POPULARITY
Categories
So today, I want to share something that I think about a lot and believe is at the core of why marketing works for some businesses, but not others. I call them the 10 Marketing Commandments. These are beliefs. They are principles. Things that if you actually internalize them will completely change how you think about marketing your business. >>> Here are 4 ways we can help you reach your revenue goals faster...#1 Unlock the full potential of your marketing engine. We'll provide you and your team with the direction, insights, and tools necessary to excel in the complex landscape of modern marketing. - Marketing Advisor On Call#2 Discover the marketing strategies & tactics that will guide your next quarter and unlock explosive growth in 90 minutes. - Quick-Start Marketing Strategy Game Plan#3 Discover a tailor-made strategy for unprecedented growth to transform your marketing in 30 days. - Unlock Your Growth Opportunities#4 If you need guidance on the most effective direction for your marketing, then schedule a call with us today! - Get Your Free Discovery Call Now
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
What you'll learn on this episode: The three reasons most agents fail: not saying it enough, not saying the right thing, or not saying it to the right people Why momentum comes from consistent daily action—not random one-time efforts How direct mail and face-to-face expired listing campaigns still work strategically Why online webinars can generate big business with the right structure and follow-up How ads must be paired with a powerful CRM and follow-up system to convert To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
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
Selling a business without the right structure can create expensive mistakes and this episode shows exactly why an advanced tax strategy matters before, during, and after a major sale.Loral speaks with RV park owners navigating the sale of multiple businesses and properties while trying to avoid costly tax consequences. The conversation explores how an advanced tax strategy goes beyond basic bookkeeping and focuses on entity structure, tax-year planning, asset protection, and corporate strategy.If you've sold property, own multiple LLCs, or expect a large liquidity event, this episode highlights why an advanced tax strategy should happen before the transaction, not after.Loral's Takeaways:Discussion on Property and Tax Strategy (00:00)Advanced Tax Strategy and Corporate Structure (01:04)Tax Review and Filing Extensions (04:09)Meeting with Rebecca and Tax Team (06:25)Family Involvement and Tax Strategy (09:13)Legacy and Tax Planning (12:06)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
Every business decision you make has three stakeholders, and most coaches only think about one or two of them. That's usually why the decisions feel so hard.Pricing, marketing, who to hire, what to say yes to, what to say no to. If you've been going back and forth on a decision for weeks (or months), the problem is rarely the decision itself. It's that you don't have a clear way to think about it.In this episode, I teach you the Three Lens Framework, the thinking tool I use for every business decision I make. I walk through why business decisions feel overwhelming when you're missing one of the lenses, break down what each lens is asking you to consider, and then show you how the whole thing works using a real question I get all the time from coaches: "Should I list my prices on my website?"There's no universal right answer to that question. But there is a right answer for you, and the framework will help you find it.The Three-Lens Framework is also the backbone of The Builder, a free course that walks you through eight foundational business decisions every coach has to make.Links & ResourcesThe Builder (free course)Episode 84: Interview with Haley and Justin Price of Avocado ToastFinancial Coaching Essentials
In this episode, we break down economic trends shaping businesses with economist Lauren Saidel-Baker. From inflation and labor shortages to AI and productivity, she shares what companies should really be watching over the next few years and why growth alone doesn't guarantee success.See more innovation in packaging and processing at PACK EXPO International than anywhere else! It's the show that defines where the industry is headed, with the solutions that define where your business can go. Discover state-of-the-art packaging technology, processing equipment, new materials, sustainable solutions, supply chain resources and more. You'll walk away with innovative solutions to challenges, big and small. Register at packexpointernational.com.Register for PACK EXPO International today!
On this episode of 10 Minute Tech Talks, we're diving into the fast-moving, slightly chaotic and very real world of AI and cybersecurity with Isabelle Syring and Robert Ragan of CUSTOS IQ. Everyone is using AI. Employees are testing tools. Teams are dropping company data into large language models. Copilot, ChatGPT and browser-based AI tools are showing up inside workflows before policies, security controls or legal guardrails have had a chance to catch up. That's where CUSTOS IQ comes in. In this quick cut from TechVibe Radio, Isabelle and Rob explain why AI is not just an IT issue. It is a business-risk issue, a data-governance issue and, in industries like energy and manufacturing, potentially a critical infrastructure issue. The big takeaway: AI can absolutely be a powerful tool, but it needs policies, oversight, secure data practices and experienced people asking the right questions. Whether you're using it to write emails or support predictive maintenance in critical infrastructure, the same rule applies: don't let the machine outrun your judgment. Produced by the Pittsburgh Technology Council, this is a podcast for tech and manufacturing entrepreneurs exploring the tech ecosystem, from cyber security and AI to SaaS, robotics, and life sciences, featuring insights to satisfy the tech curious.
