Podcasts about Financial management

In this episode, Lex speaks  Mike Sha - the CEO and co-founder of Tandems (formerly SigFig), a leading provider of AI-powered software for wealth management firms and financial institutions. Together, Lex and Mike discuss the evolution of wealth technology through the lens of Mike's entrepreneurial journey from founding Wikinvest in 2006 to building Tandems. Wikinvest pivoted to portfolio tracking and then to a B2B model, powering major portals like Yahoo Finance and managing over $500 billion in tracked assets. The team's insights into poor retail investment behavior led to building SigFig, a B2B robo-advisor, eventually serving banks like UBS and Wells Fargo.Today, rebranded as Tandems, the firm offers AI-powered tools for advisors across three key areas: meetings, asset gathering, and investment management, with AI integrated via a modular “wealth OS” platform. Tandems uses an open architecture for AI, prioritizing trust, configurability, and high accuracy tailored to the specific workflows of financial advisors. NOTABLE DISCUSSION POINTS:The Realization That Most Investors Struggle on Their Own Sparked the Robo-Advisory Movement - Mike Sha's early data from tracking $400–500 billion in retail portfolios across Yahoo!, CNN, and other finance portals revealed that most individuals consistently underperform when managing their own investments. This insight directly led to the creation of SigFig, one of the first robo-advisors, designed to make high-quality investment advice affordable and automated. It shows how data-driven observation of user behavior can uncover market inefficiencies and spark new product categories.Distribution and Integration Trumps Pure Innovation in Fintech Partnerships - Tandem's evolution from a consumer-facing platform to a B2B software provider for major banks underscored a critical lesson: distribution and trust are the hardest parts of scaling in financial services. Rather than trying to replace institutions, Sha's team embedded within them - learning that success requires deep integration with legacy systems and respect for the bank's compliance and operational frameworks. The “secret” to working with large financial institutions, Sha notes, is understanding their old infrastructure and designing around it - not fighting it.AI's Real Impact in Wealth Management Will Begin with Eliminating Repetitive Work - Tandem's current strategy focuses on AI automation for financial advisors, not as a replacement but as an assistant. Sha highlights that over 90% of an advisor's day involves repetitive administrative work - meeting prep, paperwork, compliance, follow-ups. Tandem's “Wealth OS” connects legacy systems and uses AI to automate these tasks first, freeing advisors to focus on human relationship-building and advice. It's a practical and near-term vision of AI in finance: efficiency before intelligence. TOPICSTandems, SigFig, Wikinvest, wealthtech, wealth management, fintech, ai, artificial intelligence, investment, roboadvisors, finance, financial management, banking, bank partnerships ABOUT THE FINTECH BLUEPRINT

In this Special Episode of the ASC Podcast with John Goehle recorded live from the Ohio Association of Ambulatory Surgery Centers Annual Conference in Columbus Ohio we interview some of the speakers and discuss recent activities for the association and the benefits of membership in the Association.   This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: Membership Information for the Ohio Association: http://www.oaasc.net/aws/OAASC/pt/sp/join ASCA Membership Information: https://www.ascassociation.org/asca/membership/join-renew Dinsmore https://www.dinsmore.com/ INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

Episode 316 hosts Meg McNeil (Director & Registered Nurse from Brisbane, Australia) & Bek McNeil (Director & Business Manager from Brisbane, Australia) In 'The Business of Injecting' episodes we host injectors and clinic owners to discuss all aspects of the business side of their clinic. We analyse their financial struggles and challenges, difficult decisions, friction points, staffing, hiring, firing and other topics relevant for aesthetic business owners. In Chapter 20 we discuss the success, challenges and future with two of the founders of Derm Haus. Our guests discuss their journey into the aesthetics industry, starting as a side hustle and growing it into a thriving business with two clinic locations and a team of 11.  They share how they created a supportive work culture, handling the financials and logistics of a growing business, and the importance of using each team member's strengths. We also cover their strategies for marketing, patient retention, and the impact of word-of-mouth referrals. Our discussion wraps with insights into future plans for Derm Haus, including a focus on women's health and regenerative medicine, and the challenges of maintaining a successful business in a rapidly changing industry.  00:00 Introduction 01:20 Business of Injecting: Episode Overview 02:26 Meet the Derm Haus Team 03:38 Starting the Business: Challenges and Growth 10:20 Bringing Bek Onboard  17:46 Client Selection and Business Strategies 20:42 Managing Stock and Team Consistency 26:59 Creating an Employee-Centric Workplace 28:05 Deciding on New Treatments and Devices 32:05 Pricing Strategies and Financial Management 37:15 Staff Retention and Incentives  41:09 Marketing and Brand Strategy 45:08 Future Plans and Business Growth  49:26 Reflecting on the Journey and Final Thoughts SUBSCRIBE TO OUR PATREON FOR EXCLUSIVE PODCASTS, WEEKLY EDUCATIONAL CONTENT & JOIN OUR WHATSAPP COMMUNITY CLICK HERE TO BROWSE OUR IA OFFERS FOR DISCOUNTS & SPECIALS CLICK HERE IF YOU'RE A BRAND OR COMPANY & WANT TO WORK WITH US CLICK HERE TO APPLY TO BE A GUEST ON OUR PODCAST CONTACT US

In this episode of the Sunlight Tax Podcast, I sit down with Joe Saul-Sehy, host of the Stacking Benjamins Show, for a deep dive into the world of personal finance and the emotional side of money management. Joe shares insights from his journey writing a personal finance book, and we explore topics like budgeting strategies, creating financial systems that work, and learning from our biggest money mistakes. We also discuss how mindset and emotions affect your money decisions, why community and accountability are essential for building wealth, and practical tips for artists and freelancers managing irregular income. Throughout the conversation, we highlight the importance of defining your financial goals, your core money values, and how having the right support network can help you actually achieve them.   Also mentioned in this episode: 06:23 Tools for Financial Management 07:22 Learning from Financial Mistakes 13:07 Navigating Financial Challenges 24:46 The Power of Timelines in Financial Planning 26:30 Defining 'Best' in Financial Goals 33:46 The Emotional Side of Money 44:41 Creating a Sustainable Income Strategy   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: The Stacking Benjamins Show The Book: Stacked Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions

Susan and Renee discuss the current free speech situation in the US, and the current financial situation in Winston Salem/Forsyth County public schools. Stay connected at: https://saveourschoolsnc.org

