor Coalition, a public-private and community partnership, supported by the University of Maryland's National Center for Smart Growth, whose mission is to ensure that the state's largest transit investment is designed and implemented with equity as its North Star. Manuel focuses on the scores of small businesses along the Corridor, mostly immigrant owned, that managed to survive the pandemic and are now navigating an economic downturn and the White House's anti-immigrant agenda. And we talk about the role of the arts in community development and more personally, in Manuel's life.
George Wright III explains why daily rituals (Prosperity Pillar #10) are essential for entrepreneurs and high achievers because success comes from consistent small actions, not occasional breakthroughs. Rituals remove reliance on motivation, create structure and momentum, and keep you from being reactive to emails and other people's agendas. He distinguishes habits (automatic behaviors) from rituals (purposeful practices tied to outcomes or identity), emphasizing that timing, simplicity, and personalization increase long-term consistency. Wright advises choosing sustainable routines, targeting rituals to your current needs (energy, clarity, stress), reducing friction through preparation, and tracking progress to improve and build accountability. He stresses perfection isn't required; what matters is returning to the structure, stacking daily wins, and letting consistency build self-trust, confidence, and lasting change.01:08 Show Intro and Pillars02:21 Why Daily Rituals Matter04:23 Habits vs Rituals05:15 Timing Your Rituals06:27 Keep It Simple07:20 Personalize for Your Needs08:18 Environment and Friction09:24 Track and Measure Progress10:24 Identity, Confidence, and Wins11:21 How to Start Small12:14 Consistency Not Perfection13:11 Weekly Challenge and WrapThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.
Design Curious | Interior Design Podcast, Interior Design Career, Interior Design School, Coaching
The moment you file your LLC… the moment you accept your first client payment… the moment you start working with vendors or contractors…You are no longer “just a creative.” You are the CEO of your business.As Danielle Hayden and I discuss in this episode, one of the biggest mistakes interior designers make is thinking they can outsource their financial understanding to bookkeeping services, financial automation, or even AI tools like QuickBooks integrations or ChatGPT.Here's the truth: AI is powerful, but it cannot replace CEO responsibility.With automation and financial tech, many designers assume their systems are handling everything correctly. But inaccurate bookkeeping, duplicated transactions, or improperly reconciled accounts can quietly damage your financial health — and no AI tool will raise a red flag. Instead, it will confidently analyze flawed data and give you misleading conclusions.If you want sustainable business growth, better business decisions, and long-term business protection, you must understand your numbers. In this episode, Danielle shares a powerful framework to help you step into your CEO role with clarity — without doing everything yourself.Featured GuestDanielle Hayden is the co-founder and CEO of Kickstart Accounting Inc., a bookkeeping and accounting firm dedicated to helping female entrepreneurs understand their financials through bookkeeping, financial analysis, and strategic support. With a background as a CFO, Danielle's mission is to equip business owners — from six figures to beyond — with the tools and insights they need to build profitable and sustainable businesses.What You'll Learn in This Episode✳️ Why CEOs must understand their business financials✳️ AI limitations in financial analysis and decision-making✳️ Hidden risks inside QuickBooks financial automation systems✳️ Danielle's framework for deciding when to become an S Corp✳️ Four essential roles for a strong money teamRead the Blog >>> Financial Confidence for Design CEOs with Danielle HaydenNEXT STEPS:
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
The tax rules for 2026 have changed in a big way. In this episode, we break down the seven most important updates business owners need to understand. You'll learn how 100% bonus depreciation is back, how the higher SALT deduction could increase itemized write-offs, and what new deductions for tips, overtime, and seniors mean. We also cover the phase-out of green energy credits and how these changes impact your tax planning. Most importantly, we explain how smart strategies like charitable planning and entity structure can help you keep more of what you earn. If you want proactive tax planning instead of basic tax preparation, this episode gives you the roadmap. Next Steps: ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration
In this week's episode... As the walls crumble around them, the team must make a quick escape from this false entrance.
