Podcasts about financial strategies

Jesse fields six wide-ranging listener questions that dig into the heart of financial planning and investing. He opens with a challenge to the idea that age alone dictates portfolio strategy, emphasizing instead that time horizons, goals, and diversification determine the right balance between growth and preservation. From there, Jesse advises a listener who recently inherited $1 million on how to integrate the windfall into an early retirement plan through detailed cash flow projections, withdrawal strategies, and careful consideration of pensions and Social Security. Next, he unpacks the difference between risk tolerance and risk capacity—framing them as willingness versus ability to take risk—and illustrates how these concepts vary depending on age, assets, and future income. A question about bonds leads to a deep dive on duration, interest rate sensitivity, and why bond funds and individual bonds behave more alike than many investors assume, with practical guidance on structuring fixed income for retirement needs. Shifting to income growth, Jesse shares seven strategies for boosting earnings over time, from negotiating raises and pursuing certifications to building businesses, climbing the career ladder, and gaining equity participation. Finally, he closes with a clear primer on Bitcoin, explaining blockchain, mining, and the role of trust in money, while stressing that investors don't need cryptocurrency in their portfolios—but should at least understand what it is and why it matters. Key Takeaways: • Investment strategy should be based on goals and timelines, not just age. • A $1 million inheritance should be planned with the same rigor as any other asset, while respecting any personal or emotional ties. • Risk tolerance reflects your willingness to endure volatility, while risk capacity measures your financial ability to recover from losses. • Bond funds and individual bonds are functionally similar, especially when held to maturity. • Negotiating with employers or job hopping can be effective short-term paths to higher pay. Building side businesses or securing equity participation can create outsized wealth growth over time. • Investors don't need crypto in their portfolios, but understanding how it works helps in today's financial landscape. Key Timestamps: (01:58) – Question #1: Understanding Risk and Reward in Investing (15:01) – Question #2: David's Early Retirement Strategy (22:21) – Question #3: Karen's Question on Risk Capacity (31:09) – Question #4: James' Concern About Bond Funds (42:39) – Question #5: Tips for Increasing Your Income (48:20) – Strategic Career Climbing (53:47) – Question #6: Introduction to Cryptocurrency (01:00:33) – The Role of Trust in Money and Bitcoin (01:09:16) – Bitcoin Wallets and Blockchain Explained (01:13:27) – Cryptographic Puzzles and Proof of Work (01:24:37) – Concluding Thoughts and Future Episodes Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/risk-and-reward/  https://bestinterest.blog/stocks-for-wealth-bonds-for-sanity/   https://bestinterest.blog/winning-the-game-retiring-at-57-with-4-million/   https://bestinterest.blog/raises-negotiations/  https://bestinterest.blog/explaining-bitcoin-in-simple-terms/   More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/  Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

In this episode of the Real Estate Pros Podcast, host Kristen interviews Nick Dial, author of 'Insurance Makes Cents.' They discuss the importance of understanding insurance, particularly for real estate professionals, and how to leverage it effectively to protect assets. Nick shares his personal journey into the insurance industry, the inspiration behind his book, and the common gaps in insurance coverage that many overlook. He emphasizes the need for a customized approach to insurance and the importance of educating oneself about policies to avoid costly mistakes. The conversation concludes with key takeaways from Nick's book, empowering listeners to optimize their insurance strategies.   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   —--------------------

Today, Jesse is joined by Spencer Reese—Air Force veteran, financial educator, and creator of the Military Money Manual—for a conversation about the surprising overlap between military transitions and civilian retirement. Together, they explore why the only constant in retirement is change, how life evolves through “go-go, slow-go, and no-go” phases, and Jesse's framework for a “Retiree's Financial Decathlon,” covering everything from building a sustainable paycheck to tax efficiency, healthcare, estate planning, and even learning to spend with intention. Spencer shares lessons from his own service and separation, highlighting the financial quirks of military life—like government-covered housing, allowances that incentivize marriage, and the all-too-common trap of buying too much car—as well as the importance of communication and systems for long-term success. Beyond the dollars, they discuss the identity shifts that come with leaving the military or workforce, the challenge of replacing purpose and community, and how preparation and adaptability ease the transition. Throughout, Jesse and Spencer remind listeners that whether you're a veteran or a civilian, financial independence is as much about mindset and meaning as it is about math. Key Takeaways: • Retirement is not a fixed point in time but an evolving, decades-long transition. • Purpose, meaning, and social connection are as critical as financial stability in retirement. • Jesse's “Retiree's Financial Decathlon” framework highlights ten essential planning areas, including building a paycheck, taxes, healthcare, estate planning, and spending. • Many military families struggle not from lack of will, but from lack of financial skills and role models. • Transitioning out of the military often brings a loss of identity, community, and structure, similar to civilian retirement. • Preparing early—whether through classes like TAP for veterans or retirement workshops for civilians—eases major life transitions. Key Timestamps:(00:00) – The Only Constant in Retirement: Change (07:59) – The Retiree's Financial Decathlon (20:09) – Interview with Spencer Reese: Military Financial Planning (31:20) – The Importance of Financial Vision and Communication (35:24) – Creating Financial Systems for Deployment (38:17) – Behavioral Traps and Financial Resources for Military Families (43:19) – Opportunities During Deployment (47:07) – Transitioning to Post-Service Life (50:18) – The Importance of Purpose and Meaning in Retirement (01:00:52) – Resources and Recommendations for Financial Success Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://militarymoneymanual.com/ LinkedIn: https://www.linkedin.com/in/spencer-c-reese/ Mentions:  https://bestinterest.blog/your-only-retirement-constant-will-be-change/ https://bestinterest.blog/the-retirees-financial-decathlon/ https://bestinterest.blog/e108/ https://bestinterest.blog/e106/ https://bestinterest.blog/when-should-i-take-social-security/ https://bestinterest.blog/retirement-withdrawal-order-of-operations/ https://bestinterest.blog/planning-for-your-healthcare-costs-to-and-through-retirement/ https://www.militaryonesource.mil/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews George Dubec, known as "The Ultimate Networker." Dubec shares his journey from running a successful podcast streaming company to becoming an entrepreneur focused on investment opportunities. He discusses the unique structure of America's Real Deal, the challenges of executing deals, and the importance of networking in business. The conversation also touches on future goals for the show, including international expansion and the significance of building relationships in the business world.   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 the Investor Fuel podcast, host Michelle Kesil speaks with Christina Elizondo, who specializes in helping businesses secure funding through unique loan solutions. Christina discusses the importance of fundability, effective communication, and the strategies she employs to assist investors in navigating the funding landscape. She emphasizes the significance of building relationships and community impact while outlining her goals for expanding her business and helping more clients achieve financial success.   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 the Investor Fuel Podcast, host Leo Wehdeking speaks with Adam Cohen, a seasoned real estate professional with over 35 years of experience. Adam discusses his dual focus on commercial mortgage banking and the innovative SaxCap fund, which leverages blockchain technology to democratize real estate investment. He shares insights on the importance of experience, navigating market challenges, and building trust with investors. Adam also outlines his future goals for SaxCap and emphasizes the need for continuous reinvention in the ever-changing 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   —--------------------

