Podcasts about financial health

What do you do when the thing you've been building needs room to become something bigger?   Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room. Before they step back, they're leaving you with one powerful gift: a simple end-of-year practice to reset your financial nervous system. No resolutions. No pressure. Just presence.   You'll discover: Why your money doesn't need a new plan—it needs a new nervous system experience The STILL Method™️: a 5-step practice you can use right now to end the year grounded instead of anxious What's actually happening behind the scenes (and why they're pressing pause on weekly episodes) Where to stay connected while they build what's next A gentle reminder that sometimes the most productive thing you can do is stop   Key Quote: "You can't strategize your way out of a dysregulated financial nervous system. Change doesn't start with discipline. It starts with stillness."   This episode is for anyone who's felt the pressure of year-end reflection turn into year-end anxiety. It's a permission slip to slow down. To breathe. To trust that what's being built in the quiet will be worth the wait.   Stay connected: The best place to follow along during the pause is Amanda's Substack: livecounterflow.substack.com and Brandon's TikTok: tiktok.com/@livecounterflow That's where the next chapter is being written.   Resources mentioned: Find Your Flow Quiz — 10 questions to discover your financial personality Financial Nervous System Diagnostic — A deeper 54-question assessment Profit Planning Network 2026 — Enrollment closes January 2nd   00:00 Welcome to Wealth Wisdom Financial 01:56 Reflecting on the Past Year 02:38 Introducing the STILL Method 03:28 Year-End Practice for Financial Health 05:56 Exciting Announcements and Future Plans 08:42 Staying Connected During the Pause 11:08 Final Thoughts   Watch on YouTube: https://youtu.be/TS3DCvf5Sq4 

As 2025 comes to a close, many school leaders find themselves pausing and asking a quiet but important question:How did we end up here?In this episode of the Schools of Excellence Podcast, Chanie Wilschanski unpacks one of the most overlooked leadership challenges in schools, drift. Not burnout. Not laziness. But the subtle loss of alignment that happens when leaders lose connection to the rhythms and anchors that once kept them steady.This conversation is especially for school owners, directors, and leadership teams who are preparing to step into 2026 and want to do so with clarity, steadiness, and intention — not pressure or performative “new year” resets.Chanie introduces two distinct types of leadership drift that show up in schools:Calm Drift — when things are going well, systems feel stable, enrollment is strong, and leaders quietly loosen the rhythms that protect culture, leadership, and sustainability.Chaos Drift — when life, grief, stress, or operational overwhelm slowly erode boundaries, clarity, and leadership presence over time.Rather than offering another system, checklist, or reset plan, this episode reframes excellence in leadership as the ability to return — again and again — to the rhythms that anchor school leaders through every season.This is a grounding conversation about leadership, humanity, culture, and the systems that support sustainable growth in schools.In This Episode, You'll Learn:Why drift is a normal part of leadership — even for strong, experienced school leadersThe difference between burnout, laziness, and leadership driftHow calm seasons can quietly lead to complacency if rhythms aren't reinforcedWhy chaotic seasons cause leaders to over-function and lose themselves over timeThe role of rhythms (not perfection) in restoring clarity, confidence, and leadership presenceWhy consistency in leadership is about return, not flawless executionHow anchored leadership protects culture, operations, and retention in schoolsWhat school leaders should focus on before turning the calendar page to 2026A Note for School LeadersYou don't need a new plan.You don't need new software.You don't need to overhaul your systems.What most school leaders need as they move from 2025 into 2026 is a return — to the rhythms that already work, the leadership standards they already know, and the anchors that keep their school steady through both calm and chaos.Next Step for LeadersIf this conversation resonated and you want clarity around where your leadership — and your school, may be drifting, we invite you to start with awareness.Take the 5 Gear DiagnosticThis free diagnostic helps school leaders identify which of the five core leadership gears — Enrollment, Financial Health, Staff...

Most people don't ruin their finances with one big mistake—they do it with small, repeated decisions. In this episode, Art walks through 10 common habits that quietly sabotage financial health. Learn what to avoid in 2026 to pursue clarity, margin, and generosity.Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

This week we end 2025 with a Pediheart tradition - an episode on personal finance for medical professionals with noted authority on index investing and personal finance, Mr. Paul Merriman. Paul is a retired investment advisor who now has a popular podcast "Sound Investing" and website in which he offers advice on investing for 'do it yourself' investors. In this week's episode, the 5th of his visits to Pediheart, Mr. Merriman discusses 'factor investing' via index-like ETF's and funds. He also reviews who he believes might benefit from a financial advisor, what sort of advisor most should seek out and why he believes that many do not need one if they can 'stay the course'. Resources mentioned in today's podcast are below. Wishing all a happy and healthy new year in 2026. Paul's website:https://www.paulmerriman.com/#gsc.tab=0'Best In Class' ETF's:https://www.paulmerriman.com/Best-in-Class-ETF-Recommendations2025#gsc.tab=0Sound Investing 'Quilt Charts':https://irp.cdn-website.com/6b78c197/files/uploaded/(K)_Quilt_Charts_(1928-2024)_-_2024_Returns_(1).pdfDFA 'Turn Out The Noise':https://www.dimensional.com/filmAs a reminder, all of the information provided in this week's episode should be considered entertainment and all financial decisions should be vetted with professionals or knowledgeable and trusted friends/family. 

Nokukhanya Mntambo speaks to Mphahlela Mokgatle, Equity Partner at BDO, about why companies can be profitable on paper yet still run into cash flow problems or collapse, highlighting how poor liquidity and mis-aligned capital strategies, not earnings, often sink otherwise successful businesses. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this week's episode of Better Business, Better Life, Debra Chantry-Taylor is joined by Kerry Boulton, an experienced exit planner, business coach, and investor, for a candid conversation about what really happens when business owners don't plan their exit. Drawing on decades of lived experience, Kerry shares her journey from running a major division in the 1980s to owning, exiting, and reinvesting in multiple businesses. She unpacks a confronting statistic from the Exit Planning Institute: 73% of business owners regret selling their business, largely because they failed to plan both the exit itself and what comes next. Together, Debra and Kerry explore what it truly means to be exit-ready, from strong financials, systems, and succession planning, to reducing owner dependency and thinking deeply about purpose beyond the business. The conversation also dives into family business succession, the emotional realities of exiting, and why starting at least three years early can make all the difference. This episode is a powerful reminder that exiting a business isn't a single transaction, it's a transition. And done well, it can set you up not just for financial security, but for a meaningful and intentional next chapter of life. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: ⁠debra@businessaction.com.au ⁠ ►See how she can help you: https://businessaction.co.nz/ ►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ___________________________________________ GUESTS DETAILS: ► Kerry Boulton – LinkedIn: https://www.linkedin.com/in/businessvaluebuildermelbourne/ ► Get Her Complimentary Valuation Assessment: https://theexitstrategygroup.com.au/value-builder-questionnaire/ ► Get Her Book, The Uncensored Truth about Exit Strategies: https://freeexitstrategybook.com.au/      Episode 251 Chapters:    0:00 – Kerry's Introduction and Background in Exit Planning   2:29 – The Journey to Business Ownership and Initial Challenges   7:33 – Implementing TQM and Attracting International Buyers   11:25 – The Importance of Exit Planning for Baby Boomers   14:35 – The Impact of Not Having an Exit Strategy   19:53 – Financial Considerations and the Role of Professionals   25:38 – Family Business Succession Planning   32:58 – The Importance of Systems and Financial Health   36:48 – The Role of Earn-Outs and Private Equity   40:22 – Top Tips for Exit Planning   