619 Million Podcast Listeners vs. 619 Million Pinterest Users: The Content Overlap Nobody Sees. In this episode, Favour Obasi-ike, MBA, MS will teach you How to Use Pinterest and Podcasting Together to Build Revenue in 2026. Understand what Podcast Listeners Are Doing, Where Pinterest Users Are Planning: Why That Changes Everything. AI + Pinterest + Podcasting = The Revenue Framework for Business Owners.We had a section in this episode discussing From Sourdough to Strategy: How Pinterest Search Reveals Your Next Customer and many more monetization insights for podcast listeners, hosts, and Pinterest business owners.Favour Obasi-ike, MBA, MS and co-host Jon Muranko break down a striking discovery: there are 619.2 million global podcast listeners and 619 million Pinterest monthly active users, nearly identical audiences with completely different behaviors. Podcast listeners consume while doing (commuting, exercising, getting ready). Pinterest users consume while planning (buying, building, deciding). This episode explores how business owners can bridge both platforms using AI tools like Claude to reverse-engineer revenue outcomes, build Pinterest boards that mirror search intent, and time podcast publishing for maximum 24-hour download cycles.Book SEO Services? Save These Quick Links for Later>> Book SEO Services with Favour Obasi-ike>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> Join our exclusive SEO Marketing community>> Read SEO Articles>> Subscribe to the We Don't PLAY Podcast>> Purchase Flaev Beatz Beats Online>> Favour Obasi-ike Quick Links>> Start Recording your Podcast with Riverside Today | Sign Up with My Affiliate Link HereKey Takeaways619M podcast listeners equals 619M Pinterest users. The audiences are nearly identical in size but differ in behavior: listeners are doing, pinners are planning.Top 3 places people listen to podcasts: getting ready (1st), commuting (2nd), and exercising (3rd). Knowing this shapes when and how you publish.Podcast publishing time affects your 24-hour download window. Post early in the cycle to maximize downloads before the daily clock resets.Pinterest search reveals buyer intent before the purchase. Typing "sourdough" surfaces "discard recipes" as the top suggestion, telling you exactly what URL to build on your website.Use AI as an accelerator, not a replacement. Jon's framework: define your outcome, reverse-engineer it with Claude or Gemini, then validate with a human strategist.Launch Pinterest ad campaigns on Tuesdays or Wednesdays to maximize a 14-day campaign window with the strongest start.Memorable Quotes"619.2 million podcast listeners versus 619 million Pinterest visitors. This is globally." — Favour Obasi-ike [00:05]"You can't plant a mango tree and expect pomegranates. It's what you give that you get." — Favour Obasi-ike [17:44]"AI is not gonna give you the magic key. It will help you accelerate. But if you and I are accelerating the wrong direction, is that gonna help us?" — Jon Muranko [08:25]"Write down your ideas on a physical piece of paper. Takeaways at the top, goals in the middle, actions at the bottom. Then process it through Claude." — Jon Muranko [37:19]"If you're not the one doing it, at least know what you're paying for. That in itself is enough gold to make a better decision." — Favour Obasi-ike [33:39]FAQsQ: Why compare podcast listeners to Pinterest users? A: Both audiences total 619 million globally. Podcast listeners are active (commuting, exercising), while Pinterest users are planning purchases. Bridging both platforms lets you reach the same audience at two different decision stages.Q: How does podcast publishing time affect downloads? A: Podcasts operate on a 24-hour download cycle. Publishing early in that window gives your episode the full day to accumulate downloads, rather than posting late and getting only one hour of traction.Q: How can AI help with Pinterest strategy? A: Use Claude or Gemini to reverse-engineer your revenue goal into a Pinterest content plan, but always validate outputs with human expertise and fact-checking.Q: When should I launch Pinterest ad campaigns? A: Tuesdays and Wednesdays are optimal launch days, giving your 14-day campaign a strong start within the weekly cycle.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Key Takeaways: Separate Business and Personal Finances: Keep your personal and business money in different accounts. This helps avoid legal problems and keeps your finances organized. Review Your Numbers Often: Look at your financial statements at least once a month. Regular reviews help you stay informed and make better decisions for your business. Set Money Aside for Taxes and Investing: Save a portion of your revenue for taxes and future investments. This prepares your business for economic changes and supports long-term stability. Don't Mix Funds: Mixing personal and business money can create problems during audits and may expose your personal assets to risk. Keeping them separate protects you. Build Long-Term Assets: Instead of focusing only on growing the business, also build investments that hold value over time, such as a Bitcoin treasury or other strong assets. Chapters: 0:00 Building a Simple Money Management System for Finances 1:28 Building Systems for Clarity and Managing Complex Lives 3:08 Organizing Business Finances with Revenue Buckets and Tax Reserves 6:25 Building Financial Resilience for Businesses Through Investment 9:04 Financial Discipline and Separation for Business Success 12:54 Balancing Business Growth with Personal Wealth and Time 14:04 Mindful Financial Planning and Thanksgiving Humor Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you building wealth in the right order—or accidentally delaying the very foundation that makes bigger opportunities possible?If you're a business owner sitting on retained earnings, it's easy to treat every new opportunity like the priority—especially when real estate, acquisitions, or other growth plays look exciting. But this episode challenges a costly assumption: that a corporate wealth reservoir has to wait until after the next deal. Instead, it reframes that reservoir as the infrastructure that helps you pursue future opportunities with more control, liquidity, and long-term efficiency.In this episode, you'll hear how to:Rethink corporate-owned whole life insurance as foundational wealth infrastructure—not as a competing investment.Avoid the sequencing mistake that can quietly cost you years of compounding.Build a smarter capital strategy that supports liquidity, leverage, tax efficiency, and future investing flexibility.Press play to learn how to build your financial foundation first—so your next investment opportunity doesn't come at the cost of long-term wealth.
