Podcasts about financial strategies

Welcome to another exciting episode of the EmbellishPod! In this episode, we are joined by Kenny Coleman from Bourbon Pursuit, one of the biggest whiskey podcasts in existence. Kenny shares his journey from starting the podcast in 2015 to launching their own whiskey brand, Pursuit Spirits, in 2018. We dive deep into the world of whiskey podcasting, brand building, and the challenges of starting a whiskey brand. Kenny also gives us a sneak peek into their upcoming downtown Louisville location and the strategic decisions behind their product lines. Timestamps: 00:00 - Introduction 00:21 - Guest Introduction: Kenny Coleman 01:12 - Kenny's Background and Bourbon Pursuit Origins 02:17 - Starting the Pursuit Spirits Brand 05:03 - The Evolution of Bourbon Pursuit 08:09 - The Role of Technology in Bourbon 13:02 - Financial Strategies and Brand Growth 17:53 - Opening a Downtown Louisville Location 23:43 - Challenges with the Three-Tier System 28:41 - Maintaining Flavor Profiles and Experimentation 33:36 - Leveraging Podcast Insights for Brand Strategy 37:06 - New Product Lines and Future Plans Connect with EmbellishPod: Email: embellishpod@gmail.com Instagram:@embellishpod TikTok:@embellishpod Website:www.embellishpod.com Connect with Kenny Coleman: Bourbon Pursuit Podcast: https://bourbonpursuit.com/ Pursuit Spirits: https://pursuitspirits.com/ Don't forget to like, comment, and subscribe for more insightful episodes! If you enjoyed this episode, share it with your friends and fellow whiskey enthusiasts. Cheers!

Want to raise FAST Capital? This video reveals the power of the 'Know, Like, Trust' factor, showing you how to connect with investors on a deeper level. Master these principles to get the funding you need quicker.Dave Dubeau is a real estate capital-raising expert, author, and podcast host.Since 2012, he has helped over 200 real estate investor clients raise over $325 million in private capital.Now, through his new Capital Convo Podcast Service, Dave is helping syndicators leverage a podcast to consistently book 20+ accredited investor meetings a month.#KnowLikeTrust, #CapitalRaising, #InvestorRelations, #InvestorStrategy, #WealthManagementEnhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enX- https://x.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHgThis is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Alicia Qin Wang's main room presentation at the Japan Real Estate Summit, Spring 2025.

Emil Gorgees' main room presentation at the Japan Real Estate Summit, Spring 2025.

Join Rich Redmond and Jim McCarthy as they dive deep with Dango Cellen, a versatile drummer who's played with Scott Stapp, Amber Pacific, and Hawthorne Heights. Discover the secrets of surviving and thriving in the music industry, balancing multiple gigs, and maintaining passion through decades of drumming. Timed Highlights: [0:05] - Dango's Impressive Musical Journey [0:15] - Nashville's Drumming Hustle Culture [0:30] - Broadway Gigs and Musical Flexibility [0:45] - Teaching Philosophy and Mentoring Young Musicians [1:00] - Punk Rock Roots and Evolving Drumming Style [1:15] - Gear Talk: Drums, Cymbals, and Endorsements [1:30] - Balancing Family Life and Musical Career [1:45] - Financial Strategies for Musicians [2:00] - Personal Beliefs and Approach to Life and Music Don't miss this inspiring conversation with a true professional who embodies the spirit of musical dedication and creativity!     The Rich Redmond Show is about all things music, motivation and success. Candid conversations with musicians, actors, comedians, authors and thought leaders about their lives and the stories that shaped them. Rich Redmond is the longtime drummer with Jason Aldean and many other veteran musicians and artists. Rich is also an actor, speaker, author, producer and educator. Rich has been heard on thousands of songs, over 30 of which have been #1 hits!   Follow Rich:   @richredmond www.richredmond.com   Jim McCarthy is the quintessential Blue Collar Voice Guy. Honing his craft since 1996 with radio stations in Illinois, South Carolina, Connecticut, New York, Las Vegas and Nashville, Jim has voiced well over 10,000 pieces since and garnered an ear for audio production which he now uses for various podcasts, commercials and promos. Jim is also an accomplished video producer, content creator, writer and overall entrepreneur.   Follow Jim:     @jimmccarthy www.jmvos.com   The Rich Redmond Show is produced by It's Your Show dot Co www.itsyourshow.co                  