Money is a tool, not a master. This episode reframes financial goals around stewardship, margin, and freedom—so finances support your life instead of controlling it.You Got This, Ryan

Today's guest is Jason Lee, a fintech veteran who has been at the forefront of employee financial wellness innovation for nearly a decade. After co-founding and scaling DailyPay into one of the pioneering companies in earned wage access, Jason went on to launch Salt Labs, an innovative employee rewards platform that Chime acquired just 18 months after its founding. Now, as the leader of Chime Enterprise, Jason is on a mission to make financial health benefits as ubiquitous in the workplace as health insurance.In this conversation, we explore why he believes every employer will eventually offer these programs, not out of altruism, but because it makes compelling business sense. Jason shares fascinating insights about how financial stress undermines productivity, why employees value Salt's non-dollar rewards even more than cash, and his ambitious vision for building an employer-focused financial health platform that could parallel what Fidelity achieved in retirement. It's a conversation about the intersection of fintech, HR technology, and the future of work – and why the employer may be the most powerful catalyst for improving Americans' financial lives.In this podcast you will learn:Jason's high profile background in fintech.The origins of Salt Labs and how they became part of Chime.The premise for Chime Workplace.Why they are fundamentally in the productivity business.How they are able to measure financial wellness outcomes.Why employers are caring more about the financial health of their employees today.Jason's prediction for employers and financial wellness.The target market for Chime Workplace.What they hear when they first go into a new employer.Why they don't charge employers for Chime Workplace.How their SALT rewards work.Jason's vision for the future of employer-driven financial wellness.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

If you're a clinic owner making good money but wondering why there's never much left, this episode is for you. Rick sits down with CPA Shayan Rashid, founder of SRJ Chartered Accountants, to talk about how healthcare professionals can keep more of what they earn. His firm works with over 500 practice owners across Canada and the U.S., so he's seen exactly what works and what doesn't when it comes to profit, taxes, and building real wealth. They cover how much dentists, physios, and chiropractors actually take home, the most common financial mistakes owners make, and how to legally pay less tax without getting burned. You'll also hear how to get 100% clinic financing from the bank, how to use real estate to grow your net worth, and what you should review every month to avoid cash flow surprises. This episode is packed with practical advice you can turn into action right away. Whether you're building, scaling, or thinking about selling, this conversation will change how you look at money forever. >> Free training for clinic owners: clinicowner.com >> Follow me on IG at: @thericklau >> Join the community: clinicaccelerator.com >> Stop missing calls with CallHero's advanced phone system: mycallhero.com Chapters (01:00) Introduction and Event Planning (04:12) Understanding Healthcare Practices and Profitability (06:46) Financial Strategies for Healthcare Professionals (09:51) Tax Planning and Capital Gains Exemptions (12:47) Profit Margins in Chiropractic and Physiotherapy (16:05) Economic Resilience in Healthcare (18:48) Innovation and Value Addition in Practices (21:57) Common Financial Mistakes by Practice Owners (26:05) Managing Profits and Tax Responsibilities (29:17) The Importance of Regular Bookkeeping (32:44) Key Metrics for Financial Health (38:45) Understanding Business Deductions and Tax Strategies (48:50) Navigating Corporate Deductions (50:59) Understanding Audit Triggers (53:53) Funding Your Practice: Options and Strategies (60:54) Buying vs. Building a Practice (01:07:51) The Importance of Financial Records

Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operations, hotel inventory management, and logistics coordination. Ben Needham, portfolio manager at Ninety One Asset Management, explains how Amadeus built its market-leading position, common investor misconceptions about the business, and the company's value proposition across the travel ecosystem. We also explore AI's potential impact on the industry and how Amadeus's balance sheet strength positions it relative to competitors. Please enjoy this breakdown of Amadeus.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠ —- This episode is brought to you by⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠⁠⁠ ⁠portraitresearch.com⁠⁠⁠⁠ — 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) Introduction to Amadeus (00:02:49) Understanding Amadeus' Business Model (00:04:11) Amadeus' Market Position and Competitors (00:05:35) Historical Background of Amadeus (00:07:25) Revenue Streams and Profitability (00:10:50) Impact of AI and Technology on Amadeus (00:13:07) Revenue Models and Pricing Mechanics (00:22:35) Growth Opportunities and Market Dynamics (00:25:47) Execution and Future Prospects (00:30:01) Financial Health and Capital Allocation (00:31:57) Valuation and Market Perception (00:34:21) Risks and Challenges (00:37:13) Lessons From Amadeus

Shelby and Belinda are joined by two financial professionals from the State Department Federal Credit Union (SDFCU): Samia "Sam" Salmon (Vice President of Retail Business Development) and Josh Barrett (Manager for Overseas Operations). They share actionable, no-nonsense advice to help you get your financial house in order as we head into 2026.We discuss how to think through competing financial priorities like paying off debt vs. building an emergency fund or making decisions about 401k withdrawals. Our guests also stress the importance of communicating with your lenders during periods of reduced income, furloughs, or career pivots.Shelby and Belinda are both long-time customers of SDFCU. We encourage you to check out their services at https://www.sdfcu.org In this episode:Why having good credit can be as important as having cash savingsShould you dip into your retirement accounts?The importance of asking your lenders about hardship relief optionsWhy reading the fine print of your loan paperwork could be a lifesaverWatch this episode on YouTube: https://youtu.be/ahkVrnEM4EgSend us a comment!Recommit is a Feb 28 half-day retreat for people who are ready for more clarity, courage, and alignment. You'll experience a private venue, brunch, guided reflection, and leave with a roadmap for what's next.Click here to join the Early Bird list for lower ticket prices and early access.Join us on February 28th, 2026 at the DC Wharf for the Recommit: Winter Retreat. Join the Early Bird list here. We publish new episodes every other Wednesday. Subscribe to the Leadership Tea Podcast Subscribe to Leadership Tea on YouTube! Follow us on Instagram @Leadership_Tea for more inspiration and insights.