Is a disorganized business quietly costing you money? If you've ever lost 30 minutes hunting for a file, kept 47 tabs open because you were scared you'd never find something again, or felt that low-key embarrassment when a client asks for something and you can't pull it up quickly — this episode is for you. I sat down with Tracy Hoth, 17-year veteran professional organizer, certified life coach, and host of the globally top-ranked Organized Coach Podcast, and we got into the real cost of running a disorganized business and more importantly, exactly where to start fixing it. Here's what we cover: The #1 place to start organizing your business (hint: it's probably open on your screen right now) Why disorganization is quietly draining your confidence as a CEO and how clients can actually feel it The mindset shift that finally makes getting organized feel possible, even if you've always thought of yourself as a "messy person" Why the way you plan your next vacation might be the secret to unlocking your ability to get organized How long it actually takes to get your business organized and why it's probably less time than you think A real client story: how getting organized led to two books, a new funnel, and a whole new program Connect with Tracy Hoth: Web Address: https://simplysquaredaway.com/ Instagram Handle: https://instagram.com/tracyhoth Enjoyed this episode? Leave a 5-star rating and review so more business owners can find the show! Then hop over to Instagram and DM me your biggest takeaway @JamilaPayneMBA — I love hearing what lands for you!
Send Rita a text with your thoughts!Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776Get BOGO Consulting with Rita: https://calendly.com/ritaventures/take-the-helm-marketing-consulting-flash-sale-bogoJoin the Interest List for Summer Camp at Sea 06/2027: https://programs.steeryourmarketing.com/products/offers/view/1192151Entrepreneurship is amazing, but it can also feel incredibly chaotic, and sometimes life throws you curveballs that force you to finally make the changes you've been putting off. After a pretty eye-opening specialist visit and an unexpected health scare, I started building personal habits and routines that have completely changed how I show up in my travel business. Turns out, the structure I spent years fighting because I thought it would box me in is actually the thing giving me more freedom, clearer decision-making, and a faster recovery time when things go sideways. If you've been resisting routine as an entrepreneur because you're afraid of losing your flexibility, this one's going to help. Questions this episode answers:How do personal habits affect your performance as a business owner?How can travel entrepreneurs create structure without losing flexibility?What daily routines help reduce overwhelm and decision fatigue as an entrepreneur?How does adding structure to your personal life improve your travel business?Why do entrepreneurs struggle to prioritize their health over their business?How can travel advisors stay productive when life gets chaotic?What systems help travel business owners manage unexpected curveballs?How do you create a work routine when you're a night owl entrepreneur?Why is stability important for running a sustainable travel business?How do personal wellness habits make you a stronger business owner?Enjoy (and take action!)--------------------------------------------------------------- Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively. She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts. Website: https://strategictravelentrepreneurpodcast.com/everything/Socials:LI: https://www.linkedin.com/in/ritaperez19/IG: http://www.instagram.com/takethehelmvbsFB: https://www.facebook.com/groups/529490048073622 Email:rita@steeryourmarketing.com
The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle
We're often great at making money, terrible at managing it. Multi-exit entrepreneur David McKeegan joins us to discuss personal finance built specifically for founders: The "refrigerator number" — what it is and how to find yours The 4% rule — is it still relevant, and what rate would you actually bet on? Concentration vs. diversification: when to double down and when to spread out Portfolio construction for 7-8 figure entrepreneurs (ETFs, TIPS, bonds — the real breakdown)
Partnership isn't just a division of equity, it's a defining strategic move.But what do ambitious founders do before offering equity? What's the recipe for success?In response to a recent LinkedIn post from Polaris Partnership Executive Mark Flock in which he poses 5 questions EVERY founder must ask themselves before considering partnership, Jamie invites Mark back to the show for a thought provoking exploration of how modern founders are rethinking partnership earlier in their growth journey. The conversation is no longer “Should I partner?” but begins with “What am I solving for?”For driven healthcare founders, this episode addresses why partnership is never a participation trophy but rather a strategic inflection point designed to intentionally unlock the next stage of growth. Listen to the full episode today to learn how you can launch your own expansion and stay in control of your legacy.Find Mark's LinkedIn post here: https://www.linkedin.com/feed/update/urn:li:activity:7434619499578007552/5 Questions from Mark Flock's LinkedIn post: “What am I solving for?”“What structure secures my legacy?”“What partner amplifies what I've built?”“How do I protect what I'm continuing to build?”“How can I plan for an exit or retirement?”
Mark Hansen is the founder of Second Comma, a financial planning firm that takes overwhelmed business owners through his CLARITY Financial Planning process to create structure, sequence, and stability; all while taking his kids to school, never missing a family dinner, and fitting in the spontaneous 1 pm fishing trip on a Wednesday.
Glenroy in Melbourne's north is home not only to many Nepali-owned businesses and a large Nepali-speaking community, but also houses Nepal's Consulate for Victoria. However, recent attacks on two tobacco shops in the suburb's main shopping precinct have raised concerns amongst the neighbouring local Nepali business owners about their own safety and the security of their businesses. Listen to our report featuring the reactions of some Nepali business owners and their views on the situation. - उत्तरी मेलबर्नस्थित ग्लेनरोइमा भिक्टोरियाका लागि नेपालको कन्सुलेट, थुप्रै नेपाली पसलहरू र नेपालीभाषीहरूको बाहुल्यता छ। तर, गएका केही हप्ता यता उक्त सबर्बको मुख्य बजारस्थित चुरोट तथा सुर्तीजन्य सामग्रीहरू बेचबिखन हुने दुई पसलहरूमा आक्रमण भएपछि भने स्थानीय नेपाली व्यवसायीहरू आफ्नो तथा व्यवसायको सुरक्षालाई लिएर चिन्तित भएका छन्। यसै सन्दर्भमा एसबीएस नेपालीले ग्लेनरोइ पुगेर ती व्यवसायी तथा स्थानीय नेपालीभाषीहरूसँग गरेको कुराकानी सहितको रिपोर्ट सुन्नुहोस्।
Resources and Next Steps: Learn more about Intentional Ownership → https://intentionalownership.com
Filing a tax extension feels stressful for many business owners. Missing numbers, unfinished bookkeeping, and uncertainty about the tax bill can make tax season overwhelming. But filing an extension (in many cases) can be the smartest move you can make.A tax extension gives you more time to file your return so you can organize your records, receive missing documents like K-1s, and avoid rushing through a return that could contain mistakes. In this episode, we break down how extensions actually work, clear up common myths about audit risk, and explain what to do if you cannot afford your tax bill.We also cover why ignoring the IRS is the worst move you can make, how penalties work, and the payment plan options available to business owners who need more time to pay what they owe.