How do you turn your savings into a steady paycheck after work ends? Charleston’s retirement coach Brandon Bowen explains the shift from traditional pensions to DIY retirement, sharing strategies for creating protected income and balancing risk. Discover why knowing your monthly number and dialing in the right mix of guarantees and growth is the key to spending confidently and enjoying your next chapter. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if your mortgage, checking account, and line of credit were all combined into one powerful tool—could it really speed up your debt freedom and build wealth faster, or just cost you more in the long run?Many Canadians are intrigued by the Manulife One account, a product that promises simplicity, flexibility, and cash flow efficiency. On the surface, it looks like a debt optimizer's dream—every dollar you earn instantly works to reduce interest. But behind the appeal lie real risks: higher rates, temptation to overspend, and the need for disciplined money management. If you've ever wondered whether this account is a smart wealth-building strategy or an expensive convenience, this episode breaks down the truth.In this conversation, you'll discover:Why the Manulife One account can accelerate mortgage payoff and unlock advanced wealth strategies like the Smith Maneuver.The hidden pitfalls that trip up borrowers—and how to know if this tool is a fit for your financial discipline.An alternative approach using a traditional mortgage with a re-advanceable HELOC that may give you lower rates while still opening doors to long-term wealth.Press play now to learn whether Manulife One is your secret weapon—or if there's a smarter path to financial freedom waiting for you.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than paying down a mortgage—it's about creating a holistic Canadian wealth plan that aligns with your goals. Tools like the Manulife One account can streamline cash flow, strengthen debt management, and even open doors to strategies like the Smith Maneuver, where home equity is re-leveraged for investment and wealth buildReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

OverviewAre you a single mom navigating the complex world of finances after a major life transition? In this episode, I sit down with Jennifer Lee, founder of Modern Wealth, to discuss crucial financial strategies for women in transition.Jennifer, affectionately known as "Aunt Jen," shares her wealth of experience in guiding women through financial crossroads. With 29 years in the financial services industry, she brings a unique perspective to help demystify money matters for those who feel intimidated by the topic.Key Insights for Solo Moms:Discover the importance of having money conversations before entering new relationshipsLearn the first three steps to take when suddenly in charge of financesUnderstand how to live with purpose while feeling stuck in survival modeExplore the concept of the "Family Love Letter" and its significanceJennifer emphasizes the value of assessing your financial situation, finding trusted advisors, and understanding your discretionary income. She also introduces her book, "Squeeze the Juice," which offers an accessible approach to financial concepts for those new to money management.Actionable Takeaways:Assess your assets and gather all financial informationFind a trusted party to help you navigate your financesDetermine your discretionary income for personal choicesConsider writing a "Family Love Letter" to communicate important information to loved onesThis episode provides invaluable insights for single moms looking to take control of their financial future. Jennifer's approachable style and practical advice offer a beacon of hope if you're feeling overwhelmed by your financial circumstances.Don't miss this opportunity to gain financial clarity and empowerment. Tune in to hear Jennifer's full interview and start your journey towards financial confidence today.Connect With Jennifer: Website | Book Don't parent alone. Attend our upcoming meeting by signing up herehttps://solomomstalk.mysites.io/podcast-2-copy/financial-strategies-for-moms-in-transition-w-jennifer-lee This podcast is hosted by Captivate, try it yourself for free. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

What happens when retirement planning becomes a lifeline for families facing the unexpected? This episode explores why women often face unique challenges in retirement, the importance of shared financial strategies, and how a clear plan can potentially put your mind at ease during life’s toughest moments. Damon Roberts and Matt Deaton reveal the hidden risks, fees, and emotional realities behind successful retirement planning, sharing real stories and practical advice for couples and individuals alike. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Feeling overwhelmed by retirement planning? Discover how Steve Hoyl and Derrick Caldwell help Texans turn confusion into confidence, breaking down the steps to build a secure future. From budgeting and income gaps to maximizing old 401(k)s and understanding risk, this episode reveals practical strategies for retiring smarter—not harder—so you can enjoy life beyond “just okay.” Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Joseph Lombardi, a real estate expert focused on tax savings and wealth building strategies. Joseph shares his insights on navigating the complexities of the financial landscape, particularly for blue-collar business owners. He discusses the importance of ethical business practices, building strong relationships, and the pitfalls of traditional retirement plans like 401ks. Joseph emphasizes the need for financial education and the legacy one can leave for future generations.   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   —--------------------

Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Profit benchmarks for the construction industry: coltivar.com/benchmarks Most business owners confuse strategy with planning. They make to-do lists, call it a strategy, and wonder why results don't stick. In this episode, Steve breaks down what business strategy really means and why it's different from a plan or a set of tactics. You'll learn how to identify your company's true strategic problem, why putting the customer at the center matters, and the framework that connects strategy with finance so you can grow profit, improve cash flow, and increase firm value._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Sean Phalon, an expert in distressed debt investing. Sean shares his journey from working in real estate financing to becoming a successful investor focusing on distressed properties. He discusses key strategies for maintaining a smooth business operation, the importance of scaling and capital raising, and the nuances of navigating different types of real estate deals. Sean emphasizes the significance of networking and the courage to ask for help in the complex world of real estate investing.   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   —--------------------

Send us a textIn this episode of the Life Science Success Podcast my guest is Josh Yelen, a CPA, MBA, and the Founder & CEO of Function, a strategic financial leadership and bookkeeping services company that supports businesses across various industries, including life sciences. With over two decades of experience in operations, accounting, finance, and sales, Josh is also a co-founder of Venture Forward Capital, where he supports early-stage entrepreneurs in building disruptive companies.00:00 Introduction to Life Science Success Podcast00:40 Join Our Free School Community01:41 Introducing Our Guest: Josh Yelen02:10 Josh Yelen's Professional Journey04:30 The Birth of Venture Forward Capital and Function09:05 Function's Unique Approach to Financial Services14:55 Challenges in Biotech and Pharma20:40 Trends Shaping the Future of Biotech29:19 Firing the Biggest Client and Growing the Business29:46 Innovative Use of AI in Business30:53 Aligning Company Goals with OKRs32:45 The Importance of Focus and Avoiding Distractions36:46 Leadership Advice and Entrepreneurial Challenges39:31 Motivational Videos and Personal Drive45:37 Concerns About AI and the Future of Work50:48 Excitement for the Future and Final Thoughts

In this episode, Jenni Alvey, CFO of IU Health, shares insights on navigating workforce challenges, advancing care affordability, and preparing for major system initiatives including a new downtown hospital and Epic implementation. She also reflects on leadership lessons that shape her approach to healthcare finance today.

Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—for a deep dive into the psychology behind our financial decisions and why money is never just about numbers. Together, they explore how unconscious “money scripts” formed in childhood shape lifelong habits, why emotional discipline matters more than willpower, and how anxiety shows up even for people who have “won the game” financially. Hanna explains how retirement brings not just financial questions but also an identity shift, making purpose and values as important as portfolio allocation. They discuss strategies for reframing our relationship with volatility, using fire-drill style planning to prepare for downturns, and creating small gaps between emotions and actions to avoid costly mistakes. Throughout, Jesse and Hanna remind listeners that building lasting wealth is less about chasing fads or quick wins and more about cultivating awareness, resilience, and intentionality in both mindset and money. Key Takeaways: • Money is never just about math—it's deeply tied to psychology, emotions, and unconscious beliefs. • Emotional discipline means creating space between feelings and actions, not trying to eliminate emotions altogether. • Retirement isn't just a financial transition—it's a major identity shift that can create anxiety even for those who are financially prepared. • “Fire drills” for your financial plan can prepare you emotionally and practically for downturns before they happen. • Social media and sensational financial headlines amplify fear, making discernment and discipline even more critical. • Retirement satisfaction depends on aligning money decisions with personal values, whether that means family, travel, community, or freedom. Key Timestamps: (00:00) – The Psychology of Money: Fads and Mimetic Desire (15:35) – The Hedonic Treadmill and Financial Contentment (21:41) – Understanding Behavioral Loss Tolerance (32:03) – The Spectrum of Risk Tolerance (38:51) – Money Scripts and Financial Behavior (42:33) – The Importance of Emotional Discipline (47:31) – Identity Shift in Retirement (01:04:53) – DIY Investing and Self-Compassion Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://yourbrainonmoney.substack.com/ LinkedIn: https://www.linkedin.com/in/hanna-riley-horvath/ Mentions: https://bestinterest.blog/fad/ https://bestinterest.blog/eat-drink-and-be-content/ https://bestinterest.blog/behavioral-loss-tolerance/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs leverage always the golden key to building wealth—or can it sometimes hold you back?Many entrepreneurs believe that using corporate or personal leverage is the ultimate strategy for unlocking cash flow and accelerating growth. But what happens when shifting debt from one pocket to another doesn't actually improve your position? In this episode, we explore Omar's story—an accomplished entrepreneur with multiple businesses, smart tax planning, and a well-structured financial system—who discovered that leverage wasn't the answer he expected. If you've ever wondered whether you're missing out by not tapping into leverage, this conversation may shift your perspective.You'll discover:Why using corporate-owned life insurance for leverage can backfire if the timing isn't right.The crucial difference between leverage that creates growth and leverage that simply shuffles debt.How to evaluate which assets are truly best to borrow against—so you protect cash flow without triggering unnecessary tax or fees.Press play now to learn when leverage can propel you forward—and when it's wiser to keep that ace up your sleeve.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian entrepreneurs seeking financial freedom know that building long-term wealth in Canada requires more than just hard work—it takes a clear financial strategy. From tax-efficient investing and RRSP optimization to balancing salary vs dividends Canada, corporate wealth planning, and personal vs corporate tax planning, every decision impacts your path to financial independence. Leveraging permanent insurance, real estate investing Canada, and capital gains strategy can unlock new financial buckets while supporting debt manaReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Guest:Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc.Website:https://www.marathon-forthelongrun.com/Bio:-Runner since 1969-BS in 1975-Middle school teacher 1976-1980-Married since 1983-MBA in 1987-Passed CPA exam in 1988-Episcopalian since 1989-Father since 1989-Founded Marathon in 1995-Certified Financial Planner (CFP) since 1997-Chartered Financial Consultant (ChFC) since 1997-CFP Ambassador since 2010-Named a Five-Star Wealth Manager by Atlanta magazine last thirteen years (click here for details)-Board member of Episcopal Community Foundation since 2017-Member of AARP's Executive Council since 2018-Wrote seven books in ten years. (See Mark's Books-Free to You page.)

