Podcasts about Financial analysis

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that means for FPGA pure play, Lattice Semiconductor. We explore the implications for Lattice, analyze their current valuation metrics, and discuss potential market changes following the Altera deal. Learn about Lattice's financial health, market strategy, and how Intel's strategic sale could influence their future.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Send us a textIn this episode of The Family Office Club Podcast, the panel of real estate experts discusses some of the most valuable lessons they've learned from past projects. Joe Williams, the co-founder of Keller Williams, moderates this candid conversation, where each guest reflects on a mistake they made that led to their greatest learning experience. Topics covered include the dangers of falling in love with a deal, the importance of knowing the local market, and the challenges of managing large portfolios. Join Joe and his guests as they share their real estate insights, emphasizing the importance of learning from mistakes and staying grounded in both the numbers and the realities of the industry.Tune in to hear firsthand accounts of success, failure, and everything in between!

In this conversation, Brett McCollum interviews Irwin Boris, who shares his extensive experience in real estate, particularly focusing on triple net leases. Irwin discusses his journey from accounting to real estate, the importance of understanding financials, and the lessons learned from various investments. He highlights the predictability and stability of triple net leases compared to multifamily properties, especially in the current market environment. Irwin emphasizes the significance of cash flow and conservative investment strategies, providing insights into navigating uncertainties in real estate.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome back to another episode of the Elite Expert Insider podcast! Today, we're diving into the dynamic world of business leadership with Rich Tyson, founder of CEO Builders. With over 35 years of experience, Rich has transformed from globe-trotting executive to empowering local business leaders in Utah. His journey spans from his early days at Harvard Business School, through transformative roles at companies like Sherwin Williams and Avery Label, to his unique approach to CEO coaching. Rich's philosophy centers on asking the right questions and aligning personal and business purposes for true fulfillment. Learn More: https://ceobuilder.com

Supercharge your analysis with AI! Get 15% (or 25% off April 28-May 1 2025) of your membership with our special link here: https://finchat.io/csi/Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Chapters:00:00 Intel's Quarterly Earnings Breakdown01:39 Financial Analysis and Market Trends04:15 Challenges and Strategic Shifts04:57 Gross Margins and Operating Income08:37 Future Roadmap and Final Thoughts #intel #intc #intelfoundry #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Intel

In this episode of Market Bites, the hosts dive into the latest market movers and investor sentiment. The discussion centres on Tesla's underwhelming earnings, Alphabet's regulatory headwinds, and Bitcoin's unexpected resilience. With attention on innovation, macroeconomic uncertainty, and evolving investor psychology, the hosts provide a timely analysis of where the markets may be heading. Key figures like Elon Musk and the performance of tech giants remain crucial for shaping future market direction, while Bitcoin's behaviour continues to challenge conventional views of high-risk assets.

Tune in for expert Cash Flow Management and Liquidity Strategy insights vital for Business Survival and sustainable Business Growth. This Corporate Finance Explained episode delivers essential Corporate Finance principles, focusing on Managing Cash Flow effectively for optimal Financial Health. Learn crucial Financial Management tactics.We analyze Cash Flow Forecasting techniques, strategic Scenario Planning for Finance, and practical Working Capital Optimization. Understand the critical Finance Strategy and Financial Planning differences that separate thriving businesses from those facing Business Failure. Explore why Profitability alone isn't enough without solid Cash Management.Study real-world examples: learn from the Cash Flow Problems leading to failure (Toys R Us, WeWork analysis) and the successful Liquidity Management and Working Capital strategies of industry leaders (Amazon Cash Flow Strategy, Walmart Inventory Management, Apple Cash Reserves). Equip your Finance Team, FP&A Analysts, and Finance Leadership with actionable Financial Analysis and Treasury Management strategies to protect and grow your business.

In this episode, we talk to Cathy Kunkel, energy consultant at the Institute for Energy Economics and Financial Analysis, about a recent report she authored on the increased buildout of gas power plants and pipelines in the Southeast US, driven by the projected growth of data center load.

Danni Hewson, Head of Financial Analysis with the Investment Company AJ Bell, unpacks the stock market's reaction to Trump's tariffs, including China's retaliatory tariff hike.

Steel, aluminum, cars... what's next on Trump's tariff list? We might find out when he begins speaking from the White House Rose Garden. Our frequent guest - the senior wealth advisor at Short Financial - joins us with some live financial analysis. (Krissy Holmes with Larry Short)

How did no one notice these AI Agents?

Danni Hewson, Head of Financial Analysis at AJ Bell // Danny McCoy, Chief Executive, IBEC

In this episode of The How-To Show, Gino Barbaro—co-founder of Jake and Gino—dives deep into one of the most misunderstood tools in real estate investing: The Retrade. Whether you're a multifamily investor or just starting out, understanding how to ethically and strategically renegotiate deals can be the difference between massive ROI and massive regret.Gino shares personal stories, market insights, and real-life retrade examples—from faulty breakers to low appraisals—and explains how to approach sellers and brokers the right way. He also references negotiation master Chris Voss, giving you actionable techniques to use today.Want Gino's Chris Voss notes? Email him directly at gino@jakeandgino.com  Want a FREE copy of the Wheelbarrow Profits book? Visit: https://jakeandgino.com/Topics Covered:What a retrade actually is When retrades are appropriate (and when they're not) The role of due diligence and financial review How to approach sellers and brokers without burning bridges Market changes, financing contingencies, and capital expenditures Why trust—but verify—is your #1 rule We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a vertically integrated business, encompassing design, manufacturing, distribution, and retail operations across both vision care and eyewear fashion segments. To break down EssilorLuxottica, I am joined by Swetha Ramachandran who manages the Artemis ‘leading consumer brand' strategy and is co-manager of the ‘global select' and ‘global focus' strategies.  Swetha analyzes the strategic rationale behind the merger, assessing how it shaped the company's competitive advantages.  We discuss the economics of prescription lenses, high-fashion sunglasses, and iconic brands like Ray-Ban and Oakley. We also explore the impact of emerging technologies like Smart Glasses, the Ray-Ban Meta glasses, and evolving consumer preferences on the eyewear market, as well as the competitive impact of upstarts like Warby Parker. Please enjoy this breakdown of EssilorLuxottica. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:24) Essilor Luxottica: A Unique Business Model (00:05:08) Market Leadership and Revenue Breakdown (00:08:13) The Merger: Essilor and Luxottica (00:10:18) Financial Performance and Strategic Investments (00:12:22) Challenges and Competitive Landscape (00:18:37) Global Operations and Market Strategy (00:21:04) Innovations and Future Prospects (00:22:36) Financial Analysis and Capital Allocation (00:26:11) Competitive Pressures and Market Position (00:28:47) Geographic Footprint and Strategic Growth (00:30:44) Acquisitions and Strategic Endeavors (00:32:38) Partnerships and Technological Integration (00:35:13) Summary and Key Takeaways (00:41:36) Lessons from EssilorLuxottica

Mo Chatra unpacks the finances on today's confirmation that Liverpool will change their kit supplier from Nike to Adidas in 2025. Reports suggest it's a £60m per year deal, Mo suggests otherwise. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Caitriona Perry, Chief Presenter, BBC News, based in Washington and Danni Hewson, Head of Financial Analysis at AJ Bell