What if everything you've been told about building confidence as a business owner—all the affirmations, the "manifesting," and the visualizations—is actually the very thing sabotaging your business growth? In this episode, you'll learn the science behind confidence, why “faking it” and affirmations often backfire, and what your brain is really looking for before it allows you to act. You'll also learn a simple daily practice that helps reduce hesitation, improve decision-making, and change how you show up as a business owner.
Episode 193 | Why Great Leadership Creates Great Wealth | Financial Planning, Wealth Building & Leadership Development for Entrepreneurs What separates high-earning entrepreneurs who build lasting wealth from those who just make good money? According to financial planner and leadership coach Mando Sallavanti, it starts with how you lead. In this episode of the Heartbeat for Hire Podcast, wealth management expert and Freedom Path Wealth founder Mando Sallavanti III, CFP®, CEPA, ChFC® breaks down the direct connection between great leadership, financial freedom, and building a life by design — not by default. Mando went from grinding cold calls in Scranton, PA to managing a nationwide client base of $500K+ earners, speaking on national stages, and coaching financial advisors across the country. His journey is a masterclass in leadership transformation, business growth, and strategic wealth building. In this conversation, Mando gets real about the leadership identity crisis that changed everything — trading an ego-driven, command-and-control style for one rooted in empowerment, delegation, and hiring for potential. He also breaks down his signature "credit card game" — a wealth strategy entrepreneurs and business owners are using to fund luxury travel and premium life experiences without sacrificing long-term financial goals. In this episode, you'll learn: 1️⃣ How to shift from ego-driven leadership to a model built on empowerment and accountability — and why it builds better teams and bigger businesses faster 2️⃣ The wealth-building strategy high-earning entrepreneurs are sleeping on: leveraging business expenses through strategic credit card use to fund premium life experiences 3️⃣ Why hiring for potential over credentials is the leadership move that scales businesses — and how Mando applied it inside a financial services firm Perfect for: entrepreneurs, small business owners, financial advisors, sales leaders, high-income professionals, wealth management clients, anyone building a leadership culture, and executives managing equity comp, real estate, or closely held businesses. About Mando Sallavanti Mando Sallavanti is the founder of Freedom Path Wealth, a modern financial planning firm serving successful families earning $500K+ — executives managing equity compensation, real estate, and closely held businesses who need clarity, philosophy: Spend it like you mean it. Beyond client work, Mando is one of the most followed financial professionals on LinkedIn (46,000+ followers) and coaches financial advisors nationwide on building profitable, planning-first practices using the same tactical frameworks and personal brand strategies that took him from cold calls to national stages.
Are you accidentally overpaying in taxes every year? What if the strategies wealthy families use to grow their fortunes were available to you too? And what if smart tax planning could actually help you build generational wealth not just lower your tax bill? In this episode of Life Changing Money, Barbara breaks down some of the most powerful tax strategies used by wealthy entrepreneurs and celebrities to grow their net worth while legally minimizing taxes. Many business owners focus on tax deductions in the moment, but the real opportunity lies in strategic planning that builds wealth for the future. If you're a business owner who wants to keep more of what you earn and grow your wealth faster, this episode will open your eyes to strategies most entrepreneurs never hear about. Tune in to hear: Why wealthy families strategically shift income to their children How annual gifting strategies can reduce estate taxes and build generational wealth The surprising tax lessons business owners can learn from the Kardashians How real estate investments can dramatically reduce your tax bill The tax advantages of building ADUs, offices, or additional property structures What the Augusta Rule is and how it allows you to generate tax-free income How real estate professional status can unlock massive tax deductions Why entity structure matters and how creating additional entities can save hundreds of thousands in taxes How one client legally deferred $500,000 in taxes using a C-corporation strategy The tax advantages of medical expense reimbursement plans Why retirement strategies like cash balance plans and defined benefit plans can help business owners invest far more than traditional retirement accounts How to start building generational wealth while lowering taxes today Grab your seat for the Tax Strategies to Build Wealth Masterclass happening March 25th: https://taxedacademy.com How To Get Involved: Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you. Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits. When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world. Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets! Do you have a burning question that you'd love to hear answered on a future show? Please email it to: podcast@yourtaxcoach.biz Sign Up For Our Newsletter Life Changing Money Podcast Get Tax Help!