In this episode, Dr. Hales and Allen Freeman discuss: Financial planning for physicians Tax Strategies for high earners Retirement income and wealth preservation Key Takeaways: "Have a good, strong tax strategy plan, regardless of your career level as a physician. Because it's not about how much you make—it's about how much you keep." – Allen

Send us a textIn this episode, the panel of family office experts and investors discusses the impact of emerging technologies like AI and data analytics on business practices and communication. The conversation touches on the integration of AI tools in real estate, the shift to remote work, and how these innovations are shaping the future of family offices and investments. The experts also dive into strategies for building strong, long-term relationships in investing, the growing importance of impact investing, and the benefits of incorporating philanthropy and legacy-building into family office strategies. The episode offers insights on finding success through both financial and social value while emphasizing the importance of balance in life and business.

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

In today's episode, Sean Smith is back for another valuable conversation about capital management strategies, cash flow optimization, and making wise financial decisions! Keep tuning in to the show!   Here's What to Learn From This Episode: Understanding Working Capital: Critical for business continuity; key sources include asset-based loans (lowest rates), AR lines/factoring, predatory factoring, and unsecured advances (highest rates). Match funding sources to needs to mitigate risks and costs. Emotional Decision-Making in Cash Management: Overpaying for capital or holding excess idle cash traps businesses. Regularly review expenses and maintain lean operations; avoid pitfalls of both excess and insufficient cash reserves. Optimizing Cash Flow and Payment Strategies: Leverage accounts receivable and manage payment timing to enhance liquidity. Recognize red flags (e.g., high credit utilization) and negotiate favorable payment terms to protect business interests. Set clear contracts and maintain open communication for effective relationship management.   About Sean Smith Sean Smith, VP of Product at Denim, has spent 10 years building and scaling products in the financial services and logistics industries. While leading Product at Denim, he has pioneered new capabilities for the factoring space including risk automation and pricing.  Sean has also led work on our client dashboard, job management and collaboration that have revolutionized the process and workflow for broker clients looking to save time on back office operations. He excels at combining his passion for technology with the ability to drive impact on a balance sheet.   Connect with Sean Website: https://www.denim.com/  LinkedIn: https://www.linkedin.com/in/smithseanp/  Twitter (X): https://x.com/smithseanp  

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 you could lay the perfect financial foundation for your future?Whether you're just starting your Canadian business journey or already juggling multiple ventures, knowing how and when to scale, structure, and protect your finances can feel overwhelming. Jess and her husband, both in their early 20s, are already building businesses, planning for financial freedom by 45, and making decisions most entrepreneurs delay for years. But even ambitious starters hit walls—especially when it comes to being taken seriously and making smart tax moves early on.In this episode, you'll learn:How to decide if (and when) incorporating your business actually makes senseWhy understanding retained earnings and tax brackets early can be your financial superpowerThe essential blueprint for setting up your operating and holding companies to fuel long-term wealth, not just short-term winsPress play now to learn how to structure your business today so you're not paying for missed opportunities tomorrow.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.Navigating entrepreneurship today requires more than just hustle—it demands smart financial systems for entrepreneurs who want lasting success. Whether you're a young entrepreneur just starting out or scaling businesses across industries, understanding Canadian tax strategies and business structure is essential for wealth building. From incorporation and corporate structure optimization to real estate investing and capital gains planning, small business financial planning plays a critical role in achieving financial freedom. Strategic moves like optimizing RRSP room, implementing the Smith Maneuver in Canada, and mastering salary vs dividends decisioReady 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.