Financial leadership is more than numbers—it's the heartbeat of nonprofit sustainability. In this Nonprofit Power Week finale of The Nonprofit Show, Regional Director Ellie Hume of Your Part-Time Controller (YPTC) brings clarity and candor to some of the most frequently asked financial questions. With an “Ask and Answer” format, the conversation covers everything from roles and responsibilities in financial leadership to the evolving landscape of fractional CFOs.Ellie sets the stage by redefining how we see finance in nonprofits: “Finance is literally the thread that draws every piece of the organization together because without it, nothing works.” She dismantles silos by urging finance professionals to engage deeply with program, marketing, and development teams to ensure that data isn't just accurate but also meaningful for decision-making.The discussion takes a practical turn as Ellie differentiates between controllers, comptrollers, and CFOs. She outlines the transactional oversight of controllers, the governmental nuance of comptrollers, and the strategic future-focus of CFOs. She also digs into the importance of internal controls, noting their role in fraud prevention and audit readiness.The lively session shifts into the governance space. How often should boards review and sign Conflict of Interest (COI) policies? Ellie's answer is clear: annually at minimum, but immediately when new conflicts arise. She gives a relatable example: a contractor-board member bidding on a capital campaign project must disclose and recuse themselves. Transparency, she argues, isn't optional—it's fiduciary duty.Ellie also challenges assumptions about credentials. Do finance directors need to be CPAs? Her answer: “You truly just need great accounting skills and a strategic mindset to help the organization use financial information to make good business decisions.” Certifications like CPA or CMA add credibility but don't replace experience or practical skill.The conversation also explores the rise of fractional leadership. Ellie frames fractional CFOs as an efficient way to access high-level talent at a fraction of the time or cost, particularly useful during transitions or to prepare for a new hire. Fractional arrangements, she explains, can be both short-term bridges and long-term partnerships.The conversation wraps with a powerful reminder for board members: ask tough financial questions. Are resources aligned with mission? What risks are we facing? Do internal controls hold up? And crucially—what training do board members need to responsibly interpret financial statements?#TheNonprofitShow #NonprofitFinance #FractionalCFOFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this episode of the ASC Podcast with John Goehle, we discuss the latest news and trends in the ASC industry, discuss the Annual Report to Congress by CMS on the Program Oversight of Accrediting Organizations and in our focus segment, we interview Kara Newbury from ASCA about the 2026 Proposed CMS ASC Payment Rule.    This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: Anesthesia Time Limit Laws (From Beckers): https://www.beckersasc.com/anesthesia/anesthesia-time-limit-laws-where-3-bills-stand/?origin=ASCE&utm_source=ASCE&utm_medium=email&utm_content=newsletter&oly_enc_id=0573H1191845C8E CMS Prior Authorization: https://ascnews.com/2025/09/ascs-still-struggling-with-prior-authorization-despite-payer-pledges/ QSO-25-25-AO/CLIA - FY 2022 Report to Congress (RTC): Review of Medicare's Program Oversight of Accrediting Organizations (AOs) and the Clinical Laboratory Improvement Amendments of 1988 (CLIA) Validation Program:  https://www.cms.gov/files/document/qso-25-25-ao/clia.pdf INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

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Shannon chats with Austin Boyd, the founder of Alive Print Shop. Austin shares his incredible journey from starting a custom t-shirt business in his parents' garage to growing it into a multi-million dollar enterprise over the past 17 years. They discuss the importance of humility, continuous learning, and seeking knowledge from those more experienced.   Austin's story highlights the value of focusing on sales, sensible investment, and building a strong, empowered team. Tune in to gain insights on navigating business challenges, making strategic investments, and scaling your business while maintaining a personal touch.   What you'll hear in this episode: [0:45] Meet Austin Boyd: Founder of Alive Print Shop [5:35] Early Challenges and Growth [12:20] Lessons from the 2008 Financial Crisis [16:55] Scaling the Business and Building a Team [22:15] Learning from Mistakes: The Path to Improvement [28:10] Investing Wisely in Business Growth [32:35] Financial Management and Scaling Up [38:20] The Value of Seeking Knowledge and Expertise   If you like this episode, check out: How to Create Enterprise Value for Your Business Fine-Tuning Your Core Offer for Growth When NOT to Sell Your Business   Order from Alive Print Shop: https://aliveprintshop.com/contact-custom-apparel   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this Special Episode of the ASC Podcast with John Goehle recorded live from the California Ambulatory Surgery Center Association 2025 Conference in San Diego, California we interview some of the speakers and discuss recent activities for the association and the benefits of membership in the Association.   This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: Link to the California Association Website: https://casurgery.org/aws/CASA/pt/sp/home_page Link to Join CASA: https://casurgery.org/aws/CASA/pt/sp/membership INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! http://conferences.asc-central.com Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

In this powerful episode of Productivity Smarts, host Gerald J. Leonard sits down with Hall of Fame speaker, podcast host, and author Bill Cates to uncover how your mindset can either rob you of success or unlock lasting wealth. Bill takes us behind the scenes of his new book, The Hidden Heist, a parable filled with suspense, humor, and unforgettable lessons about money. Together, Gerald and Bill explore why beliefs are the foundation of every decision you make, how to maintain composure and clarity when life gets stressful, and why mastering your inner dialogue is the secret to real productivity. You'll also learn how compounding interest can change your future, why many people sabotage their own financial potential, and how finding the right financial advisor can protect and grow your wealth. If you've ever felt like you're doing everything right but still falling short, this episode will challenge you to rethink your approach, rewrite your limiting stories, and start building a life of abundance and purpose. What We Discuss [00:00] Introduction to Bill Cates [05:00] Hidden Heist: concept, plot, structure and lessons [12:49] Character spotlight: Elden, handling pressure and decision-making [14:55] Identifying and replacing unproductive money beliefs in daily life and work [22:02] Beliefs as the foundation for problem-solving [23:39] Aligning yourself with a trusted financial professional [25:54] Bill's financial habits and mindset shifts that boosted his productivity [28:09] Where to find The Hidden Heist and connect with Bill Cates Notable Quotes [05:27] “When someone says they sold a business, maybe they made money, maybe they didn't. I experienced both.” – Bill Cates [13:22] “Composure comes from clarity. Composure comes from clarity of purpose. It comes from mastering your inner dialogue, what you're saying to yourself.” – Bill Cates [14:03] “Wisdom is knowledge that is kilned in the fire of experience.” – Bill Cates [15:15] “Every human has stuff around money. I have met wealthy individuals that have fear around money when you don't think they should.” – Bill Cates [17:17] “Most Americans couldn't handle an 800 car repair bill without selling something or borrowing money. What's wrong with that picture?” – Bill Cates [20:06] “Some are, most aren't. So whenever we think about generalizations like rich people are greedy... there's usually these stereotypes and these generalizations.” – Bill Cates [22:40] “If we believe it's not fixable, then it's not fixable. If we're in a marriage and we believe the marriage isn't fixable, then it's not fixable.” – Bill Cates [26:11] “Those who understand it earn it, those who don't pay it.” – Bill Cates[26:51] “Some of my self worth was tied up in money. And so, you know, I bought a Lexus when I could have bought a Toyota.” – Bill Cates Resources Bill Cates Website - https://referralcoach.com/the-hidden-heist/ LinkedIn: Bill Cates Book: The Hidden Heist Productivity Smarts Podcast Website - productivitysmartspodcast.com Gerald J. Leonard Website - geraldjleonard.com Turnberry Premiere website - turnberrypremiere.com Scheduler - vcita.com/v/geraldjleonard Kiva is a loan, not a donation, allowing you to cycle your money and create a personal impact worldwide. https://www.kiva.org/lender/topmindshelpingtopminds  

