Podcasts about business owners

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    Best podcasts about business owners

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    Latest podcast episodes about business owners

    Thrivetime Show | Business School without the BS
    How to Grow a Successful Remodeling Business + How to Generate 15X More Leads!?!?! + Celebrating 8 Clay Clark Business Owner Client Success Stories + See Thousands of Testimonials At ThrivetimeShow.com

    Thrivetime Show | Business School without the BS

    Play Episode Listen Later Jun 3, 2026 98:42


    Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

    The Cubicle to CEO Podcast
    Bonus: To Spend or Not To Spend? How To Evaluate Your Expenses + The Questions Every Business Owner Should Ask Before A Big Financial Decision

    The Cubicle to CEO Podcast

    Play Episode Listen Later Jun 3, 2026 40:48


    Is your next business expense an investment or a mistake? The answer is always nuanced, but the right questions can help you make wiser spending decisions that actually align with your ROI expectations and overarching business goals.  With nearly 20 years of experience across multiple sectors of the financial industry (banking, lending, and now financial planning and investment/wealth management), founder of independent adviser Divergent Financial Advisory Services, Alicia Martinez knows exactly how to navigate those tough spending decisions that move your business forward while protecting your budget. Back as a returning guest on our show, she goes meta in today's episode by walking us through her own decision tree and how she evaluated a recent marketing expense of her own (our offer, Instant Influence).  What questions did she ask in the consideration process? How is she defining and tracking success? How can business owners effectively evaluate a financial commitment when the outcome isn't guaranteed? This is the episode to tune into before you make your next big purchase for your business.  Connect with Alicia: ⁠https://difiadvisory.com ⁠https://www.instagram.com/difiadvisory ⁠https://www.facebook.com/DiFiAdvisory/ https://www.linkedin.com/company/difiadvisory/ Our last episode with Alicia: Apple Podcasts: https://podcasts.apple.com/us/podcast/cubicle-to-ceo/id1470966370?i=1000712399762 Spotify: https://open.spotify.com/episode/44nj7IVLPBcz3eTIXdqGPZ?si=wAu98ZqyRtWywBXSzkF7ag Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months:  ⁠cubicletoceo.co/podcast⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ so we can repost you. ⁠⁠⁠Subscribe to ⁠our premium feed⁠ for case-study style interviews every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Behind The Numbers
    Why Most Companies Aren't Really Strategic - Rich Horwath

    Behind The Numbers

    Play Episode Listen Later Jun 2, 2026 32:05 Transcription Available


    What separates companies that thrive from those that slowly lose relevance? Often, it comes down to strategy - not just having a plan, but developing the insight and discipline to make better decisions over time. In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with strategy expert Rich Horwath, founder of the Strategic Thinking Institute, about what it really means to “be strategic” in today's business environment. Rich explains why strategy is not the same as goals, planning, or tactics, and shares his definition of strategy as “possessing insight that leads to advantage.” The conversation explores the biggest reasons strategy breaks down inside organizations, how leaders get trapped in tactical thinking, and the warning signs that indicate a company may be operating without true strategic direction. Rich also introduces his framework built around acumen, allocation, and action - and explains how leaders can apply it to improve decision-making and long-term performance. Dave and Rich discuss the connection between strategic clarity and enterprise value, the role of tradeoffs in leadership, lessons from companies like Blockbuster, and how AI may accelerate both opportunity and competitive risk. Rich also shares practical habits leaders can implement immediately, including insight journaling, accountability around learning, and creating a shared language of strategy across the organization. To learn more about Rich Horwath, visit Strategy Skills or connect with Rich Horwath on LinkedIn. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Rich Horwath is the founder and CEO of the Strategic Thinking Institute where he serves leadership teams as a strategy workshop facilitator, strategic executive coach, and keynote speaker. His mission is to help executive teams think, plan, and act strategically to set direction, create advantage, and achieve their goals. Rich is a New York Times, Wall Street Journal and USA Today national bestselling author of eight books, and his work has been featured in publications including Fast Company, Forbes, and the Harvard Business Review. He has been described by Chief Executive Magazine as “the world's foremost expert on strategic thinking.” As a former chief strategy officer and professor of strategy at the graduate level, he is able to bring a practical, real-world approach based in strong foundational principles to help executives develop their strategic capabilities. Rich has appeared on ABC, NBC, CBS, and FOX TV to share his perspectives on current business strategy issues. In addition to his work facilitating strategy workshops for leadership teams and providing executive coaching services and strategic counsel, he is a highly sought-after keynote speaker for groups ranging from 10 to 10,000. Rich has helped more than a quarter million leaders around the world develop their strategic capabilities in pursuit of his vision to teach the world to be strategic. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

    Entrepreneur Money Stories
    Why You're Profitable But Have No Cash

    Entrepreneur Money Stories

    Play Episode Listen Later Jun 2, 2026 12:23


    You look at your financials and the numbers show a profit. You look at your bank account and the balance doesn't match. You start wondering what you're missing. Most small business owners don't realize how much their accounting method is shaping what they see on their financial statements. In this episode of CEO Numbers Network, I break down the difference between cash basis and accrual basis accounting in plain language. I explain how each method reports revenue and expenses, why that gap between profit and cash exists, and how to tell which method actually fits your business right now. I also share a recent client story about a tax accountant's well-intentioned switch to accrual that created bigger problems a year later. You will learn why your profit and your cash rarely match, how large inventory purchases can cause big monthly swings in your numbers, and why a tax saving strategy that just pushes an expense to next year isn't actually a strategy. If you have ever looked at your books and thought "wait, how am I profitable but I have no cash?", this episode will give you the clarity to understand what your financials are actually telling you.

    Perception Evolution Project by WCE
    Claudio Gambin: Most Business Owners Don't Own a Business. They Own a Job.

    Perception Evolution Project by WCE

    Play Episode Listen Later Jun 2, 2026 76:38


    Most business owners think they have a money problem. Claudio Gambin says the real problem is usually structure, strategy, and the owner becoming the bottleneck. In this episode of Everything They Don't Tell You, Josh Zolin sits down with Claudio Gambin of GFG Solutions to talk about the truth behind money, taxes, growth, risk, and legacy for business owners. Claudio breaks down why so much financial advice misses the mark for entrepreneurs, how business owners can think differently about reinvesting in themselves, and why tax strategy should be tied directly to growth and freedom. They also get into the six-month vacation test, building a business to sell even if you never plan to sell it, the difference between being rich and being wealthy, and why everything compounds: money, time, relationships, decisions, and mistakes. This episode is for entrepreneurs, founders, operators, and blue-collar business owners who want more than revenue. They want time, clarity, freedom, and a business that can survive without them being the center of everything.   Disclaimer: This conversation is for educational purposes only and is not financial, tax, or legal advice. Talk with your own CPA, attorney, or financial professional before making decisions. __ ► Download Your 90 Day ROI Playbook — A value packed free guide created by Josh Zolin that teaches you how to Multiply Your Profits with the Skills No One Trains  https://bitnw.academy/roiplaybook    

    SK Wealth's Solutions & Knowledge podcast
    The Lifecycle of a Business Owner: Smart Financial Planning at Every Stage, from Foundation and Scaling to Exit

    SK Wealth's Solutions & Knowledge podcast

    Play Episode Listen Later Jun 2, 2026 22:50


    Is your business — the very thing you built to have more freedom — consuming all of your wealth, energy, and identity? While early-stage entrepreneurs can easily lose the flexibility they sought in the endless pursuit of "the next level," late-career business owners face their own strange contradictions. Everything looks great on paper, but personally, the thought of stepping away is both exciting and disorienting. Successful exits aren't just about creating bigger piles of money or boundless free time.  Regardless of the phase you're in today, successful entrepreneurship is about addressing the complexity of planning a new life and identity, redefining structure, connection, and meaning. In what ways are you investing in your future today to make your next phase feel more meaningful, not just financially secure?  SK Wealth Partner Mac Richards and CEO Jason Archambault walk through the lifecycle of a business owner — the emotional, identity-driven, lumpy, non-linear experience — from laying the foundation and scaling to the eventual exit. Listen as they explore the hidden tensions most business owners carry, like "Am I building personal wealth or just a bigger company at an unsustainable pace?" and "If I don't have my business, who am I?" Don't forget to subscribe to be the first to hear new episodes.