Guessing ten businesses the Cristiano Ronaldo owns or is invested in, determining what album has the best first five songs in history, how much the White House UFC fight costs to go to, and more==========SIGN UP FOR LEGENDZ!USE CODE: "MAKESHIFT" for 100% Matchhttps://www.legendz.com/en-US/?register=me&btag=59_37ga824cidpidvar1var2var3var4var5affid59tid==========FOLLOW OUR GOLF THIS YEAR!https://app.adjust.com/1x27c76v?og_title=TheGrint.+Where+Golf+Happens.&og_description=Track+your+game.+Get+a+handicap.+Join+the+golf+community.&og_image=https%3A%2F%2Fcdn.prod.website-files.com%2F65c14ebc4af79bb767e4fad2%2F69810c06c4a1cae2de25bc1b_Untitled%2520design%2520%289%29.png==========0:00 10 BUSINESSES RONALDO OWNS!3:34 MAKESHIFT UPDATES!5:34 WHAT ALBUM HAS THE BEST START?9:31 ARMY OF DWARVES OR A DRAGON?14:19 $5 PER PUSHUP OR $1M NOW?18:22 JOIN LEGENDZ TODAY!20:56 WHITE HOUSE UFC FIGHT COST?24:03 6 MIND BLOWING FAST FOOD FACTS!29:44 WHAT WILL THE WORLD LOOK LIKE 2050?33:31 NAME EVER MAMBO NO 5 GIRL!37:17 BRIAN'S MONOLOGUE!39:41 WE FREESTYLE RAPPED TOGETHER46:01 MEMBER SHOUTOUTS!
In this episode, I break down the 7 key areas I believe every business owner needs to work on to grow a business that actually creates freedom, not a prison.I share what I learned scaling Haworth Guitars from six figures to multi-million dollar revenue, and how the same principles apply to any business today.We cover:The 4 marketing growth levers (Awareness, Conversion, Average Sale, Retention & Referrals)The 3 E's of content that actually gets seen: Educational, Entertaining, EmotionalWhy your mindset is the #1 thing holding your strategy backHow to use AI tools like Claude Cowork & Claude Design to save hours every week (without losing your intuition)The personality types you need to understand to lead your team properlyReal stories, real clients, real results including how one client racked up 500K views on a single reel.If you want the free Claude Cowork training I mention in the episode, head to my Instagram @glennhaworth_coach — link in bio or DM me "COWORK".Hit follow if you got value and shoot me a DM to let me know your biggest takeaway.
If you blinked and somehow it's already May, and you have no idea if you're on track to hit your goals this year, you're not alone, and you're not behind. There's one thing you need to do this week, and you need to do it fast. In this episode, Melissa Franks unpacks why May is the most overlooked month in a founder's year, and why it's the only clean window you have to course-correct before summer slows everything down. You'll walk away with a simple, repeatable mid-Q2 audit you can run on your business in less than an hour.What you'll learn in this episodeWhy May is a setup month, not a coast month, and the "summer cliff" most founders never see comingThe 5 numbers every founder should be looking at right now (revenue vs. plan, gross margin trend, cash on hand, Q3 pipeline coverage, and team capacity)The 3 honest questions to ask about Q1 and Q2 so far: what worked, what broke, what you've been avoidingHow to find the one bottleneck that's actually slowing your business down (and why fixing five things means fixing nothing)Two real client stories, one that almost hit a brick wall from succeeding too fast, and one that nearly went bankrupt from flying blindThe 4 things to lock in before June so your business runs without you all summerHow to install a weekly operating rhythm that carries you past summer and into a calmer Q4Want help running this audit on your business?Book a free 30-minute Mid-Year Audit consultation with our team. Walk through your 5 numbers and pinpoint your one bottleneck before summer slips away. Visit www.melissafranks.com to grab a time.Connect with MelissaWebsite: www.melissafranks.comLinkedIn: Melissa FranksInstagram / TikTok: @melissafranksYouTube: Optin PodcastAbout the showThe Optin Podcast is where business owners go from surviving to thriving. Hosted by Melissa Franks, founder of On Call COO — fractional COO services for founders who want to get out of the weeds, build scalable operations, and make faster decisions backed by real data. If this episode hit home, follow the show, leave a review on Apple Podcasts, and share it with the founder friend who keeps saying "I'll look at the numbers later."Connect with Melissa:Watch the Episodes on YoutubeInstagram: instagram.com/melissa_franks Schedule a call: melissafranks.com
Are you really listening to understand, or just waiting for your turn to talk?In this Marketing 4 Business episode, Scott chats with Ali McCormick, communication and leadership expert and co-founder of Discretionary Effort, about the soft skills that make the biggest difference in business. From emotional intelligence and resilience to the kind of team communication that actually drives performance, Ali brings decades of real-world experience as a speech and language therapist, positive psychologist, and leadership trainer to the conversation.Ali shares practical tools and insights you can put to work straight away, including:Why "why" is the wrong question to ask an underperforming team member – and what to ask insteadThe 5-to-1 feedback ratio backed by research that can transform team performance and moraleHow to prepare for a difficult conversation so you don't make things worseThe Values in Action exercise that helps teams understand each other's strengthsWhy avoiding hard conversations isn't neutral – it's actively making things worseWhat resilience really is, whether it can be taught, and how to build it in yourself and your teamThe simple shift from listening to reply to listening to understand – and why it changes everythingIf you're a business owner leading a team (whether that's 2 people or 20) and you want to communicate better, handle tough conversations with more confidence, and build a team that actually works well together, this episode is well worth your time.Download the Local Business AEO Playbook here – a free, step-by-step guide that shows you how to position your business to be recommended by AI.If you find our content valuable and informative, please help us reach more business owners by sharing it with a friend who might benefit. Additionally, please ensure that you're following our podcast on your preferred platform, and if you enjoyed the latest episode, consider leaving us a five-star review. Your support is highly appreciated.See below for ways to get in touch with us…Follow the Marketing 4 Business podcast on Instagram hereFollow Digital Influence on Instagram hereConnect with Scott on LinkedIn hereConnect with Ali on LinkedIn here Have Fun & Take Action