If you started your business because you're brilliant at what you do — you're not alone. Most business owners don't begin their journey dreaming of managing a team. They start because they're passionate about their craft, their expertise, or the impact they want to make. But eventually, something shifts. You reach a point where the business grows beyond what you alone can do. And the next stage of growth doesn't come from working harder — it comes from learning how to lead. In this week's episode of the HerBusiness Podcast, I sat down with leadership expert and entrepreneur Shivani Gupta to talk about one of the most important transitions a founder can make: moving from doing the work to leading the people who do the work. It's a transition many founders struggle with. Shivani shared that early in her career, she believed success meant working longer hours and doing everything herself. But over time, she discovered something surprising — the more she learned to let go, delegate, and focus on her "zone of genius," the more successful her businesses became. In this conversation, we explore: The critical mindset shift founders must make to grow beyond themselves The hidden cost of losing a team member (it's far more than recruitment) Why your highest performers are actually the most at risk of burnout The hiring mistake many small business owners make when they're in a hurry And the leadership skill most founders were never taught — but absolutely need One insight that stood out for me was Shivani's perspective on leadership as a coaching role. When founders learn how to ask better questions, support their team's thinking, and empower others to take ownership, something powerful happens: the team grows, the business grows, and the founder finally gets the space to lead. And that's ultimately what building a business is about — creating something that works with you, not something that depends entirely on you. If you're building a team, or thinking about building one, this episode will give you practical insights you can start using right away. Mentioned in This Episode: Apply to Join the HerBusiness Network Learn more about Shivani's services Check out Shivani's book Getting Your People to Step Up: 7 Simple Strategies to Attract and Keep Your Key Talent Katie Balogh, Bright Point Research (review/commenter)
In This Episode Most business owners think they understand their numbers—but when they actually dig into the data, the story is often very different. In this episode, Adi Klevit interviews Andy Weins about the importance of making business decisions based on data rather than assumptions. Andy shares his journey from environmental consulting to building one of the largest independent junk removal companies in Wisconsin, while developing a practical framework for understanding the numbers that drive business growth. Adi and Andy explore a common mistake many entrepreneurs make: forming an opinion first and then looking for data that confirms it. Instead, Andy encourages leaders to reverse the process and let the data guide decisions. By analyzing financial statements, identifying customer segments, and tracking key performance indicators, business owners can gain clarity about where their revenue truly comes from. The conversation also highlights how systems and structured analysis lead to better strategic decisions. Andy explains how tools like financial reports, customer segmentation, and the 80/20 rule help leaders identify their most profitable activities. With the right data and the discipline to ask the right questions, business owners can stop guessing and start making decisions that improve profitability and long-term growth.
Send a textEdwin Reed, who had to shut down his business near George Floyd Square, and Michael Healy, his attorney, joined Liz Collin on her podcast. Reed explained that "it's clear the city picks and chooses who is important,” since Minneapolis is pushing funding for businesses following Operation Metro Surge, while the city has ignored how businesses in George Floyd Square have suffered for years. He also talked about how he and eight other business owners are suing the city for allowing gangs and activists to take over the area, which consequently ruined his business.Healy, his attorney, pointed out that “ultimately, it's the Minneapolis City Council and Mayor Frey who are responsible" for allowing traffic to be blocked for more than a year as the area became "a war zone" following George Floyd's death.Support the show
What would you do if you were already the person you're trying to become? In this episode, I share a quick personal update and a mindset shift that's been shaping the way I make decisions in both business and life. I open up about a recent health challenge, including a herniated L5 and lumbar spine degeneration, and the unexpected loss of my long-time chiropractor. While surgery has been suggested, I'm focused on healing through other approaches and staying committed to recovery. Then we dive into the concept of “acting as if.” It's a powerful decision-making filter: make choices from the perspective of the person you want to become, not just where you are today. I share how I use this with leaders who are scaling their businesses, as well as a personal moment where I realized I wasn't following my own advice when hiring marketing support. One simple question challenged me to step back into alignment with the version of myself I'm working toward. If you've been hesitating on a decision or waiting for the “right time,” this episode will give you a simple mindset shift to move forward with more clarity and confidence. If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!
Find the FULL TRANSCRIPT for this episode at ProsperousCoach.com/377.Related episodes:260 - Best Reasons and Timing for Coaches to Hire a Private Business Mentor281 - Strategize Your Coaching Business 10 Ways for Faster Growth320 - Are You Waiting for Coaching Clients to Value You?My coaching business was my first foray into entrepreneurship after 20 years in corporate roles. Talk about an identity crisis! Okay, let's reframe that to a chance to blossom and mature.Many of my clients who are new coaches are in the same place making that transition from employee to full time coaching.It's going to require some recalibration of your mindset and reorientation to your responsibilities.Think of it like a makeover. You uncover parts of yourself that have been buried under a persona you felt was necessary for your corporate job. You can help those parts to find their voice. It is hugely empowering to bring more of your authentic self to your business. The good news is that your identity is more fluid and innate than you might think. Plus, all of your core values, talents and skills can come with you into your business. It will take courage and patience. You've got loads of that and you don't have to make this identity transition alone.Let's dig into the 6 big shifts from employer to business owner as a coach and how to ace them.I'd love to hear from you. Stay inspired and make things happen! - Rhonda Hess, Prosperous Coach Rhonda Hess helps new coaches leverage their zone of genius into a profitable coaching niche and launch with confidence. For VIP step-by-step support apply for Rhonda's VIP Coaching Business Breakthrough Program here and she'll be in touch to invite you a discovery call. Or if you're stuck on your coaching niche, grab a Nail Your Niche Strategy Session with Rhonda here.
Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table. Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Retirement Plan Consultant, Tom Allen Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:21 - Two Dads & Tom's Kids 2:27 - Market Commentary - Technical Deterioration 12:14 - What to Do in Times Like These 17:00 - Benefits Planning for Business Owners 21:24 - What is the long-term vs near-term vision? 25:27 - Retirement Plan Structure 28:17 - Starting Things Off... 31:06 - How to Fix/Correct Mistakes 34:13 - Educating About Retirement Plans 38:00 - Common Employee Questions & Portability 39:03 - Compensation for Key Employees 41:16 - Dealing with 12% Healthcare Inflation 42:43 - Defining BUCA ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/p6Fp1bhtsDE ------- Watch our previous show, "Diversification Is Not Risk Management," here: https://youtube.com/live/9m5uCWh7hWw ------- Articles Mentioned in Today's Show: "Technical Deterioration: Risk Management Is Key" https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/ -------- The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here: https://youtu.be/MntZ-KayzxA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TwoDadsOnMoney #BusinessOwnerFinance #RetirementPlanning #EmployeeBenefits #SmallBusinessWealth
Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table. Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Retirement Plan Consultant, Tom Allen Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:21 - Two Dads & Tom's Kids 2:27 - Market Commentary - Technical Deterioration 12:14 - What to Do in Times Like These 17:00 - Benefits Planning for Business Owners 21:24 - What is the long-term vs near-term vision? 25:27 - Retirement Plan Structure 28:17 - Starting Things Off... 31:06 - How to Fix/Correct Mistakes 34:13 - Educating About Retirement Plans 38:00 - Common Employee Questions & Portability 39:03 - Compensation for Key Employees 41:16 - Dealing with 12% Healthcare Inflation 42:43 - Defining BUCA ------- Register for our next Candid Coffee, 3/21/26, and Ask Us Anything: https://realinvestmentadvice.com/resources/events/ask-us-anything/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/p6Fp1bhtsDE ------- Watch our previous show, "Diversification Is Not Risk Management," here: https://youtube.com/live/9m5uCWh7hWw ------- Articles Mentioned in Today's Show: "Technical Deterioration: Risk Management Is Key" https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/ -------- The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here: https://youtu.be/MntZ-KayzxA ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TwoDadsOnMoney #BusinessOwnerFinance #RetirementPlanning #EmployeeBenefits #SmallBusinessWealth
Have you ever set up an ad and thought... "But who is actually going to see this?" You've got the creative sorted. You've written the copy. You're ready to go. But the targeting piece? That's where it gets murky. And if you get it wrong? You're not just wasting money. You could be quietly damaging your email list health, confusing your Instagram algorithm and building an audience of entirely the wrong people. In this episode, I'm breaking down the two ad audiences every wellness business owner needs to know about - and how to use them together to build a smart, strategic ad ecosystem that actually works. We cover: The difference between warm and cold audiences (and why you need both) Who counts as your warm audience and how to target them inside Ads Manager Why random boosting is one of the most expensive mistakes you can make How cold audience targeting works - and why it's the most powerful tool in your ads arsenal The smart way to get your work in front of total strangers who are already primed to be interested Why the wrong audience can damage your email list and algorithm — even if your creative is brilliant If you've ever boosted a post and wondered why nothing happened. Or you're ready to run ads properly but don't know who to target… This episode is for you.
Most business owners focus on making money… but almost no one teaches them what to actually DO with the profits.In this episode, Scott Carpenter breaks down a simple tactical system every entrepreneur should implement immediately to protect, save, and grow their profits.Think of this as the “Margot Robbie in the bathtub” explanation from The Big Short — but applied to building real wealth as a business owner.Scott and Andy walk through the exact cash flow framework Scott personally used to build financial security, invest in real estate, and create multiple cash-flowing assets.This episode is short, tactical, and something you can start implementing today.