What would you do if you suddenly won the lottery or inherited a fortune? In this episode, Art McPherson unpacks the realities of windfall wealth, the pitfalls of poor planning, and the smart moves for protecting your legacy. From trust strategies and college savings to tax loss harvesting, discover how to make your money last and avoid costly mistakes. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Are you ready to rethink retirement? In this episode of Retire Texas Style Podcast, Steve Hoyl reveals how Texas-style planning blends financial savvy with heartfelt partnership, helping you navigate interest rates, annuities, and the emotional side of retirement. Discover why a written plan and trusted advice matter more than social media trends and learn how decades of experience can guide you toward a secure, fulfilling future—no matter your starting point. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Lauren Schoenfeld, founder of Active Core Consulting, to discuss the importance of understanding finances in business. Lauren, a self-proclaimed numbers nerd, specializes in providing fractional CFO services, bookkeeping, and operational coaching for health and wellness entrepreneurs. The conversation kicks off with Lauren explaining what a fractional CFO is, using a relatable pizza analogy to illustrate the concept. Listeners will learn how to manage their finances more effectively, prioritize profit, and move away from the hustle culture as they navigate their entrepreneurial journeys. Tune in for valuable insights that can help transform your approach to business finances!   Time Stamps:  [00:01:21] Fractional CFO explained. [00:07:06] Money goals for new businesses. [00:09:46] Delayed rent negotiations for startups. [00:12:56] Owner's salary importance in business. [00:18:59] Subscription audit for entrepreneurs. [00:24:04] Ability to generate income quickly. [00:25:52] Limiting beliefs around money. [00:29:29] Questioning limiting beliefs. [00:34:10] Key Performance Indicators in Business. [00:39:13] Churn and attrition rates. [00:42:09] Enjoying the entrepreneurial journey.   More About Lauren: Lauren Schoenfeld is the founder of Active Core Consulting, a one-stop shop for entrepreneurs in the health and wellness industry who need a fractional CFO, bookkeeping, sales, or operations coach. Lauren empowers CEO's to have confidence in their finances to put them in the driver's seat of their dream company. She's a self-proclaimed numbers nerd and athlete who helps owners develop a financial plan and execute on the strategy that puts their profit first.   Lauren started at PricewaterhouseCoopers, where she learned the consulting framework. She then mastered the do's and don'ts of scaling a rapidly growing company from her time at WeWork. At her final corporate job, Lauren helped Equinox Fitness Clubs grow from 80 to 105 locations, enter into new international markets, and incubated nine of the most well-known wellness-focused ventures, including Equinox Hotel, Precision Run Studios, and SoulCycle On-Demand. Her final corporate project was to consolidate SoulCycle and Blink Fitness back office into the Equinox processes and systems.   On a personal note, Lauren suffered from burnout working in the corporate world which led to developing a chronic illness. She has grown her business while healing her body through nontraditional modalities and is on a mission to end hustle culture for entrepreneurs!   Resources from this Episode: Active Core Consulting Website Active Core Consulting on Instagram Free Expense Calculator   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Twitter Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike. Carroll's approach to wealth management was shaped by his early life experiences—arriving in the U.S. at 17 with just $200, joining the Air Force to fund his education, and eventually earning degrees from the University of Maryland and Texas A&M. That grit and resourcefulness laid the groundwork for a professional path that would favor clarity over complexity, service over sales. Rather than adopting the standard broker-dealer model, Carroll built Avion Wealth around a consultative framework designed to deliver holistic financial planning that aligns with clients' evolving goals and values. A central theme of Carroll's leadership is the development of a self-managing team. He's the first to admit he didn't know everything when he started out, but his drive to learn—paired with an unwavering curiosity—helped him grow both as a leader and a strategist. He believes firmly in the idea that the people who get you to one level of success may not be the same ones who take you to the next. That's why hiring, mentorship, and team development are non-negotiable components of his wealth management philosophy. Surrounding himself with A-players has allowed him to shift his role from day-to-day management to visionary leadership, which continues to propel the firm forward. For business owners and executives navigating their own financial journeys, Carroll's message is clear: complexity doesn't equal effectiveness. In fact, one of his biggest lessons came during the 2008 financial crisis, when a strategy designed to attract a niche market completely missed the mark. Instead of folding, Carroll pivoted quickly—realigning his firm's focus on the types of clients who truly valued their model. That flexibility, paired with a willingness to act and adjust, has become a defining element of his wealth management strategy. Ford Saeks, a longtime business strategist and host of Fordify LIVE, highlights the importance of this kind of mindset. Whether you're leading a financial advisory firm, a franchise system, or a high-growth startup, the principles are the same. Leadership isn't about knowing everything—it's about creating an environment where growth, curiosity, and clear execution thrive. Saeks often emphasizes that business success is built on systems, people, and positioning—three areas where Carroll's leadership offers a practical blueprint. One area where Carroll stands out is his perspective on referrals and business development. Rather than focusing on transactions or outbound marketing, he invests in relationships with centers of influence—accountants, attorneys, and other professionals who trust him enough to introduce their clients. That kind of trust isn't earned overnight. It's built through reputation, results, and the ability to consistently deliver value. Carroll notes that people don't refer others to help you—they refer because they believe you can help someone they care about. In a field where technical knowledge is table stakes, Carroll brings a human-centered lens to wealth management. His firm's success has been shaped not just by financial acumen, but by an ability to listen, lead, and stay aligned with clients' real-world needs. Whether advising on tax strategies, succession planning, or charitable giving, Carroll and his team act less like service providers and more like partners—guiding clients through every stage of growth, transition, and legacy. For professionals looking to elevate their own approach to wealth management—or simply lead with more intention—the takeaways are clear: Build a team that supports your vision. Stay curious. Act before you're ready. And never underestimate the power of meaningful relationships. Watch the full episode on YouTube. Catch future episodes of Fordify LIVE every Wednesday at 11:00 a.m. Central on all social media platforms. New podcast episodes of The Business Growth Show release every Thursday. About Paul Carroll Paul Carroll is the founder and CEO of Avion Wealth, LLC, a firm dedicated to delivering client-first, consultative wealth management solutions for high-net-worth individuals and families. With a background in finance, military service, and leadership, Paul built Avion Wealth to challenge the traditional sales-driven advisory model by prioritizing strategic planning, open communication, and long-term relationships. He is a CERTIFIED FINANCIAL PLANNER™ and leads a high-performing team that shares his commitment to excellence, trust, and service. To learn more about Paul Carroll and the services offered by Avion Wealth, visit AvionWealth.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping organizations—from startups to Fortune 500s—generate over a billion dollars in sales. As the President and CEO of Prime Concepts Group, Inc., Ford is known for his ability to help businesses attract loyal customers, elevate brand visibility, and drive strategic innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, and holds three U.S. patents. His impact spans marketing, leadership, and operational performance, with a focus on delivering real-world results. A recognized expert in AI prompt engineering, Ford recently shared his insights at the Unleash AI for Business Summit, where he explored how tools like ChatGPT are transforming business strategy and the customer experience. Learn more about Ford Saeks at ProfitRichResults.com and watch his TV show at Fordify.tv.