In this episode, Regan Archibald shifts the conversation from physical longevity to financial longevity, exploring why financial stability is one of the strongest predictors of overall health. Joined by wealth experts Bryan Sweet and Sonu Varghese, the discussion unpacks the biggest risks entrepreneurs face—especially unexpected tax burdens when selling a business—and introduces the powerful concept of creating a “tax asset” to offset capital gains without losing investment growth. Through real case studies, they reveal how proactive planning, strategic portfolio design, and collaboration with the right advisors can save clients hundreds of thousands to millions in taxes while maintaining liquidity, reducing risk, and fueling long-term lifestyle freedom. The episode emphasizes that true longevity requires both optimized health and optimized finances—and that smart tax strategy is essential to building the ageless future you envision. Bryan J. Sweet, CLU, ChFC, MSFS, is the Managing Partner and Wealth Advisor at Sweet Financial Partners and a multi-year Forbes Best-in-State Wealth Advisor. Since launching his career in 1979, he has helped clients design purposeful retirements through his proprietary framework, The Dream Architect™, which blends strategic distribution planning with achieving life's biggest goals. Bryan also co-leads the Elite Wealth Advisor Symposium, mentoring top advisors nationwide in scaling, marketing, and team excellence. His passion is helping others build world-class practices while creating the freedom to live their own dream-driven lives.Personal LinkedIn: https://www.linkedin.com/in/bryansweet/ SFP LinkedIn: https://www.linkedin.com/company/sweet-financial- partners/mycompany/?viewAsMember=true SFP Website: https://sweetfinancial.com/ EWAS Website: https://www.ewasymposium.com/ewas-home Sonu has over 20 years of experience in the asset management industry and leads Carson Group's asset allocation team, shaping the firm's market outlook and providing macro, policy, and portfolio guidance to more than 130 partners overseeing $42 billion in assets. He manages multiple strategic and tactical allocation models on the Carson Investment platform and specializes in the intersection of markets, the economy, and policy. Previously, he served as Partner and Director of Research at Convex Capital Management, where he co-managed portfolios and developed proprietary economic indicators across 30 countries. Sonu began his finance career while completing his Ph.D. in Mechanical Engineering at Purdue University, following both an M.S. from Purdue and a B.E. from the National Institute of Technology in India.LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/  X: https://x.com/sonusvarghese  LIKE/FOLLOW/SUBSCRIBE AGELESS FUTURE:YouTube -https://www.youtube.com/@ReganArchibald / https://www.youtube.com/@Ageless.FutureLinkedIn: https://www.linkedin.com/in/regan-archibald-ab70b813Instagram: https://www.instagram.com/ageless.future/Facebook: https://www.facebook.com/AgelessFutureHealth/

Subscribe to our mailing list to never miss another episode and stay up to date with event news: https://www.aviadev.com/keep-me-updated This episode was recorded Tuesday 2nd December on location in Luanda, Angola, during the 57th AFRAA AGA. Join Jon Howell, Founder and CEO of AviaDev Africa, as he sits down with Raphael Haddad, President of Jetcraft Commercial, to discuss fleet growth, financing, and the future of African connectivity. Raphael shares his insights on supply chain challenges, risk perception, airline financing, and the impact of Nigeria signing the Cape Town Convention. They also explore trends in aircraft acquisition, leasing, and fleet composition for the next decade.  Find out more about Jetcraft Commercial Listen to the previous interview from Feb 2025 Listen to the interview from December 2023

Welcome back to the Money Confidence Podcast! In today's powerful re-recording, I'm giving you the exact truth about why your money strategy alone isn't enough — and what actually creates lasting financial confidence. Inside this episode, you'll learn: 00:00 — Welcome back & why the episode was re-recorded 01:10 — The real topic: Why investing in financial health accelerates success 02:45 — You are multifaceted: physical, energetic, spiritual 05:20 — Why money strategy alone doesn't work 07:42 — Understanding your energy field & intuition 10:08 — How money leaks form (and why they're energetic) 12:34 — Why confidence is a frequency, not a number 14:20 — Regulating your nervous system for financial clarity 17:05 — Example from teaching: reacting vs responding 19:58 — Goal-setting: why most people skip it 22:16 — Getting into your numbers with neutrality 25:45 — Healing the root instead of band-aiding your finances 28:32 — The spiritual level: God, intuition, and soul alignment 33:40 — How misalignment creates money chaos 36:20 — How to invest in your financial health intentionally 38:44 — Introduction to the Money Membership 40:12 — What's included + why support matters 42:05 — Final message & invitation This is the episode you'll come back to again and again when you need clarity, truth, and activation.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3369: Christine Luken offers a clear-eyed guide to understanding how different types of debt, mortgages, credit cards, student loans, and medical bills, are handled after death, and who (if anyone) becomes responsible. With practical advice and real-life examples, she shows how proper planning can prevent financial headaches for grieving loved ones. Read along with the original article(s) here: https://www.christineluken.com/what-happens-to-my-debt-when-i-die/ Quotes to ponder: "Family members of a deceased person are typically not obligated to use their own money to pay for credit card debt after death." "If you have a federal student loan, then the federal government will discharge any remaining debt upon your death." "Here's the bottom line: excessive debt is bad news all the way around." Episode references: The Motley Fool: https://www.fool.com/ Credit Karma: https://www.creditkarma.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3369: Christine Luken offers a clear-eyed guide to understanding how different types of debt, mortgages, credit cards, student loans, and medical bills, are handled after death, and who (if anyone) becomes responsible. With practical advice and real-life examples, she shows how proper planning can prevent financial headaches for grieving loved ones. Read along with the original article(s) here: https://www.christineluken.com/what-happens-to-my-debt-when-i-die/ Quotes to ponder: "Family members of a deceased person are typically not obligated to use their own money to pay for credit card debt after death." "If you have a federal student loan, then the federal government will discharge any remaining debt upon your death." "Here's the bottom line: excessive debt is bad news all the way around." Episode references: The Motley Fool: https://www.fool.com/ Credit Karma: https://www.creditkarma.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3369: Christine Luken offers a clear-eyed guide to understanding how different types of debt, mortgages, credit cards, student loans, and medical bills, are handled after death, and who (if anyone) becomes responsible. With practical advice and real-life examples, she shows how proper planning can prevent financial headaches for grieving loved ones. Read along with the original article(s) here: https://www.christineluken.com/what-happens-to-my-debt-when-i-die/ Quotes to ponder: "Family members of a deceased person are typically not obligated to use their own money to pay for credit card debt after death." "If you have a federal student loan, then the federal government will discharge any remaining debt upon your death." "Here's the bottom line: excessive debt is bad news all the way around." Episode references: The Motley Fool: https://www.fool.com/ Credit Karma: https://www.creditkarma.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