Today, Eric addresses the uncertainty we're experiencing in the world. Uncertainty has become the new normal, and our industry has shifted fundamentally with buyers being more cautious, procurement tighter than ever, and AI reshaping how we work. However, that uncertainty also provides opportunities. Our Industry Has Changed Permanently You must be cautious about every buying decision. Procurement teams are asking tougher questions. AI is transforming how work gets done. At the same time, as technology increases, so does the desire for real human connection. With many owners retiring and no clear successors in place, consolidation is creating space for those who are prepared. There is disruption, but there are also real opportunities. A Fragile Business If everything in your business relies on you, the business is vulnerable. Tough markets reveal when revenue is inconsistent, messaging is unclear, or too much income depends on one client. They also show when the owner has become the bottleneck. A business that can perform well only when conditions are easy is not well-structured. It is running on momentum. Building it as if you might sell it one day forces you to delegate, build stronger systems, and create long-term stability. Clarity Clarity is your competitive advantage. Uncertain times expose weak positioning, unclear offers, revenue concentration, and emotional decision-making. If you cannot quickly explain who you serve, the problem you solve, and why you're different, you will struggle when budgets tighten. Emotional Reactions Undermine Growth When pressure rises, it's easy to react. Panic marketing, heavy discounting, agreeing to everything, overworking, or avoiding financial reviews may feel productive, but they erode value. Operating in survival mode replaces strategy with short-term fixes. And hope, no matter how positive, is not a viable financial plan. Five Non-Negotiables Five areas deserve consistent attention: financial clarity, focused positioning, a predictable revenue engine, disciplined time management, and emotional control. Those are leadership fundamentals, and when they are strong, uncertainty becomes manageable. Financial Clarity Know your monthly break-even. Know your six-month runway. Understand your cash flow forecast and your pipeline. Review your KPIs weekly. You don't have to prepare every report yourself, but you must understand the numbers. When you know where you stand, uncertainty loses much of its power. Focused Positioning Generalists struggle in tight markets. Be clear about who you serve, the problems you solve, and why your experience makes you the right choice. If you can explain your positioning confidently in 30 seconds, you're already ahead. Clear positioning attracts the right clients and filters out the wrong ones. A Predictable Revenue Engine Referrals are valuable, but they are not enough for consistent growth. Track your indicators, your calls, meetings, proposals, conversion rates, and follow-ups. Put simple systems in place so the business does not rely solely on your personal energy. The less the day-to-day business operations depend on you, the more valuable and sustainable the business becomes. Blocking Time Block time for revenue-generating work. Block time for strategic thinking. Block time to review your numbers. Block time for team alignment and mentorship. If growth matters, it needs space in your calendar. Calm Is Contagious Your team and clients take their cues from you. When you remain calm and steady, they feel reassured. When you react emotionally, your instability spreads. Entrepreneurship will always have its highs and lows. Calm, steady leadership creates confidence in any situation. A 30-Day Reset Audit your financial runway. Clean your pipeline and assign realistic probabilities. Clarify your core offer in one sentence. Remove at least one low-margin distraction. Schedule weekly CEO time. Small, consistent structure creates meaningful momentum. Conclusion Uncertainty is a reality, and consolidation is accelerating. Those with structure, clarity, and discipline will benefit; those without them will struggle. Whether you run a solo business or lead a large team, processes, financial visibility, and calm leadership are essential. Focus on what you can control, build the structure, and keep moving forward. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter
Today we talk about dogs for a short period at the beginning of the episode then dive headfirst into a big conversation on marketing and tactics surrounding that.
Flow State of Mind Podcast | Health | Fitness | Physique | Psychology | Business
There is never a perfect time to have a baby as a business owner. There is never a perfect time to hire. There is never a perfect time to launch. There is never a perfect time to rest. If you are waiting for the moment when life and business align perfectly, you are going to wait forever. Today I want to talk about what to do when life and business collide. Because the answer is not control. The answer is better leadership. Time Stamps: (0:16) So Many IFCA Students Are Pregnant Right Now (0:40) Never A Perfect Time For Anything (3:56) Leading Through This Phase ----------------
Unlocking Advanced Tax Savings: How Strategic Trusts Empower Entrepreneurs with Sally GimonIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Sally Gimon, a dedicated Investor and tax strategist at The Trust is You, to dismantle the common frustrations business owners face during tax season. Despite having experienced CPAs, many entrepreneurs find themselves blindsided by massive tax bills—a pain point Sally knows intimately from her own early days in real estate. Their conversation dives into the specialized world of non-grantor irrevocable spendthrift trusts, a legal framework used by America's wealthiest dynasties to protect assets and defer taxes. This episode serves as a vital resource for high-achieving founders looking to move beyond basic deductions and into the elite level of wealth preservation.Beyond Compliance: Why Your CPA Might Be Missing Millions in SavingsMost business owners rely solely on their CPAs for tax advice, but there is a fundamental gap between tax compliance and specialized trust law. CPAs are expertly trained in the tax code, yet only a tiny fraction of professionals are versed in the nuances of contract law and the specific IRS codes that govern complex trusts. This often leads to a "compliance trap" where entrepreneurs follow the rules perfectly but still overpay because they aren't utilizing the same legal structures as the Rockefellers or the Kennedys. By bridging this gap, business owners can move from a reactive state of paying what they're told to a proactive state of legally shielding their hard-earned capital.The core of Sally's strategy revolves around Tax Code 643(b), which allows certain types of trusts to defer capital gains and passive income legally. While the IRS may issue memos expressing