Shannon addresses common misconceptions about financial management, emphasizing the importance of focusing on macro-level decisions rather than micro-level cost-cutting. Shannon advocates for prioritizing impactful activities that drive significant business growth and encourages entrepreneurs to delegate tasks to maintain a CEO mindset. Tune in to learn how to allocate your time and resources effectively, build sustainable profits, and drive your business toward lasting success.   What you'll hear in this episode: [0:45] Common Misconceptions in Financial Management [1:40] Focusing on Macro Over Micro Decisions [3:25] Effective Financial Management Strategies [4:55] Prioritizing Impactful Activities [8:15] The Importance of Delegation [10:30] Conclusion and Next Steps   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this episode of Remodelers on the Rise, Kyle chats with Audra Gossage, a remodeler who shares how her team builds trust with trade partners, prioritizes communication, and creates a client-first remodeling experience from start to finish. From clear process documentation to empowering clients with good design and honest pricing, you'll hear how Audra leads her business with both intention and care. If you want to run a business that clients love and trade partners rave about, this conversation is for you. ----- Want to keep in touch with past clients and prospects without the hassle of writing content yourself? That's exactly what Remodelers AutoPilot does — each month you get a done-for-you email newsletter and social media posts, ready to send. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Remodeler's Autopilot helps maintain client relationships. Building trust with trade partners is essential for business success. Technology like Builder Trend can streamline operations. Job costing is crucial for understanding project profitability. Separating client deposits from operating funds is vital. Hiring the right team members is key to business growth. Using DISC profiling can improve hiring decisions. Transparency in pricing builds trust with clients. A focus on client experience can set a business apart. Effective communication reduces client inquiries and enhances satisfaction. ----- Chapters 00:00 Introduction and Background 03:43 Audra's Journey into Remodeling 08:26 The Evolution of LTD Builders 11:28 Building Relationships with Trade Partners 19:12 Embracing Technology in Business 23:46 Financial Management Insights 28:47 People and Sales Strategies 28:55 Fortune Favors the Bold 31:45 Building a Strong Team 41:58 Sales Strategies in Construction 50:12 Client Experience as a Competitive Advantage

What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand.   In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership.   Their journey isn't just about dollars; it's about resilience, strategy, and building a foundation strong enough to weather economic storms like COVID-19 and the uncertain future of work driven by AI and automation.   You'll hear how Palmy and Nancy: ✅ Transitioned from labor-based income to income-producing assets ✅ Built investor trust through transparency and integrity ✅ Raised significant capital—even in uncertain markets ✅ Leveraged their unique strengths (“superpowers”) to scale faster ✅ Emphasize why community and collaboration are essential for financial growth   This episode is packed with real-world wisdom for entrepreneurs, investors, and anyone ready to shift from hustle-driven income to lasting financial freedom.   00:00 Welcome to Wealth Wisdom Financial 00:35 Meet Palmy and Nancy: From Fashion to Finance 02:32 Starting Small: The Fashion Business Journey 05:40 The Big Shift: From Fashion to Real Estate 07:55 Navigating Real Estate During COVID 15:21 Raising Capital and Building Trust 23:59 The Importance of Integrity in Business 26:40 Setting Ambitious Goals 27:00 The Power of Exponential Growth 28:07 Raising Capital and Building Confidence 29:01 Leveraging Superpowers in Business 30:37 The Importance of Team Support 32:41 Financial Management and Decision Making 37:48 Navigating Economic Challenges 47:38 The Future of Labor and Income 49:47 Final Thoughts and Community Invitation  

In this Special Episode of the ASC Podcast with John Goehle recorded live Live from the Live from the Illinois Ambulatory Surgery Center Association 2025 Meeting in Rosemont, Illinois we interview some of the speakers and discuss recent activities for the association and the benefits of membership in the Association.   This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.     Notes and Resources from this Episode: Link to the Illinois Association Website: https://il-asca.org/home Link to the Infection Control Worksheet Referenced in the Interview with Laurie Roderiques: https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! http://conferences.asc-central.com Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers 

In this episode of the ASC Podcast with John Goehle, we discuss the latest news and trends in the ASC industry and in our focus segment, we interview Laurie Roderiques, Director of Clinical Services for Ambulatory Healthcare Strategies during the Illinois State Association Meeting and discuss the Infection Control Risk Assessment and the CMS Surveyor Infection Control Worksheet.    This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: ASC News- Management should be engaged with staff to avoid potential risks: https://ascnews.com/2025/07/employment-attorney-urges-ascs-to-stay-engaged-with-staff-watch-for-legal-risks/?spMailingID=164824&puid=3910766&E=3910766&utm_source=newsletter&utm_medium=email&utm_campaign=164824 Garfunkel Wild ASC $250,000 settlement emphasizes security risk analysis requirement https://garfunkelwild.com/insights/surgery-center-250000-settlement-emphasizes-security-risk-analysis-requirement/ The Office of the National Coordinator for Health Information Technology (“ONC”), in conjunction with the OCR, has published a tool that can be used by small- to medium-sized covered entities to perform the SRA internally. Here is the link to the tool: https://www.healthit.gov/topic/privacy-security-and-hipaa/security-risk-assessment-tool. Infection Control Focus Segment: Link to the Infection Control Worksheet Referenced in the Interview with Laurie: https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Link to Training on Infection Control: Infection Control 101 – Training for Infection Control Coordinators in ASCs (September 2024 Recording) Infection Control 201 – Advanced Training for Infection Control Coordinators (September 2024 Recording) INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers 