#940 | Jamie and Ed break down the Premier League's newly approved financial regulations - rules that will reshape how every club spends, invests, and strategises. They outline the new financial framework, focusing on the Squad Cost Ratio and how it caps total spending on wages, amortisation, and agents' fees relative to club revenue. We analyse how these changes mirror UEFA's own rules and why the league is pivoting toward a more standardised, long-term model of financial control. The pair explore what this means specifically for Manchester United - from wage-bill management and transfer flexibility to projected revenues, the need for player trading, and the club's ability to refresh the squad under new constraints. There's discussion of potential loopholes, how clubs may attempt to game the system, and what enforcement could look like as the Premier League attempts to restore credibility. The episode wraps with a look at United's structural changes, including the arrival of a new head of senior scouting. 00:00 Introduction 02:20 Premier League's New Financial Rules Explained 06:48 How Clubs Will Adapt Their Spending 10:26 United's Financial Health & Future Projections 12:37 Player Trading, Wages & Squad Management 25:50 Penalties, Loopholes & Rule Enforcement 38:24 Closing Thoughts If you are interested in supporting the show and accessing a weekly exclusive bonus episode, check out our Patreon page or subscribe on Apple Podcasts. Supporter funded episodes are ad-free. NQAT is available on all podcast apps and in video on YouTube. Hit that subscribe button, leave a rating and write a review on Apple or Spotify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why do most business owners never achieve a successful exit, even after decades of effort? Many assume selling a company is simple—find a buyer, sign the papers, and walk away. The reality is harsher: 70 to 80 percent of businesses that go to market never sell. Poor planning, missing documentation, and overdependence on the owner make it nearly impossible to exit with both profit and peace of mind. In this episode of The Better Than Rich Show, host Mike Abramowitz sits down with Bennett Lebowitz, co-founder of Pando Consulting Group, to uncover what it really takes to build a business that can be sold on your terms. Bennett covers everything from financial cleanup to operational systems and leadership transitions. He shares actionable frameworks, key metrics, and real-world stories of owners who created companies strong enough to thrive long after they stepped away.   Timestamps [00:00] Defining a Successful Exit [03:11] Avoiding Forced Liquidations and the 5 D's [05:43] Controlling the Controllables [06:51] Financial Health and Clean Books [09:27] Quality of Earnings and Operational Audits [12:06] Key Metrics Every Owner Should Track [17:31] Preparing for the Right Buyer [20:59] Getting the Owner Out of the Day-to-Day [28:27] Hiring Smart and Building Support Infrastructure [32:42] Shifting from Tactical to Strategic Leadership [36:52] Ideal Client Profile and Readiness [40:54] The Exit Process and Discovery [42:06] Why 70–80% of Businesses Never Sell [43:35] Life, Family, and Purpose  Key Quotes “Seventy-five percent of owners regret selling their business within 12 months, and it has nothing to do with money. It's because they weren't prepared for life after the sale.” “You can't sell a business if you're the one driving all the revenue. No one wants to buy a job.” “Profit is a direct correlation to value. Taxes are just a byproduct.” “If you're not growing, you're dying. Every system and hire is a step toward freedom.” “Everything we do should be purpose-driven. The money can't come with us, but the impact can.” Key Takeaways Prepare early. A successful exit takes years, not months. Begin by cleaning your finances and documenting your systems.Build independence. A business that relies on the owner isn't sellable. Train leaders and automate wherever possible. Track what matters. Focus on metrics like revenue per employee, recurring revenue, and client acquisition cost. Control what you can. You can't change the market, but you can strengthen your processes, people, and profit.  Links Mentioned Pando Consulting Group – Readiness Assessment: https://pandoconsultinggroup.com LinkedIn – Bennett Lebowitz: https://www.linkedin.com/in/bennett-lebowitz Connect with The Better Than RichWebsite - https://www.betterthanrich.com/Facebook - https://m.facebook.com/betterthanrich/Instagram - https://www.instagram.com/betterthan_rich/Twitter - https://mobile.twitter.com/betterthan_richTikTok - https://www.tiktok.com/@betterthanrichYouTube - https://www.youtube.com/channel/UC3xXEb7rKBvkCOdtWd4tj2ALinkedin - https://www.linkedin.com/company/betterthanrich

You can't call in tired when you're the leader.Even on the days when your body aches, your brain is foggy, and every text feels like one more demand — leadership still needs you. Parents still email. Licensing still calls. Staff still need direction.And in that fatigue, it's easy to believe the lie: I just need a break. I just need a new system. I just need to get through this week.But energy isn't something you find. It's something you create.In this deeply personal episode, Chanie unpacks what it means to create energy on demand — not from caffeine or quiet, but from rhythm, breath, and emotional containment. She shares how leaders can shift from guarding what's left to generating what's needed, and how to stop being the emotional battery for everyone around you.If you've ever said “I'm just so tired,” this episode will help you see that your exhaustion isn't from doing too much — it's from holding too much.You'll LearnWhy you're not one vacation or system away from feeling aliveThe truth about emotional fatigue and over-holdingHow to reframe your story and create energy in the middle of chaosThe science of energy creation and how your body chemistry responds to posture and languageHow to install transition rhythms between work and homeWhy “protecting your energy” keeps you in survival mode — and how to shift to creation modeSimple morning, end-of-day, and transition rhythms that restore peace and focusKey Insights“You're not exhausted because you're doing too much. You're exhausted because you're holding too much.”“Energy isn't found in quiet. It's created through rhythm.”“You don't need rest to be restored — you need rhythm to be renewed.”“You are not a battery pack to be drained. You are a lighthouse — a generator of light and calm.”Memorable Quotes“Waiting for energy is like waiting for clarity — it never comes until you take action.”“You don't protect energy. You create it.”“You close your laptop not because the work is done — but because the day is.”“Leadership still needs you when you're tired, but you're not powerless. You can create energy, on demand.”Reflection PromptsWhere are you still acting as the emotional battery for others?What transition rhythm would help you leave work restored instead of depleted?How can you practice creating energy through breath, posture, or language this week?Episode ResourcesPre-order Chanie's new book This Can't Be Normal — coming soonTake the 5 Gear Diagnostic to identify which area of your leadership is most drained — Enrollment, Staff Culture, Parent Engagement, Financial Health, or Strategic Growth. schoolsofexcellence.com/diagnostic

Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.In this episode of "People Not Titles," hosts Steve Kaempf and Matt Lombardi break down major updates from the National Association of Realtors (NAR) summit, including a new strategic plan focused on modernization, transparency, and accountability. They discuss significant MLS policy changes, the market outlook, and NAR's commitment to stable dues and advocacy, offering valuable insights for real estate professionals and consumers.Introduction and Episode Overview (00:00:02)Fannie Mae, Freddie Mac, and New Credit Scoring Models (00:00:56)Timeline for Credit Model Rollout and Loan Level Price Adjustments (00:04:27)Zillow vs. Compass Feud and Agent Survey (00:05:09)Survey Methodology and Private Listings Debate (00:07:34)Ongoing Lawsuits and Market Power Concerns (00:09:03)Compass Merger Timeline and Industry Impact (00:10:23)Compass Private Listings Strategy and Seller Impact (00:10:57)Federal Reserve Leadership Changes (00:11:21)Portable Mortgages and 50-Year Mortgage Concepts (00:12:24)Structural Barriers to Portable Mortgages in the U.S. (00:14:07)Potential for Portable Mortgages and Market Challenges (00:16:01)Assumable Mortgages, Bridge Loans, and Rate Buydowns (00:17:37)NAR Summit Recap and Leadership Changes (00:18:34)NAR's Three-Year Strategic Plan Highlights (00:20:20)Zero-Based Budgeting and Transparency Initiatives (00:21:47)Actionable Intelligence and Industry Input (00:22:57)Signature Projects and Member Commitments (00:23:26)NAR Dues, Political Advocacy, and Financial Health (00:25:20)Assessment of NAR's New Leadership and Direction (00:26:14)NAR Changes to MLS Policy and Local Control (00:27:35)Implications of Decentralized MLS Rules (00:29:32)Antitrust Concerns and Policy Rollbacks (00:30:46)Local MLS Autonomy: Access, Training, and Enforcement (00:31:09)Broker Impacts and Market Variability (00:32:36)NAR Market Outlook and Economic Forecast (00:33:47)Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