Send us a textBonus episode #85: In this engaging episode of The Finance Leader Podcast, we explore the intricate dynamics between competitor disruptions and customer traffic patterns. Social changes in a business's environment can deliver unforeseen challenges and opportunities, making it vital for finance leaders to stay informed and prepared. Triggered by the closure of a popular retailer, we dissect how such events ripple through the ecosystem, affecting not only the shuttered business but also those operating nearby.We take a closer look at actionable insights that finance leaders can employ to anticipate changes in traffic and adjust their strategies accordingly. We delve into metrics that should be monitored, such as year-over-year traffic data, customer behaviors, and the overall health of the business environment. This episode is designed to educate finance professionals on how to adopt a strategic mindset, remain vigilant, and adapt to external pressures effectively.You'll learn how to analyze your customer traffic, refine your financial planning, and foster proactive measures that ensure resilience against competitive shifts. As the landscape continues to evolve, we urge our listeners to stay aligned in their financial strategies with the demands of their market. Join us, equip yourself with the insights shared in our discussion, and elevate your finance leadership skills.Don't forget to subscribe to the podcast, share your thoughts, and leave a review. Your feedback helps us deliver more valuable content tailored to your needs!Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

In this episode of the Raise Capital Legally podcast, Daniil Kleyman, a real estate developer from Richmond, Virginia, shared his expertise on build-to-rent projects. Daniil discussed his journey from renovating houses to developing ground-up projects since 2008. He emphasized the importance of geographic concentration, managing properties within a 10-minute drive from his office, and maintaining in-house property management. Daniil detailed the five essential steps for evaluating land for development, including zoning analysis, site constraint assessment, density studies, financial feasibility analysis, and construction financing strategies. He also shared insights on construction financing, project management challenges, and the importance of building local relationships with regulators, contractors, and brokers. The discussion highlighted the current market challenges, including rising interest rates and construction costs, while emphasizing the long-term potential of real estate development.Introduction and Background of Daniil Kleyman (00:01:55)Daniil Kleyman introduced himself as a real estate developer based in Richmond, Virginia, with experience since 2006. He transitioned from renovating houses to development in 2014, specializing in building apartments, mixed-use projects, and maintaining a rental portfolio through in-house property management.Geographic Concentration and Property Management Strategy (00:04:02)Daniil discussed his strategy of maintaining tight geographic concentration, operating within three neighborhoods and keeping all properties within a 10-minute drive from his office. He emphasized the benefits of in-house property management for maintaining quality and efficiency.Land Acquisition and Financing Strategies (00:12:04)Daniil explained his approach to land acquisition, using cash for small residential lots and contract agreements for larger parcels. He detailed how he leverages land value in construction financing, allowing for greater leverage than purchasing existing assets.Development Process and Team Requirements (00:08:53)Daniil outlined the key professionals involved in development projects, including architects, surveyors, engineers, and land use attorneys. He emphasized the importance of having local experts who understand specific zoning and building codes.Financial Analysis and Market Considerations (00:24:11)Daniil discussed the importance of conducting thorough financial feasibility studies, using current market rents for projections, and maintaining realistic operating expense ratios. He emphasized the significance of long-term market analysis and rent growth potential.Construction Management and Project Challenges (00:37:41)Daniil shared insights on construction management challenges, including dealing with project delays, unforeseen site conditions, and the importance of thorough plan reviews. He discussed implementing penalty clauses in contracts to mitigate delays. 

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Adam Shilton, an expert in digital transformation, automation, and AI-powered workflows. The discussion focuses on how AI is changing the way we work, the risks of synthetic data, and how finance professionals can harness technology to become more efficient. Adam also shares his personal journey from corporate FP&A to running his own business, along with an overview from his recent TEDx talk.Adam Shilton is the founder of Shilton Digital, a TEDx speaker, and a digital systems architect specializing in automation, AI tools, and no-code solutions. With a background in finance and technology, he helps leaders streamline workflows, improve efficiency, and replace manual work with meaningful work. He is also the Head of Partnerships at GrowCFO, supporting SME finance leaders, and a course facilitator for AI and automation.In this episode, you will discover:The role of AI in finance and why understanding data science is crucial.The risks of synthetic AI training data and its potential long-term impact.How Adam transitioned from corporate finance to running his own digital business.The best ways to integrate AI into workflows without losing human creativity.Why learning foundational skills (like Python or Excel) still matters in the AI era.In this conversation, Adam Shilton highlighted the importance of using AI as a supporting mechanism rather than a replacement for human expertise. With the risks of synthetic data and the value of foundational skills like Python and Excel, this discussion explains the need for adaptability in the digital age.Follow Adam:LinkedIn - https://www.linkedin.com/in/adamshiltontech/Website - https://www.adamshilton.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Introduction of guest Adam Shilton[02:48] - The Rise of AI in Podcasting [06:11] - The Problem with Synthetic Data [13:44] - AI in Financial Analysis [17:20] - AI as an Augmenting Tool [25:01] - AI for Learning & Skill Development[29:04] - Should Finance Pros Still Learn Excel & Python? [38:19] - Adam's TEDx Talk [41:17] - From Corporate Finance to Entrepreneurship [44:23] - If Your TED Talk Had a Theme Song?

** Exploring China's Economic Shift and Data Insights with Robert Wu**Introduction to Robert Wu and His ExpertiseConnect with RobertVisit BigOneLabRead BaiguanRead China TranslatedIn this episode of the Asia Business Podcast, we have an engaging conversation with Robert Wu, a respected figure in the field of economic analysis and business strategy. Robert is known for his insightful writings and is the author of "China Translated," a newsletter that offers a deep dive into China's economic trends and their long-term impacts. He is also the co-editor of Baiguan, which provides data-driven insights into China's business sector, and the CEO of Big One Lab, a data-centric market research company.China's Economic Transition: From Investment to ConsumptionThe episode begins with a discussion on China's economic transition towards boosting domestic consumption. Robert emphasizes a pivotal shift in policy thinking, focusing on the relationship between investment and consumption. Historically, China's economy has been heavily skewed towards investment, leading to impressive infrastructure and manufacturing capabilities. However, this model has reached a tipping point, requiring a rebalancing towards consumption to sustain growth. Robert suggests that while the government recognizes this need, the shift requires long-term structural changes and cannot be achieved overnight.Obstacles to Enhancing Domestic ConsumptionArt and Robert explore the challenges in increasing domestic consumption in China. Contrary to some perceptions, Robert asserts that China's safety nets, including healthcare and education, are relatively robust. However, he highlights issues such as child care expenses and regional disparities that need addressing to encourage consumer spending. Cultural factors also play a role, with older generations tending to save rather than spend. Robert predicts potential policy initiatives, such as birth subsidies, to incentivize higher consumption levels.The State of Entrepreneurship and Venture Capital in ChinaThe conversation shifts to the state of entrepreneurship and venture capital in China. Robert paints a picture of a changing landscape, where U.S. capital, a significant driver of China's VC scene, has withdrawn amidst geopolitical tensions. This retreat has forced local entrepreneurs to adapt, focusing more on sustainable, profitable operations rather than relying on VC funding. Although this environment poses challenges, Robert sees it as an opportunity for businesses to build solid foundations, paving the way for a resurgence in entrepreneurial activity.Government Policies and Economic BalanceArt and Robert delve into the complexities of China's government policies, particularly the balancing act between fiscal stimulus and avoiding moral hazards. Robert provides insights into how the government carefully manages domestic economic policies, recognizing the challenges posed by local government debt and the need to drive consumption. Through careful prioritization and measured interventions, Robert believes China aims to sustain growth while preventing excessive risk-taking by local governments.Navigating Regulatory Environments and Market ReactionsThe episode also touches on China's regulatory environment, where crackdowns on sectors such as online education and FinTech have sparked debates. Robert acknowledges the government's need to manage these industries while also recognizing the importance of considering broader market reactions. By learning from past experiences, the government aims to communicate more effectively and avoid unintended economic consequences.Conclusion: An Objective Look at China's Economic DynamicsIn closing, Robert emphasizes the importance of maintaining an objective perspective when analyzing China's economic dynamics. Despite facing various challenges, the country continues to present significant opportunities for businesses and investors. Through his writings, Robert aims to shed light on the complexities of China's business environment, encouraging a balanced and well-informed discussion. Timestamps00:00 Introduction and Guest Welcome01:27 Robert Wu's Background and Career Journey05:55 China's Economic Evolution and Policy Shifts14:03 Challenges in Boosting Domestic Consumption19:43 The State of Venture Capital and Entrepreneurship in China27:37 Challenges in VC Funding and Entrepreneurship29:16 VC Funding: A Double-Edged Sword30:21 Government's Fiscal Discipline and Economic Priorities31:05 Balancing Fiscal Stimulus and Moral Hazard35:40 Sector Crackdowns and Policy Implications41:21 Navigating Misinformation and Bias46:38 The Motivation Behind Writing and Sharing Insights51:02 Conclusion and Future Plans ProducerJacob ThomasFollow UsLinkedInApple Podcasts