Welcome to Building Brand You™, the podcast that helps you accelerate your success by unlocking your greatest asset – you.   KEY TAKEAWAYS Authenticity is the foundation of a successful personal brand so raise your hand for opportunities that resonate with your deepest self. Every interaction and action contributes to your brand. Every contact - from social media comments to professional meetings - leaves a trace and reinforces your personal brand. Your personal brand is a reflection of your evolving self. It's not a fixed entity but a dynamic representation of who you are, your values, and your professional journey. Being able to discern and choose clients and collaborations that align with your values, the difference you want to make, and your ways of working is one of the biggest benefits of understanding your personal brand.   ABOUT OUR GUESTS: With nearly two decades of entrepreneurial experience, Astrid navigated from the world of language training and intercultural collaboration to my current role as a seasoned change lead. As a trusted guide, she helps executive teams navigate complexity and transformation with clarity and heart. A lifelong polyglot and global citizen, Astrid worked across continents, connecting people and ideas. Her belief is that change is a craft, and curiosity is its most powerful tool. She is never without a fountain pen to capture new ideas. When she's not working, you can find her exploring new cultures, enjoying good food, and staying active through a variety of sports.   CONNECT WITH ASTRID VAN WANUM: Email - Astrid.vanwanum@sparkyourpotential.nl LinkedIn - www.linkedin.com/in/astridvanwanum Instagram - @sparkyourpotential   Beth Topolovsky, is the founder and CEO of Spark Group AB, a consulting firm helping companies transform their product management practices to drive growth and to work with a product-led culture.  She has over 25 years of executive management and technical experience from Cisco Systems, Hewlett-Packard, and KLA-Tencor in Silicon Valley.  Beth took an assignment to turn around an acquisition of Cisco's located in Stockholm, Sweden and has been anchored there since.  She has a deep interest in corporate transformations and enjoys nothing more than to see teams thriving and excelling beyond their greatest imagination.   CONNECT WITH BETH TOPOLOVSKY: Email - beth@sparkgroup.se LinkedIn -https://www.linkedin.com/in/beth-topolovsky Website - http://www.sparkgroup.se/   Susan brings decades of experience in business development, small business and project management, treasury/financial reporting, team leadership, analysis and design, system implementation, communications and more. She was Treasurer and COO of a small litigation firm for more than 30 years, and was the interface with creditors, financiers, accountants, other law firms, the judiciary and professional organizations. Susan was also staff mediator, manager and mentor (which is no minor role, as anyone who operates a successful small business is aware!). She is a real estate investor in the affordable housing sector, having managed multiple renovation projects. She was an analyst for a leading financial services firm redesigning their world-wide trading system, where she was responsible for branch operations. And she coordinated special projects for the international public relations department of a Fortune 50 multinational corporation. A graduate of New York University, Susan holds her B.A in Economics with honors, as well as a Certificate in Financial Management from Cornell University. Susan sits on the NY Advisory Committee for a long-established nonprofit, raising funds and awareness to meet its mission. She was the Treasurer and Board Member for a young nonprofit that shelters homeless youth, where she established their system of books and records and compliance procedures. Susan also volunteered with various community organizations, schools and ad hoc committees in her local area. She is an Ambassador for the Brooklyn Chamber of Commerce, and an advocate for vulnerable populations. She speaks Spanish and is learning Italian. Brooklyn, NY is where Susan calls home.   CONNECT WITH SUSAN TEICHMAN: Email - susan@reflexsolutionsllc.com LinkedIn -https://www.linkedin.com/in/susan-teichman-174383198 Website - http://www.reflexsolutionsllc.com/ ABOUT KYM HAMER: Kym is an international leadership and personal branding thought leader, an executive coach, and a programme design and facilitation practitioner. She is also the creator of Building Brand You™ - a methodology helping organisations, teams, and individuals to build reputation, presence, and gravitas. Kym works with leaders - both individually and in organisational development initiatives - to inspire and engage thinking styles and behaviour that achieve results and leave legacy. In 2020, just one year after launching her business, she was nominated by Thinkers360 as one of the Top 100 Women B2B Leadership influencers and is currently in the Top 15 Personal Branding and Top 10 Marketing Influencers in the world. For 5 years running Kym has also been one of Thinkers360's Top 10 Thought Leaders on Entrepreneurship and in 2023, 2024 and 2025, was recognised as one of their Top Voices globally. She has been part of Homeward Bound Projects faculty since 2020, a global initiative reaching 1.8 billion people, equipping women and non-binary people with a STEMM background to lead conversations for a sustainable future. She is currently the Program Design and Faculty Lead for the 10th on-line cohort and was part of the on-board faculty who voyaged to Antarctica in 2023 and 2025, to deliver the initiative's immersive component. In between all of these things, you'll find her curled up in a corner with her nose in a book.   Building Brand You™: JOIN the BBY Facebook Group - https://www.facebook.com/groups/buildingbrandyou SUBSCRIBE to the BBY Podcast on: (Apple) - https://podcasts.apple.com/gb/podcast/building-brand-you/id1567407273 (Spotify) - https://open.spotify.com/show/4Ho26pAQ5uJ9h0dGNicCIq CONNECT WITH KYM HAMER: LinkedIn - https://linkedin.com/in/kymhamer/ Facebook - https://www.facebook.com/kymhamerartemis/ Request to join the BBY Facebook Group - https://www.facebook.com/groups/buildingbrandyou  Instagram - https://www.instagram.com/kymhamerartemis TikTok - https://www.tiktok.com/@kymhamer Thinkers360 - https://bit.ly/thinkers360-kymhamer-BBY Find out about BBY Coaching - https://calendly.com/kymhamer/bbychat/   HOSTED BY: Kym Hamer   DISCLAIMER: The views, information, or opinions expressed during the Building Brand You™ podcast series are solely those of the individuals involved. They do not necessarily represent any other entities, agencies, organisations, or companies. Building Brand You™ is not responsible and does not verify the accuracy of any of the information in the podcast available for listening on this site. The primary purpose of this podcast is to educate and inform. This podcast does not constitute legal advice or services

On this holiday special, Glenn caught up with small business loan specialist Buck Harris to learn about loans for small horse businesses. When should you, how should you and the pitfalls to look for. Buck has spent a lifetime helping small businesses find the right loan. A very informative 30 minutes for anyone in a small business. Listen in...HORSES IN THE MORNING Episode 3765 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm and Glenn the GeekTitle Sponsor: WERM FlooringGuest: Buck Harris, Small Business Loan SpecialistAdditional support for this podcast provided by: Equestrian +, Spalding Fly Predators, Equine Network and Listeners Like YouChapters:00:58 - Understanding Small Business Loans14:00 - Understanding Business Financing: Good Debt vs Bad Debt21:44 - Understanding Loans and Financial Management for Small Businesses29:21 - Navigating Small Business Loans and Financial StrategiesTakeaways:The podcast emphasizes the importance of understanding loans for small businesses, focusing on when and how to seek financing.It highlights that credit scores are significant, yet they are not the sole determinant of loan eligibility for small business owners.The discussion reveals that having outside income can significantly improve a small business owner's chances of securing a loan.Listeners are advised to prepare their financial documentation meticulously to ensure a smoother loan application process.The podcast underscores the critical distinction between good debt and bad debt in the context of business financing.It is noted that small business owners should begin the loan process proactively rather than waiting for the last minute before critical financial needs arise.

On this holiday special, Glenn caught up with small business loan specialist Buck Harris to learn about loans for small horse businesses. When should you, how should you and the pitfalls to look for. Buck has spent a lifetime helping small businesses find the right loan. A very informative 30 minutes for anyone in a small business. Listen in...HORSES IN THE MORNING Episode 3765 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm and Glenn the GeekTitle Sponsor: WERM FlooringGuest: Buck Harris, Small Business Loan SpecialistAdditional support for this podcast provided by: Equestrian +, Spalding Fly Predators, Equine Network and Listeners Like YouChapters:00:58 - Understanding Small Business Loans14:00 - Understanding Business Financing: Good Debt vs Bad Debt21:44 - Understanding Loans and Financial Management for Small Businesses29:21 - Navigating Small Business Loans and Financial StrategiesTakeaways:The podcast emphasizes the importance of understanding loans for small businesses, focusing on when and how to seek financing.It highlights that credit scores are significant, yet they are not the sole determinant of loan eligibility for small business owners.The discussion reveals that having outside income can significantly improve a small business owner's chances of securing a loan.Listeners are advised to prepare their financial documentation meticulously to ensure a smoother loan application process.The podcast underscores the critical distinction between good debt and bad debt in the context of business financing.It is noted that small business owners should begin the loan process proactively rather than waiting for the last minute before critical financial needs arise.