If your brain feels like a filing cabinet that never closes, you're not alone.For many school leaders, memory becomes the hidden system — the thing holding birthdays, licensing dates, parent notes, staff needs, and the million invisible details that make your school run. But here's the truth: your brain was never meant to be the system.In this powerful, personal episode, Chanie shares how her once-reliable memory began to fail — and how that moment became the turning point for her leadership. Forgetting wasn't a crisis; it was clarity. It revealed that her business had outgrown her brain and was ready for real systems and rhythms that could carry the weight sustainably.If you've ever said, “I just have to remember to…” — this episode will help you see why forgetting is not failure. It's a signal that your leadership is evolving.You'll LearnWhy memory-based leadership leads to burnout and anxietyHow your brain becomes a false “system” when trust in processes is lowWhy stress pokes holes in memory — and what to build insteadHow rhythms create psychological safety and operational stabilityHow to shift from mental management to systemized leadershipPractical examples of where you may be leading from memory (and how to stop)How to trust your systems and rhythms — even when it feels uncomfortableKey Insights“Your brain and your memory are not the system. Systems and rhythms hold excellence at scale.”“The brain is for having ideas, not holding them.”“Forgetting isn't failure — it's feedback that your leadership is ready to evolve.”“When you lead from rhythm instead of recall, you build peace into your operations.”Memorable Quotes“My memory made me feel safe. But safety doesn't come from remembering — it comes from trusting the rhythm.”“Your leadership isn't breaking down. It's breaking open — to a simpler, more sustainable way to lead.”“Forgetting wasn't the problem. It was the most generous wake-up call from God.”“The brain is for having ideas, not holding them. Systems are what keep those ideas alive.”Reflection PromptsWhere in your leadership are you still using your memory as a safety net?What's one area where you could install a rhythm to replace recall?How does over-reliance on your brain create invisible weight in your day?What would it look like to trust your systems — even when your instinct is to double-check?Episode ResourcesLearn more about Chanie's upcoming book This Can't Be Normal, where she unpacks how rhythms replace over-functioning and burnout.Take the 5 Gear Diagnostic to identify which area of your leadership carries the most invisible weight — Enrollment, Staff Culture, Parent Engagement, Financial Health, or Strategic Growth. schoolsofexcellence.com/diagnostic

In this episode of the Health Trip Podcast, we take a fresh look at financial health as a critical part of women's well-being during and after menopause. For Gen X women, these years are supposed to be about preparing for an empty nest and building long-term security. Instead, menopause often brings hidden financial costs. Women in midlife spend billions each year managing symptoms, face higher medical expenses than their peers, and lose an estimated 1.8 billion dollars in work time annually. These realities shape earning potential and retirement planning more than most people realize.To dig into this, I'm joined by Dr. Barbara Provost, founder of Purse Strings. After decades in the financial industry, Barb saw how often women were underserved, dismissed, or left out of crucial conversations about money. Purse Strings was built to change that. Her work gives women the tools, education, and trusted connections they need to make confident financial decisions, especially during life transitions like menopause, career changes, caregiving, and planning for the next chapter.If you're navigating midlife and want to better understand how menopause intersects with money, career, and long-term planning, this conversation will give you clarity and practical direction.Medical Disclaimer: By listening to this podcast, you agree not to use this podcast as medical advice or to make any lifestyle changes to treat any medical condition in yourself or others. Consult your own physician for any medical issues that you may be having. This entire disclaimer also applies to any of my guests on my podcast.Learn more about Dr. Provost:Website: https://pursestrings.co/IG: @pursestringsco FB: @pursestringsco Podcast: https://pursestrings.co/podcast/Stay connected with JFW:Watch on my YouTube channel: https://www.youtube.com/@jillfooswellness/videosFollow me on Instagram: https://www.instagram.com/jillfooswellness/Follow me on Facebook: https://www.facebook.com/jillfooswellnessGrab discounts on my favorite biohacking products: https://www.jillfooswellness.com/health-productsEnjoy 20% savings and free shipping at Fullscript for your favorite supplements by leading brands:https://us.fullscript.com/welcome/jillfooswellnessSubscribe to the JFW newsletter at www.jillfooswellness.com and receive your FREE Guide on How To Create Your Menopause Health Equation Ebook. Schedule your complimentary 30-minute Zoom consultation here:https://calendly.com/jillfooswellness/30-minute-zoom-consultations

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In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies. We discuss Ubiquiti's recent financial performance, including their sequential revenue growth, debt status, and inventory levels, and analyze the potential reasons behind their recent stock performance.The focus then shifts to Arlo Technologies, exploring their transition to a subscription-based business model, revenue trends, and profitability metrics. Additionally, we consider the impact of the broader economic environment on these companies and offer insights into potential investment strategies. Chapters00:00 Ubiquiti's Performance03:21 Ubiquiti's Financial Health and Market Response04:26 Analyzing Ubiquiti's Inventory and Market Trends08:20 Arlo Technologies09:19 Arlo's Business Model and Financials11:43 Arlo's Market Position and Future OutlookJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************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. #arlo #arlostock #ubiquiti #ubiquitistock #uistock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Welcome back to the Fintech Takes podcast. I'm Alex Johnson, joined by Jennifer Tescher, founder and CEO of the Financial Health Network (who's spent the last two decades measuring, defining, and holding the industry accountable for consumers' financial well-being). We dig into the latest FinHealth Spend Report, which found that U.S. households paid $455B in interest and fees last year (a $100B jump in just two years!), and unpack what that says about the fragility of American households. From student loans and BNPL to agentic AI to the design of financial products, this conversation covers the hidden costs of “frictionless” finance … and why real innovation might mean adding friction back in. Highlights include: Why the $455B consumers paid in fees and interest is a canary in the coal mine for the economy (and how credit card debt and student loans are driving the jump) How the uncertainty around student loan forgiveness has frozen households in place, changing decisions about careers, housing, and family Whether BNPL helps or harms consumers (and why frictionless payments may have gone too far) Why agentic commerce risks turning AI into a 24/7 sales engine (and what it would take to build AI that actually improves financial health) How Financial Health Network's new product design standards are nudging banks and fintechs to compete on doing right by customers This episode is a sweeping, candid look at the real state of consumers' financial health (and how design, data, and AI could either fix it or make it worse). Thanks for listening!   This episode was brought to you by Marqeta. Don't sacrifice agility for stability. With Marqeta, launch payments experiences that perform at scale and flex with your business. Learn more at https://marqeta.com/ftt Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page Follow Jennifer Tescher: LinkedIn: https://www.linkedin.com/in/jennifertescher/   Follow Alex Johnson:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson X: https://www.twitter.com/AlexH_Johnson