In this episode of the GaryVee Audio Experience, I talk about the fundamental connection between love and business. I encourage you to stop treating business as a cutthroat venture and start treating it with the warmth and care of a personal relationship. I also discuss why financial independence from your parents is the only way to find true happiness and why your success is entirely predicated on your ability to produce content. You'll learn about:The "Clouds and Dirt" PhilosophyWhy Financial Success Won't Cure InsecurityHow to Practice Radical GratitudeThe Danger of Parental Financial Support After 22How to Scale Your Communication Through Content
There's a question I hear more than almost any other from business owners: “How should I compensate my salesperson?” It sounds simple. It isn't. Get it wrong early and you create a situation that's hard to fix. You either end up with a salesperson negotiating from a position you can't push back on, or a top performer reconsidering their role after a change to commission. Both are expensive. Both are avoidable. In this latest episode of Sales is NOT a Dirty Word, I break down how to build a compensation structure that works for you and your salesperson, without guesswork, frustration, or unintended leverage. Here's what I cover: The Sales Diva Problem and how to avoid it The base + incentive structure that actually drives performance. The three tiers every comp plan needs. Why monthly and quarterly bonuses outperform annual ones. The most expensive mistake in sales leadership A strong compensation plan should be a win/win. If it doesn't, it will show up in your results. If you're not sure how to structure compensation, start with your margins, identify what you need off your plate, and build from there. And if you want support doing exactly that, including building a repeatable and predictable sales process your salesperson can actually run, book a Sales Level Up Call with me:
Burnout doesn't always look the way you think it does. You may be showing up, getting things done, and leading your team. Underneath it all, however, you're exhausted and have very little patience, working with a brain that won't shut off, and the thought of handling “just one more problem” feels heavier than ever before. If this sounds familiar, you're not alone, and you're not broken. High-performing business owners don't crash overnight; burnout builds slowly as you normalize the stress, push through the fatigue, and tell yourself to just get through this “busy season.” The sad fact is that most business owners don't realize they are burned out until their energy, relationships, or health force them to pay closer attention. Join Melissa Kay and Dr. Sabrina Starling as they share how to redesign your business so it doesn't rely on you for everything. You'll learn how to start with awareness and evaluate where your time is going, how decisions are being made, and what you're still holding onto that your team should own. Once you see the problem, you can change it, and you don't have to keep running your business at the expense of your life. Profit by Design is a Tap the Potential production. Show Highlights:Awareness is the first step in defeating burnout!Common signs of burnout:Resentment for your businessEmotional detachmentDecision fatigueMelissa's perspective: A major sign of business owner burnout is being stuck in daily tasks instead of focusing on your $10k-an-hour activities.Entrepreneurs surveyed reported astounding statistics on burnout.What business owners report in our Better Business, Better Life Assessment: mood swings, stress, isolation, irritation/annoyance, discouragement, and a greater risk for depression, divorce, and substance abuseReal solutions for burnout begin with having the right support system in place.You can start with the Better Business, Better Life Assessment to stop the burnout cycle!Resources:Take the Better Business, Better Life Assessment today!
Last weekend Tom paid a Michelin Star bill without flinching. That sounds completely unremarkable. For a long time, it wouldn't have been — because he knew exactly what his body would do when the bill arrived. Stomach tightening before he'd seen the number. Low-grade dread that followed him home and bled into the next morning. He'd told himself that was just being sensible. Knowing where he'd come from. It wasn't. It was a belief about money running quietly underneath every decision he thought he was making rationally. In this episode Tom unpacks that pattern — and three versions of it he sees constantly in the business owners he works with. The operator whose need to be liked means the standard never quite gets held. The one running from an old version of themselves, so every financial and hiring decision has fear underneath it instead of ambition. And the one who privately suspects they're not quite what everyone around them thinks — so they stay in the weeds, overwork to cover it, and never quite let the business reach the level it could. None of it is weakness. It's a pattern that formed somewhere, for a reason, and never got examined. And patterns respond to training. The problem: you can't see it from inside it. Until someone helps you find it, it's making calls on your behalf. Topics covered: - The quiet money belief that ran Tom's financial decisions for years — and the moment it shifted - The three hidden patterns most common in high-performing operators - Why the need to be liked, fear of going back and imposter syndrome all produce the same result - Why delegating feels like exposure — and why some operators unconsciously keep the business smaller than it could be - Why familiar decisions aren't always rational ones - What changes when the pattern gets found
Who Pays for the Package? EPR Laws and What Every Business Needs to Know In this episode, Tanya Nesbitt sits down with Mark Heaney and Erin LaCosta, from Geosyntec Consultants to break down how to prepare and manage costs and compliance related to the patchwork of EPR laws now on the books. This episode also explores how companies can build a scalable, national compliance framework to meet this emerging challenge, addressing recycled content requirements, PFAS restrictions in packaging, and the evolving maze of state labeling laws.