In this episode of the Treasury Update Podcast, Jonathan sits down with Paul Galloway to talk about the role of assessments in treasury and finance. Paul covers the importance of evaluating your systems, people, and processes and discusses how to use the results to make better decisions. If you have more questions or need guidance on assessments, feel free to contact us. 0:00 intro 0:18 Types of assessments 12:05 Importance of assessments 17:29 Best times to implement 21:44 Practical implementation 26:19 Key action items 28:57 Have questions?

In today's episode, Christin Cifaldi explores the role of a financial data scientist. What is their primary focus, and what types of data do they work with? How do they use machine learning in finance, and what skills are key for success in this field?

In this episode of Market Bites, hosts Sam, Neža, and Josh discuss key market trends, focusing on Nvidia's significant role in the tech sector, insights from institutional investors through 13F filings, and the performance of MicroStrategy as a proxy for Bitcoin.

Send us a textReady to learn the secrets behind one of the most reliable real estate investments? Scott reflects on his journey from traditional real estate to self-storage, joined by his wife, Christina.Together, they recount the challenges of managing rental properties, the eventual burnout, and the pivotal moment that led them to pursue self-storage. Christina shares her initial enthusiasm and how she persuaded Scott to make the leap. They explore lessons from their first self-storage deal, the benefits of the industry, and how it transformed their personal and professional lives. WHAT TO LISTEN FOR05:21 Christina's "I Quit" Moment11:32 Finding Their First Deal24:42 How They Funded Their Early Facilities29:25 Lessons in Financial Analysis for Self-StorageLeave a rating for this podcast with one clickGUEST: CHRISTINA MEYERSWebsite | You Tube| Facebook| X | LinkedIn | InstagramCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

Sridhar Sannidhi joins us today to discuss assessing risk, vetting partners, and his journey through real estate. ---Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on November 15, 2024----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----Sridhar Sannidhi• Graduated in Master of Science in Information Management and Computer Science Engineering, Working in IT industry for more than 30 years • Accredited, Deal Syndicator, Passive Investor in Commercial and Residential • Seeks Value Add/ Stable properties in Commercial and Residential Real Estate • Co-sponsored approx 3700+ units in 15 multi-family complexes in Texas and Tennessee (over 400 mil USD) three of which completed full cycles in less than 4 years • Passively invested over 11,600+ multi-family unit syndications in US (over 1.6 Billion USD) • Developing 636 multi-family units • Expert in Financial Analysis and Statistical modeling • Highly collaborative, focused and results oriented team player • Loves travel, watching movies, participating in Charity eventsLearn more about him at: http://www.growwealth2retire.com/ or email sridhar@growwealth2retire.com

Paul Brinkman has spent 15 years in management consulting, bringing expertise in Process Improvement, Cost Reduction, and Value Creation for his transportation consulting customers. Paul recently purchased Trans-Solutions, a business focused on strategic planning and execution for clients' Supply Chain needs, creating efficiency in modality and transportation, as well as leading carrier sourcing negotiations and operational optimization initiatives. In addition to his expertise in Supply Chain, Paul has also assisted customers with their Print, Mail & Packaging needs. This includes corrugated, non-corrugated and bottling solutions. Paul holds a Bachelor of Science, Business Administration from University of Southern California with an emphasis in Financial Analysis & Valuation. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County. Learn more about Ric at www.ricfranzi.com. 

In this episode, we explore the often-overwhelming financial aspects of divorce, a crucial topic for anyone navigating this life transition. Understanding your finances can lead to a fair and sustainable outcome, helping you take control even when emotions are running high. Episode Highlights The Importance of Financial Analysis: How assessing your financial situation can guide decision-making during divorce. Budgeting Strategies: Practical tips for creating a budget to avoid costly mistakes. Navigating Emotions: Techniques for managing emotions while focusing on financial clarity. Financial Tools: Insights on utilizing financial tools to empower your journey.   Guest Spotlight: Victoria Kirilloff Our guest, Victoria Kirilloff, is a Certified Divorce Financial Analyst® and the founder of Divorce Analytics. Drawing from her personal experience escaping an abusive relationship, Victoria created the Divorce Impact Analysis report to help others achieve financial clarity during divorce. She aims to transform the divorce process from destructive to productive, empowering individuals to make informed financial decisions.   Connect with Victoria: Website: https://www.divorceanalytics.com/about-us Instagram: https://www.instagram.com/divorceanalytics Facebook: https://www.facebook.com/victoria.kirilloff Book a Consultation: https://divorceanalytics.cliogrow.com/book/00436c67f13921769d5506a437d898fd Grab the The Budget Blueprint - FREE to JBD Listeners: https://divorce-analytics.ck.page/products/budget-blueprint?promo=BBFREE   Journey Beyond Divorce Resources: Book a Free Rapid Relief Call: http://rapidreliefcall.com  Follow JBD on Instagram: @journey_beyond_divorce   A word from our sponsors: Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process. We're grateful for Soberlink's commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd ======= TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd      

We're back for another insightful conversation about the freight industry's financial health with Sean Smith! Today's episode with Sean talks about the necessity of aggressive strategies to navigate tough market conditions, the need to manage aging receivables, consistent payment behaviors from clients to mitigate cash flow challenges, the risks associated with relying heavily on a single customer, and the pitfalls of brokers acting as informal banks!   About Sean Smith Sean Smith, VP of Product at Denim, has spent 10 years building and scaling products in the financial services and logistics industries. While leading Product at Denim, he has pioneered new capabilities for the factoring space including risk automation and pricing.  Sean has also led work on our client dashboard, job management and collaboration that have revolutionized the process and workflow for broker clients looking to save time on back office operations. He excels at combining his passion for technology with the ability to drive impact on a balance sheet.   Connect with Sean Website: https://www.denim.com/  LinkedIn: https://www.linkedin.com/in/smithseanp/  Twitter (X): https://x.com/smithseanp  