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Send us a textIn episode 272 of Beyond The Story, Sebastian Rusk interviews Stan Sukhinin, Financial Expert and Fractional CFO for medical clinic owners. Stan shares his journey from corporate lending and investment banking to launching his own hedge fund, as well as the lessons that have shaped his career.Tune in to discover how these formative experiences shaped his career and led him to where he is today.TIMESTAMPS[00:01:02] Business inspiration from childhood.[00:05:39] Financial mismanagement in entrepreneurship.[00:08:49] Fractional CFO for medical clinics.[00:12:11] Fractional CFO benefits for businesses.QUOTES "My mission is to help entrepreneurs never be out of the game because of their financial mismanagement." -Stan Sukhinin"The most important thing is to explain to you where you're wrong and deliver this message in a proper way so that you get it." -Stan Sukhinin"If your best method to manage your finances is just logging in your bank account and checking if it's higher or lower, it's also a symptom, probably at least like, so then just schedule one or two strategic sessions with anyone." -Stan Sukhinin==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabStan SukhininLinkedIn: https://www.linkedin.com/in/stan-sukhinin/ Facebook: https://www.facebook.com/stan.sukhinin/ WEBSITEStan Sukhinin: https://www.sukhinin.org/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474

Follow Strategy Meets Finance: podcast.coltivar.com Big announcement: join Steve on his new podcast, Strategy Meets Finance. This is where strategy and finance finally come together, giving founders the clarity and tools to scale without chaos, strengthen cash flow, and build companies that last. Steve's mission is to move past theory and deliver practical insights you can use to grow profitably and create a business worth buying. Thank you for being part of Building Margin, the best is yet to come.LinkedIn | YouTube coltivar.com

This is Part 11 of Steve Coughran's book Cash Flow. Steve covers the seventh lever of cash flow: strategy. He explains why profit is just the result of a good strategy, how ROIC is the scoreboard that proves whether your strategy is working, and the two main paths to long-term competitive advantage: differentiation or cost leadership.LinkedIn | YouTube coltivar.com

This is Part 13 of Steve Coughran's book Cash Flow. Steve introduces the Cash Flow Playbook—a step-by-step plan to apply the seven levers, use the scorecard, and build a resilient, cash-generating business. He shows how to prioritize the right levers, implement changes, track progress, and create a company that thrives in any economy.LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Free Financial Pro course: coltivar.com/byfiq Why do so many businesses fail even when they have a plan and solid financials? Steve breaks down the concept of strategic finance and why connecting your strategy to your numbers is the key to survival and growth. He shares lessons from building his own company and working with business leaders, showing how the right approach can improve cash flow, boost profits, and create more freedom for owners. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

This is Part 9 of Steve Coughran's book Cash Flow. Steve introduces the fifth lever of cash flow: capital. He explains why EBITDA isn't cash flow, how invested capital and ROIC reveal whether a business is creating or destroying value, and the hidden cash traps in receivables, inventory, and CapEx that often strangle growth.LinkedIn | YouTube coltivar.com

Ready to unlock the secrets of where your investments should live? Joshua Barbin dives into the differences between IRAs, 401(k)s, and brokerage accounts, revealing how asset location can impact your financial future. Discover the pros and cons of traditional vs. Roth IRAs, the power of employer matches, and smart strategies for maximizing retirement savings—all in clear, actionable language Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Football season is here, and so are the lessons we can borrow from the field to improve our financial game plan. Just like an NFL team can't win without balance, your retirement strategy needs more than one play. In this episode, Jake and Nick draw from the NFL playbook to show how offense, defense, special teams, coaching staff, and even audibles translate into smart money moves. But football isn't just about winning games. It's about adapting, relying on your team, and preparing for the unexpected. That's where retirement planning parallels real life: your goals, your risks, and your “game day” decisions need a plan that adjusts when life throws a surprise blitz. Plus, you'll hear how managing inflation and building safeguards against risk can help keep you moving the ball down the field towards a confident retirement. Here's what we discuss in this episode:

In this episode of the Let's Go Win Podcast, I sat down with Jack McColl to explore one powerful guiding principle: freedom. Jack has built his life and businesses around that north star — and developed a repeatable system called Credit Stacking that helps entrepreneurs access interest-free business funding, scale faster, and design life on their own terms.We cover Jack's entrepreneurial journey, from selling his first travel company to building online income streams, moving abroad, and ultimately developing Credit Stacking. Along the way, you'll learn why freedom is more than money, how to responsibly use business credit as a tool, and the four-step framework Jack uses to create both wealth and choice in life.Key Learning Points:Jack's definition of freedom and how to design life on your own termsThe entrepreneurial path: building, selling, pivoting, and adaptingWhat Credit Stacking is, how it works, and who it's right forReal success stories of entrepreneurs who scaled with 0% business creditHow to optimize your credit profile and bank relationshipsThe operational fundamentals: mindset, accounting, tax strategy, and systemsHow rewards points and strategic spending can unlock global travelJack's four-step framework for building freedom in business and lifeThis episode is a blueprint for anyone who wants more options, more mobility, and more control over their life. Whether you're scaling a business, launching a new venture, or just looking for smarter ways to leverage capital, Jack's story is proof that freedom can be designed. Tune in, take notes, and start building your version of life on your terms.Watch episodes on YouTube and subscribe to our channel for inspiration on business, leadership, growth, mindset, and tips for living HAPPY, HEALTHY, and WEALTHY! https://www.youtube.com/@letsgowin

In this episode of the Real Estate Pros Podcast, host Pedro Pereira interviews Mike Harter, a seasoned real estate investor. They discuss Mike's journey in the real estate industry, the challenges he faces in property management and construction, and the importance of building relationships in the business. Mike shares insights on navigating market volatility, financial strategies, and the significance of networking for success in real estate investing.   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   —--------------------

Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to “rip off the bandaid” with Roth conversions to the behavioral traps of availability bias and flawed math around investment returns. He breaks down a real listener case study to show why paying millions in unnecessary taxes up front rarely makes sense, and explains why geometric averages—not arithmetic ones—are the only way to understand long-term investment performance. Jesse also tackles the question of whether hiring a financial planner still matters in an age of index funds, outlining how professional guidance can protect investors from costly behavioral mistakes and add value through tax strategies, estate planning, and disciplined execution. He goes behind the curtain on why most planners don't offer hourly services, compares business models in the industry, and underscores that even high earners can't outgrow poor spending habits. Finally, Jesse calls out the dangers of internet financial advice and reminds listeners that true financial success comes from avoiding pitfalls, questioning easy narratives, and building steady, intentional plans for the long run. Key Takeaways: • Availability bias influences investors—we tend to make decisions based on the most recent or vivid information, not on comprehensive analysis. • Neighbors' choices aren't financial advice—copying friends or coworkers' strategies can be dangerous without context. • The arithmetic average is misleading in investing—it ignores compounding and makes returns look better than they are. Geometric averages (compound returns) are the correct measure—they show the real growth rate of investments over time. • Financial advisors provide behavioral coaching and planning, not just advice. • You can't out-compound bad spending—even large salaries can't overcome low savings rates. • Internet financial advice is the wild west—anonymous content often lacks accountability or accuracy. Key Timestamps: (00:00) – Common Financial Planning Mistakes (08:08) – Availability Bias (11:42) – Arithmetic vs. Geometric Averages in Investing (21:48) – The Value of Financial Planners Beyond Index Funds (35:44) – Understanding RIA Regulations and Hourly Planning (41:22) – The Benefits of AUM Fee Model (46:45) – The Importance of Spending Plans (58:38) – Navigating Internet Financial Advice Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: The Dalbar Study: https://www.evaluatorfunds.com/jp-morgan-the-case-for-always-staying-invested/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Episode 183 of the Fly on the Wall Podcast is live— and if you're navigating church growth, staff retention, or post-COVID tension, this one is for you.In this episode, I sit down with Pastor Frank for a real coaching conversation around two key challenges:Building a budget that actually reflects your mission, not just your maintenance.Leading through political and cultural tension in a multicultural church without losing unity.So many pastors feel stuck in either “survival mode” or “division management.” But it doesn't have to be that way.Here's what we unpack together:✅ How to shift your mindset from just “paying bills” to funding vision✅ What percentage-based budgeting can do for staff alignment and longevity ✅ The hidden costs of not appreciating your team ✅ How to create invisible momentum—before it ever shows up on a spreadsheet ✅ The role of wise transitions when it's time to release leadership ✅ The #1 principle for shepherding through political divideI believe this episode will help you lead with greater clarity, health, and courage.

Sharon is joined by technology and tax specialist, Kenner French to share strategies for businesses owners and tax payers to improve their financial outcomes through innovate opportunities and recent changes to tax law. He speaks with Sharon about the timing of your tax planning, R&D tax credits, quantum computing and what everyone using technology and AI needs to know.  Learn more about Kenner French at rkennerfrench.com

Think you need a million dollars to retire? Think again. In this episode of Your Retirement Radio Podcast, Kevin Madden breaks down the myth of the “magic number” and explains why retirement planning starts with understanding your monthly cash flow needs. From guaranteed income strategies to annuity insights and milestone ages, Kevin shares real-life examples and practical tools to help you build a personalized retirement roadmap—without the guesswork. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

In this conversation, Tommy Mello and Ryan Lee discuss the essential elements of business success, including the importance of mindset, pricing strategies, and building a strong team. They explore the challenges of partnerships, the significance of intentional living, and the need for effective marketing strategies. The discussion emphasizes learning from mistakes, the role of systems in business, and the impact of leadership on company culture. They also touch on financial strategies for sustainable growth and the importance of continuous learning and networking in the business landscape.   00:00 Setting the Stage for Success 03:03 Intentional Living and Business Growth 05:51 The Importance of Mindset in Business 08:58 Navigating Partnerships and Family in Business 12:06 The Power of Pricing and Value 14:49 Building a Winning Team and Culture 17:45 Marketing Strategies for Growth 20:36 Learning from Mistakes and Failures 23:32 The Role of Systems and Processes 26:31 The Impact of Leadership on Business 29:51 Financial Strategies for Sustainable Growth 32:37 The Importance of Continuous Learning 35:24 Building Relationships and Networking 38:27 The Future of Business and Innovation 41:28 Final Thoughts and Key Takeaways  