    BCF ORG Podcast - The Business of Business
    #144 - Discipline Behind Sustainable High Performance with BOO Boucousis

    BCF ORG Podcast - The Business of Business

    Play Episode Listen Later Jun 2, 2026 15:45


    Send us Fan MailEver wonder why some companies continuously outperform?   “Listen after the ending music for additional content” Episode 144 discusses:  Discipline Behind Sustainable High Performance with Christian ‘Boo' Boucousis.  “Boo” Boucousis is a former fighter pilot turned CEO of Afterburner, a global leadership development company that has spent the last 30 years translating elite military execution into practical business frameworks. Boo helps leaders cut through complexity, execute with precision, and perform under pressure without burning out their teams. Under his leadership, Afterburner has worked with over 3,500 organizations and more than 2 million leaders worldwide, including Fortune 500 companies, fast growth firms, and two NFL teams that went on to win the Super Bowl. Get ready for insider strategies that can put your business on the map!  Episode Benefits:  You can expect to gain actionable insights and strategies to implement Discipline Behind Sustainable High Performance.  This Podcast series is targeted to Business Owners and C-Suite Executives.  It reflects my 34 years as a Business Owner and subsequent years as a Business Mentor and Consultant.  It focuses on the various subjects and topics to help you run a successful profitable business.  They are approximately 15-minutes long so you can listen while commuting.      Reach out to me to be put in contact with Boo.   The Business of Business, topics are divided into 5 Categories: Management, Operations, Sales, Financial, and Personal. Support the showHelping You Run a Successful Profitable Business !For Business Mentoring, Consulting, Schedule a Speaking Engagement, Help you with a Podcast, or to be a Podcast Guest - Contact me at:  www.bcforg.comLinkedIn:  https://www.linkedin.com/in/brian-fisher-72174413/

    iDigress with Troy Sandidge
    150. The Diary Of A CMO Part 2: Become The CMO AI Can't Replace. Why More MarTech Won't Fix Bad Marketing With Matt Hummel [Master Class]

    iDigress with Troy Sandidge

    Play Episode Listen Later Jun 1, 2026 28:21


    Marketing leaders are being asked to drive more growth with less budget, fewer resources, tighter timelines, and more pressure from every direction while AI is being treated like the shortcut to replace entire marketing teams. But AI will not fix bad strategy, weak alignment, poor customer understanding, or broken marketing fundamentals. In part two of this master class conversation with Matt Hummel, CMO of Pipeline360, the focus moves into what it really takes to become the kind of CMO AI cannot replace. Not by chasing every new tool, adding more MarTech, or hiding behind automation, but by understanding the business as a whole, building trust across departments, speaking the language of revenue, and creating alignment between marketing, sales, product, leadership, and the customer. To lead marketing in a volatile market where expectations keep rising and the old playbook is no longer enough, you need to know how to: • Make sales an ally instead of your bitter rival • Build shared pipeline ownership across marketing and sales  • Communicate risk without becoming defensive • Connect marketing decisions to the larger goals of the business • Set clearer expectations with your team and leadership • Understand resource constraints without using them as excuses • Stay close to customers while leading strategy • Create momentum without pretending there is an easy button The best marketing leaders are not just managing campaigns, tools, reports, and dashboards. They are translating complexity into strategy the business can trust. The reminder is clear: AI will not fix bad strategy. More MarTech will not fix bad marketing. The CMO AI cannot replace is the one who understands the business, earns trust, aligns with sales, leads the team, knows the customer, and gets back to real marketing when everyone else is hiding behind tools. (P.S. If you haven't, listen to Ep. 149 for part one of this masterclass episode) Beyond The Episode Gems: Connect With Matt Hummel on LinkedIn Listen To Troy On Matt's Podcast, Pipeline Brew: The Evolving Role of CMOs & Community Building Visit Pipeline360 website to learn more about how they solve B2B marketers' biggest headaches Buy Troy's Book, Strategize Up: The Blueprint To Scale Your Business StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com  

    Jake and Gino Multifamily Investing Entrepreneurs
    Real Estate Investing Demystified | August Biniaz on Wealth, Deals & Growth

    Jake and Gino Multifamily Investing Entrepreneurs

    Play Episode Listen Later Jun 1, 2026 55:46


    August Biniaz is the Co-Founder and Chief Investment Officer of CPI Capital, where he leads acquisitions, investment strategy, and asset management. With more than 15 years of experience in real estate, he has helped close over $225M in multifamily and build-to-rent assets. In this episode, August joins Jake and Gino to discuss multifamily investing, scaling real estate operations, market trends, passive income strategies, and what investors need to understand to succeed in today's market. ESTIMATED TIMESTAMPS 00:00 – Introduction 02:10 – August Biniaz's background and transition into real estate 06:45 – Building CPI Capital and scaling operations 11:30 – Multifamily investing fundamentals 17:20 – Build-to-rent opportunities and market demand 23:10 – Raising capital and investor relationships 29:00 – Market challenges and current opportunities 35:20 – Passive vs active investing strategies 41:40 – Lessons learned from large real estate deals 48:10 – Mindset, growth, and entrepreneurship 53:20 – Final advice for investors 55:46 – Closing thoughts We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
    387 \\ The $1 Million Roth Conversion Mistake Most Business Owners Make

    SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

    Play Episode Listen Later Jun 1, 2026 17:39


    What if waiting just a few years could cost you over $1 million in retirement wealth? In this episode, Tiffany breaks down one of the biggest Roth conversion mistakes business owners make—and why timing matters more than most people think. You'll learn how Roth conversions work, when they can create major tax savings, and why waiting until retirement may not be the best move. Tiffany also shares important tax planning insights, common mistakes to avoid, and smart strategies that could help you build more tax-free wealth over time.

    True Story: The Public Relations Podcast
    The Disease That Every Business Owner Faces

    True Story: The Public Relations Podcast

    Play Episode Listen Later Jun 1, 2026 25:45


    Self-employment isn't just a business model, it's a mental game. For a lot of entrepreneurs, the hardest part isn't strategy or execution, it's what happens in your head when doubt, anxiety, and scarcity start driving the decisions.In this episode, Whitney Lee gets real about the emotional weight of running a business solo. She breaks down how imposter syndrome shows up at every stage, why scarcity thinking is so sticky, and how self-awareness becomes a practical tool, not just a buzzword, for staying steady when things feel uncertain.Instead of pretending mindset work is about “thinking positive,” Whitney focuses on what it actually looks like to coach yourself through spirals, make clearer decisions, and stop attaching your worth to every business outcome.In This Episode, We Cover:Why imposter syndrome doesn't go away—it just changes shapeHow scarcity mindset quietly influences pricing and decisionsWhat self-coaching actually looks like in real timeThe difference between awareness and overthinkingWhy emotional resilience is part of your business strategyIf this hit home, subscribe to Brand Rescue, leave a review, and connect with Whitney Lee for more honest conversations about what it really takes to run a business without spiraling in the process.Connect with Whitney on InstagramConnect with Whitney on LinkedInYour Marketing Heroes Website

    The Daily Mastermind
    Rewire Your Brain for Success

    The Daily Mastermind

    Play Episode Listen Later Jun 1, 2026 12:31


    George Wright III explains that the brain is rewired daily through repeated thoughts, emotions, and behaviors, and that neuroplasticity means neural pathways strengthen with use (“neurons that fire together, wire together”) and weaken when ignored. Building on prior episodes about clarity, focus, discipline, identity, and habits, he argues many people condition themselves accidentally into stress, self-doubt, procrastination, and fear because the brain reinforces whatever is repeated, not what is empowering. He identifies three sources of mental programming—repetition, emotion, and environment—and outlines intentional rewiring steps: increase awareness of recurring thoughts and emotions, interrupt negative loops with pattern breaks, consistently repeat new thoughts and actions, use visualization with emotion and certainty, and align environment to support growth. He warns against expecting instant change, using affirmations without action, and staying in limiting environments, and invites listener feedback via social channels or email.00:00 Your Brain Rewires Daily00:47 Foundation So Far01:37 Conditioned Without Intention02:42 Neuroplasticity Explained03:41 Why It Changes Everything04:29 Three Programming Sources05:52 Rewire Your Mind Steps08:06 Common Rewiring Mistakes09:11 Daily Audit QuestionsThanks 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.