Ever wondered why other people make and manage money easily and that your childhood trauma might be the reason why you struggle to? From Marine to Benedictine monk to financial expert, Doug Lynam's unconventional journey reflects his unique perspective on wealth and purpose. Socials instagram.com/chris.thrall youtube.com/christhrall facebook.com/christhrall christhrall.com Support the podcast at: patreon.com/christhrall (£2 per month plus perks) gofundme.com/christhrall paypal.me/teamthrall Our uncensored content: christhrall.locals.com Mailing list: christhrall.com/mailing-list/ Life Coaching: christhrall.com/coach/

In this conversation, Garry Ashton speaks with Mikey and Olive from Creeks Garden Care about their journey from youth work to starting a gardening business. They discuss the challenges of naming a business, the transition from employment to entrepreneurship, pricing strategies, and the importance of networking within the industry. The conversation also touches on equipment choices, financial management, and the significance of understanding tax implications for small business owners. In this conversation, Garry Ashton and Mikey discuss various aspects of running a landscaping business, including the importance of understanding business expenses, pricing strategies, and the significance of reliability in service. They share personal experiences with challenges, setbacks, and the role of professionalism in the industry. The discussion also touches on the integration of landscape design and maintenance, the impact of technology, and the importance of networking and referrals in building a successful business. Mikey emphasizes the need to find a niche and balance design with functionality in landscaping projects. fun doing this interview and I know you'll find value in so many of the topics we covered. Join www.sortscape.com.au/lawnstars for one of the best systems to help you succeed.

In this episode of the Artful Dollar Podcast, host Ryan Roi breaks down the dynamic world of marketing, branding, and financial management for tattoo artists with special guest Austin Maples.    Austin talks about the evolving landscape of the tattoo industry, the importance of customer service, establishing a strong brand, and efficient financial strategies for tattoo artists.    Additionally, Austin explains his latest project Eagle Management, a financial service dedicated to helping creatives manage their finances effectively.   Follow Austin Maples on Instagram and check out all of his projects   Austin's Tattoos: @austinmaples https://www.instagram.com/austinmaples/   Austin's Tattoo Studio in Los Angeles, CA: @enjoy.tattoos.la https://www.instagram.com/enjoy.tattoos.la/   Financial Management for artists & small businesses: @eaglemanagement.co https://www.instagram.com/eaglemanagement.co/   Clothing & Merchandise: https://enjoytattoosla.com/   For even more, visit Austin's Linktree: https://linktr.ee/Austinmaples?fbclid=PAZXh0bgNhZW0CMTEAAacf9WxPlQ50P6hTFJJyUUoJH9LiFfoOq5-dND2iCq72oTAXrKOJGq-doEl4_Q_aem_DZEV2mxDoReKYzYxpdCV3w   ———   Chapters 00:00 Introduction 06:27 Interview with Bang 09:13 The Value of Tattoos 11:59 Handling Criticism and Mistakes 17:30 The Evolution of Tattooing 21:49 The Role of Technology in Tattooing 39:20 The Tattoo Robot 44:55 Challenges and Improvements 48:40 Criticisms and Misconceptions 01:04:33 The Future of Tattooing and Technology 01:06:25 Final Thoughts and Reflections   ———   See if a 1:1 Marketing Strategy Session is right for you ⬇️ https://ryan-roi.notion.site/Artful-Marketer-Strategy-Session-24e89a0ba94080918dc2e320043bb0a9?pvs=143   ———   Hear what people think about what we do at The Artful Dollar: https://www.theartfuldollar.com/testimonials   Find more Artful Dollar podcast episodes on Spotify: https://open.spotify.com/show/4P0j85W6U6tG6KTCTQidL4   –——   Follow me on Instagram-  IG: ryanroitattoo   https://www.instagram.com/ryanroitattoo/   Check out my website- https://www.theartfuldollar.com/   #tattooartist #tattoopodcast #tattootips #tattooadvice #marketing 

To learn more about Breakthrough Academy, click here: https://trybta.com/EP234 Check out Spencer's benchmarking tool here: https://fixyourprofit.com/signup/btaConfused by your financials? You're not alone. Most contractors struggle to make sense of their numbers, and it costs them big.In this episode of Contractor Evolution, we sit down with Spencer Sheinin, bestselling author of Entreprenumbers and CEO of Shift Financial, who's on a mission to empower contractors by turning complex financial data into simple, actionable insights.Spencer used to be a contractor himself, so he gets the challenges you face. That's why this conversation hits different. It's not just about spreadsheets and profit margins, it's about taking control of your business through real financial empowerment.

Upwell's Charley Dehoney is back in today's episode to discuss cash flow management in freight brokerage and how brokers can streamline billing and leverage automation to avoid costly mistakes! We talk about how AI can help prevent errors before they ever reach a customer, Charley's early lessons in freight, the dangers of letting customers use you as their bank, and the significance of proper invoice management and faster carrier payments in improving relationships and gaining a competitive advantage in tight markets!   About Charley Dehoney Charley Dehoney is a seasoned operator, executive, advisor, and investor with two decades of experience in transportation, technology, and artificial intelligence. As the CEO and Co-Founder of Upwell, he leads a team of innovators that is reshaping accounts receivable and invoicing practices for logistics companies through cutting-edge AI automation. Charley's strategic expertise has consistently yielded impressive revenue systems, driving substantial growth for teams and businesses, with a cumulative impact exceeding hundreds of millions of dollars. With a track record of supporting over 150 logistics technology businesses. Charley has demonstrated his commitment to fostering innovation in the logistics industry. Additionally, he is recognized as a decorated youth sports coach, known for building championship teams both on the field and in the business world. Charley lives in Omaha, NE, and finds great satisfaction in his roles as a dedicated family man, coach, and an influential figure driving innovation in logistics and technology.   Connect with Charley Website: https://www.upwell.com/ / https://www.charleydehoney.com/  Twitter (X): https://x.com/charleydehoney  Instagram: https://www.instagram.com/cdehoney64/  LinkedIn: https://www.linkedin.com/in/cdehoney/ Facebook: https://www.facebook.com/charleydehoney/  

In this episode of the Real Estate Pro Show, host Erika interviews Pavan Maddi, a successful real estate investor who shares his journey in the industry, investment strategies, the importance of building a strong network, and the role of education in real estate. Pavan discusses his approach to analyzing deals, managing risks, and the significance of tax strategies in maximizing profits. He also shares insights on future goals and fundraising strategies for larger projects.   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   —--------------------