In early childhood education, it's easy to feel like marketing changes faster than you can keep up. But the truth is, while tactics evolve, the fundamentals of trust, rhythm, and authenticity never go out of style.In this episode, Chanie sits down with longtime friend and industry leader Nick Williams, CEO of Childcare Business Growth, to discuss the timeless marketing strategies that stand the test of time.They explore how to create authentic content, follow up with confidence, and use AI and systems to reclaim your time — all while staying true to your school's values and mission.If you've ever felt like your marketing is a moving target, this episode will help you return to the anchors that actually drive enrollment.You'll LearnWhy authenticity always outperforms the latest trendHow to position yourself as the local expert families trustThe power of consistent follow-up rhythms in enrollmentHow to centralize communication without losing personal connectionThe role of AI in buying back time and simplifying marketing systemsHow to track baselines and lead sources to make smarter decisionsWhy clarity on your values attracts your ideal familiesHow to stay ahead of change without losing your focusKey Insights“Sales is service. You're not pushing — you're inviting families into something that matters.”“If you want consistent enrollment, follow up on the platforms your parents actually use.”“There's no money in being neutral. Your values are your magnet.”“AI should help you work smarter, not harder. Use it to reclaim time for leadership.”Memorable Quotes“Marketing doesn't need to be frantic — it needs to be rhythmic.” — Chanie Wilschanski“Be authentic. Be visible. Be the local expert. That's timeless marketing.” — Nick Williams“The best marketing strategy isn't about chasing trends — it's about building systems that keep working while you lead.” — Chanie WilschanskiReflection PromptsWhich part of your marketing is built on rhythm — and which still feels reactive?Are your systems making your brand more human or more complicated?What would it look like to be known as the trusted local expert in your community?Episode ResourcesExplore Nick's work at childcarebusinessgrowthlive.comTake the Schools of Excellence 5 Gear Diagnostic to identify your biggest growth opportunity in:Enrollment, Staff Culture, Parent Engagement, Financial Health, or Strategic Growth

Wir reden ständig über Stress, Ernährung, Schlaf, aber kaum über den Stress, den unser Konto hat. Was, wenn dein Körper und dein Konto längst dieselbe Sprache sprechen? In dieser Folge fassen Ingo und Lena die größten Aha-Momente aus der Reihe Geld & Gesundheit zusammen:

An American Association of University Professors report showed that the University of Nebraska is in “good financial health” amid ongoing budget cut discussions. The Lincoln campus chancellor will submit recommended cuts to the Board of Regents before its December meeting. The latest proposal included eliminating six programs.

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What does financial health really look like in America today — and how can we help households thrive in an increasingly complex financial world? In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with Lisa Berdie from the Financial Health Network and Dr. Gary Mottola from the Financial Investor Education Foundation (FINRA) to uncover the latest research on financial capability, resilience, and well-being. From the Financial Health Pulse to the National Financial Capability Study, they explore what drives financial health, how major life events like job loss or medical emergencies impact households, and what behaviors can help families build stability. Lisa and Gary also discuss systemic and structural barriers, trends in credit use, and practical steps financial counselors and educators can take to empower clients. Tune in for a deep dive into data, insights, and real-world strategies to help Americans navigate their financial lives with confidence and control.Show Notes: 02:46 Get To Know Lisa & Gary06:49 The Importance of Collaboration in Financial Research08:34 Surprising Findings from the 2024 National Financial Capability Study09:28 What's Driving Household Financial Health?16:13 Can Households Keep Up with Financial Complexity?20:00 Practical Steps to Strengthen Financial Health27:28 Lisa & Gary's 2 CentsShow Note Links:Connect with Gary on Linkedin!Explore Gary's research on FINRA!Look into Financial Health Pulse 2025 U.S. Trends Report!Connect with Lisa on Linkedin!Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

Glen speaks with the Financial Health Network's Andrew Warren about takeaways from the newly minted Financial Health Pulse Trends report, including the persistent challenges in maintaining gains in financial stability. Also- the latest real-time payments data begs new questions, and Glen eats crow on Nvidia.       Links related to this episode:   The Financial Health Network's 2025 US Pulse Trends report: https://finhealthnetwork.org/research/financial-health-pulse-2025-u-s-trends-report/    The Financial Health Network's EMERGE 2026 conference, May 19-21 in Atlanta: https://finhealthnetwork.org/event/emerge-financial-health-2026/    FedNow's Q3 transaction and volume data: https://www.frbservices.org/resources/financial-services/fednow/quarterly-volume-value-stats    RTP's Q3 transaction and volume data: https://www.theclearinghouse.org/payment-systems/rtp    VentureTech in Frisco, Texas November 3-5; A FEW SCHOLARSHIPS STILL AVAILABLE FOR CUs UNDER $250M: : https://myventuretech.com/    The Underground Collision at Money 20/20 (Saturday Oct 25, separate admission): https://www.eventbrite.com/e/2025-underground-collision-of-contrasts-with-money2020-tickets-1280066426139?aff=oddtdtcreator    USE PROMO CODE “50BIGFIN” FOR A 50% DISCOUNT     Join us for our next CU Town Hall- Wednesday November 19 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/   Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

Dear Listeners, In this episode of the Primary Medicine Podcast, we tackle a critical but often overlooked topic in healthcare—physician practice financial health. Host Dr. Kevin is joined by Matt Seefeld, CEO of MedEvolve and a nationally recognized expert in healthcare revenue cycle optimization. With over 20 years of consulting experience, Matt shares how technology, […] The post Episode 112: Matt Seefeld on Physician Practice Financial Health appeared first on Primary Medicine Podcast.

If you've ever said, “I just need to be more disciplined with money,” this episode is for you.In this episode of Money Files, I introduce you to The Money Rhythm which is the third step in my coaching framework, following The Money Table and The Money Edit. While the first two steps are about clarity and structure, The Money Rhythm is about sustainability and putting your plan into motion and learning how to trust yourself with money.This is where my clients stop chasing perfection and start finding flow. We look at how their plan actually works in real life: the grocery trips, the forgotten birthday parties, the unexpected car repairs, the promotions, the slow months, and everything in between. The Money Rhythm is about building flexibility into your system so you can respond to life instead of reacting with guilt or shame.Through real client examples, you'll hear how we catch fake math, make realistic budget adjustments, and create systems that help clients make confident, proactive money decisions. This is the stage where coaching truly pays for itself, not just through the dollars saved, but in the peace, control, and confidence you gain.Listen in to learn:[01:15] What The Money Rhythm is and why it matters[03:50] How to build sustainability into your money system[06:45] Why perfection isn't the goal and honesty is[10:10] How to stop fake math and create realistic numbers that work[13:25] Client stories: adjusting for real-life expenses without shame[17:40] Why discipline isn't the answer. What you need is rhythm[19:00] How finding your rhythm builds confidence and trust in yourselfTune into this episode of Money Files to learn how to create a rhythm with your money that helps you sustain financial peace, build consistency, and finally feel in control.Get full show notes and the episode transcript: https://wealthovernow.com/the-money-rhythm-finding-your-flow-for-sustainable-financial-health/ Links mentioned in this episode…160 | Financial Grazing: How Little Habits Can Derail Big GoalsSet up a call | Financial Coach Washington, DC | Wealth Over NowDownload my FREE spending plan