Are you making money… or actually building wealth and keeping more of it? In this episode of Life Changing Money, Barbara breaks down why real estate is one of the most powerful wealth-building tools for business owners and how it can dramatically reduce your tax bill at the same time. If you're generating income but not strategically turning it into long-term wealth, this episode will shift how you think about money. Barbara walks through practical ways to leverage what you already have (your income, your home, and your equity) to start building a real estate portfolio. Tune in to hear: Why real estate is a “dual-purpose” asset (wealth + tax savings) How to turn your personal home into your first rental property Creative ways to use equity (HELOCs & leverage) to buy more properties The truth about spending vs. investing as a business owner Key tax deductions real estate investors should never miss How home office deductions apply to rental properties What the self-rental strategy is and how it can offset business income How cost segregation can create massive upfront tax savings Why your accountant might be costing you money (and what to do instead) Overlooked deductions like vehicles, mileage, and equipment The importance of actually understanding your numbers (not outsourcing blindly) How to scale wealth faster by combining business income + real estate
What if the way you are using AI right now is quietly limiting your growth? Most business owners are experimenting with AI. Very few are actually building with it. In this episode, BOP Coaches Shawn "Dickie" Stinson and Brandon "Donny" Gray break down the three real ways AI is showing up inside businesses today. No hype. No tech jargon. Just practical insight on how AI is either helping you move faster or keeping you stuck. Here is what most leaders are missing. AI is not just a tool. It is a structure decision. So where do you fall? ✅ The "Ferrari Google" approach most owners rely on for quick answers ✅ Why AI add-ons feel helpful but rarely change your business ✅ The hidden problem with stacking tools that never connect ✅ What it looks like to actually build your business inside AI ✅ How AI can eliminate hours of manual work without losing control ✅ Why the best use of AI is not replacing people but freeing them ✅ The shift from reacting to information to being guided by it This is not about chasing every new AI tool. It is about choosing how deeply you are willing to integrate it into your business. Because the businesses that win will not be the ones using AI occasionally. They will be the ones building their entire operating system around it. The question is simple. Are you adding ornaments to your business or are you building the tree? Take the next step and find out how healthy your business really is. Go to https://businessonpurpose.com/healthy to take the Healthy Owner Business Assessment. SIGN UP for our Newsletter HERE ➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to The Dickie and Donny Show on Apple Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/the-dickie-and-donny-show/id1849240083 LISTEN to The Dickie and Donny Show on Spotify HERE ➡️ https://open.spotify.com/show/1gkSeO4QGSAcupPOnon5oS?si=12cf4b4a42a84aa1 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1 #AIForBusiness #BusinessGrowthStrategy #EntrepreneurMindset #AutomationTools
In this episode of the cityCURRENT Show, Andrew Bartolotta sits down with Rob Baughman of Ironsmith Fire to break down one of the most overlooked — yet critical — aspects of running a business: fire protection and safety compliance. From sprinkler systems and fire pumps to inspections and NFPA regulations, fire protection is more complex than many business owners realize — and missing key requirements can lead to costly surprises, failed inspections, or even serious safety risks. In this conversation, we cover: • What fire protection really includes beyond alarms and sprinklers • Key requirements for commercial buildings and business owners • What to look for before buying or leasing a property • How building use changes can impact fire code compliance • What annual inspections actually involve — and why they matter • Common mistakes business owners make when it comes to fire safety Rob also shares insights on building trust in a relationship-driven industry, growing a service-based business, and balancing the technical side of work with creativity and personal passions. Whether you're a business owner, property manager, or entrepreneur, this episode offers practical, real-world guidance to help you protect your building, your team, and your investment. To learn more, visit ironsmithfire.com or connect with Rob Baughman online.
Every year, the IRS updates important tax numbers, that most business owners miss. This leads to missed deductions, poorly timed income decisions, and unnecessary overpayments to the IRS.In this episode, we break down the most important 2026 tax updates business owners need to know, including changes to tax brackets, standard deductions, Social Security wage caps, retirement limits, HSA contributions, mileage rates, capital gains thresholds, and Section 179 expensing.
In this episode, Jim Oliver and Nick Kosko break down the first principle from The Case for IBC: thinking like a true business owner. This is a clear look at how money actually moves through a business and why relying on commercial banks puts you in a weak position. They walk through the real problem every business faces, inconsistent income and constant expenses, and how that forces owners into lines of credit, personal guarantees, and giving control to the bank. Then they introduce the alternative: building your own banking system. One where you control the capital, the terms, and the outcome. This is the foundation. If you miss this, you miss the entire concept. Key Takeaways Every business has a cash flow timing problem, income is irregular, expenses are not Commercial banks become the gatekeeper, controlling your access to capital Lines of credit and loans often come with hidden risks and loss of control Infinite Banking gives you liquidity, control, and flexibility on your terms You must operate in two businesses: your profession and the banking business Chapters 00:00 Introduction to the Series and The Case for IBC 00:45 Why Business Owners Understand IBC Faster 03:04 The Two Businesses You Must Be In 05:29 How Business Cash Flow Actually Works 07:52 The AR vs AP Problem (Cash Flow Timing) 10:12 Why Businesses Depend on Banks 12:31 The Risks of Lines of Credit and Loans 14:58 The Alternative: Becoming Your Own Banker 17:04 The Truth About Bank Safety and FDIC 19:27 Why Infinite Banking Changes the Game 21:53 Final Thoughts: Break Away from the Herd