Yeah, I made a meme for the show with Marilyn Bartlett. My very first meme ever. In this meme, I picture that Olympic silver medalist shooter from Turkey who showed up in a T-shirt and his hand in his pocket versus the others with all their fancy equipment that, turns out, may or may not be necessary, regardless of who might swear up and down that complexity requires even more complexity and plenty of expensive gear to shoot straight. Point being, it's amazing what a dedicated CPA with a spreadsheet and their eye on the target can accomplish in the real world when they just do their thing and follow the dollar. For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. And with that, Marilyn Bartlett has entered the chat. Marilyn Bartlett isn't called the “Queen of Healthcare” for no good reason, and nobody is joking when they say this. She was probably the first person (or one of the first, at a minimum) to truly identify the amount of money getting sucked out of the wallets of taxpayers and employers and plan members and into the pockets of the healthcare and insurance and consulting industries. She is a through and through numbers person but also deeply cares. She is truly a senior stateswoman in our field. Let's start from the beginning here. But you'll have to listen to the interview that follows for the end and most of Marilyn's really sage advice and words of inspiration for any of you, for all of us, trying really hard to fix healthcare and, any day of the week, taking two steps forward and/or five steps back. It's what Mike Tyson was talking about when he said, “Everybody has a plan until [you] get punched in the face.” And yeah, I'd say pretty confidently that everyone in the Relentless Health Value tribe trying to fix healthcare has been there at some point or another. So, here's where I begin the conversation with Marilyn Bartlett today. One day in 2014 or 2015, Marilyn was minding her own business as a CFO at a regional TPA (third-party administrator) firm about ready to retire when the state of Montana reached out. They asked if she would consider being the plan administrator for the state employee health plan, which was, turned out, headed for bankruptcy. Marilyn took the job, and she took the state health plan from $9 million in the hole—they were in debt $9 million—to $112 million to the good. Well, meanwhile, plan members got better benefits. Think about that: $9 million in the hole to $112 million in the good. In fact, the plan had so much money in 2018 when Marilyn left that the state took some of it to pay for other things in the budget. This is truly mind blowing. I mean, get a CPA with their eye on the ball, and this is the difference that is possible to be made in a state health plan. It also just needs to be said that this same state plan, the one that was going bankrupt, clearly had seen over $100 million of taxpayer money exit stage left and wind up in the bank account of their vendors. Now might be a good time to mention something that Chris Deacon wrote about: the Federal Employees Health Benefits Program. This is a $55 billion program, once again funded by taxpayers. As per an OIG (Office of the Inspector General) audit, there are no written policies or procedures over approval and payment of funds to the carriers via ACH (Automated Clearing House). Wait, what? This is just one example, along with a whole lot of other things that kind of make you go, “Hmmm … can a CPA with a spreadsheet please get in there and do your thing?” In the conversation that follows, I ask Marilyn to tell me what she did in roughly three short years to do her thing and save the state of Montana over $100 million while improving benefits of the state workers. And she tells me, short version, she created a why—that's step one. Step two, she looked at her spreadsheets and financial analyses and quantified the situation. She was able to identify a few big hairy problems, which she then hit fast and hard with solutions. This is gonna accomplish a couple of things if you do this, find a solution for a big enough problem. First, it creates a quick win; and quick wins are needed to get some momentum to get started. Second, she knew that by solving big hairy problems, the solutions would have an outsized impact given the scope of these original problems. This is kind of Strategy 101. And then step three, she dug in on assembling the right team with the right skills to make it through what amounts to a change management process, I'm gonna say. What did Marilyn not do in those three years? She did not get captivated or sidetracked by any, I'm gonna call it, transformational theater—which is not easy because a lot of transformation theater has more glitter than a Las Vegas show and is really hard to look away from. It's as magical as most magical thinking. Also, Marilyn stayed the course in the face of what I am sure were many opportunities for personal gain that would have not been a win-win for the state of Montana or its employees. To emphasize how one should not take this for granted, I was talking to a benefits leader the other day and you know what she told me? She said she always goes with this one carrier every year because if you go with that one, when you get invited to their box at the NFL games, you can go out on the field afterwards. I mean, it's really fun to meet the players. Unfortunately, for so many in positions of power, when doing the right thing by taxpayers and/or plan members stands between them and box seats, the right thing gets escorted out of the building. Mentioned in this show, we have Cora Opsahl and Claire Brockbank, who both will be featured in upcoming shows about RFPs (request for proposals) and best practices and how they can go right and also occasionally take a left turn. Check the links to episodes about pharmacy benefits and PBMs (pharmacy benefit managers). I might think of some others, but you'll definitely want to listen to the show with Paul Holmes (EP397); the one with Mark Cuban and Ferrin Williams, PharmD, MBA (EP418); and also AJ Loiacono (EP379). Also mentioned in this episode are Chris Deacon; Cora Opsahl; Claire Brockbank; Mark Cuban; Ferrin Williams, PharmD, MBA; AJ Loiacono; and Shawn Gremminger. You can learn more by connecting with Marilyn on LinkedIn.   Marilyn Bartlett, CPA, CGMA, CMA, CFM, serves as a consultant focused on lowering healthcare costs and empowering employer health plans and state policymakers with data to support cost-saving initiatives. She recently developed the Hospital Cost Tool for the National Academy for State Health Policy (NASHP), an interactive online tool which utilizes hospital Medicare Cost Report data to calculate various hospital metrics used to support hospital and health system financial analysis and health policy. As administrator of the Montana State Employee Health Plan, she disrupted the status quo by implementing Medicare rate reference-based contracting with all Montana hospitals, enhancing primary care through near-sight health centers, moving to a transparent, pass-through PBM, eliminating duplication of vendor services, and improving data access and analytics. These efforts increased plan reserves from actuarial projections of -$9 million to $112 million in two years. For her efforts, Fortune magazine selected Marilyn as #13 of the World's 50 Greatest Leaders.   06:45 What gave Marilyn the confidence to fix Montana's state health plan? 08:11 Why Marilyn knew she would have enough power to make the changes needed in Montana's state health plan. 09:11 What Marilyn achieved in her time as the administrator of the Montana State Employee Health Plan. 10:38 What were the “quick wins” Marilyn was able to achieve when she first took over as administrator? 17:33 Stay tuned for an upcoming episode that covers RFP in detail. 17:50 How Marilyn structured her plan for the Montana State Employee Health Plan. 21:21 What's the key to setting yourself up for success when doing what Marilyn was able to achieve? 25:02 Why putting together your own team is so important. 29:07 What happened when Marilyn left the Montana State Employee Health Plan? 31:08 Have the costs of the plan gone up since Marilyn's time working on it?   You can learn more by connecting with Marilyn on LinkedIn.   Marilyn Bartlett discusses #healthplan finances on our #healthcarepodcast. #healthcare #podcast #digitalhealth #healthcareleadership #healthcaretransformation #healthcareinnovation #vbc   Recent past interviews: Click a guest's name for their latest RHV episode! Dr Marty Makary, Shawn Gremminger (Part 2), Shawn Gremminger (Part 1), Elizabeth Mitchell (Summer Shorts 9), Dr Will Shrank (Encore! EP413), Dr Amy Scanlan (Encore! EP402), Ashleigh Gunter, Dr Spencer Dorn, Dr Tom Lee, Paul Holmes (Encore! EP397), Ann Kempski