The critical do's and don'ts after a big financial win as a startup founder. They emphasize the importance of not oversharing about your wealth, shifting from an offensive to a defensive mindset, preserving your gains, and being cautious about new investments. They also explore how to handle the psychological and social challenges that come with newfound success, using real-life examples and practical advice to ensure you don't blow your hard-earned money.Resources:Startup Therapy Podcast https://www.startups.com/community/startup-therapyWebsitehttps://www.startups.com/beginLinkedIn https://www.linkedin.com/company/startups-co/Join our Network of Top Founders Wil Schroterhttps://www.linkedin.com/in/wilschroter/Ryan Rutanhttps://www.linkedin.com/in/ryan-rutan/What to listen for:00:52 The Myth of the Big Exit01:52 Emotional and Psychological Impact of Wealth02:58 The Speech: Congrats, Now Don't Mess It Up04:23 Financial Management for Newfound Wealth06:11 The Three Js of Wealth: Judgment, Jealousy, and Jockeying06:47 The Importance of Keeping Financial Information Private20:06 The Shift from Offense to Defense in Wealth Management22:24 The Founder Mentality Shift23:53 The Casino Analogy26:45 The Importance of Playing Defense30:18 The Danger of Proving Yourself Again36:33 The Save Point Strategy44:19 The Burn Rate Dilemma45:24 Conclusion: Preserving Your Wealth

Send us a textIn this empowering episode of Living the Dream with Curveball, we welcome Annette, a remarkable single mom of two who has defied the odds to create a fulfilling life for herself and her children. With degrees in humanities and business administration, Annette shares her inspiring journey of raising her kids without public assistance or child support while managing a successful career spanning three decades. She opens up about the financial challenges she faced and the lessons she learned about budgeting and financial management that could benefit other single moms. Annette emphasizes the importance of a strong support system, particularly the role her mother played in her life. Listeners will gain valuable insights into work-life balance, the significance of tuition reimbursement in her education, and her dedication to mentoring other moms through her own podcast, Mom 2 Mentor. Tune in for a heartfelt conversation filled with practical advice and encouragement for all single mothers striving to achieve their dreams and nurture their families.

What happens when farmers finally take back control of their operation — and their future? In this powerful episode, former ag banker turned business coach Jen Erickson shares the hard truths, overlooked red flags, and critical lessons she's learned from working with hundreds of farm families across the country. We dive into what most farmers are never taught about numbers, legacy, and leadership — and why waiting for the bank to “bless” your operation could be the biggest mistake you make. Whether you're stuck, scaling, or starting over, this conversation is a must-watch if you're serious about protecting your farm, your family, and your future.  Ready to take control of your farm's financial future?  Let's make it happen. FREE Proven System Training That Has Helped 300+ Family Farms Eliminate Stress, Increase Profitability, Decrease Debt, And... Protect Their Family's Financial Future! → https://start.legacyfarmer.com/proven-system-1?comet_source=YT&comet_custom=Jen-pod    

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

Interview with Vlad Prelovac, CEO of Kagi OpenAI Just Released Its First Open-Weight Models Since GPT-2 Genie 3: A New Frontier for World Models Kitten TTS: The 25MB AI Voice Model That's About to Change EVERYTHING (Runs on a Potato!

BIO: Pieter Slegers is the founder of Compounding Quality Newsletter. Pieter worked for three years as a Belgian asset manager before focusing full-time on his investment newsletter, Compounding Quality, in July 2022. Compounding Quality has over 1 million followers across social media and nearly 500,000 email subscribers. The goal of the newsletter is to help other investors by focusing on Quality Investing.STORY: At the age of 13, Peter convinced his parents to open a brokerage account. He picked the broker's newest “hottest pick” stock—an oil/gas transport company. He invested everything, thinking the people running the company knew what they were doing. Weeks later, the 2008 financial crisis hit. Peter sold his stock after a year, taking a 60% loss.LEARNING: Small losses are better than catastrophic ones. Knowledge is your only edge. “People who invest in individual stocks will make mistakes. There's no doubt about that, but it's way better to make a mistake with a few hundred dollars compared to $100,000.”Pieter Slegers Guest profilePieter Slegers is the founder of Compounding Quality Newsletter. Pieter studied Financial Management at the KULeuven and graduated summa cum laude. He worked for three years as a Belgian asset manager before focusing full-time on his investment newsletter, Compounding Quality, in July 2022. Compounding Quality has over 1 million followers across social media and nearly 500,000 email subscribers. The goal of the newsletter is to help other investors by focusing on Quality Investing.Worst investment everAt the age of 13, Peter earned his first paycheck by stocking shelves at a supermarket. Eager to grow his savings, he persuaded his parents to open a brokerage account (a feat for minors in Belgium).Despite his lack of investing knowledge, he diligently explored his broker's platform for ideas. A new stock caught his eye on the broker's “hot picks” list—an oil/gas transport company. He invested all his earnings, believing in the company's potential.Peter didn't conduct any research, despite his limited knowledge of oil and gas and his complete lack of investing experience. He simply trusted the “hot pick”.The crashWeeks later, the 2008 financial crisis hit. Peter sold his stock after a year, taking a 60% loss. His family was not impressed by his poor investment skills and told him that investing was akin to gambling, and he should consider working for the government instead.Pieter felt like such a failure. However, that $300 loss was his best investment. It hurt, but it taught him never to follow others blindly.Lessons learnedSmall losses are better than catastrophic ones. Losing $300 at the age of 13 beats losing $300,000 when you're 40. Early pain builds immunity to big mistakes.Knowledge is your only edge: If you don't understand how a company makes money, you're gambling, not investing.Failure fuels obsession. That loss made Pieter devour investing books, 10-Ks, and financial news. Pain became his mentor.Andrew's takeawaysAllow young investors to make mistakes with small sums (e.g., companies they understand, such as Netflix or Coca-Cola).Humility beats hubris. 90% of professional investors at Goldman Sachs underperform. What makes you different? It's your checklists, not confidence.Read biographies, study market history, and connect patterns. Wisdom compounds like interest.Actionable...

In this episode, Jeff Smith and Shawn Rider dive into financial management strategies that are key to achieving long-term wealth. They discuss the importance of controlling lifestyle changes, avoiding lifestyle creep, and strategically planning new income sources. The conversation also highlights the significance of living below your means and using money as a tool to improve life quality. Stay tuned for their upcoming Financial Foundations course to help you build a solid financial base.Chapters00:00 Summer Adventures and Family Celebrations01:09 Navigating Financial Transitions02:52 The Importance of Strategic Cash Flow Management05:16 Deploying Money Effectively08:53 Living Below Your Means for Future Gains12:32 Building Financial Foundations16:25 Money as a Tool for Life Improvement

In this episode of Remodelers On The Rise, Kyle sits down with Todd and Jill Johnson of Holly Home Renovations. Together, they share the story of how a talented craftsman and a physical therapist teamed up to start and grow a successful remodeling business focused on historic renovations in Minnesota. You'll hear how they've implemented systems step by step, embraced financial clarity, defined roles clearly, and built a business that supports their life—not the other way around. If you're thinking about bringing your spouse into the business or looking for inspiration on how to align your business with your personal values and goals, this one's for you. Tune in and take away practical ideas to strengthen your own remodeling business. ----- Ready to stop guessing and start growing? Visit Contractor Growth Network to see how they help remodelers like you build marketing that works. And for weekly insights that actually move the needle, tune into their podcast: https://www.contractorgrowthnetwork.com/podcast/ ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Your website should reflect your unique value proposition. Building trust with clients starts before the first call. Establishing clear roles in a partnership is crucial. Financial clarity is essential for business success. Utilizing technology can streamline operations. Community support can enhance business growth. Setting boundaries helps maintain work-life balance. Continuous improvement is key to operational efficiency. Defining your target market can lead to better projects. Contentment in business can lead to sustainable growth. ----- Chapters 00:00 Introduction to Holly Home Renovations 02:57 The Origin Story of Holly Home 09:46 Navigating Challenges and Growth 14:15 Establishing Financial Systems 22:54 Implementing Job Management Software 24:48 Financial Clarity and Business Transformation 27:33 Defining Roles and Responsibilities 35:01 Establishing Boundaries Between Work and Family 39:14 Building a Community in Remodeling 40:28 Vision for the Future of the Business