Join the Growth Letter for weekly strategic perspectives on sustainable business growth - https://www.darrellevans.net/subscribeMeta made over $160 billion last year. Almost all of it came from advertisers like you. That's not a coincidence; that's a business model. And once you understand that, you'll never look at your ad settings the same way again. I'm pulling back the curtain on what's actually happening inside your Meta Ads Manager: the default settings, the pre-checked boxes, and the hidden moves that are quietly draining your budget while you think everything's running fine. This one's going to make you want to log in and check your campaigns immediately.Join us in Las Vegas at Winning The AI Visibility Shift - mindshiftdigital.co/vegas
The gaming industry generates more revenue than music and film combined. It is the birthplace of innovations now used across entertainment, advertising, and AI. It is a fantastic sector for non-technical founders to flourish. And most business leaders know almost nothing about it. In this episode, Sophia Matveeva speaks with Jen Glennon, editor at Polygon, one of the leading publications covering the games industry, for an accessible and surprising introduction to a sector that is reshaping technology and culture. Listen to learn: How gaming became the world's largest entertainment sector, with projected revenues of $564 billion in 2026 Why Fortnite makes $6 billion a year from a free game — and what that model means for every business thinking about digital monetisation Why Mark Zuckerberg's metaverse missed what gaming had already built —— and why that's a lesson in understanding markets before you enter them What the Hollywood studio model tells us about how gaming companies are built, funded, and acquired Timestamps: 00:00 - Introduction: The high-risk, high-reward nature of gaming 02:52 - Why the gaming industry is so huge 04:45 - Who actually plays games? Demographics revealed 06:08 - Gaming as innovator: AI and creative tech 08:02 - Innovations from gaming: Unreal Engine and visual effects 09:12 - Paths to founding gaming companies 12:19 - Funding models: Kickstarter vs venture capital 14:19 - The exit strategy: Getting acquired 16:03 - Geographic hubs: California, Japan, and emerging markets 18:00 - Revenue models: Micro-transactions and whales 19:47 - Mark Zuckerberg and the metaverse: Lessons from gaming 21:36 - Closing and resources Free AI Mini-Workshop for Non-Technical Founders Learn how to go from idea to a tested product using AI — in under 30 minutes. Get free access here: techfornontechies.co/aiclass Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Listen to Tech for Non-Techies on: Apple Spotify YouTube Audible Pandora Transcript: https://www.techfornontechies.co/blog/inside-the-gaming-industry-what-every-business-leader-should-know
Building a successful business isn't just about working harder or having the best ideas. At some point, every owner hits a wall where growth stops being about individual effort and starts being about leadership, systems, and the team around you.In this episode of the Private Practice Owners Podcast, host Adam Robin sits down with entrepreneur and business leader Spencer Shoemaker to talk about the leadership shift every growing business owner must make. Spencer shares lessons from the last year of building and scaling multiple companies, including the realization that trying to be the most important person in the room eventually becomes the biggest bottleneck to growth. Instead of answering every question and solving every problem himself, he explains how stepping back, developing leaders, and empowering the team creates real momentum inside an organization. They also dive into the practical side of leadership: hiring the right people, holding team members accountable, creating clear standards, and building systems that make it easier for teams to win.Throughout the conversation, Spencer introduces the Momentum Formula, a simple framework that helps leaders diagnose why a team or business might feel stuck and what to fix first. Together, they explore:Why many business owners unknowingly become the biggest bottleneck in their companyThe leadership shift from “doing everything” to building and developing a strong teamWhy allowing team members to make mistakes is critical for real growthHow hiring for values and alignment matters more than hiring for experienceWhy accountability and clear standards are essential for scaling a companyThe Momentum Formula: Vision, Motivation, Roadmap, and CapabilityHow to diagnose whether a team problem is about clarity, motivation, systems, or skillWhy simple systems and clear processes reduce overwhelm and improve executionThe leadership mindset required to grow multiple businesses without burning outIf you're a private practice owner, entrepreneur, or leader trying to scale your business without becoming the bottleneck, this episode will give you practical frameworks and leadership insights you can apply immediately.
Dawid Naude, CEO of Pathfindr and one of Australia's leading AI implementation experts, joins the show to break down what it actually takes to drive meaningful AI transformation inside a business. Drawing from his work with companies ranging from small teams to enterprise retailers like Coles, Dawid shares why most organizations overcomplicate AI, and how the biggest wins often come from simple, accessible tools used the right way. The conversation unpacks a proven framework for adoption, starting with leadership enablement and scaling through internal champions, while highlighting why capability-building is the real unlock rather than rushing to custom development. Along the way, Dawid shares practical tactics, surprising case studies, and a clear perspective on how AI is reshaping roles, teams, and the future of work. Unlock the full potential of your business team with our office hours. Listeners of the show get a pro bono 30 minute session. Reach out at officehours@convergence.fm for a to gain clarity and confidence in harnessing AI for your business. Inside the episode... Why most AI transformations fail before they start The 3-step framework: leadership → champions → company-wide adoption How a small real estate firm outpaced enterprise AI investments Why you should delay building custom AI as long as possible The role of "AI champions" and how to choose them Turning AI usage into training, policy, and scalable systems How AI is reshaping job roles and org structures Practical tactics to become an AI power user immediately The difference between AI strategy vs actual usage Why capability—not technology—is the true competitive advantage Mentioned in this episode Pathfindr OpenAI / ChatGPT Microsoft Copilot Claude Gemini Granola AI Gamma HeyGen Subscribe to the Convergence podcast wherever you get podcasts including video episodes on YouTube at youtube.com/@convergencefmpodcast Learn something? Give us a 5 star review and like the podcast on YouTube. It's how we grow.