In this episode, our guest is Sam Libby, President and Managing Director of TCB Capital Advisors. Sam's long-standing career in healthcare investment banking has seen him lead over 30 impactful transactions, totaling more than $20 billion. His dedication to healthcare is rooted in a personal connection, being the son of two therapists, which has given him a unique understanding of the sector's challenges, particularly around patient access and care quality.As co-founder of TCB Capital Advisors, Sam focuses on empowering forward-thinking healthcare companies. His work spans partnerships with companies in oncology, neurodegenerative diseases, women's health, and digital health, helping to steer innovations that profoundly improve patient outcomes. Sam, welcome to the Talk to Your Pharmacist podcast. Now that our listeners have heard a bit about your background maybe you can fill in any gaps to that intro and share a bit about your personal life.Topics to discuss –Background & CareerSam, you've had an incredibly successful career in healthcare investment banking, leading over 30 transactions totaling more than $20 billion. Can you walk us through how you first became interested in the healthcare sector, and how your upbringing as the son of two therapists shaped your perspective on healthcare?As co-founder of TCB Capital Advisors, how did you identify the unique opportunity to focus specifically on healthcare companies? What challenges did you face in the early days of building your firm?Healthcare Investment LandscapeYou've been involved in transactions across diverse areas, such as oncology, neurodegenerative diseases, women's health, and digital health. How do you assess which healthcare innovations and companies are worth investing in? What are some key trends you're seeing in these sectors today?Healthcare investment banking involves navigating both financial and clinical challenges. How do you balance the business side of healthcare with the real-world impact on patient access and care quality?You've been part of some transformative partnerships in healthcare. Can you share a specific example of a partnership that particularly stands out to you, both in terms of financial success and its impact on patient outcomes?Healthcare Innovation & StrategyWith your experience empowering forward-thinking healthcare companies, how do you foresee digital health and technology playing a larger role in the future of patient care? What do you think are the biggest opportunities and challenges?Women's health is one of the key sectors you've focused on. What are some innovations or initiatives you've seen that are making a real difference for women's healthcare, and how can investors further support these efforts?In your opinion, what role does patient access play in the broader healthcare investment landscape? How can companies balance innovation with the need to make these innovations accessible to all patients, especially underserved populations?Financial Strategies & Healthcare CompaniesHealthcare investments often involve complex financial strategies. For our audience who might not be familiar with the intricacies of healthcare investment banking, can you explain how financial strategies differ when working with healthcare companies as opposed to other industries?As a leader in healthcare investment banking, how do you guide companies through challenges like market volatility, regulatory hurdles, and competition in their efforts to innovate and grow? Are there any specific strategies you use to help them thrive?Future OutlookYou've helped shape the growth of companies across a wide range of therapeutic areas. Looking ahead, what sectors or healthcare innovations do you believe have the most potential to revolutionize patient outcomes in the next 5 to 10 years?As someone deeply involved in healthcare strategy and innovation, what advice would you give to young entrepreneurs or companies just starting to navigate the healthcare sector? What are the key lessons you've learned along the way?Lastly, what excites you most about the future of healthcare, and where do you see the biggest areas for disruption and opportunity?Guest - Sam Libby, TCB Capital AdvisorsHost - Hillary Blackburn, PharmD, MBAwww.hillaryblackburn.comhttps://www.linkedin.com/in/hillary-blackburn-67a92421/  ★ Support this podcast on Patreon ★

In this episode of the Real Estate Pros Podcast, host Kristen Knapp interviews Liana Pomeroy, an investor and founder of Pomeroy Lending. Liana shares her journey into the lending industry, emphasizing her unique approach that combines genuine care for clients with strategic problem-solving. She discusses the emotional aspects of lending, the dynamics of the Colorado real estate market, and offers practical advice for sourcing great deals. Liana is particularly passionate about empowering women in real estate investing, sharing her own experiences and insights to help others thrive in the industry. The conversation concludes with Liana's thoughts on coaching and supporting others in their real estate journeys.   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   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat would you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work?Many successful business owners eventually face this dilemma: the company is thriving, personal income needs are covered, and now a mountain of cash is piling up. Do you clear the debt for peace of mind, or invest more strategically for long-term wealth? The emotional pull of eliminating a $10,000 monthly mortgage payment is strong, but the tax implications and opportunity costs can make that choice far from optimal. This episode breaks down how to weigh those options with both the numbers and your personal comfort in mind.In this conversation, you'll discover:Why paying off your mortgage outright might actually shrink your wealth instead of growing it.How a capital dividend account can unlock tax-free cash you didn't realize was available.A powerful “Smith Maneuver–style” strategy using whole life insurance that creates personal liquidity, preserves corporate assets, and builds your estate value.Press play now to learn how to turn retained earnings into lasting wealth without falling into costly traps.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just saving — it's about designing a Canadian wealth plan that blends smart wealth management with proven financial strategies. For Canadian entrepreneurs, understanding how to leverage corporate assets, balance salary vs dividends, and use corporate wealth planning tools like the Smith Maneuver or life insurance can unlock powerful tax-efficient investing opportunities. Whether you're focused on retained earnings, capital gains strategy, or RRSP opReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode of the Making Strides for Animal Chiropractic podcast, Dr. Katie is joined by Lauryn Williams, Certified Financial Planner™ (CFP®), from Student Loan Planner, to demystify the complex world of student loans. She is the founder of the financial planning firm, Worth Winning, and the "Worth Listening" podcast. She graduated from the University of Miami with a Bachelor of Finance and also has an MBA from the University of Phoenix. Lauryn is a 4-time Olympian and the first American woman to medal in both the Summer and Winter Games! Together, they discuss recent policy changes, repayment plan options, and how to navigate loans while building a chiropractic or veterinary practice. Lauryn also offers practical tips for future and current borrowers and highlights why proactive loan management is key to long-term financial success.Topics covered in this episode: Meet student loan expert, Lauryn WilliamsUnderstanding Student Loan PlannerRecent changes in student loansIncome-driven repayment plansPublic Service Loan ForgivenessFuture borrowers and inflationLinks and Resources: Find out more information about Student Loan PlannerClick HERE for $100 OFF a consultation and start building your custom repayment strategy today!Click HERE to gain more insight into student loans from their blogFind Student Loan Planner on FacebookFind Student Loan Planner on InstagramFind Student Loan Planner on YouTubeMaking Strides for Animal Chiropractic Links and Resources:Visit the Making Strides for Animal Chiropractic websiteVisit our Facebook PageVisit our Instagram Page Thank you to our sponsors!Academy for the Advancement of Animal ChiropracticEquigateHave an idea for the podcast? Please leave us a survey! 