In this episode of the ASC Podcast with John Goehle, we discuss the latest news and trends in the ASC industry and review the proposed 2026 CMS Payment Rule for ASCs and HOPDs.   This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: Ambulatory Surgery Center News - 9 Quotes that capture 2025 for ASC's: https://ascnews.com/2025/06/you-dont-have-to-play-by-hospital-rules-what-asc-leaders-are-saying-right-now/?spMailingID=161608&puid=4098726&E=4098726&utm_source=newsletter&utm_medium=email&utm_campaign=161608 Healthcare Dive Article June 23 - How health insurers are pledging to reform prior authorization: https://www.healthcaredive.com/news/health-insurers-pledge-prior-authorization-reform-trump-hhs/751309/ 2026 Proposed CMS ASC/HOPD Payment Rule: https://www.cms.gov/medicare/payment/prospective-payment-systems/hospital-outpatient/regulations-notices/cms-1834-p INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

NCHA Hall of Famer and co-host Jesse Lennox, aka "The Louis Vuitton Vaquero" is back on the show with cutting horse legend Kenny Platt. With over $4 million in lifetime earnings and an NCHA Futurity win under his belt, Kenny shares the highs and lows of his career, from his mental toughness in the show pen to the life-changing advice that shaped his journey.  Dive into raw, unfiltered stories of overcoming setbacks, the art of training great horses, and the importance of gratitude in sustaining success. Kenny reflects on his breakthrough moments, the horses that defined his career, and his vision for the future of cutting as a spectator sport. Recorded at Kimes Ranch in Fort Worth during the Summer Spectacular, this episode is packed with wisdom, humor, and heart for horse enthusiasts and anyone chasing their passion. Sponsored by Kimes Ranch and Kerry Kelly Bits and Spurs. 00:00 The Best Career Advice 03:58 Consistency in Winning 09:58 The Importance of Family and Roots 15:48 Business and Financial Management 20:02 Gratitude in Winning 26:11 Preparing for Competition 29:09 Mindset on Show Day 30:26 Navigating Challenges in Cutting Competitions 33:02 Understanding Cow Selection and Strategy 34:59 The Art of Coaching and Developing Feel 37:09 Learning Through Experience and Practice 39:52 Breakthrough Moments in Training and Showing 46:07 The Journey to Becoming a Professional Trainer 50:14 Finding Confidence in Cutting Competitions 58:06 Reflections on Winning and Expectations 01:03:32 The Importance of Showing and Timing 01:05:05 Advice: The Good and the Bad 01:06:48 Lessons from Failure and Success 01:08:43 First Fraternity Experience and Its Impact 01:14:38 Favorite Failures and Learning from Mistakes 01:16:31 What Separates Great Horses from Good Ones 01:19:05 The Nature of Horses: Personality and Drive 01:20:00 Preparing for The American Performance Horseman 01:25:40 Goals for the Derby and Competitive Mindset 01:27:34 Future of the NCHA and Potential Improvements 01:28:23 Opportunities for Young Trainers 01:29:20 Enhancing Event Prestige 01:30:46 Making Cutting More Spectator-Friendly 01:31:54 The Role of Jay and Industry Improvements 01:33:32 The Future of Cutting Competitions 01:35:16 Rapid Fire Questions and Personal Insights 01:46:09 Gratitude and Perspective on Life

On July 22, attend our free web class to discover the 6 proven processes to pull you off the job site and out of sales. Register now here: https://trybta.com/CE-CGM-JL25To learn more about Breakthrough Academy, click here: https://trybta.com/EP226 Take Garrett's Money Persona Quiz here: https://garrettgunderson.com/quiz/Are you building wealth, or just building a business?Because for a lot of entrepreneurs, those aren't the same thing.Our guest today is Garrett Gunderson. He's built and sold an Inc. 500 financial firm, authored multiple bestsellers like Killing Sacred Cows and What Would the Rockefellers Do?, and now teaches business owners how to challenge outdated financial advice and actually build lasting wealth.In this episode, Garrett unpacks the myths (or “Sacred Cows”) keeping contractors stuck in survival mode.Listen in to learn how to build a life you don't want to retire from, all while taking care of your family for generations to come.If you're looking to build more than just profits—this one's a game changer.Episode Highlights:Get a breakdown of the major financial myths (Sacred Cows) bestselling author Garrett Gunderson says are holding contractors back from building the life they deserve.Learn why the traditional approach to retirement often leaves entrepreneurs unfulfilled, and what to focus on instead.Hear Garrett's advice on investing in your heirs—how to instill your values into kids that are growing up in a different reality than you did.00:00 - Intro01:12 - About Garrett09:02 - What does "Killing Sacred Cows" mean?13:35 - Dangers of blindly following financial advice17:05 - Principle 1: Abundance vs. Scarcity28:34 - Principle 2: The Retirement Myth41:58 - Principle 3: Cash Flow Over Net Worth49:24 - Principle 4: Investing in Your Heirs54:14 - Lightning Round55:30 - Wrap Up and Money Persona Quiz

In this special 250th episode of the ASC Podcast with John Goehle, we discuss HIPAA compliance in emails, cybersecurity threats, robotic surgery, surviving Department of Labor audits,  and in our focus segment, Katie Pierson interviews John Goehle about the past and future of the podcast and emerging trends in the ASC Industry.   This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Notes and Resources from this Episode: Paubox state of security report https://www.paubox.com/hubfs/Report%20Assets/2025-03-07_REPORT_StateofSecurity.pdf?utm_campaign=Demand%20Gen%20Nurture&utm_source=press_new Oregon Passes Bill to Block Corporate Takeovers of Medical Practices: https://www.healthcaredive.com/news/oregon-law-private-equity-in-healthcare-delivery/750526/ Remote Robotic Surgery! https://www.adventhealth.com/news/historic-telesurgery-connects-central-florida-and-angola-world-first-medical-breakthrough INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers  Linked In Post: In this special 250th episode of the ASC Podcast with John Goehle, we discuss HIPAA compliance in emails, cybersecurity threats, robotic surgery, surviving Department of Labor audits,  and in our focus segment, Katie Pierson interviews John Goehle about the past and future of the podcast and emerging trends in the ASC Industry. This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies.   Become a Patron Member of the Podcast!   Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop  ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers.  Go to https://asc-central.com/landing/plans/247448 to Become a member today!