The Bulletproof Dental Podcast Episode 366 HOSTS: Dr. Peter Boulden & Dr. Craig Spodak GUEST:  Chandler Wrightenberry DESCRIPTION In this conversation, Peter, Craig, and Chandler discuss various topics related to interest rates, investing, and borrowing money. They touch on the Federal Reserve's recent meeting, the impact of interest rate changes on borrowing costs, and the current state of the labor market. The conversation highlights the importance of data-driven decision-making and the potential benefits of owning commercial real estate as a dentist. Chandler from Live Oak Bank joins the conversation and shares statistics on the success rate of dental practice loans. They also discuss the average growth rate of practices after expanding or building a new facility. The conversation highlights the importance of education, self-awareness, and finding a supportive network in overcoming the fear of taking on financial risks. They also emphasize the value of building a strong relationship with a lender who understands the dental industry. TAKEAWAYS Lower interest rates can make it a good time to invest in oneself, such as buying a practice or expanding a dental office. Data-driven decision-making is crucial when considering investments and taking on debt. Owning commercial real estate can be advantageous for dentists, as it allows for potential appreciation and tax benefits. Taking calculated risks and betting on oneself can lead to long-term success. Align gut instincts with financial analysis when considering practice growth opportunities. Live Oak Bank has a high success rate for dental practice loans, with only a small percentage of loans going bad. Expanding or building a new facility can lead to an average growth rate of 25% in the first year. Overcoming the fear of taking on financial risks requires education, self-awareness, and finding a supportive network. Building a strong relationship with a lender who understands the dental industry is crucial for successful financing. CHAPTERS 02:01 - The Wilmington Confusion 04:11 - The Fed's Goal and Real Rates 06:15 - Investing in Acquisitions and Real Estate 09:09 - The Relationship Between Interest Rates and Valuations 11:20 - Investing in Yourself and Taking Calculated Risks 15:49 - The Tax Efficiency of Loans and Investments 19:04 - The Benefits of Owning Commercial Real Estate 21:12 - Balancing Gut Instincts and Financial Analysis 23:14 - The Growth Potential of Expanding or Building a New Facility 26:34 - Overcoming the Fear of Financial Risks in Dentistry 30:43 - The Importance of a Strong Relationship with a Dental Lender REFERENCES Bulletproof Mastermind Bulletproof Summit Live Oak Bank  

This week's episode with Matt Durrette delves deeper into the essential aspects of a flourishing vacation and short-term rental business!Matt talks about how they serve investors and anyone who wants to get involved in the Airbnb space, its operational and financial side, and more you should know about this investment strategy. Tune in because your support will help us bring more industry experts to this show!Key Points & Relevant TopicsHow Matt learned about real estate investing and short-term rentalsAn efficient tool for Airbnb and short-term rental businessWhat people need to know when hosting or investing in short-term rentalsHow critical location is in a short-term rental businessEducating investors about how Airbnb works and its financial and operational aspectsServices and investment opportunities Cozi Vacation Rentals offers to clients and investorsProtecting a short-term rental business against the risks of state regulationsMatt's advice on how to invest differently in the short-term rental spaceResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Matt DurretteMatt Durrette is the Founder and CEO of Cozi Vacation Rentals, a premier, locally owned and operated vacation property management company headquartered in Fredericksburg, Texas. Cozi serves the entire Texas Hill Country and surrounding areas, connecting guests and property owners to the best luxury vacation rentals and experiences this beautiful part of Texas offers. Cozi provides 24/7 property management and marketing services for owners and unforgettable experiences for guests. Originally founding the business out of Baltimore, MD, in 2013, Matt grew his managed portfolio in this market and throughout the East Coast to 150 homes from 2014 to 2019. During the same time, he worked full-time as a Global Business Development Manager for Northrop Grumman and attended grad school at Saint Joseph's University in Philadelphia, where he obtained his MBA in Marketing and Data Analytics in 2018. Matt was fortunate to meet his beautiful wife, Jenna, originally from Austin, Texas. In the summer of 2019, Jenna easily convinced Matt to move back to Texas to  be near her family. Upon moving, Matt left his full-time job at Northrop and pursued Cozi Vacation Rentals full-time. In March 2020, COVID ultimately shut down Cozi's East Coast Market. From this point, Matt chose to solely focus Cozi's growth on the drive-to tourism markets of the Texas Hill Country just south of Austin. Since April 2020, Matt has organically grown the Cozi Vacation Rentals unit portfolio in Texas from 0 to 400+ units with a team of over 50 full-time employees. In their free time, Matt and his wife Jenna enjoy spending time with their precious daughter Grayson Virginia, traveling, and rehabbing and remodeling properties.  Get in Touch with MattWebsite: https://www.cozivr.com/ Matt's Real Estate Services: https://join.cozivr.com/ LinkedIn: Matt DurretteTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode of Boosting Your Financial IQ, Steve reveals the top five financial skills he wishes he had when starting his business. From mastering financial statements to advanced forecasting and valuation techniques, Steve shares practical insights that can transform your business acumen. Whether you're a business leader, owner, or aspiring financial professional, this episode offers valuable tips to enhance your financial literacy and drive success. Tune in for actionable advice that will help you make informed decisions and elevate your financial strategy. Here's how to get started with Boosting Your Financial IQ:Step 1:  Test your financial IQ for FREEStep 2: Download the FREE appStep 3:  Take the Fundamentals of Finance courseDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Get the free BYFIQ app and Starter Course here: https://www.byfiq.com/app Support the Show.

In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Steven Chevillotte, Chief Executive Officer at SaniSure. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Steven, covering: Building a great partner through professionalization and integration while retaining founder DNA of entrepreneurship and innovation The transformation of quality components and complex assemblies to game changing systems and solutions How SaniSure differentiates from smaller and larger bioprocessing organizations Why exceptionally robust and clean products coupled with excellence in customized components and designing flow paths make SaniSure the partner of choice for Advanced Therapies (Eg: Cell Therapy) Making the bioprocessing supply chain more robust SaniSure CEO Steven has held senior leadership roles in finance, operations, and general management at precision manufacturing businesses, always in highly engineered and highly regulated industries, including Class III Medical Devices and Aerospace & Defense. Has learned best practices at large public and private companies and has developed an expertise and passion for hands-on transformation through strategy deployment. He is experienced with M&A and integration in PE-backed environments and has led a successful exit process. Steve holds Masters degrees in Manufacturing Systems Engineering and Financial Analysis & Accountancy. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating! Molecule to Market is sponsored and funded by ramarketing, an international marketing, design, digital and content agency helping comp