Does wealth building look the same at $40K as it does at $300K? We walk through how to optimize your money at every income level - from stretching every dollar at $40K, to fighting lifestyle creep at $150K, to advanced strategies at $300K. Discover the mindset and math behind financial success no matter where you fall on the income ladder. ⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

- Trump-Putin Meeting and Historical Context (0:10) - Trump's Negotiation Challenges (5:04) - Zelensky's Stance and European Leaders' Support for War (9:03) - False Flag Operations and Government Staged Massacres (11:09) - Trump's Economic Policies and Microchip Sales to China (17:54) - Trump's Takeover of DC and National Guard Deployment (29:37) - Luke Rudowsky Interview and Polish Politics (36:12) - Trump-Putin Meeting and Geopolitical Implications (49:18) - Gold Revaluation and Financial Strategies (54:35) - Operation Warp Speed and Population Reduction (1:11:31) - Verifying and Trusting Numbers (1:20:52) - Historical Context and Gold Valuation (1:26:14) - Physical Gold and Silver Ownership (1:27:51) - Practical Solutions for Gold and Silver Ownership (1:29:22) - Legal and Practical Storage Methods (1:39:59) - Commodities and Supply Chain Disruptions (1:57:50) - Preparing for Potential Crises (2:11:20) - Resources and Affiliates (2:14:32) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Elliot Holland. The managing partner of Guardian Due Diligence. Here’s a breakdown of the key topics and highlights: Key Themes & Highlights Buying Small Businesses vs. Franchises Holland explains the differences between purchasing a franchise and acquiring an independent business. He highlights the risk-reward balance, noting that franchises offer a structured model, while independent businesses can be more lucrative but require deeper due diligence. Financial Strategies for Business Acquisition He discusses the SBA 7(a) loan program, which allows buyers to acquire businesses with 90-95% financing, making ownership more accessible. Holland explains how leveraging financing can turn a small investment into a million-dollar business. Due Diligence & Avoiding Bad Deals He emphasizes the importance of financial diligence to ensure buyers don’t acquire failing businesses. Holland shares red flags to watch for, such as misleading financials and sellers masking poor performance. Masterclass for First-Time Buyers Holland introduces his Business Buying Masterclass, designed to educate entrepreneurs on the acquisition process. He provides one-on-one coaching, helping buyers navigate financing, negotiations, and deal structuring. Success Stories & Case Studies He shares examples of clients who successfully acquired businesses, including a 24-year-old entrepreneur and a 60-year-old investor. Holland highlights how his expertise helped buyers secure financing, conduct due diligence, and close profitable deals. About Elliot Holland & Guardian Due Diligence Elliot Holland is a Harvard MBA, private equity investor, and business acquisition expert. He founded Guardian Due Diligence to help first-time buyers confidently purchase profitable businesses. His firm specializes in financial diligence, ensuring buyers make informed decisions and avoid costly mistakes. Through his masterclass and consulting, Holland empowers entrepreneurs to build wealth through business ownership. #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

- Good News from HHS and Secretary Kennedy (0:10) - Analysis of RFK Jr's Announcement (6:57) - Critique of Trump's Tariffs on India (11:01) - Impact of Trump's Tariffs on India-US Relations (19:04) - Economic Consequences of Trump's Policies (38:50) - Introduction to Chapter Two of the Financial Big Bang (41:13) - Details of the Gold Revaluation Plan (47:01) - Conclusion of Chapter Two and Introduction to Chapter Three (58:38) - Analysis of Stable Coins and Their Limitations (1:14:01) - Introduction to the 50-Year Treasury Gold IOU (1:26:21) - Trump's Proposal for Treasury Debt Conversion (1:26:44) - Financial Troubles of Major Holders (1:33:10) - Trump's Financial Strategies (1:36:18) - Challenges in Collecting Student Loan Debt (1:37:18) - Military and Federal Land Assets (1:40:23) - Trump's Nuclear War Strategy (1:47:43) - Economic and Political Implications (1:50:59) - Jeffrey Prather's Analysis of FBI's New Zealand Office (2:00:45) - Trump's Foreign Policy and Its Impact (2:23:58) - The Role of Israel and the Deep State (2:24:17) - The Future of US-China Relations (2:24:35) - Epstein's Connections and the Trump Administration (2:25:39) - Blackmail and Cover-ups in the Trump Administration (2:52:49) - Trump's Moral Responsibility and the Deep State (2:55:54) - The Greater Israel Concept and Trump's Role (2:58:03) - Congressional Rituals and Moral Foundations (3:01:01) - The Role of Morality in Politics and Society (3:05:50) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com