    Transform Your Life With Wenzes
    WHY DEVOTION CREATES THE BEST ENTREPRENEURS | Business Owner Mindset

    Transform Your Life With Wenzes

    Play Episode Listen Later May 31, 2026 13:27


    Free Template Owner Identity Mindset:https://owner-identity.gr8.com/_Work with me 1-on-1 for personalized support:

    Hudson Mohawk Magazine
    Everybody Moves - Migrant Business Owners: Amit from India

    Hudson Mohawk Magazine

    Play Episode Listen Later May 30, 2026 8:26


    This weekly series profiles the migration stories of members of our community, whether the migration be their own stories of that of their parents or grandparents, and reminds us that migration touches us all, as it is a part of the human experience. This episode is a part of Season 2 of the Everybody Moves series. Season 2 features stories collected and produced by a team of students at the University at Albany. This week we feature Amit from India.

    Hudson Mohawk Magazine
    Everybody Moves - Migrant Business Owners: Bashir from Lebanon

    Hudson Mohawk Magazine

    Play Episode Listen Later May 30, 2026 9:58


    This weekly series profiles the migration stories of members of our community, whether the migration be their own stories of that of their parents or grandparents, and reminds us that migration touches us all, as it is a part of the human experience. This episode is a part of Season 2 of the Everybody Moves series. Season 2 features stories collected and produced by a team of students at the University at Albany. This week we feature Bashir from Lebanon.

    Hudson Mohawk Magazine
    Everybody Moves - Migrant Business Owners: Jinah from the U.S.

    Hudson Mohawk Magazine

    Play Episode Listen Later May 30, 2026 9:57


    This weekly series profiles the migration stories of members of our community, whether the migration be their own stories of that of their parents or grandparents, and reminds us that migration touches us all, as it is a part of the human experience. This episode is a part of Season 2 of the Everybody Moves series. Season 2 features stories collected and produced by a team of students at the University at Albany. This week we feature Jinah from the U.S.

    Hudson Mohawk Magazine
    Everybody Moves - Migrant Business Owners: Urbano from Peru

    Hudson Mohawk Magazine

    Play Episode Listen Later May 30, 2026 9:58


    This weekly series profiles the migration stories of members of our community, whether the migration be their own stories of that of their parents or grandparents, and reminds us that migration touches us all, as it is a part of the human experience. This episode is a part of Season 2 of the Everybody Moves series. Season 2 features stories collected and produced by a team of students at the University at Albany. This week we feature Urbano Llano from Peru.

    The Weekly Wealth Podcast
    Ep 269: Retirement planning is Life planning

    The Weekly Wealth Podcast

    Play Episode Listen Later May 29, 2026 33:02 Transcription Available


    Retirement planning is not about retirement.That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially.Starting with a question no financial podcast has the nerve to ask — is retirement even a biblical concept? — David works through everything from the psychology of stopping work to the hard mechanics of income portfolios, tax strategy, and the risks that blow up otherwise solid plans.If you've been coasting toward retirement on autopilot, this episode is the alarm clock.In This Episode0:00 — Cold OpenWhy the conventional framing of retirement is wrong, and what this episode is actually going to cover.~3:00 — Is Retirement Even a Biblical Concept?The word never appears in Scripture. The one exception in Numbers 8, what the parables actually teach about accumulation, and why the biblical model looks more like a pivot than a finish line.~9:00 — The Behavioral Trap: What Will You Actually Do?The identity crisis nobody warns you about, retirement depression, underspending vs. overspending, and five questions worth sitting with before you make any financial decisions.~15:00 — The Purpose Problem: Should You Even Fully Retire?The happiest retirees David has seen, the financial benefits of partial work, and why "retire to something" beats "retire from something" every time.~20:00 — Business Owner or Employee: The Decisions Are DifferentW-2 employees: catch-up contributions, pension options, the healthcare gap before Medicare, Social Security timing. Business owners: exit planning, retirement plan vehicles, tax-efficient value extraction, and the concentration risk problem.~26:00 — Accumulation vs. Distribution PortfoliosWhy the portfolio that built your wealth can destroy your retirement. Sequence of returns risk explained plainly — same average return, completely different outcomes.~29:00 — The Bucket StrategyThree buckets, three time horizons, one framework that eliminates panic selling. How Bucket One is your shock absorber and why Bucket Three can still be aggressive.~32:00 — Roth vs. Pre-Tax: The Great DebateIt's almost always "and," not "or." Tax diversification, the Roth conversion window, and why business owners have unique opportunities here.~35:00 — The Risks Nobody Wants to Talk AboutLongevity risk (you live longer than your money does) and long-term care (70% of retirees will need it). What hybrid products exist now and why waiting to have this conversation is itself a costly decision.~38:00 — Spend on Experiences While You Can + Legacy PlanningThe go-go, slow-go, no-go framework. Why retirees wait too long. Legacy basics: beneficiary designations, powers of attorney, donor-advised funds, and the "talk while you can" imperative.Key Takeaways

    The Daily Mastermind
    Tax Strategies for Entrepreneurs with Corbin Cowin

    The Daily Mastermind

    Play Episode Listen Later May 29, 2026 14:25


    Corbin Cowan explains how he connected with Board of Advisors after leaving a disappointing Florida mastermind while trying to turn around a near-bankrupt company. This lead to deals, meeting Kevin Harrington, selling that company, and later helping a med tech referral raise about $18 million and go public on Nasdaq. Corbin describes his Founders First Advisory, which prioritizes increasing what founders personally take from their businesses, starting with a tax strategy using an Inflation Reduction Act investment tax credit program (about 35%–40%) and bonus depreciation, structured to eliminate current-year income tax and potentially recover about 75% of taxes paid over the prior three years. 01:06 Founders First Advisory02:03 Board of Advisors Origin03:23 Deals and Exits Through BA04:13 Who He Serves04:43 Tax Product Overview06:55 How the Credit Works08:07 Eligibility and Intake09:54 Found Money and Peace11:00 Reinvest or Pocket ItThanks 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.Corbin Cowan is the founder and CEO of Founders First Advisory (also known as Founder First Advisory), a financial advisory firm dedicated to helping founders, business owners, and high-income earners reduce tax friction, align their advisory teams, and optimize after-tax wealth.https://www.corbincowan.com/https://www.linkedin.com/in/corbincowan/

    Local SEO in 10
    Zero-Click Search and AI: What Business Owners Need to Know

    Local SEO in 10

    Play Episode Listen Later May 29, 2026 17:14


    Zero-click search is changing how local customers find and choose businesses. More people are making decisions directly from Google Maps, reviews, AI summaries, and business profiles without ever visiting a website.Today we break down how AI and zero-click search are reshaping local SEO and what business owners need to do to stay visible and competitive. We cover why Google Business Profiles matter more than ever, how reviews and photos influence trust, and how AI tools are creating shortlists before customers even click.Most importantly, we share practical strategies local businesses can implement right now to improve visibility, build trust faster, and adapt to how customers actually search today.About Adam Duran, Digital Marketing Expert⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Local SEO in 10⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is helmed by Local SEO expert Adam Duran, director of Magnified Media. With offices in San Francisco, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Los Angeles⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Walnut Creek, California, Magnified Media is a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠digital marketing agency⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ focused on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠local SEO for businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠marketing strategy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠national SEO⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠website design⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and qualified customer lead generation for companies of all sizes.Magnified Media helps companies take control of their marketing by:• getting their website seen at the top of Google rankings,• getting them more online reviews, and• creating media content that immediately engages with their audience.Adam enjoys volunteering with CoCoSAR, hiking and BJJ.About Jamie Duran, host of Local SEO in 10Local business owner Jamie Duran is the owner of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Solar Harmonics⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Northern California⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'s top-rated solar company, which invites its customers to “Own Their Energy” by purchasing a solar panel system for their home, business, or farm.  You can check out the website for the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ top solar energy equipment installer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Solar Harmonics, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Thanks for joining us this week! Want to subscribe to Local SEO in 10? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on iTunes and leave us a review.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a question about Local SEO? Chances are we've covered it! Go to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠website and sign up for our Newsletter!