The Bulletproof Dental Podcast Episode 396 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Clifton Cameron, Lightwave Dental DESCRIPTION Clifton Cameron, Chief Dental Officer of LightWave, discusses the dental service organization (DSO) landscape, covering industry challenges like labor inflation, financial strategies, and market consolidation. The conversation explores how dentists should evaluate partnerships, the impact of consumerism on practices, challenges facing solo practitioners, and the importance of strong leadership in navigating the evolving dental industry TAKEAWAYS LightWave is America's only Dental Leadership Organization (DLO). Labor inflation has significantly impacted the dental industry. Dentistry is resilient and can withstand economic fluctuations. The importance of understanding earn-outs and financial risks in DSO agreements. Stability in the market is becoming increasingly important for investors. The majority of dental practices are still solo practitioners. Financial strategies must adapt to current economic conditions. Consolidation in dentistry is ongoing, with a significant percentage of practices under DSO contracts. The need for camaraderie among dental professionals is crucial. Consumerism is reshaping patient expectations in dentistry. Dentists must adapt to changing market dynamics to remain relevant. Investing in leadership and technology is vital for growth. The dental industry is seeing a trend towards consolidation. CHAPTERS 00:00 Introduction to LightWave and Leadership 05:00 The Current State of DSOs 10:01 Understanding Earn-Outs and Financial Risks 14:58 Navigating Labor Inflation and Financial Strategies 20:07 The Future of Dentistry and Market Resilience 25:00 Consolidation in Dentistry: Current Trends and Insights 32:06 The Rise of Startups and DSOs 36:19 Consumerism and the Future of Dental Practices 40:19 The Value of Dental Practices in Transition 44:25 Two Paths for Dentists: Business Owner vs. Employee 53:39 The Future of DSO Consolidation REFERENCES Bulletproof Summit Bulletproof Mastermind  

Today, Jesse is joined by Don McDonald to offer a critical examination of the financial advising and annuity industries, warning retirees and near-retirees about misleading sales tactics that exploit fear - especially the fear of market losses. They emphasize the importance of working with fee-only, fiduciary advisors who are legally obligated to act in clients' best interests, in contrast to commission-based salespeople who often obscure fees, misrepresent guarantees, and use charm to build trust. Drawing from Jason Zweig's “19 Questions to Ask Your Financial Advisor,” Jesse highlights key criteria for evaluating advisors, including transparency, credentials, investment philosophy, and service scope. They condemn opaque fee structures, sales contests, and annuity marketing tactics - like steak dinners that pressure attendees into high-commission products - and describe most annuities as complex, wealth-threatening vehicles. Jesse adds practical suggestions like inquiring about an advisor's succession plan, communication style, and client load, and stresses the value of education and evidence-based investing. The two advocate for comprehensive financial planning and alignment of advisor-client interests, with Don underscoring the importance of commitment to honesty, transparency, and fiduciary duty. Key Takeaways:• Annuity and investment salespeople often exploit retirees' fear of losing money in market downturns to sell high-fee products. • While there are niche use cases, many annuity products are expensive, opaque, and designed to benefit the seller more than the buyer. • You need to know what happens to your financial relationship if your advisor retires or leaves. • State-level oversight often fails to protect consumers from misleading practices. • Know the difference between moral fiduciary responsibility and legal fiduciary responsibility. • It's a red flag if an advisor recommends products they wouldn't use for themselves. Key Timestamps:(00:00) Understanding Annuities and Financial Advisors (02:08) 19 Questions to Ask Your Financial Advisor (08:13) Conflicts of Interest in Financial Advising (12:56) Investment Philosophy and Market Timing (18:34) Professional Credentials and Requirements (23:07) Additional Questions for Your Financial Advisor (29:05) The Gamble of Annuities (34:34) The Deceptive World of Indexed Annuities (36:17) The Ethics of Financial Advisors (39:29) The Lack of Federal Oversight (46:38) Misleading Sales Tactics (49:42) Advice for Annuity Holders and Seekers (56:45) Don McDonald's Financial Talk Show 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://talkingrealmoney.com/ LinkedIn: https://www.linkedin.com/in/donmcdonald/   More of The Best Interest:Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog 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 Mike Stansbury interviews Larry, a data engineer turned real estate investor. Larry shares his journey from living paycheck to paycheck to successfully investing in real estate and syndications. He emphasizes the importance of mindset, building relationships, and the value of masterminds in achieving success. Larry also introduces his initiative, the Abundant Wallet, aimed at helping others reach their financial goals through smart financial 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   —--------------------