Are you building a business… or building something you can actually walk away from?In this episode, Tyson Ray, CEO of FORM Wealth Advisors and creator of the SPACE™ Framework, breaks down what most business owners avoid thinking about until it's too late… how to exit well.With over 25 years in wealth management, Tyson shares the real truth about succession planning, why it's not a one-time event, and how emotional decisions can cost you everything you've built.This conversation goes beyond strategy. It gets into identity, control, leadership, and what it actually takes to transition your business without regret.➡️ Key Takeaways → Succession planning is not an event… it is an ongoing process → Your business should not be your only asset or your only retirement plan → Most owners either over-invest in the business or extract too much… balance matters → If your business depends entirely on you, it's not a business… it's a job (or multiple jobs) → The SPACE™ Framework helps you see, prepare, act, commit, and exit with intention → You must allow your team to fail in order for them to grow and eventually replace youConnect with Tyson RayFind Tyson on LinkedIn or visit: https://totalsuccession.comConnect with Gary:Visit Small Business Advisors website: https://www.sbadvisors.cc/LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/
Register for the CEO Spring Reset, April 6-8, 2026, at: https://redeemhertime.com/reset Do you ever feel like your business looks organized on the outside, but inside it feels reactive, cluttered, and harder than it should be? Like your calendar is full. Your to-do list is endless. And somehow you are still not moving forward the way you expected this year? You are not alone. And honestly, this is exactly why we created the CEO Spring Reset. In this episode, I'm joined by Lissa and Laura as we pull back the curtain on what business clutter actually looked like for each of us and what changed when we stopped trying to manage the chaos better and started clearing it out instead. Because most of the time it is not a discipline problem. It is a clarity problem. We are sharing the behind-the-scenes stories that led to this event and what happens when you finally step into your role as CEO and reset the parts of your business that are quietly draining your time, energy, and results. If you have been feeling behind this year, stuck in reaction mode, or unsure what to focus on next, this conversation will help you see exactly where to start. What you will learn in this episode: Why being busy does not always mean your business is moving forward The hidden ways clutter shows up in your calendar and decisions How reactive schedules create stress even when everything looks organized What shifted when we stopped chasing productivity hacks and started choosing clarity Why stepping into your CEO role changes how you make decisions What the CEO Spring Reset is and how it helps simplify your business direction For other resources and links mentioned, go to: https://simplysquaredaway.com/162
In this episode, I share the one thing most tutors and education business owners are missing and how it affects your marketing, sales, and business growth.I explain how systems bring clarity, consistency, and control to your tutoring business. From content marketing and sales planning to onboarding, I show how simple processes can help you stop guessing and start growing with intention.Link to Upgrade Your Education BusinessEnjoy :-)Sumantha____________________
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Most business owners believe the IRS can only audit them for three years. That is not always true. In this episode, we explain how certain situations, like fraud or major errors, can allow the IRS to audit returns decades later. You'll learn why relying only on your CPA is risky, how mistakes on your return can come back years later, and what audit proofing really means. We also cover how to protect yourself with better documentation, smarter tax planning, and stronger oversight of your filings. If you want to reduce risk and keep more of what you earn without surprises, this episode gives you the clarity you need. Next Steps: ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration
This episode features Certified Exit Planning Advisor Rich Hall. He discusses the importance of preparing businesses for sale. The conversation focuses on the challenges business owners face when selling their companies, the need for proper exit planning, and strategies to ensure a successful transition while aligning with personal and financial goals. Key Takeaways
In this episode, I sit down to discuss my journey from a broken USSR immigrant to the founder of VaynerMedia and VaynerX. I share why the "game" of business and the daily grind are more important to me than the trophies or the money. I also dive deep into the concept of "Kind Candor" and how mastering firm but empathetic feedback can transform your leadership style and why long form content is the starting point for most businesses. You'll learn about:How to Balance Being an Operator with Being a BrandThe Difference Between "Interest Media" and Social MediaWhy Long-Form Video is the Ultimate Starting PointMy Professional Dream of Buying the New York Jets
✈️ SOFTWARE FOR HOME SERVICE BUSINESS: https://home.works
Website accessibility is no longer just a technical detail or something only large companies think about. In this episode, we break down what website accessibility actually means, why it matters now more than ever, and what's putting businesses at risk. We walk through real examples of accessibility-related lawsuits and highlight the most common issues that can make a website difficult or impossible for some users to navigate.You'll also learn simple, practical steps you can take right away to improve accessibility, from basic usability fixes to tools that can help you get started quickly.If you want to make your website more usable, reduce potential risk, and stay ahead of where things are heading, this episode will give you a clear place to start.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!
When you think about how far you've come in your business, do you feel proud of yourself? Most business owners will answer this question by thinking not really or talking about where they need to go in their business as they dismiss the question so that they don't feel like they are being annoying or overconfident with themselves. It is easy to complete an accomplishment or goal and quickly start to focus on the next goal without taking the time to acknowledge your success. Being proud of your accomplishments and giving yourself a pat on the back for doing an amazing job can be hard to do for yourself, but you wouldn't even think twice if your child accomplished something big or a friend just nailed one of their goals, right? In today's podcast episode, I will help you understand why thinking about being proud of your achievements is OK to do and why it isn't coming from a place where you are just trying to get additional attention or even being egotistical. It is simply to prove to yourself that you have shown up, done the work, and have made a difference in the world. That deserves a celebration, and it doesn't matter if you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper or accountant, a virtual assistant or VA, or other professional. The accomplishments you are achieving will be different at every stage of your business, but no matter how big or small, you need to recognize your accomplishments so that you are able to strive to be better in the future. Listen in as we talk about how taking the time to be proud of yourself for your accomplishments will make an impact on not only yourself but the success of your business as well. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you… 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 Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and 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.