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources 

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast, we talk to Executive Director of AFCPE Rachael DeLeon about the upcoming AFCPE Symposium, its purpose and why you should attend! Top takeaways: The AFCPE is a national nonprofit that certifies, educates and supports financial coaches, counselors, and educators. The AFCPE Symposium brings together financial professionals from all different professions, who work with clients in a variety of sectors (e.g., military, government, private practice, academia, non profit, financial industry). The symposium allows people from different practice areas to learn from each other and bring new ideas to their counseling practice. The magic happens in the halls and the side chats. 4 keynote speakers: The State of U.S. Financial Health and Capability by Gary Mottola and Lisa Berdie Redefining How We Understand Financial Behavior by Rahkim Sabree (check out our interview with him from last year) Every Conversation Counts by Riaz Meghji Put Your Money Where Your Mouth Is by Erika Wasserman The theme “Made For This Moment” injects hope and reminds us that collaborations are important to improving the nation's financial health. Some topics this year include: More AI topics than ever before Members from FPA and Foundation for Financial Planning - building the bridge between financial counseling and financial planning The importance of systemic behavioral interventions (e.g., nudges) between counseling sessions (the Coaching Operating SystemTM) Why financial counseling are terrible business owners Annual State of Financial Coaching/Counseling results Researchers share information with practitioners How do you decide which sessions to attend? Make time to attend different types of presentations, especially those that may be different from your typical community. Look at this as an opportunity to talk to people you don't normally have a chance to interact with. Use your network to “divide and conquer” - take notes and share what you learned with each other Plan to attend a post-symposium “watch party” to continue learning by watching recorded videos followed by a group discussion - either through the AFCPE or with FCN The app has some new features to help support networking and collaboration and helps you navigate the events in the 30-day symposium so you don't miss anything! Continuing Education (CE) opportunities: Pre-Approved for 15 CEUs for AFC® and CFP® professionals AFC Candidates can submit experiential hours for attending and watching sessions Check out the pre-symposium options available for additional learning opportunities Sign up for the 2025 AFCPE Symposium here (in person or virtual) Phoenix-Glendale, Arizona Renaissance Phoenix Glendale Hotel and Conference Center Tuesday, November 18 – Thursday, November 20, 2025 Listen for a coupon code to match the early bird discount! Members can contact AFCPE to get a special code for a deeper discount (listen for info).

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With so many people struggling to manage their finances effectively, the financial services industry is steadily shifting its focus from increasing financial inclusion to improving financial health. For more than two decades, Jennifer Tescher has been pursuing this cause with the Financial Health Network, with the aim of ensuring a fair shake for the “little guy.” Now, with the emergence of agentic AI and open banking, Jennifer is helping to usher in a new era of personalised financial solutions, from AI-powered advisers that improve financial decision-making, to “self-driving wallets” that can take action on behalf of consumers. In this episode, Jennifer explains what consumers stand to gain from these advances, how banks will benefit too, and how the work being done now is laying the foundation for a more equitable financial future.Disclaimers:Visa Direct capability is enabled through a financial institution partner. Visa Direct product availability and functionality varies by market. The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of any entities they represent. Visa neither makes any warranty or representation as to the completeness or accuracy of the information within this podcast, nor assumes any liability or responsibility that may result from reliance on such information and any information from third parties. The information contained in this podcast is not intended as investment or legal advice, and listeners are encouraged to seek the advice of a competent professional where such advice is required. All brand names, logos and/or trademarks are the property of their respective owners, and do not necessarily imply product endorsement or affiliation with Visa.

Dan Go is a fitness coach for entrepreneurs who's build a massive media presence with actionable advice while ignoring the combativeness of the fitness industry. Dan guests to share his wisdom on:-What you need to focus on to feel better in your 40's and beyond than you did in your 20's-Beliefs to let go of to be healthier -A nuanced approach to reducing alcohol intake -Getting away from victim mentality -The mindset of not seeing change in your 40's as already too late-What to focus on for long term longevity -Why financial stress negatively impacts your health-The importance of curating the environment, the people, and the media you surround yourself with -And much more00:16 Guest Introduction: Dan's Journey02:59 Fitness in Your Forties: Key Strategies04:58 Beliefs and Behaviors for Success11:22 The Impact of Alcohol on Health24:40 Blame and Responsibility in Fitness27:20 Misrepresentation in Health Studies28:30 The Vicious Cycle of Misinformation29:46 Promoting Longevity and Healthy Living35:09 Financial Health and Stress Management40:19 The Importance of Your Social Environment46:17 Curating Your Environment for Success49:41 Final Thoughts and ResourcesI've been putting a lot of time and effort into making these new episodes valuable for you. You can help me get these great guests and their knowledge in front of more people by:-Subscribing and checking out more episodes-Sharing on your social media (please tag me - I promise I'll respond)-Sharing with the friend you think of who needs this episodeFollow Andrew Coates:Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@andrewcoatesfitness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Email List:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.andrewcoatesfitness.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the RP App at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rpstrength.com/coates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - use the code COATESRPUse Code ANDREWCOATESFITNESS to save 10% off at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://justbitememeals.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Use MacrosFirst for tracking nutrition ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.macrosfirst.com/⁠⁠Go to www.knkg.com/Andrew59676 for 15% off your KNKG bag.

Earl shares valuable insights that resonate with cops, attorneys, and anyone who loves true crime. The conversation dives into the impact of social media on law enforcement careers, the need for strong leadership training for first responders, and why mental wellness and financial responsibility are essential for officers both on and off duty. Earl also opens up about his artistic side and previews his upcoming podcast dedicated to mental wellness in the world of public safety.

Are you financially healthy? In this episode, Art discusses a few signs that you have reached financial health. Additionally, he addresses two listener questions—one on the impact of purchasing a car on net worth and another about the types of accounts a person typically needs. Don't miss this 400th episode!Resources:8 Money MilestonesAsk a Money Question!