In this episode, we're privileged to have Tom Kosnik, president of the Visus Group, on this weeks Industry Spotlight. In this episode, he delves into the intricate world of compensation plans, sharing best practices for creating detailed, effective, and motivating compensation packages.We'll explore why a well-crafted compensation plan is crucial, not just for attracting top talent but for ensuring a company's professionalism and long-term success. Tom also highlights the importance of earmarking 20-25% of gross profit for employee compensation and warns against pitfalls like overallocation, which can decimate a company's net income.We'll dig into real-world examples, discuss the importance of annual evaluations, and unpack the strategic levers that make a compensation plan both motivating and sustainable. Whether you're a CEO of a staffing or recruiting firm, operations manager, or recruiter, this episode is packed with valuable advice to help you navigate and optimize your compensation strategies. Tune in for all this and more on this episode of The Full Desk Experience!______________________Follow Tom Kosnik on LinkedIn: https://www.linkedin.com/in/tkosnik/Check out the Visus Group Website: https://www.visusgroup.com/Follow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience______________________Tom Kosnik, founder and president of the Visus Group is one of the staffing industry's leading experts in organizational design, profitability improvement and work culture transformation. With a commitment to empowering staffing firms with the knowledge and tools to help business owners increase the value of their enterprise asset by helping them grow their business. Tom has coached and consulted hundreds of staffing executives throughout North America using his empirical based “Organizational Development Business Model” (ODBM). Most notably, Tom is the founder of the Presidents RoundTable, a nationwide leadership forum program strategically aimed at helping staffing professionals collaborate and solve industry challenges. With over 25 years of consulting experience in the staffing industry, Tom's diverse array of services have helped numerous staffing firms across the country improve their operations and bottom lines. As a RoundTable facilitator, Tom leads real world business problem-solving sessions in which he advises top executives on a variety of matters, including how to make winning business decisions; achieve profitability benchmarking; and reach peak performance through best practices. To date, he has conducted over thousands of RoundTable forums for all types of staffing professionals, including presidents and CEO's, CFO's, CRO's, and CMO's. Throughout the course of his career, Tom has been a frequent speaker for many world-renowned industry organizations and corporate groups, including the American Staffing Association (Staffing World); National Independent Staffing Association (NISA); Illinois Staffing Association (ISSA); California Staffing Professionals (CSP); Missouri and Kansas Search and Staffing Association (MKSSA); and Massachusetts Staffing Association (MSA). He has presented on a variety of topics, including leadership development; strategic planning for small and large staffing firms; compensation planning; best management techniques; and mergers and acquisitions, among countless other topics. Tom's research and expertise has been published in dozens of national industry publications, including Staffing Industry Review; International Human Resource Management Journal; and Chicago Law Journal, just to name a few. Tom holds an M.A. from Bowling Green State University in Organizational Development and a B.A. in Psychology from Seattle University. In addition, he is certified with the Center for Creative Leadership and a leading sales enhancement organization, MH Group. 

Find More Episodes on PCA Overdrive: https://www.pcaoverdrive.org/elite-business-advice PCA Overdrive is free for members. Not a member? Download the app on the Apple Store or Google Play and enjoy a 7 day free trial! Become a member: https://www.pcapainted.org/membership-resources/ Have you ever wondered why you look at your profit and loss and it says one thing but you look at your bank account and it says another? Or maybe you look at your profit and loss and it shows a great or terrible month but it's in huge swings both ways? That's because there's a huge difference between tax accounting and financial accounting in how you assess the numbers in your business. Believe it or not, the way you analyze the profitability of your business should be different than how the IRS analyzes your business. In this episode we help simplify the understanding of why things can be different and the best way to analyze the numbers for your business. Are your finances something you struggle to understand? Do you need help identifying your breakeven number and using your financial analysis to make decisions in your business? Schedule a free business analysis meeting at www.elitebusinessadvisors.com

Have you ever wondered why you look at your profit and loss and it says one thing but you look at your bank account and it says another? Or maybe you look at your profit and loss and it shows a great or terrible month but it's in huge swings both ways?That's because there's a huge difference between tax accounting and financial accounting in how you assess the numbers in your business. Believe it or not, the way you analyze the profitability of your business should be different than how the IRS analyzes your business. In this episode we help simplify the understanding of why things can be different and the best way to analyze the numbers for your business.Are your finances something you struggle to understand? Do you need help identifying your breakeven number and using your financial analysis to make decisions in your business? Schedule a free business analysis meeting at www.elitebusinessadvisors.com

Join us as we dive into the unconventional journey of Brian Will, two-time Wall Street Journal bestselling author, a visionary serial entrepreneur and esteemed business coach. In this episode, Brian shares invaluable insights for young entrepreneurs, emphasizing the critical importance of learning from failures and maintaining a resilient mindset.Discover how to scale your business by delegating effectively and building a robust team. Brian also sheds light on conducting precise financial analysis and forecasting to steer through uncertain times.Learn strategies to overcome the initial mistrust in sales and address objections proactively. Tune in to hear Brian's future plans, including his focus on coaching and personal well-being, and gain practical advice on choosing a coach with the right experience and expertise.Whether you're a budding entrepreneur or a seasoned business leader, this episode offers wisdom to help you achieve success while maintaining a healthy work-life balance.If you want to connect with Brian Will, visit www.brianwillmedia.comChapters00:00 Brian Will's Unconventional Journey07:45 Delegation and Building a Strong Team13:11 Financial Analysis and Forecasting24:41 Choosing the Right Coach29:01 Prioritizing Personal Well-being

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Nicolas Boucher, an AI Applications in Finance expert. Nicolas shares his rich career trajectory from PwC auditor to corporate finance leader and his eventual transition into AI and finance training. He sheds light on the immense potential of AI in streamlining financial processes and enhancing decision-making. Nicolas and Randy discuss automated invoice processing, real-time financial reporting, and leveraging AI for strategic finance operations. They also explore the transformative impact of AI on business efficiency, explaining its practical applications and the importance of continuous learning for finance professionals. Quotes“We get a lot of data. The problem is we pass through the data to management and then we don't help. There is a science that says that the brain registers and captures an image 60,000 times faster than a word or a figure. So if you really want to… advice for everybody working in finance and wanting to be noticed by management, thinking about the Napoleon map, send the graph that the management will remember and they will. This is what will stick. Not a long email. Not a nice report. The graph will stick.” -Nicolas Boucher [13:53]“We are the champions of Excel, we are the champions of ERP. I believe that we can be that good and be the champions of business in AI. We have a culture of using technology for our job. With AI, there is a lot of data that we can make sense of, and I think finance is ready to use AI.” -Nicolas Boucher [18:26]Expert Takeaways Career Transition Insights: Nicolas' shift from auditing to corporate finance and eventually to AI and finance training, emphasizes the importance of continuous learning and adaptability.AI in Invoice Processing: How AI can drastically reduce manual processing time in invoice handling and expense management.Real-time Financial Reporting: Integrating various sub-ledgers using AI tools like Puzzle IO to produce real-time financial reports and insights, improving business decisions.Practical AI Applications: Asking the right questions to AI models to get the most useful and specific answers, especially in financial analysis.Learning and Networking: Encouraging finance professionals to leverage communities and resources to advance AI adoption.Timestamps(00:12) The Impact of AI on Finance(07:28) From Corporate Finance to Empowering Millions Through Digital Coaching(12:50) The Power of Visual Data Representation in Finance(20:05) Trusting AI Tools for Financial Analysis and Reporting(27:13) AI Enhancing Invoice Processing and Accounts Payable Efficiency(37:02) Key Metrics, Influencers in AI and Finance(43:44) Learning and Entertainment in Effective KeynotesLinksMaxioUpcoming EventsMaxio Institute Report

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/HlYO7GAp19M Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——   To learn more about how Vinney can help you, click here - https://linktr.ee/VinneySmileChopra   Smile Always and Be Happy!     ——  

In today's episode, we'll hear from Paul Galloway on machine learning. What is it, and how is it applied in treasury and finance today? Tune in to find out.