Get Sam's guide to run your life like a $100M biz: https://clickhubspot.com/kdmv Episode 806: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to David Heinemeier Hansson ( https://x.com/dhh ) about AI, being wrong in public, and taking on Apple. — Show Notes: (0:00) How to stand out (7:48) not giving a damn (9:57) liquid vs crystalized intelligence (12:03) constraints breed creativity (18:18) being publicly wrong (24:27) taste vs data (33:25) Being in awe of Shopify (41:05) how David uses AI (47:49) What won't work today (51:23) who David admires (1:00:13) Longevity decisions (1:07:09) Taking on the App Store and Google — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
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.
If hiring feels like a gamble, your process is the problem. In this episode, you'll learn three proven hiring practices Ramsey uses that any business can apply to make better hires and reduce people problems. Next Steps:
Most businesses think they have a marketing problem. More ads, more posts, more tactics should fix it… right?Not exactly. The real issue is simpler: people can't find you—and even when they do, they don't remember you.Whitney breaks down the two core jobs of any brand strategy: being found and being remembered. She explains how PR and marketing actually work together to build visibility and relevance, why chasing random exposure rarely works, and what it takes to stay top-of-mind in a crowded market.In This Episode, We Cover:The real job of PR: helping people find you and never forget youThe difference between visibility and memorabilityHow PR and marketing work together to build brand relevanceWhy most businesses chase the wrong kind of exposureSimple ways to stay top-of-mind in a competitive marketIf you enjoyed this episode, subscribe to Brand Rescue so you don't miss what's next. And if it changed how you think about visibility, leave a review or share it with another business owner who needs to hear it.In This Episode, We Cover:Why the real job of PR is simple: help people find you and never forget youThe difference between visibility and memorability (and why you need both)How PR and marketing work together to build brand relevanceThe biggest mistake businesses make when trying to “get more exposure”Practical ways to stay top-of-mind in a competitive marketIf you enjoyed the episode, make sure you're subscribed to Brand Rescue so you don't miss what's next. And if this one gave you a new way to think about visibility and brand strategy, leave a review or share it with another business owner who needs to hear it.Connect with Whitney on InstagramConnect with Whitney on LinkedInYour Marketing Heroes Website
Most businesses post videos online and hope for results. Charlie McDermott built a system that actually delivers them. In this episode, Bill Glazer sits down with the former Marketer of the Year winner to break down the seven videos every business should use to drive traffic, build authority, and convert viewers into buyers. From blog videos that attract prospects to sales videos that close deals, you'll learn how to turn simple content into a reliable lead source WITHOUT paid ads. MagneticMarketing.com NoBSLetter.com
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
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.
After his real estate business collapsed, Dave Ramsey was left with $3 million in debt and six months to repay it. He sold everything he owned and rebuilt from scratch, scaling a small radio program into one of the most-listened-to shows. With over three decades of experience in entrepreneurship, finance, and leadership, he knows what it takes to build a business that lasts. In this episode, Dave breaks down the six drivers of long-term business growth, the five key stages of startup success, and how he balances life as a creator-entrepreneur. In this episode, Hala and Dave will discuss: (00:00) Introduction (01:27) The Core Principles of Financial Freedom (07:54) Adapting to Change as a Content Creator (11:24) Balancing Content Creation and Entrepreneurship (14:44) Creating a Clear Path in Business (17:24) The Truth About Starting a Business Today (20:29) The Six Drivers of Business Success (31:51) The Five Stages of Business Growth (43:10) Identifying the Right Leadership Skills Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Dave is the author of multiple bestselling books, including Build a Business You Love, which helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay Resources Mentioned: Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave's Website: ramseysolutions.com YAP E388 with Dave Ramsey: youngandprofiting.co/E388 Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.
On this episode of Roots of Success, Chris Psencik digs into the changing landscape of insurance for green industry businesses with special guests Chase Campbell and Cal Fallaize from Sage Insurance and Risk Advisors. The group unpacks how auto insurance has become a massive pain point, often making up 70% of insurance premiums. Additionally hear why old settlements are a thing of the past, and how business owners can safeguard their assets amid rising legal risks. Featuring real-world stories, actionable tips, and the inside scoop on managing insurance modification ratings, this episode sheds light on navigating insurance trends, protecting your business, and driving profitability in 2026 and beyond. If you're wrestling with your P&L and unsure about your coverage, don't miss this episode! THE BIG IDEA: Insurance is a line item that must be actively managed. KEY MOMENTS: [03:49] Solving Insurance Challenges in Landscaping [06:44] Insurance Costs Scale with Growth [10:48] Litigation Costs Skyrocketing [14:40] "Key Metrics for Project Success" [19:03] Mod Analysis for Performance Insight [20:57] "Portfolio Adjustments for Success" [24:10] Subcontractor Insurance Considerations [29:10] Proactive Landscape Business Renewal Tips [32:59] "GPS, Cameras, and Loyalty" [34:49] "Insurance is Like a Parachute" [37:11] "Managing Costs Through Right Questions" QUESTIONS WE ANSWER What factors are contributing to the rapidly increasing costs of auto insurance for landscape companies? How can businesses ensure their insurance coverage grows appropriately with their revenue and operational changes? What are the potential risks of maintaining a stale relationship with your agency or insurance provider? Why is it important to implement a return-to-work program for injured employees within the landscape industry? How can mod ratings affect a company's ability to secure commercial contracts, and what steps can be taken to improve them? What are the main challenges and precautions when working with subcontractors in landscaping projects? Which insurance metrics and safety practices should landscape business owners regularly monitor to safeguard their fleet and assets? Why are legacy rates so important in the current insurance market, and what strategies help protect them? How does shopping out insurance every year or every other year impact your company's relationship with carriers and possible rates? What are some overlooked policy exclusions or errors that can have major financial impacts, and how can they be detected?