Gay men often live for the fun of today but forget to plan for tomorrow. Enter Brian Thompson, queer financial advisor and founder of Brian Thompson Financial LLC. With a background as a tax attorney and host of the Mission Driven Business podcast, Brian helps LGBTQ+ and mission-driven entrepreneurs build profitable businesses rooted in purpose. I In this episode you'll discover Learn how to align money with meaning How to grow with confidence in your financial life When and how to flex your financial future even in uncertain times.  About Brian Brian Thompson is the Founder and Financial Planner of Brian Thompson Financial LLC, where he helps LGBTQ+ and mission-driven entrepreneurs build profitable businesses that reflect who they are and support the impact they want to make. As a financial advisor and business strategist, Brian works with service-based founders who are building more than just a business. They're building movements, communities, and legacies. Brian helps them bring clarity and structure to their business finances, so they can grow with confidence while staying rooted in purpose. Before launching his firm, Brian spent nearly a decade as a tax attorney. That experience, combined with his own entrepreneurial journey, informs his holistic approach to planning. He understands the challenges faced by underrepresented founders, especially those navigating traditional financial systems that don't reflect their identities or values. His work dismantles the myth that profit and purpose are mutually exclusive. He is the host of the Mission Driven Business podcast, where he features the stories and strategies of diverse entrepreneurs. He was also recently featured on the Making Good podcast, sharing insights on how to build a business that serves your values and your life. Through personalized financial planning, strategic advisory, and real-talk podcast conversations, Brian helps entrepreneurs lead businesses that work for their founders—energetically, ideologically, and economically. As a Black, queer financial advisor, Brian is especially passionate about creating space for diverse voices in financial and entrepreneurial conversations. Connect With Ricky Website Facebook Hey Guys, Check This Out! Are you a guy who keeps struggling to do that thing? You know the thing you keep telling yourself and others you're going to do, but never do? Then it's time to get real and figure out why. Join the 40 Plus: Gay Men Gay Talk, monthly chats. They happen the third Monday of each month at 5:00 pm Pacific - Learn More! Also, join our Facebook Community - 40 Plus: Gay Men, Gay Talk Community Break free of fears. Make bold moves. Live life without apologies

Click here to watch the video version. In this episode of "From Busy to Rich," hosts Wes and Justin explore financial health as an ongoing journey, not a fixed destination. They challenge the belief that more money alone brings peace, emphasizing holistic well-being—balancing finances, relationships, health, and personal fulfillment. They offer actionable strategies for building discipline, reflecting on past achievements, and creating a richer, more balanced life beyond just accumulating wealth. In today's episode we will cover: Common misconceptions about financial security. The importance of financial discipline and coaching clients to maintain it. A holistic approach to wealth that encompasses family, relationships, and personal fulfillment. "Five types of wealth" and the risks of neglecting non-financial aspects of life. Have a question for us to answer on the podcast? Let us know here! Check out additional resources at www.wesyounglive.com. Transform Learning Series - click here for information on how to sign up.

Send us a textIn this episode of the Lawn Care CEO Podcast, Dan Ralphs and Aaron Suttenfield sit down with Brian Christensen, CEO of Brian Pest Control. With nearly three decades of experience, Brian explains how early order planning (EOP) has been one of the smartest moves for protecting margins and keeping his company financially strong.He breaks down how EOP can cut material costs by up to 10%, why managing inventory and product ordering directly impacts profitability, and how building reliable systems sets a company up for long-term stability. Brian also shares how he balances agronomy with customer service and growth, along with his approach to perseverance, culture, and organization.Whether you're running a small team or a multi-branch operation, this episode gives you clear steps you can use to save money, manage costs, and build a lawn care business that lasts!Subscribe for more practical insights on growing your business, building leadership, and reaching financial freedom.

Jeff Emig returns to the podcast—and as always, he brings stories, insight, and that trademark passion for the sport. A true legend of motocross and Supercross, Jeff made his name in the iconic 90's era, going bar-to-bar with Jeremy McGrath and famously ending McGrath's shot at a perfect season in '97. After his racing career, Jeff became the voice of Supercross for an entire generation of fans, all while keeping his own love for riding alive—still lining up at select amateur events and vet races. In this episode, we cover it all: what needs to change in motocross and Supercross, the scoop tire debate, grated starts, holeshot devices, and the future of the sport including the rise of World Supercross. If you love racing history, strong opinions, and a look at where the sport is headed, you won't want to miss this one.

In this episode of Breakaway Wealth, Jim is joined by Blair Gatchell of Breva.ai to discuss how business owners can use artificial intelligence to make better acquisition and management decisions. They examine how replacing gut instinct with real-time analytics can reduce risk, improve cash flow, and create a sustainable framework for growth. 3 Key Takeaways: The Value of a Defined Process – A clear, repeatable process for evaluating and acquiring businesses creates consistency and reduces reliance on intuition. AI as a Decision-Making Tool – Artificial intelligence can assess financial health, identify risks, and surface opportunities faster and more accurately than manual analysis. Post-Acquisition Performance – Technology can help monitor cash flow, measure operational health, and keep managers accountable long after the deal closes. Business ownership requires more than vision—it demands a system for making informed, fact-based decisions. The right tools can help owners identify the best opportunities, manage them effectively, and expand without sacrificing control. Connect with Blair Gatchel: Linkedin: www.linkedin.com/in/blairgatchel/ Website www.breva.ai

What does it really take to lead a nonprofit like a business—without losing sight of mission? In this episode, I sit down with Tom Ulbrich, CEO of Goodwill of Western New York, to unpack the balance between vision and execution, the triple bottom line, and why your team is your greatest asset. If you've ever wondered how to innovate, grow, and avoid organizational “whiplash,” this conversation is packed with insights you won't want to miss. Episode Highlights 00:01 Entrepreneur and Nonprofit Leader 02:32 From Family Business to Nonprofit Leadership 04:58The Triple Bottom Line and Why It Matters 08:34 Financial Health, Teams, and Leadership Dynamics 15:01 Innovation, Risk, and Avoiding Organizational “Whiplash” 25:00 Succession Planning, Structure, and the Future of AI in Nonprofits     My guest for this episode is Tom Ulbrich. Tom Ulbrich is an entrepreneur, educator, speaker, author, social sector CEO at Goodwill of Western New York, a member of the Forbes Non-Profit Council and Executive in Residence for Entrepreneurship at the University at Buffalo School of Management.   He is an entrepreneurial leader with broad-based management experience in both the for-profit and non-profit sectors. His passion for social innovation is focused on nurturing strong relationships and building consensus across diverse groups of stakeholders in the academic, for-profit, non-profit and government sectors. Connect with Tom: https://www.goodwillwny.org/ https://www.linkedin.com/in/thomasulbrich/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In This Episode In this episode, Breaking Banks delves into the evolving landscape of financial health standards, exploring how the Financial Health Network is pioneering a new set of standards aimed at designing financial products that prioritize consumer well-being. These standards, set to transform financial services by focusing on customer-centric outcomes, start with a focus on checking accounts and credit cards. encouraging people to spend well, and will be part of a library of standards around how financial institutions and fintechs can design financial products and services with the user's financial health outcome in mind. A practical blueprint for building financial products with integrated financial health solutions. Listen as Jason Henrichs and Brett King catch up with frequent guest Jennifer Tescher, President and CEO of the Financial Health Network and host of the EMERGE Everywhere podcast to discuss these new finhealth standards launched at the recent EMERGE conference. The trio explore: Creating a financially inclusive global economy: challenges and opportunities How financial industry standards shape consumer outcomes and institutional practices Improving financial decision-making through standards and outcome-focused frameworks Managing personal finances effectively with standardized financial practices Understanding moral hazard in financial services and regulation The impact of incentives and leadership priorities on financial system trust and performance Do consumers trust artificial intelligence more than traditional financial institutions? Small changes can drive big impact and improve financial decisions, management and ultimately financial lives. There is a lot that financial institutions and fintechs can do right now and make a difference, but there's also a lot to get right -- tune in now!