We've long heard the arguments for how and why Australia should be a leader in renewable energy and decarbonisation, and finally, in the 2024 budget, we saw the Treasurer take decisive action, and chart a course for Australia to become a clean energy superpower. Of course we're not there yet, but on the show today I'm joined by Tim Buckley, an esteemed climate commentator who says the latest batch of government funding is a decent down-payment, on a clean-energy future for Australia. I'm excited to have Tim Buckley with us today, there's no-one better to help us decipher the climate outcomes from the latest budget. Tim is the founder and director of Clean Energy Finance, a think-tank that's laser-focussed on research and advocacy to accelerate the decarbonisation of the Australian economy. He's worked in finance for more than 30 years, and was previously the Australasian Director of the global Institute for Energy Economics and Financial Analysis. Early in his career he worked at Macquarie group in equity research, and since then he's been Head of Equity Research in Singapore at Deutsche Bank, and Managing Director, Head of Equity Research at Citigroup. You can find all the show notes and links on the website at www.Johntreadgold.com Plus, that's where you can sign up to my newsletter, your regular feed of impact investing and climate-finance news, as well as fresh startups and investment deals. Sign up, and follow along. Enjoy the show!

Want to learn how female entrepreneurs are reshaping the investment landscape?In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and  Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group.They explore the dynamics of trends in investing, featuring an insightful discussion on the Women's CEO Strategy and Fund at Carson. As they walk us through their respective journeys and how they contribute to creating a client-centered approach at Carson.They discuss: Erin and Jessica's paths to leadership in the financial industryThe integration of Carson's values in investment strategiesAn inside look at the Women's CEO Fund and its significanceCurrent trends in investing, including the impact of AIThe impact of behavioral finance on investment trends and client relationshipAnd more!Resources:Facts Vs. Feelings Podcast with Ryan Detrick & Sonu VargheseCarson Group - ResearchRock The Street, Wall StreetConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jessica Golson:LinkedIn: Jessica GolsonConnect with Erin Wood:LinkedIn: Erin WoodAbout Jessica Golson:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn. About Erin Wood:Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation's fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She's been featured in The Wall Street Journal, Barron's, NASDAQ and MarketWatch. In 2023, Erin was named “Thought Leader of the Year” at WealthManagement.com's annual “Wealthies” awards.Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Here's how I can help you: Courses https://www.dickersoninternational.com/courses Mentorship https://www.dickersoninternational.com/mentorship Connect with me here: Facebook: https://www.facebook.com/pg/thegregdickerson Instagram: https://www.instagram.com/thegregdickerson LinkedIn: https://www.linkedin.com/in/agregdickerson Twitter: https://twitter.com/agregdickerson YouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1 Podcast: https://www.dickersoninternational.com/podcast #realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process. Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today. Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.  This channel is all about Entrepreneurship, Real Estate Investing and Real Estate Development *Nothing in this video or podcast is meant to be construed as legal or investment advice, it's for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future. WATCH OUT FOR SCAMMERS IN THE COMMENTS I do not have a telegram, discord or any tother type of paid group. I will not contact you here or on other platforms. Scammers are using my name and picture. My real profile has a dark background around my name. I will not ask you to contact me, ask you for money or give you any contact info. Do not contact anyone in the comments. PLEASE HELP BY REPORTING AND DELETING ALL THESE SCAMMERS. Thank you! How to invest in real estate, how to develop real estate, build to suit, how to flip houses, how to flip land, how to develop land, how to become a real estate developer, how to wholesale houses, how to flip houses, how to invest in commercial property, how to invest in commercial real estate, how to buy apartment building, how to buy commercial property, real estate investing courses, real estate investing career, how to raise capital, how to find private investors, how to fund real estate deals Real Estate Development, Real Estate Development 101, Real Estate Development process, Real Estate Development career, Real Estate Development company, Real Estate Development finance, Real Estate Development process, Real Estate Development funding, Real Estate Development degree, Real Estate Development course, Real Estate Development vs investment, Real Estate Land Development, Real Estate Development Company, Real Estate Development Analysis, BiggerPockets, how to buy apartment buildings How to start a business, How to buy a business, how to grow and scale a business, how to be an Entrepreneur, entrepreneurship, leadership, how to manage people, motivational videos, leadership videos, mindset --- Support this podcast: https://podcasters.spotify.com/pod/show/greg-dickerson/support

Today, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time.Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Investor, Bonds, Buying a House, Financial Analysis, Pullbacks.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Despite recent data, many people still believe inflation is increasing. In today's podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.

Join this channel to get access to perks:https://www.youtube.com/channel/UCu93zN6Q_ygmzRcIa8elTTw/joinHe described the planet's inhabitants as attractive 8-foot-tall humanoids that are hermaphroditic and can self-reproduce. They can communicate telepathically and are interested in guiding Earth to a more spiritual path, Chong said. He added that they have been involved in our history over millennia, including helping the Allied powers defeat the Nazis by not allowing them to develop the atomic bomb. According to Desmarquet, the aliens revealed that the Great Pyramid of Egypt was constructed 17,000 years ago by Thoth from the continent of Atlantis using anti-gravity technology. The Thiaooubans also explained that ghosts are made up of electrons, "and when a person dies, the astral body remains on Earth for about three days," but a certain percentage of the electrons linger after that and resemble the shape of the once-living person, Chong detailed.Chong said that ET technologies are being withheld from the public, and the way that we can discern UFOs is that human-made craft are triangular while alien ships are spherical. According to Desmarquet, to move through the vast distances of deep space, the Thiaooubans use a combination of traveling faster than the speed of light and teleportation. Further, they use antigravity on their home world for their transportation needs.The ETs have also offered information about Earth mysteries, said Chong: The Great Pyramid is an energy center that captures cosmic energy, in order to communicate with ETs on other planets, while the Bermuda Triangle is an entry to a portal to a parallel universe. Learning its secrets can solve many "Missing 411" cases, as documented by David Paulides, Chong added. According to the Thiaooubans, the US military developed a time machine but made a mistake in adopting the wavelength-- instead, they should have used the "vibration of the Akashic Records." Chong also talked about his translation of the book "334 ‰ Lies: The Revelation of H. M. v. Stuhl," which deals with secret societies and the Illuminati.A certified court interpreter and Chinese translator in Los Angeles, Samuel Chong, was instrumental in organizing the Chinese publication of Desmarquet's book, Thiaoouba Prophecy: The Golden Planet, which has been a bestseller in both China and Taiwan, a rare phenomenon. He also translated the book "334 ‰ Lies: The Revelation of H. M. v. Stuhl", an autobiography of the High Master of the Chair of a secret society that was started in Germany. He now devotes his efforts to promoting the messages of these books to give people hope and help promote a better world through his scholarship.He holds a B.A. in Economics from UC Berkeley, an M.A. in Financial Analysis from Universidad Carlos III de Madrid, and a JD degree from Northwestern California University School of Law. Currently residing in Los Angeles, California, he speaks English, Chinese and Spanish.    chinasona.orgBook(s):Thiaoouba Prophecy: The Golden Planet334 ‰ Lies: The Revelation of H. M. v. StuhlTYPICAL SKEPTIC PODCAST CONFERENCE FUND:https://www.givesendgo.com/typicalskepticconferenceJoin Typical Skeptic Podcast Telegram Group:https://t.me/typical_skeptic_podcastYou want the best merch in the podcast game? Click this link and scroll through all the typical skeptic podcast merch and Support the Podcast, and represent in style! https://my-store-d53dc3.creator-spring.com/ Use code Summer2024 for 10 percent offsupport the podcasthttps://paypal.me/typicalskepticmediacashapp $kalil1121 venmo @robert-kalilor buy me a coffee at https://buymeacoffee.com/typicalskeptichttps://youtube.com/c/typicalskeptichttps://www.spreaker.com/show/typical-skeptic-podcast_1https://www.rumble.com/typicalskeptichttps://www.rokfin.com/typicalskepticJoin the patreon to support for a small amount or on a long term basishttps://patreon.com/typicalskepticSocial Mediafacebook.com/robert.kalil.7instagam.com/kalilroberttwitter.com/robertkalil1121Affiliates:-- https://shamanitas.org for alchemized amanita sprayuse code 16skeptics for 16 percent off--Happy Hippo Kratom Use code skeptic for 15 percent off --https://happyhippo.com/r?id=00tjf5--Natural Shilajit and Monoatomic Gold from Healthy Nutrition LLC.usecode: ROBhttps://naturalshilajit.com/discount/ROB--https://mn-nice-ethnobotanicals.com/?ref=kz9qe0iv Use this Link andCode TypicalSkepticP at MN Nice Botanicals for 10 percent off for legal amanita mushroom, dream herb, and blue lotus and much moreBecome a supporter of this podcast: https://www.spreaker.com/podcast/typical-skeptic-podcast--5897400/support.