In this thought-provoking episode of About That Wallet, host Anthony Weaver engages in a heartfelt conversation with Jonathan Wainberg, Senior Vice President and General Manager of the Pet and Co-Brand Business at Synchrony. They delve into the financial challenges faced by pet owners, particularly the Sandwich Generation, who must balance the emotional and financial responsibilities of caring for both their pets and their families.Jonathan shares insights from a recent study highlighting that nearly 28% of pet-owning households face barriers to veterinary care, with financial constraints being the most common hurdle. As a pet owner himself, Jonathan discusses the importance of being financially prepared for unexpected veterinary expenses and the emotional toll of pet ownership.Listeners will gain valuable tips on budgeting for pet care, understanding the benefits of CareCredit, and navigating the complexities of pet ownership without compromising their financial stability. Jonathan emphasizes the need for open communication with veterinarians to create a personalized care plan that fits individual budgets and needs.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the role of buffered ETFs in financial planning. They explore the mechanics of buffered products, including their potential for equity exposure and downside protection. The conversation delves into how these products can be integrated into financial strategies, particularly for individuals nearing retirement or already retired. The hosts emphasize the importance of understanding the risks and returns associated with buffered ETFs and how they can provide flexibility in investment decisions. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Buffered ETFs provide equity exposure with downside protection. Understanding caps and downside risks is crucial for investors. Buffered products can be beneficial for those nearing retirement. It's important to diversify investment strategies with buffered ETFs. Buffered ETFs can offer flexibility in retirement income planning. Investors should be aware of the fees associated with buffered products. The structure of buffered ETFs can vary significantly. Market volatility can impact the effectiveness of buffered ETFs. Buffered ETFs are not a one-size-fits-all solution. Financial advisors play a key role in guiding clients on buffered products. Chapters 00:00 Introduction to Buffered ETFs 02:48 Understanding Buffered Products 05:50 Exploring Financial Planning with Buffered ETFs 11:59 Utilizing Buffered ETFs in Retirement 15:01 The Role of Risk and Return in Financial Strategy    

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Brandon Green discussed the importance of treating a real estate business like a business and understanding financial health. Brandon discussed tax strategies and challenges and explored common tax pitfalls for real estate professionals. Next, Brandon shared insights on using real estate as an investment vehicle, including the pros and cons of residential and commercial property investments. Brandon also talked about Alchemy of Money Services and the services they offer. Brandon also discussed personal financial growth and professional development emphasizing the importance of financial planning, understanding business metrics, and creating a strategic approach to growing a real estate business. If you'd prefer to watch this interview, click here to view on YouTube!  Brandon Green can be reached here. This episode is brought to you by Real Geeks and Courted.io.