disapproval of aggressive strategies, it is important to remember that only Congress has the power to change the tax code itself. For business owners with appreciating assets like real estate or intellectual property, these trusts offer a dual benefit: significant tax deferral and robust asset protection from creditors or lawsuits. Implementing these structures requires a shift in mindset, moving away from "income management" toward "asset orchestration" within a protected legal entity.Ultimately, the goal of advanced tax planning is to provide the founder with more liquidity to reinvest in their mission and legacy. Sally emphasizes that these tools are not "loopholes" but are established parts of the American legal system designed to encourage long-term investment and wealth stability. By leveraging educational resources and weekly masterminds, entrepreneurs can demystify these complex structures and determine if they are ready to implement a spendthrift or beneficial trust. Taking control of one's tax destiny is about more than just numbers; it's about ensuring that the value created by the business remains within the family or the organization for generations to come.About Sally GimonSally Gimon is an experienced Investor and a leading advocate for tax education through her platform, The Trust is You. After facing a nearly six-figure tax bill early in her real estate career, she dedicated herself to uncovering the wealth-preservation secrets of the ultra-wealthy. Today, she helps business owners across 165 countries understand trust law to protect their assets and slash their tax burdens.About The Trust is YouThe Trust is You is an educational and strategic resource center focused on democratizing advanced tax-saving tools. The company provides video courses, weekly mastermind sessions, and specialized consulting on non-grantor irrevocable spendthrift trusts. Their mission is to empower entrepreneurs with the knowledge to legally minimize taxes and protect their legacy using proven trust frameworks.Links Mentioned in This EpisodeThe Trust is You Official WebsiteSally Gimon on LinkedInKey Episode HighlightsThe CPA Limitation: Understanding why compliance-focused accounting often overlooks advanced wealth-preservation strategies.The Power of 643(b): How this specific tax code allows for the legal deferral of capital gains and passive income within a trust.Asset Protection: Why spendthrift trusts are the gold standard for shielding your business and personal assets from litigation.The "Rockefeller" Strategy: Lessons from America's wealthiest families on using contract law to maintain multi-generational wealth.Democratizing Knowledge: How Sally's free resources are making elite tax strategies accessible to small and medium-sized business owners.ConclusionThis conversation with Sally Gimon highlights that while the tax code is complex, it contains powerful provisions for those willing to look beyond standard accounting. By integrating trust law into your financial strategy, you can transform your relationship with the IRS and keep more of your wealth working for you.More from The Thoughtful Entrepreneur
Have you ever found yourself thinking that you are not doing enough? In today's podcast episode, I'm talking about how you can find out if you are doing enough and why you are always feeling like you are behind. You'll learn how to know if you are doing enough as well as how you can start getting more done each day. You'll also learn how you can feel good about the work you are doing and trust yourself that you'll get things done and feel confident in your decisions. I hear so often from the clients I work with how they don't feel like they get enough done in their professional lives and how that impacts how they feel about how much is enough in their personal lives as well. So much of our lives cross over from our professional and personal lives that it's no wonder if you are feeling this way in one area of your life, you'll probably see it in other areas as well. Are you ready to start feeling like you are doing enough? Let's dive in… Join us in a community built specifically for accountants and high-stress professionals. You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle: https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
In today's Ask Abundance, I'm joined by Abundance consultant Kim Wheeler-Poitevien, LCSW, and we are getting into something a lot of therapists are quietly struggling with: Can you actually build a values-driven, socially just practice and still make real money? We tackle the guilt, the math, and the hard truth about why good intentions alone will burn you out. If you've been wrestling with sliding scales, equitable fees, or wondering if wanting financial stability means you're selling out, this episode will change how you think about all of it. A quick heads-up. The audio quality isn't what we normally aim for, and we appreciate your patience. The insights in this conversation felt too important to keep to ourselves. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: To work with Kim Wheeler Poitevien, LCSW, visit: https://bit.ly/workwithkimwheelerpoitevien. Grab my FREE weekly worksheet (plus other free tools to grow your practice) here: www.abundancepracticebuilding.com/links. Ready to fill your practice faster? Join the Abundance Party today and get 99% off your first month with promo code PODCAST: www.abundancepracticebuilding.com/abundanceparty. Your practice is full, but you're running on empty. Limitless Practice helps you work less and make more. Hop on the waitlist to get the link first when doors open on April 21st.
The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle
Dan talks with Taylor Pearson about a new wave of “agentic AI” tools like Claude Code — and how founders are using them to tackle projects that used to take days or weeks. From analyzing financials to running workflows and speeding up big internal projects, these tools can act more like a business collaborator than a chatbot. They also walk through how to take the first step if you want to start experimenting. Find Taylor Get started with Claude Code Hang out exclusively with 7+ figure founders in DC BLACK Bento - Email marketing for bootstrapped founders CHAPTERS (00:00:00) AI “Superpowers” for Founders (00:00:43) A New Wave of AI Tools (00:00:57) Sponsor: Bento (00:02:32) The First Time Taylor Tried Claude Code (00:04:21) The $10K Projects Sitting on Your To-Do List (00:05:13) Real Ways Founders Are Using AI Agents (00:05:32) AI as the Operating System for Your Business (00:13:07) The Breakthrough: AI That Reads and Writes Your Files (00:20:44) The New AI Arbitrage (00:25:16) What AI Is Weirdly Good (and Bad) At (00:27:36) Why It's an Exciting Time to Be a Founder Again CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: Can Your Business Beat the S&P 500? How to Build a 6-Figure Digital Business with Claude Code 4 Ways to Start a Business From Scratch in 2026