    The Emily Otto Show
    Season 3, EP 8: Time Off and Resets as a Business Owner

    The Emily Otto Show

    Play Episode Listen Later May 29, 2026 9:08


    SummaryEmily Otto shares her journey of embracing messiness, pleasure, and resilience in business and life. She discusses how to reset after setbacks, prioritize pleasure, and build a sustainable, pleasure-filled business.Keywordspleasure in business, resilience, self-care, entrepreneurship, mindset, business strategy, personal growth, pleasure-first approachKey TopicsEmbracing messiness and imperfectionResetting after setbacks and failuresThe importance of pleasure in business and lifeBuilding resilience and trust in oneselfStrategies for a pleasure-filled, sustainable businessTakeawaysDoing it messy is okay and part of growthResetting is a daily practice, not a one-time eventPleasure fuels success and profitabilityTrust yourself to start over and keep goingPrioritize self-care and nourishment to sustain your business

    The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle

    Is 2026 the year you finally run paid ads? Something shifted at DC Mexico this year — more founders than ever are seriously considering paid ads as their next acquisition channel. Between AI making creative cheaper to produce and competitive research easier to do, the barriers are lower than they've been. Max Sinclair has run a paid ads agency for eight years. In this episode he breaks down what actually works for founders spending under $30K a year — how to start, what to expect, and whether it's even worth it for your business. Plus: how Max used AI to turn his agency's internal tools into a product, and what that transition looks like in practice. Guest: Max Sinclair — Snowball Creations & SaaS Ads Studio Sponsor: wayfront.com/tmba Thanks to this week's sponsor Wayfront — the AI-ready operating system for productized agencies. One client portal. One team dashboard. All your data, AI-accessible. TMBA listeners get an extra free month on top of the trial at wayfront.com/tmba. Links: Business Resources Upcoming DC Events

    The Game Changing Attorney Podcast with Michael Mogill
    466. AMMA — How To Get More Energy as a Business Owner

    The Game Changing Attorney Podcast with Michael Mogill

    Play Episode Listen Later May 28, 2026 29:11


    Your edge is not how hard you push. It is how fast you recover, reset, and get back on track. In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill break down the difference between discipline and rigidity, burnout and misallocated energy, and rest and weakness. From missed workouts and cheat meals to draining team members and recovery as a competitive advantage, this AMMA is a blunt reminder that high performance is not about being perfect. It is about knowing what costs you energy, what restores it, and what you refuse to tolerate. Here's what you'll learn: Why getting off track only matters if you cannot get back on track How to identify the work, people, and habits that drain your energy What it takes to make recovery a competitive advantage instead of a guilty pleasure You do not need to be perfect to stay disciplined. You just need the discipline to come back stronger the next day. (00:00:00) Introduction (00:01:42) Discipline vs. Enjoying Life (00:05:05) Why One Bad Day Changes Nothing (00:05:32) Getting Back on Track Matters (00:10:05) Q1: Burnout Without Overwork (00:16:18) Q2: Is Recovery an Advantage? (00:22:02) Q3: High Performers Who Drain You ---- Links & Resources: Atlas Restaurant The Garden Room Michelin Guide ---- Learn what sustainable growth can look like for your firm at crispcoach.com. ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 461. Mastering Biological Fundamentals for Elite Performance with Dr. Kristen Holmes 430. AMMA - What Separates The Pros From The Rest 420. The Sleep Science That Separates Elite Performers with Dr. Michael Breus

    Growing Green Podcast
    Why Intentional Business Owners Attend Trade Shows Differently

    Growing Green Podcast

    Play Episode Listen Later May 28, 2026 19:17


    Reach Out Via Text!In this episode of the Growing Green Podcast, Equip Exposition takes center stage as Jeremiah breaks down why trade shows can be one of the most valuable investments a business owner makes — if approached with intention. He shares insights on how Equip has evolved from the old GIE Expo into one of the largest trade shows in North America, while also discussing the massive opportunities available through education, networking, certifications, and exposure to emerging technologies shaping the green industry.Jeremiah also challenges listeners to think critically about why they attend events in the first place. Are you attending simply to socialize, or are you actually implementing what you learn back into your business? Throughout the conversation, he speaks candidly about leadership, burnout, protecting your time, and the importance of staying focused on growth rather than getting distracted by constant travel and event hopping.The episode is both an invitation to attend Equip Expo this October and a broader conversation about intentional business ownership, continuous learning, and making sure every opportunity truly moves your company forward.Support the show10% off LMN Software- https://lmncompany.partnerlinks.io/growinggreenpodcastSignup for our Newsletter- https://mailchi.mp/942ae158aff5/newsletter-signupBook A Consult Call-https://stan.store/GrowingGreenPodcastLawntrepreneur Academy-https://www.lawntrepreneuracademy.com/The Landscaping Bookkeeper-https://thelandscapingbookkeeper.com/Instagram- https://www.instagram.com/growinggreenlandscapes/Email-ggreenlandscapes@gmail.comGrowing Green Website- https://www.growinggreenlandscapes.com/

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    The Daily Mastermind
    AI Tools for Business Growth with Tucker Bern

    The Daily Mastermind

    Play Episode Listen Later May 28, 2026 23:46


    From the Ritz-Carlton in Dallas, George Wright III interviews Tucker Bern, who helps manage a complex family office spanning multiple industries and chose to focus on simplifying AI for real business use. Bern created Caddy, a locally installed “command center” built on Claude that uses a personalized intake to learn a user's needs and then supports tasks like email triage, calendar/meeting prep with web research, diligence, reporting, workflow automation, and even software building, with about 100 built-in skills including an “auditor” to review and dry-run code. He shares examples of replacing tedious job-review work and helping a non-coder build a lead-scraping app in 2.5 days, emphasizing output gains beyond 20% without aiming to cut staff. 00:00 Get 20 Percent More00:38 Show Intro And Guest01:56 Why Focus On AI04:02 Meet Caddy Platform05:10 Setup And Intake06:36 Real Workflow Wins07:15 Skills And Auditor08:20 Who Benefits Examples11:49 Productivity Not Layoffs13:49 Security And Ownership15:26 How To Use Daily17:48 Why You Must Adopt20:49 Vision And Passion22:15 Where To Learn MoreThanks 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.Tucker Bern is a dynamic entrepreneur and investment leader who currently serves as the CEO of a specialized AI Automation company and President of Bern Investment. At 29, Tucker manages a family office with nine figures in capital following the landmark 9 figure sale of his family's 1,200-employee enterprise in 2025. His AI firm provides cutting-edge voice, text, and automation solutions for diverse sectors, including medical, accounting, and the trades (HVAC, roofing, pest control, etc). A versatile strategist, Tucker also leads business development for the family's functional wellness brand, which they successfully scaled from zero to over seven figures in just 18 months across Iowa and Texas. Combining high-level capital stewardship with a "boots-on-the-ground" approach to tech innovation, he focuses on leveraging automation and strategic investment to drive rapid growth and operational excellence.Links: meetcaddy.com, hi@meetcaddy.com.https://createassistants.ai/https://www.instagram.com/thetuckerbern/

    Your Peak Performance
    “From Ballot Box to Breadbasket: MAHA Takeover Ignites California's Future”