Sridhar Sannidhi, a seasoned IT professional with a Master's in Information Management, brings 28 years of expertise. Managing over $125 million in assets, he co-sponsored 1329 units across 5 Texas multi-family communities. With active investments surpassing $100 million in 4300 multi-family unit syndications nationwide, Sridhar excels in Financial Analysis and Statistical modeling. Renowned for his commitment and collaboration, he enjoys travel, film, and actively engages in charity activities.   Here's some of the topics we covered:   Sridhar's Background In IT Attending Events to Network With Like-Minded Investors The Analytical Type of Person What's More Important? Networking or Studying? The Blueprint for handling Investor Calls The Right Property Manager Is The Key For Success Where Sridhar's Assets Are Located Finding The Right Partner For You Getting Over The Fear of the First Deal   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

 So much happening in crypto last yesterday. There was a flash crash, of Bitcoin when there was rumors that the Bitcoin ETF might not happen. But there's a lot of other news, a lot of other catalysts for big moves in crypto.  I brought on my good friend and super crypto expert, Omid Malekan. Omid is a professor of crypto at Columbia business school. He's written two books, The Story of the Blockchain, and his most recent book - which is a great book, I highly recommend it - Re-Architecting Trust, The Curse of History and the Crypto Cure for Money Markets and Platforms. He also was one of the first people to help guide Citigroup, the largest bank in the world on the topic of crypto.We talked about everything from the Bitcoin ETFs to the convergence of crypto and AI to the Ethereum upgrade, and all sorts of other catalysts for Bitcoin and crypto in general. So, a lot of topics. Here it goes! -----------Episode SummaryCrypto Writing and Teaching [00:01:30]: Malekan discusses his focus on writing about crypto and his fully enrolled class after a hiatus​​.Crypto's Disruptive Nature [00:02:42]: He reflects on the fundamentally challenging, confusing, and disruptive aspects of crypto​​.The Future of Money [00:04:14]: The conversation touches on the surprising lack of foresight in sci-fi literature regarding the future of money, despite advancements in other technologies​​.Evolution of Money [00:05:50]: Altucher points out that major evolutions in money, such as the use of gold as currency, were always unexpected​​.Crypto's Initial User Base [00:06:46]: Malekan agrees that all major monetary evolutions were unexpected and discusses how crypto's initial user base was tech-savvy, leading to some resistance as it became mainstream​​.Expansion of Crypto [00:09:15]: The discussion covers the expansion of crypto beyond Bitcoin and Ethereum, highlighting the growth of the field since 2017​​.Ethereum's Use Cases [00:11:04]: Malekan points out that Ethereum has opened the door to many new use cases, far beyond what was initially envisioned​​.Killer App of Decentralized Cloud Computing [00:12:37]: He speculates on the potential 'killer app' for decentralized cloud computing, emphasizing that the best applications may not have been seen yet​​.Digital Identity [00:14:03]: Malekan discusses the potential for blockchain in managing digital identities and the convergence of crypto and AI​​.AI and Blockchain Intersection [00:16:51]: The conversation touches on the intersection of AI and blockchain, including decentralized computing for controversial AI models​​.Advanced Cryptography for Data Protection [00:20:20]: Malekan highlights the need for advanced cryptography for secure data sharing and training AI models on encrypted data​​.Complexity of Crypto Transactions [00:21:05]: The complexity and difficulty of buying Bitcoin, especially for non-tech savvy individuals, are discussed​​.Challenges in Evolving Crypto [00:25:05]: Malekan points out the paradox at the core of evolving crypto, balancing decentralization with user-friendliness​​.Radical Decentralization and ETFs [00:26:39]: The conversation shifts to the radical decentralized dream in crypto and the conflict it creates with the emergence of ETFs​​.Crypto and Tax Laws [00:33:26]: Malekan discusses how new tax laws involving crypto are indicative of the government recognizing crypto as a legitimate form of payment​​.Global Nature of Crypto [00:33:56]: The global nature of crypto is discussed, highlighting its potential as a global financial system and the reluctance of some US government officials​​.Current Events and Crypto [00:35:04]: Altucher segues into current events, discussing the weaponization of the dollar and the potential of crypto as a global reserve currency​​.Imminent Approval of Crypto ETFs [00:36:09]: Malekan talks about the imminent approval of crypto ETFs and the impact it may have​​.Involvement of Hedge Funds in Crypto [00:44:23]: The interest of hedge funds in cryptocurrencies, particularly Bitcoin and Ethereum, is discussed​​.Potential Multiples Increase in Bitcoin Price [00:47:26]: The possibility of Bitcoin's price increasing several multiples is explored, along with the role of other countries in adopting crypto ETFs​​.Post-Bitcoin ETF Roadmap [00:50:12]: The roadmap after the approval of a Bitcoin ETF, including the possibility of an Ethereum ETF and others, is discussed​​.Stablecoins and Crypto Predictions [00:53:55]: Malekan mentions a public figure's recent change in stance towards crypto and the development of a so-called stablecoin​​.Maturation of Crypto [00:56:55]: The significant strides in the maturation of crypto over the past year are highlighted​​.Crypto's Tipping Point [01:01:24]: The discussion focuses on the tipping point for crypto's takeover, emphasizing the need for practical use cases beyond speculation​​.Future of Bitcoin [01:08:39]: Malekan speculates on the future of Bitcoin, particularly concerning miners' revenue and the potential for new financial models​​.Bitcoin's New Use Cases [01:13:27]: The conversation turns to new use cases for Bitcoin and the search for product-market fit within the crypto space​​.-----------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe to “The James Altucher Show” wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on social media:YouTubeTwitterFacebook