In this powerful and inspiring episode of RIANOUTLOUD!, Rian-Louis sits down with Derek Ford Jr., the visionary founder and CEO of Carter Wear—a multinational apparel brand revolutionizing undergarments for men and women with bold, body-positive designs. With customers in over 120 countries, features in Men's Health, product placement in Nordstrom, and growing retail presence across the Northeast, Carter Wear is more than fashion—it's a movement.Before building this globally recognized brand, Derek held leadership roles in project, financial, and operations management at institutions like JP Morgan Chase, the Department of Defense, and Accenture. He holds degrees in Financial Management, Economics, and Marketing, and is currently pursuing a doctorate in Supply Chain Management & Logistics, with plans to expand into Real Estate Development.But beyond the resume is a heart for purpose: Derek is a classically trained musician, a devoted community advocate, and a passionate volunteer for LGBTQ+ causes and youth financial literacy.

In this week's episode of Cut the Mic, Mike Hoeflich and Mike Sperrazza break down the devastating Texas floods, the FBI's stunning claim that Epstein had “no client list,” and the continued lack of accountability. They also dive into Trump's latest wins, border security progress, and whether Elon Musk's political plays will help—or hurt—the future of conservatism. Plus: the countdown to America's 250th birthday and why the Left can't stop losing its mind.(00:07:58) Call for Transparency in Epstein Investigation(00:10:17) High-profile Individuals Involved in Epstein Case(00:14:29) Allegations of Election Interference Against Donald Trump(00:25:29) Debt Reduction Strategy in Financial Management(00:27:21) Financial Fitness: Transforming Habits for Stability(00:29:26) Influence of Trump and Elon Musk

Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Nate Winston, who shares the story of leaving a long-term business partnership to open his own shop. Nate discusses the challenges and emotional toll of a toxic partnership, the importance of having clear roles and written agreements in business relationships, and the remarkable improvements in his well-being and shop success after going solo. 00:00 Affordable Custom Clothing Solutions09:14 "Business Partnership Gone Wrong"13:59 Missing Documentation Dilemma16:46 Unexpected Lawsuit Loss: $15K Withdrawn26:01 Banter Over Responsibilities with Juan32:00 "Rarity of Genuine Selflessness"35:11 Father's Resilience in Adversity40:24 Increased Work Hours Achieved46:19 Argument Led to Tragic Outcome53:49 Goal-Setting Through Strategic Planning54:52 Effective Goal Management01:04:23 "Processing Loss and Grief"01:08:19 Documenting Family Memories Intentionally01:13:08 Trusting Independence at Age 10

In this conversation, Dylan Silver interviews Charles Farnsworth, a seasoned lender from Tacoma, Washington, who shares his journey into the real estate industry, the evolution of lending practices, and the challenges faced during economic downturns. Charles discusses his early experiences with fix-and-flip projects, the impact of the 2008 financial crisis, and the importance of private capital in today's market. He also delves into the complexities of bridge loans and offers advice for new investors navigating the real estate landscape. 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   —--------------------

In this episode of Remodelers on the Rise, Kyle sits down with Rob Fisher of Fisher Custom Builders for a refreshingly honest look at what it's like to start and grow a remodeling business from the ground up. Just three years in, Rob shares what sparked his entrepreneurial journey, the hard (and expensive) lessons he's learned about pricing and profit margins, and the steps he's taking to build a business that runs without him on-site every day. From mentorship and mindset to systems, sales, and stepping back from the tools, this conversation is packed with insights for any remodeler in the trenches asking, “Am I doing this right?” Spoiler: You're not alone—and Rob proves it. ----- Ready to connect, learn, and grow alongside other remodelers? Join us at the Rise Conference on August 5–6 for two days of practical insight, real conversations, and proven strategies to build a better remodeling business. Sign up here: https://remodelersontherise.com/rise/ ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways The Rice Conference is a source of energy and inspiration. Building relationships is key in the remodeling business. Understanding financials is crucial for success. It took Rob two years to figure out his pricing strategy. Delegating responsibilities is essential for business growth. Mentorship can provide valuable insights and encouragement. Patience is necessary when building a business. Creating a positive work environment leads to better employee retention. Rob's journey reflects the common struggles of new entrepreneurs. Continuous learning and adaptation are vital for success. ----- Chapters 02:46 From Ministry to Remodeling: Rob's Path 05:45 Lessons from Phil: The Entrepreneurial Seed 08:58 Building Experience: The Early Years in Construction 12:01 The Reality of Business: Hard Work and Patience 14:53 Understanding Financials: The Importance of Margins 17:53 Sales Process: Tracking and Accountability 20:47 Implementing Changes: Design and Project Development 23:55 Final Thoughts: Confidence and Growth 26:50 Lessons Learned the Hard Way 29:03 Transitioning from Field to Office 30:20 Building a Team and Delegating Responsibilities 36:18 The Importance of Mentorship 42:05 Vision for the Future and Business Growth

In this conversation, Brian Gottlieb shares his insights on the importance of management in shaping organizational culture, the challenges and strategies in the home improvement industry, and the significance of leadership and decision-making in business success. He emphasizes the need for effective recruitment, innovative marketing strategies, and the five pillars of leadership that can drive a company towards growth and excellence. The discussion also touches on the importance of financial management and the role of culture in employee engagement and retention.   Don't forget to register for Tommy's event, Freedom 2025! This is the event where Tommy's billion-dollar network will break down exactly how to accelerate your business and dominate your market in 2025.   For more details visit freedomevent.com   00:00 The Role of Management in Organizational Culture   04:16 Navigating the Home Improvement Industry   08:47 The Journey of Starting a Business   13:00 Sales Strategies and Customer Engagement   19:44 Building a Strong Company Culture   24:36 Leadership and Decision-Making   30:16 The Importance of Financial Management   35:27 Recruitment and Talent Acquisition   39:23 Innovative Marketing Strategies   46:27 The Five Pillars of Leadership   53:33 Closing Thoughts and Key Takeaways    

In this engaging conversation, Tommy Mello and Ellen Rohr discuss the critical importance of financial clarity in business, the value of mentorship, and the strategies for choosing the right business to invest in. They explore the significance of understanding financials during business transactions, the dynamics of team success, and the role of effective communication and leadership. The discussion also highlights key performance indicators for growth, leveraging technology for financial management, and the personal journey of entrepreneurship. Finally, they touch on future endeavors and the importance of community engagement.   Don't forget to register for Tommy's event, Freedom 2025! This is the event where Tommy's billion-dollar network will break down exactly how to accelerate your business and dominate your market in 2025.   For more details visit freedomevent.com   00:00 The Importance of Financial Clarity 06:02 Mentorship and Learning from Experience 11:47 Choosing the Right Business to Invest In 17:51 Understanding Financials in Business Transactions 23:42 The Role of Team Dynamics in Business Success 29:41 The Power of Communication and Leadership 35:59 Key Performance Indicators for Business Growth 41:49 Leveraging Technology for Financial Management 47:43 The Journey of Entrepreneurship and Personal Growth 53:47 Future Endeavors and Community Engagement  

In Part 2 of this four-part series, Joey Coberly introduces Lawn Care Launch—a powerful system combining financial management, marketing, and mentorship—designed to guide lawn care business owners through sustainable growth and long-term success.