    Your Peak Performance

    Play Episode Listen Later May 28, 2026 74:40


    “From Ballot Box to Breadbasket: MAHA Takeover Ignites California's Future”NEW EPISODE — Take Your Power Back Show “From Ballot Box to Breadbasket: MAHA Leaders Ignite California's Future” California is under attack — but this is the moment we TAKE IT BACK! From election integrity to protecting America's breadbasket, the Take Our California Back to a Better Future Statewide Summit is happening April 24th & 25th in Stockton — and this episode is your official battle plan. Joined by three powerhouse MAHA leaders: • Jennifer Galardi – Senior Policy Analyst, The Heritage Foundation • Ronald F. Owens Jr. – Retired CDPH Information Officer, author of “Muzzled Truth,” 15,000+ mile motorcycle whistleblower mission • Dr. Curt Collins – Entrepreneur, Business Owner, Upper cervical chiropractic expert & TEDx speaker on “The Power of Alignment” We break down the full summit schedule: RV Bus Convoy Live election security demonstration with Dr. Douglas Frank & Clint Curtis Farm-to-Fork Banquet with Governor & State Candidates Delta/Stockton Port bus tour Town Hall Debate + MAHA Team Forum PLUS — the exact 7 hard-hitting questions we WILL be asking every Governor and State Candidate live on stage: 1. Shasta County election security model for all 58 counties? 2. Policies to protect the food supply and restore health freedom? 3. Immediate action to stop the shots and protect kids & elderly? 4. How does the “Power of Alignment” heal California? 5. Jennifer's 3 non-negotiable MAHA reforms? 6. Will you participate in the live election demo? 7. How will you secure San Joaquin County for the next 175 years? This isn't just an event — this is the MAHA revolution in the Golden State. Watch full episode now and then get your tickets before they sell out! Summit tickets & Sponsorship Opportunity → TakeOurCaliforniaBack.com Join us at the summit — or livestream the revolution! #TakeYourPowerBack #MAHA #TakeOurCaliforniaBack #ElectionIntegrityConnect with Us: • Website: TakeYourPowerBackShow.com • Rumble: rumble.com/c/TakeYourPowerBackShow • Live Stream: rumble.com/TakeYourPowerBackShow/live • Social Media: o X: @realkimyeatero Facebook: kimberlyyeater o Instagram: Takeyourpowerback_kimyeater o TikTok: takeyourpowerbackshow • Email: TYPBProducer@gmail.com Related Movement: TakeOurCaliforniaBack.com | TakeOurElectionsBack.com | Take Our Border Back • Website: TakeOurBorderBack.com • Rumble: rumble.com/c/TakeOurBorderBack • Live Stream: rumble.com/TakeOurBorderBack/live • Social Media: o X: @Tobbconvoymaino X: @Tobbconvoycalifornia o X: @Tobbconvoyarizona o X: @TobbconvoytexasMedia Inquiries: TYPBProducer@gmail.comSend us Fan MailSupport the show

    Fueling Deals
    Episode 405: Reducing Lifetime Tax Drag for Business Owners with Omar Morillo

    Fueling Deals

    Play Episode Listen Later May 27, 2026 39:31


    When Omar Morillo talks about wealth management for entrepreneurs, he focuses on one core idea: reducing lifetime tax drag across income, investments, business operations, and eventual liquidity events. The earlier owners start planning, the more options they have. In this episode of the DealQuest Podcast, Corey Kupfer sits down with Omar Morillo, founder of Imperio Wealth Advisors, to discuss what sophisticated pre-exit planning actually looks like for business owners preparing for major liquidity events. Omar breaks down the three levels of tax-aware investing, from simple ETF investing to direct indexing and long-short strategies designed to generate capital loss carryforwards for future gains. He explains why many of the best planning opportunities disappear once an LOI is on the table and why advanced preparation matters. The conversation also explores estate planning, donor advised funds, PPLI structures, and the risks of “flavor-of-the-month” tax strategies that are often oversold to entrepreneurs. Corey and Omar also discuss the emotional side of exits, including why many founders struggle with identity and anxiety after selling the business that defined their lives for years. This episode is packed with practical insights for entrepreneurs thinking about exits, recapitalizations, succession planning, or long-term wealth strategy. WHAT YOU'LL LEARN Why reducing lifetime tax drag requires planning years before an exit The differences between ETF investing, direct indexing, and long-short strategies How carry-forward capital losses may help offset future gains Why estate planning and liquidity planning matter before a sale The risks and realities of structures like PPLI and QSBS Why founders often struggle emotionally after successful exits OMAR'S JOURNEY Omar Morillo originally planned to become an airline pilot before eventually finding his way into wealth management. Today, he is the founder of Imperio Wealth Advisors, where he advises entrepreneurs and families on tax strategy, liquidity planning, investments, and long-term wealth management. He approaches advisory work through what he calls an “agnostic lens,” focusing on the right strategy for the client rather than attachment to any single product or structure. FOR MORE ON THIS EPISODE https://www.coreykupfer.com/blog/omarmorillo FOR MORE ON OMAR MORILLO LinkedIn: https://www.linkedin.com/in/omarmorillo/ Company: https://www.imperiowealthadvisors.com FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where entrepreneurs and business leaders share insights, challenges, and success stories around deal-driven growth strategies. The show covers mergers and acquisitions, capital raising, strategic alliances, joint ventures, succession planning, and more. Episode Highlights with Timestamps [00:03:00] - Omar's background and accidental entry into wealth management [00:09:15] - The four layers of lifetime tax drag [00:16:40] - Why pre-exit planning must begin years before an LOI [00:22:10] - The three levels of tax-aware investing [00:30:45] - Direct indexing versus long-short strategies [00:38:20] - PPLI structures and investor control concerns [00:45:50] - The Miami Dolphins estate planning example [00:50:15] - Donor advised funds and charitable planning [01:02:00] - Omar's definition of freedom and legacy Guest Bio Omar Morillo is the founder of Imperio Wealth Advisors, a boutique wealth management firm serving entrepreneurs, business owners, and families navigating liquidity events, tax strategy, investment management, and long-term financial planning. He is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Chartered Financial Consultant (ChFC). Omar specializes in helping clients reduce lifetime tax drag through coordinated strategies involving portfolio management, estate planning, charitable planning, and pre-exit structuring. His clients are typically entrepreneurs and business owners with substantial wealth concentration and upcoming liquidity events. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast.Related Episodes Dave Hersh: Founder Identity and the Emotional Impact of Exits DealQuest Wealth Management Series with RIA Industry Acquirers Tom Dillon: Understanding Business Valuation and Exit Planning Realities Keywords/Tags pre-exit tax planning, wealth management for entrepreneurs, direct indexing, long-short investing, PPLI, private placement life insurance, donor advised funds, estate planning, liquidity event planning, tax-aware investing, founder psychology, business exits, capital gains planning, ILIT, QSBS, entrepreneur wealth strategy

    Down 2 Business
    Episode 231: Happy Client, Happy Business

    Down 2 Business

    Play Episode Listen Later May 27, 2026 58:05 Transcription Available


    Send us Fan Mail"I think momentum beats perfection."Wes and the team at Uplift 360 believe that it isn't just about bringing something to a higher level or acquiring more business, but also being considerate of people throughout the process. If a client is having a bad day, why not do everything in your power to turn it into a good day?Wes has been running his agency for over 20 years and will be the first to tell you that it has not been an easy, breezy walk in the park. Dating all the way back to his first hire, mistakes have been made along the journey. However, if he can help others avoid obstacles along the way through practicality and simplicity - then that is exactly what he is going to do. Tune in to episode 231 as Wes explains the advantages of building a team in different time zones, breaks down the importance of authentic SEO practices and much more!'For more information about Uplift 360:Website: uplift360.com.auInstagram: @uplift_360LinkedIn: Wes TowersYouTube: @uplift_360Support the show

    Transform Your Life With Wenzes
    IF YOU KEEP ABANDONING YOUR PROJECTS (Watch This) | Business Owner Mindset

    Transform Your Life With Wenzes

    Play Episode Listen Later May 27, 2026 18:13


    Free Template Owner Identity Mindset:https://owner-identity.gr8.com/_Work with me 1-on-1 for personalized support:

    Sub Club
    How Removing the Free Trial Grew Monthly Subs 2000% – Nancy Anderson, Natal

    Sub Club

    Play Episode Listen Later May 27, 2026 64:46


    Canadian Wealth Secrets
    The Passive Income Mistake You Need To Avoid as a Canadian Business Owner