This episode I share my 3 Favorite Topics to not only teach to salon & spa owners (& ALL Small Business Owners!) but also the Points YOU MUST know to succeed in business. Be sure to leave your comments under the video and subscribe! LOVE THIS EPISODE?Leave Your Ratings, Reviews & Comments on the Podcast! Your feedback allows for more nourishing content and for more on-point education for beauty & barber pros. WANT MORE KRYSTINE? Subscribe to The BeautyPro Podcast on Apple, Spotify & YouTube! APPLE: https://podcasts.apple.com/us/podcast/the-beautypro-podcast/id1700728724SPOTIFY: https://open.spotify.com/show/2km4Md6jjJMb7EyLvf0Huv?si=3f58fcf183e746e0Follow @thebeautyprocoach on Facebook & Instagramhttps://www.fb.com/thebeautyprocoachhttps://www.instagram.com/thebeautyprocoach Want 1:1 Coaching?https://www.thebeautyprocoach.com
Send a textI sat down with YouTube marketing strategist Jamar Diggs to talk about how coaches, consultants, and service providers can use long-form video as a strategic top-of-funnel engine. This is not about going viral. This is about visibility that converts.Jamar breaks down the difference between content created for views and content created for leads. He shares how to build an organic YouTube funnel. We also talk about how YouTube and Instagram can work together to build trust faster and move people toward buying.What You'll Learn in This Episode:02:07 – Why YouTube is powerful for business owners (not influencers)09:11 – The shift from corporate marketing to building your own lead engine10:34 – How showing up authentically unlocked more alignment and income13:21 – Why niche clarity matters on YouTube16:44 – How evergreen YouTube content becomes a long-term asset17:38 – What an organic YouTube sales funnel actually looks like20:49 – The role of lead magnets in converting YouTube viewers21:48 – The difference between attraction platforms and community platforms25:29 – The mindset shift business owners must make about YouTube30:29 – What it really takes to get started (without burnout)32:22 – Why every video needs a clear call to actionKey Takeaways:YouTube is not about going viral.It is about being discoverable. You are not competing with influencers. You are positioning your expertise.Search-based content is powerful.YouTube is the second largest search engine in the world. When someone searches for a solution, your content can meet them at the exact moment they need help.Evergreen content compounds.Videos you post today can generate leads years from now.Every video is an asset.Each piece of content should guide viewers to a next step, typically a lead magnet that moves them into your email ecosystem.Long-form builds authority. Short-form builds proximity.YouTube establishes depth and trust. Instagram builds connection and conversation. Together, they create momentum.Links Mentioned:You can find Jamar on Instagram @jamardiggsFree YouTube Class for Service Providers + ExpertsGet the low-lift starter kit to finally set up a YouTube channel that adds qualified traffic to your sales funnels 24/7 WORK WITH ELIZABETH MARBERRY Apply for your FREE Instagram Breakthrough Session with Elizabeth Free guide to Monetize Your IG: Seven Simple and Proven Ways to Finally Make Money on Instagram Follow Elizabeth Marberry on Instagram, TikTok, Facebook Please be sure to rate, review and follow the show on Apple podcasts (or wherever you find your podcasts) so we can get this free value to other people who need it.
Most pelvic rehab business owners work incredibly hard… and then accidentally leave money sitting on the table.In this episode, we walk through five financial advantages that smart business owners use to build stability, reduce taxes, and create long-term wealth — without doing anything risky or complicated.This isn't about fancy investing strategies or crypto speculation. It's about boring, high-leverage fundamentals that add up dramatically over time.
Most business owners are trying to grow with the wrong tools. They spend money on ads, chase algorithms, and fight for attention in crowded feeds. What they overlook is the one asset that builds trust faster than anything else. Their voice. In this episode, Shawn Anthony explains why podcasting is no longer optional for business owners who want authority, leverage, and long term growth. A podcast is not about downloads or vanity metrics. It is about becoming known, being trusted, and creating opportunities that do not come from cold outreach. Shawn went from corporate brand manager to turning his own podcast into a six figure side hustle. From there, he built a media business that helps founders and CEOs use podcast tours to amplify their voice, build real relationships, and open doors to partnerships, clients, capital and deal flow. We break down why podcasting accelerates credibility even if you have no audience, how one conversation leads to the next right connection, and why owning your platform protects you from changing algorithms and rented attention. If you are a business owner struggling to stand out or explain why someone should choose you, this episode makes the case for why starting a podcast should be a non negotiable. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wealthjuice/ Book your mentorship discovery call with Cory RESOURCES