    Canadian Wealth Secrets

    Play Episode Listen Later May 27, 2026 43:12


    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 your corporate retained earnings really worth what you think they are once they finally reach your family's hands?If you've built up cash inside your corporation or holding company, it can feel like that money is fully part of your net worth. But once passive income taxes, dividend taxes, and the small business deduction grind come into play, the number on paper can look very different from what actually lands in your personal pocket. This episode helps incorporated business owners rethink retained earnings not just as “money in the corporation,” but as dollars that need a smart path to eventually reach human hands.You'll walk away with:A clearer understanding of why passive income inside a corporation can trigger heavy tax drag and reduce access to the small business tax rate.A practical way to compare income-producing investments versus capital-appreciating assets inside a corporate structure.Insight into how strategies like the capital dividend account and corporate-owned life insurance may support tax-efficient cash flow, legacy planning, and long-term wealth transfer.Press play now to learn how to think more strategically about retained earnings, corporate investing, and getting more of your business wealth into your family's hands.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A strong Canadian wealth plan for incorporated business owners starts with understanding corporate retained earnings Canada, retained earnings tax, and the difference between personal vs corporate tax planning so you can make smarter decisions around salary vs dividends Canada, RRSP optimization, optimizing RRSP room, and long-term corporate wealth planning. For Canadian entrepreneur finance, the goal is often financial freedom Canada, financial independence Canada, or an early retirement strategy built around modest lifestyle wealth, financial buckets, an investment bucket strategy, and practical retirement planning tools. Whether you are comparing real estate investing Canada, real estate vs renting, holding company investments, or other corporation investment strategies, the right approach should consider passive income corporation Canada, passive income planning, the small business deduction grind, capital gains strategy, the capital dividend account, corporate-owned life insurance, and broader Canadian tax strategies. With thoughtful corporate structure optimization, tax-efficient investing, business owner tax savings, financial systems for entrepreneurs, and financial diversification Canada, Canadian business owners can create stronger wealth building strategies Canada, support building long-term wealth Canada, clarify their financial vision setting, and strengthen legacy planning Canada and estate planning Canada through a more intentional corporate wealth strategy.Ready to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

    The Daily Mastermind
    Navigating Health Through Comprehensive Testing with Christie Steiger

    The Daily Mastermind

    Play Episode Listen Later May 27, 2026 25:47


    George Wright III interviews Christie Steiger of Innovative Wellness Center about optimizing health for high achievers through comprehensive lab work, individualized functional medicine, and quantum hair analysis to identify cellular stressors like mold, parasites, viruses, toxins, and nutrient deficiencies. Christie shares how chronic symptoms such as fatigue, gut issues, headaches, insomnia, anxiety, brain fog, and weight gain often go unresolved in traditional care, and explains their clinic's approach, including targeted IVs and education via the Zyra Life Coaching Collective. They discuss peptides as cellular signaling tools, warning against unregulated online sources and emphasizing provider oversight, pharmacy-grade products, proper cycling, and personalized “stacks.” Christie describes reversing her own Health issues and being told she'd “forever have diabetes,” and recommends annual comprehensive labs plus at least one quantum test to establish personal benchmarks and trends.00:00 Exhausted and Unwell00:54 Welcome and Big Theme01:53 Christie's Origin Story03:09 Who They Help04:33 Labs and Root Causes05:45 Quantum Testing Explained09:04 Gut Fatigue Sleep Issues10:38 IV Drips and Coaching11:41 Peptides Basics and Risks14:47 Popular Peptides and Stacks15:48 Going National With Education17:14 Christie's Turnaround Story19:34 Where to Start Testing21:40 How Often to TestThanks 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.Christie Steiger is the Founder of Innovative Wellness Center and the reigning Mrs. Iowa 2025, dedicated to revolutionizing patient care through the principles of functional and integrative medicine. With over six years of experience in the health sector, including her tenure as a Functional Medicine Consultant at Zyra Life, Christie specializes in a comprehensive approach that merges Integrative Family Practice, Holistic Pain Management, and Longevity Treatments. At her center, she leads a team providing cutting-edge solutions such as Hormone Replacement Therapy (HRT), PRP, and advanced laser aesthetics. A graduate of the health and financial sectors with a background in business development, Christie empowers individuals to achieve transformative wellness by aligning innovative technology with deep-rooted holistic health values.Innovative Wellness Center

    Write Publish Market
    Episode 217: The Business Owner's Guide to Writing Your Book Introduction

    Write Publish Market

    Play Episode Listen Later May 27, 2026 11:12


    In this episode Jodi breaks down exactly what a strong nonfiction book introduction needs to accomplish, why so many business owners overcomplicate it, and the simple framework that makes writing your book introduction easier.    Time Stamps: 00:00 – Welcome and episode introduction 01:15 – Why book introductions feel so intimidating 03:05 – The real job of your introduction 04:12 – Making sure readers recognize themselves in your book 06:02 – "Tell them what you're going to tell them" 08:05 – Building buy-in and reader investment 09:11 – Why readers need to trust you as the guide 11:35 – The role of the know-like-trust factor in business books 13:10 – Explaining what makes your book different 14:44 – How to end your introduction with momentum 16:10 – Structuring and formatting your introduction 18:05 – The overall purpose of a strong introduction 19:22 – Pro tip: write your introduction last 22:05 – Final encouragement and wrap-up    Keywords: book introduction, nonfiction book introduction, business book writing, writing a business book, book introduction tips, author platform, book marketing, book writing process, nonfiction writing, business author, thought leadership, writing a book introduction, book structure, book outline, business book strategy, know like trust factor, author credibility, book transformation, reader journey, business book coach, book publishing strategist, book writing for business owners, book  writing for leaders, leaders writing books, business owners writing books   Resources Mentioned: Coffee + Commas signup: https://bit.ly/coffeeandcommassignup   LINK TO FULL EPISODE (RAW) TRANSCRIPT: https://docs.google.com/document/d/1XPXP37Rp3XXoIm7y1xjhKVfTcLjlHeptdNnhQ6SBvms/edit?usp=drive_link

    Invest Well Show
    Networking Tips & Being More Strategic with your Time as a Business Owner

    Invest Well Show

    Play Episode Listen Later May 27, 2026 11:49


    Run a business and just attended a networking event? What should you do afterwards? Most business owners think the answer is to follow up with everyone, but that can actually create more problems than progress. Listen to how your follow-up approach can save you time.

    Thrivetime Show | Business School without the BS
    The Foundation & Fundamentals of Business Success | Goal Setting, Tracking, Journaling & Building Success Habits + Celebrating 7 Clay Clark Client Business Owner Success Stories (Home Cleaning, Gym, Medical Practice, Etc.)

    Thrivetime Show | Business School without the BS

    Play Episode Listen Later May 26, 2026 21:07


    Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

    Financial Advisor Success
    Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan

    Financial Advisor Success

    Play Episode Listen Later May 26, 2026 90:00


    What would it take for a client to happily pay you $70,000+ per year… and feel like they're getting a bargain? In the case of today's guest, it's building a high-value advisory firm by helping business owners unlock significant tax savings, often in the hundreds of thousands of dollars.  Patrick Lonergan is the founder of Vital Wealth, an RIA based in Clinton, Iowa, that generates $2.5 million in annual advisory fee revenue for approximately 100 client households. In this episode, Patrick breaks down how he structures his services around a clear, tiered tax strategy approach, starting with foundational optimizations and progressing into more advanced, high-impact planning techniques. Listen in to learn how these strategies go beyond tax savings to support better cash flow, smarter reinvestment decisions, and long-term wealth building for entrepreneurs, as well as how delivering clear, tangible value has turned his clients into powerful referral engines. For show notes and more visit: https://www.kitces.com/491    

    The Grant Mitt Podcast
    #162 You're One Small Pivot Away From a Completely Different Life

    The Grant Mitt Podcast

    Play Episode Listen Later May 26, 2026 17:12


    The Grant Mitt Podcast #162 You're One Small Pivot Away From a Completely Different Life Apply to work w/ me (Business Owners): https://form.typeform.com/to/AUGOMtM5 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Chingona Revolution
    EP. 238: The Truth About Manifestation From a 7-Figure Business Owner

    Chingona Revolution

    Play Episode Listen Later May 26, 2026 20:00


    As much as I'd love for something like the success of my business to stay consistent, it's just not going to happen. It's part of the human experience. So instead of lamenting about the slow season I was in, I went back to my manifestations, and manifested a newer version of my business - tweaked a few things and overhauled some others - so that I could serve even more people.    Because not everything is going to work all the time. My last version of Courage Driven Latina worked because of the pandemic. Everyone was inside, and many courageous women wanted to pivot. My clients wanted to change their lives for the better, and I got a ton of clients from all walks of life. But as the world started opening up, my clientele changed, so I had to change too.    In this week's episode, we're talking about the truth about manifestation from a 7-figure business owner. My business has been successful because I took action during a slow season of business. So if you're trying to manifest success, maybe because you're in a slow season too, this episode is for you.    Tune in to learn more about my manifestation framework and how I turned my slow season into a profitable one in just a few weeks.  How to work with Erika: Join the waitlist for the Magnetic Mastermind program here! Join the waitlist for the Courage Driven Latina program here! Resources Mentioned: Click here to claim your Manifest Your Marca bot! https://theerikacruz.com/manifest-your-marca    Follow Erika on: Instagram @‌theerikacruzTikTok @‌theerikacruzLinkedIn Website: http://www.theerikacruz.com   Podcast production for this episode was provided by CCST, an Afro-Latina-owned boutique podcast production and copywriting studio. 

    In the Nitty Gritty- Dedicated to women entrepreneurs juggling business, life, kids and everything else nitty gritty.

    In today's world of curated content, polished Instagram feeds, and highlight reels, it's easy for business owners to believe marketing is all about perception.But what happens when perception doesn't match reality?In this episode of The Visibility Podcast, Melissa Rose dives into the powerful difference between perception and truth in marketing, and why both matter if you want to build a trusted, sustainable business.Melissa unpacks how social media creates perception, why Google Business Profile acts as third-party verification, and how your website bridges the gap between what people see and what people actually experience when they work with you.If you are a dance studio owner, local business owner, or service-based entrepreneur trying to improve your visibility, marketing, SEO, and client trust, this episode is packed with practical insight and real talk.Because while social media may get attention… the truth is what gets people to stay.In This Episode: The difference between perception and truth in marketing  Why curated social media alone is not enough  How Google Business Profile builds trust and credibility  Why reviews, photos, and client feedback matter more than ever  The role SEO and Google search play in visibility  Why business owners are losing clients without realizing it  How your website should combine perception AND proof  Why visibility is more than just social media marketing  The connection between trust, search, and conversion  How AI and search behavior are changing local marketing Key Takeaways: Social media creates perception  Google Business Profile creates verification  Your website bridges the gap between the two  Visibility without trust will not convert  Reviews are one of the most powerful marketing tools you have Perfect For: Studio Owners  Brick-and-Mortar Businesses  Local Business Owners  Service-Based Entrepreneurs  Businesses wanting stronger SEO and local visibility  Anyone wanting to improve their Google Business Profile Melissa's Google Business Profile Workshop ✨ Live Workshop + Q&A ✨ On-Demand Training Available ✨ Learn how to optimize your Google presence before fall enrollment seasonKeywords:Google Business Profile, Local SEO, Visibility Marketing, Dance Studio Marketing, Small Business Marketing, Business Visibility, Google Reviews, Local Search, SEO Strategy, Brick and Mortar Visibility, Dance Studio Owner, Marketing Strategy, Service Business Marketing, Website Strategy, Online Reputation, ChatGPT Search, Google Optimization

    Mama Turned Mompreneur - Work from home moms | Moms in business | Coach for moms
    305. Why Most Podcast Launch Courses Set Business Owners Up to Fail

    Mama Turned Mompreneur - Work from home moms | Moms in business | Coach for moms

    Play Episode Listen Later May 26, 2026 7:07


    There are many podcast launch courses out there, but most set business owners up to fail. A lot of these podcast launch courses focus on the how of podcasting, and that's where the support ends. When you are starting a podcast as a marketing and sales asset, you need more than the how of podcasting. You need a strategy that will help you connect with podcast listeners who are a good fit for your offers and convert them into your offers. Listen to today's episode to learn more about how not all podcast launch courses are created equally and how Podcast Like a Business Owner shows you everything you need to know to launch a podcast for your business.Friday, May 29, is the last day to join the waitlist and get the waitlist bonuses before Podcast Like a Business Owner is live. Click here to join the waitlist!In this episode, I'm giving you all the tea on:Why most podcast launch courses set business owners up for failureThe missing piece from most podcast launch courses that business owners need to make it past 3 episodesHow Podcast Like a Business Owner helps business owners start a podcast that supports business growthResources Mentioned in Today's Episode:Get on the waitlist for Podcast Like a Business OwnerRelated Episodes and Blog Posts:Episode 302: The Podcast Launch Strategy Business Owners Need to Get Clients Ways I Can Serve You:Join the Evergreen Marketing Era NewsletterEvergreen Marketing AcceleratorRecommended Podcast + Business Tools:Email Marketing: Flodesk (14-day Free Trial)Podcast Hosting: Captivate (30-Day Free Trial) Recommended Keyword Research Platform: Keysearch.coCRM: Dubsado (Save 20% on your first month or year)Website Builder: Showit (30-Day Free Trial)Some of the above links are affiliate links, meaning I may earn a small commission at no additional cost to you.For show notes and resources mentioned in today's episode, head to www.mamaturnedmompreneur.com/episode305/Connect with Andria:Threads: @evergreenmarketingeraInstagram: @evergreenmarketingeraEmail: hello@mamaturnedmompreneur.comWebsite: www.mamaturnedmompreneur.com

    Entrepreneur Money Stories
    Building a Business Worth Selling: The 7-Step Framework

    Entrepreneur Money Stories

    Play Episode Listen Later May 26, 2026 16:43


    Most small businesses can't be sold, even when they're profitable. The reason is that they were built around the owner instead of built for value. In this episode of CEO Numbers Network, I share a real client story about a business owner who came to me ready to sell and found out her business had no resale value. She had been minimizing profit for years to lower her taxes and running personal expenses through the company, and the strategies that felt smart while she was building it were the exact things blocking her exit. I walk through the 7-step framework I use with my CFO clients to shift from operating a business to owning an asset that can run without you. You will learn what makes a business valuable to a buyer, why tax-minimization strategies can backfire when it's time to sell, how to standardize your offers, how to build recurring revenue, and how clean financials drive the kind of value that gives you options 3 to 5 years from now. If you have ever wondered why your profitable business still feels like a trap, or how to position your company so you have the option to sell, scale, or step back, this episode will show you exactly where to start.

    The Daily Mastermind
    How to Build Powerful Habits That Automatically Create Success

    The Daily Mastermind

    Play Episode Listen Later May 26, 2026 13:01


    George Wright III explains that lasting success comes from small actions repeated consistently, not intentions, motivation, or one big decision. He connects prior themes—clarity, focus, discipline, and identity—to show how identity shapes behavior and habits automate it to create long-term results. He defines habits as automatic behaviors formed through the habit loop of cue, routine, and reward, emphasizing that environment often shapes behavior more than willpower. To build better habits, he recommends starting small, using habit stacking by attaching new behaviors to existing routines, controlling the environment to make good habits easy and bad habits hard, tracking activity, and reinforcing identity by keeping promises to yourself. He warns against trying to change too much, relying on motivation, unrealistic goals, and quitting after one missed day, and challenges listeners to commit to one habit for 30 days.00:00 Small Things Compound00:27 Intentions vs Habits01:06 Foundation and Identity01:52 Why People Struggle02:36 Define Habits Clearly03:19 Momentum and Compounding04:24 The Habit Loop05:51 Build Better Habits06:51 Environment and Tracking07:54 Identity and Sabotage09:13 30 Day Habit Challenge11:02 Wrap Up and Next StepsThanks 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.

    Perception Evolution Project by WCE
    Ellen Rohr: The Money Lie Keeping Business Owners Broke

    Perception Evolution Project by WCE

    Play Episode Listen Later May 26, 2026 109:57


    Most owners are not broke because they refuse to work hard. They are broke because they refuse to face the numbers. In this episode of Everything They Don't Tell You, Josh Zolin sits down with Ellen Rohr for a raw, practical conversation about the money side of business and the personal responsibility that comes with owning the numbers. Ellen breaks down why business is simpler than most owners make it, why sales, profit, and cash are the three numbers every owner needs to understand, and why "charge more than it costs" might be the uncomfortable truth that saves a business. Josh and Ellen also talk about self-esteem in the trades, pricing, leadership, cash flow, asking better questions, AI, and the identity shift required to stop operating from confusion and start leading from clarity. This episode is for the owner who is working hard, doing everything they were told to do, and still wondering why the money is not adding up. __ ► Download Your 90 Day ROI Playbook — A value packed free guide created by Josh Zolin that teaches you how to Multiply Your Profits with the Skills No One Trains  https://bitnw.academy/roiplaybook    

    Jake and Gino Multifamily Investing Entrepreneurs
    The Future of Senior Living Real Estate Investing | Occupancy & Growth

    Jake and Gino Multifamily Investing Entrepreneurs

    Play Episode Listen Later May 25, 2026 44:12


    In this episode of The Jake & Gino Show, Jake and Gino interview Jerry Vinci, Founder & CEO of CCR Growth and one of the leading marketing strategists in the senior living industry. Jerry shares how senior living operators can increase occupancy, modernize outdated marketing systems, and prepare for the explosive growth coming from America's aging population. From lead conversion strategies to technology adoption and niche positioning, this conversation explores the business side of assisted living and senior housing investing. Timestamps: 00:00 – Introduction 01:42 – Jerry Vinci's journey into senior living 05:18 – The biggest occupancy challenges operators face 09:36 – Why follow-up matters more than leads 14:08 – Selling care instead of floorplans 18:52 – Marketing strategies that actually convert 23:11 – Technology adoption in senior living 28:04 – Preparing for the “Silver Tsunami” 33:20 – Why specialization creates market dominance 37:41 – The future of senior housing investing 41:18 – Final advice for operators & investors 43:12 – Closing thoughts and where to connect with Jerry Connect with Jerry Vinci:https://ccrgrowth.com/https://growthlyseniorliving.com/https://www.linkedin.com/in/jerryvinci/ Want to learn more about multifamily investing and building long-term wealth? Visit:https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Former Lawyer Podcast
    From Commercial Litigator to Personal Trainer and Business Owner with Zach Reisch

    The Former Lawyer Podcast

    Play Episode Listen Later May 25, 2026 37:30 Transcription Available


    Lawyers who know they want to leave often get stuck in the same place. Not because they don't want to move, but because they're waiting to feel certain about what comes next. Sarah Cottrell sees lawyers who won't make a move until they have a new 20-year plan with an absolute guarantee, and while they're waiting for that, nothing changes.Zach Reisch didn't have a master plan when he left commercial litigation. He had a spouse building a business, a growing sense that law just wasn't compatible with who he was, and a willingness to try something before he knew whether it would work. What he found was something Sarah talks about often but lawyers tend to resist. Clarity follows action.In this episode of The Former Lawyer Podcast, Sarah talks with Zach about what made him realize Biglaw wasn't a fit and how anxiety made it difficult to tell the difference between something being scary and something being wrong, what it was actually like to go from litigation to personal training and small business ownership, and why tying your identity to achievement doesn't go away just because you change jobs.1:27 - Why law school felt like a decent fit but practicing law did not3:51 - Getting exactly one Biglaw offer and choosing commercial litigation without knowing what it would be like7:29 - How anxiety made it hard to separate "this is uncomfortable" from "this is wrong for me"8:33 - Why lawyers think they should be able to think their way through a nervous system response12:11 - Still having nightmares about his law job and the identity crisis of feeling like he was failing13:14 - What actually helped was the podcast, therapy, and talking to anyone who wasn't a lawyer16:58 - Why clarity follows action and how waiting for a perfect plan keeps lawyers stuck20:29 - Why individual interaction was the missing piece in his desire to help people22:46 - The practical realities of becoming a personal trainer as a second career29:19 - Why tying your identity to achievement doesn't go away just because you leave law33:51 - Being willing to try something without knowing if it's going to workMentioned In From Commercial Litigator to Personal Trainer and Business Owner with Zach ReischRozzie FitnessFirst Steps to Leaving the LawThe Former Lawyer Collaborative

    Transform Your Life With Wenzes
    Forget Motivation, This Is How You Adapt Your Identity | BUSINESS OWNER MINDSET

    Transform Your Life With Wenzes

    Play Episode Listen Later May 24, 2026 18:34


    Free Template Owner Identity Mindset:https://owner-identity.gr8.com/_Work with me 1-on-1 for personalized support:

    The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle
    #857 AI and the High-Margin Agency: What's Working in 2026

    The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle

    Play Episode Listen Later May 21, 2026 35:26


    Dan and Ian are joined by Jeff Picaro of meetwingman.com to recap lessons from the DC Mexico event and share five trends for 2026 in bootstrapped, location-independent businesses. In this episode: • Why organic traffic is rebounding and how legacy publishers can compound results via Google, LLMs, and AI repurposing • Why companies with strong SOPs and systems are translating fastest to AI-enabled workflows and higher margins (especially agencies) • How org charts may shift from pyramids to circular, data-centered “hive mind” models with new technical and client-facing roles • Why many founders who started with AI-driven layoffs are rehiring as capacity and demand expand • Why bootstrappers should consider going upmarket, raising contract value, and pursuing bigger customers and deals. Thanks to this week's sponsor Wayfront — the AI-ready operating system for productized agencies. One client portal. One team dashboard. All your data, AI-accessible. TMBA listeners get an extra free month on top of the trial at wayfront.com/tmba. Resources mentioned: Jeff Picaro E-Myth Revisited by Michael Gerber Work the System by Sam Carpenter The 4-Hour Workweek by Tim Ferriss Jack Dorsey's blog post on the circular org chart (published during Block layoffs) Supabase GitHub More Business Resources Upcoming DC Events Tropical MBA is a podcast for entrepreneurs building location-independent businesses. Subscribe for weekly episodes on business, money, and the entrepreneurial lifestyle. Hang out exclusively with 7+ figure founders in DC BLACK https://dynamitecircle.com/dc-black CHAPTERS: (00:00:00) Welcome and Guest Intro (00:00:59) Why Events Spark Growth (00:02:45) Trend 1 Organic Returns (00:07:25) Trend 2 Systems Win (00:13:02) Trend 3 Org Charts Shift (00:17:22) Sponsor Wayfront Break (00:18:48) Trend 4 Layoffs to Hiring (00:25:54) Trend 5 Go Upmarket (00:32:23) Wrap Up and Takeaways (00:34:46) Outro and Resources CONNECT: Dan Andrews is the co-founder of Dynamite Circle, author of Before the Exit, host of the Tropical MBA podcast, and an entrepreneur who has successfully launched and scaled multiple 7-figure businesses. Email Dan@tropicalmba.com PLAYLIST: The $10K Projects You Never Do (AI Just Changed That) How to Build a 6-Figure Digital Business with Claude Code We Got Claude-Pilled

    Overcomfort Podcast with Jenicka Lopez
    Opening My Own Lagree Studio & Becoming a Business Owner

    Overcomfort Podcast with Jenicka Lopez

    Play Episode Listen Later May 19, 2026 18:28 Transcription Available


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    The James Smith Podcast
    The Problem With Linkedin: Lara Acosta

    The James Smith Podcast

    Play Episode Listen Later May 19, 2026 84:35


    Lara Acosta joins James Smith for a no-holds-barred conversation about LinkedIn, the corporate world, and what it really takes to build a personal brand that actually moves the needle. A LinkedIn growth expert and founder who's helped thousands of professionals turn themselves into trusted authorities, Lara breaks down why most people are doing LinkedIn wrong — and why the platform isn't the problem, corporate is.