May brings a perfect storm of reflection, burnout, transition—and for many microschool founders, serious financial pressure. If you're staring at your re-enrollment numbers, worrying about tuition gaps, or scrambling to figure out summer revenue strategies, this episode is for you. In this practical and encouraging conversation, Makenzie Oliver shares real stories from Lighthouse Learning Microschool, including the year she faced a major enrollment dip and rising expenses—and how she turned it around with clear communication, creative planning, and strategic systems. You'll walk away with real solutions for your microschool, including: How to manage the emotional stress of May Money Panic without losing momentum Why delayed re-enrollments are normal—and how to accelerate family commitments Smart summer revenue ideas that bridge the tuition gap (without burnout) How to shift your mindset from scarcity to strategy in your school leadership Proven re-enrollment techniques (including bonuses, deadlines, and personal calls) Why slow growth often leads to stronger, more aligned communities If you're tired of feeling reactive, stressed, or alone in building your school's financial future, this episode will give you the clarity and next steps you need. Learn practical, proven strategies to lead your microschool with confidence—even through the financial uncertainty May can bring. Want personalized support, systems, and strategy to grow your microschool with less stress? Join MicroSchool Masterminds this summer and move forward with confidence. Details at www.teachersletyourlightshine.com/masterminds Please subscribe, leave a review, and share this episode with a fellow school founder or homeschool leader who needs encouragement during this season. Microschool Masterminds. Teacher Let Your Light Shine Microschool, Learning Pod, Tutoring and Homeschool Business Coaching We also invite you to join your new FAVORITE online community full of resources, templates, videos, LIVE Q and A, Group Coaching and New Monthy Content Centered around your Educational Entrepreneurship Needs! Microschool Masterminds, designed to help you start or grow your micro school by maximizing your time, optimizing your finances, and mastering your marketing. Whether you are a seasoned microschool owner or a teacher with a dream, Microschool Masterminds provides a dedicated space to share resources, collaborate with fellow educators, and access expert guidance. Join us as we embark on this journey together. Your dreams are about to take flight. No more fears, no more hesitations. Microschool Masterminds is here to fuel your journey. It's your time. Your destiny awaits. Let's soar together into a future of limitless possibilities. VELA Organization: VELA Education Fund Join our Mastermind Program! Teacher Let Your Light Shine Microschool, Learning Pod, Tutoring and Homeschool Business Coaching Launch and Scale Your Microschool or Homeschool Hybrid by Maximizing Your Time, Optimizing Your Finances and Mastering Your Marketing! With our program, you'll confidently navigate the journey of starting or growing your educational venture, equipped with the tools and support needed to achieve lasting success! Teacher Let Your Light Shine Microschool, Learning Pod, Tutoring and Homeschool Business Coaching Join Our Facebook Group for a supportive community and the “best place on the corner of the internet” Teacher, Let Your Light Shine's Microschool Community | Facebook Book a Clarity Coaching Session: Teacher Let Your Light Shine Microschool, Learning Pod, Tutoring and Homeschool Business Coaching Get started on your dream school right now! Get all the documents you need to jumpstart, market and enroll students! Teacher Let Your Light Shine Microschool, Learning Pod, Tutoring and Homeschool Business Coaching We have step-by-step instructions to help you write powerful marketing brochures, enrollment forms, introductory packets, and so much more! You'll also find easy-to-use templates made to simplify your creation process, as well as beautiful real-life examples used by my micro-school, Lighthouse Learning, to give you creative inspiration when designing your very own forms. You will be able to seal the deal with peace and clarity when you hand deliver your new handbook and contract. Tune in to today's episode to find out more and head over to our shop to purchase your documents at teachersletyourlightshine.com!

Shoot us a message, we are here for you and we listen!Think you're a real entrepreneur by pumping every damn penny back into your business? THINK AGAIN.In this raw, unfiltered episode, I rip apart the dangerous myths keeping you broke while your business thrives. You're working yourself to death, paying everyone BUT yourself, and calling it "hustle" when it's actually just slow financial suicide.The hard truth most won't tell you: If you're not paying yourself, you don't have a business—you have a job. And if you collapse, your entire operation goes down with you.Learn why:"Real entrepreneurs reinvest everything" is complete BULLSHITPaying yourself isn't selfish—it's essential survivalWaiting until you hit some magical revenue number is a recipe for bankruptcyStop running yourself into the ground. Your business should operate WITHOUT you—that's the whole damn point.Watch the full episode: https://youtu.be/1Gbxmh2kNlIWant more brutal financial truth with zero fluff? Hit up nobswealth.com for the strategies that actually work.As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

In this episode of The Tactical Empire, hosts Jeff Smith and Shawn Rider delve into strategies for creating a life of abundance, discipline, and high achievement. They discuss the significance of historical education, share personal reflections on financial decisions made in their twenties, and emphasize the importance of mentorship and mindset shifts at any age. They highlight the value of investing early, leveraging resources, and transforming from a saver mindset to a growth-oriented financial approach. Key takeaways include lessons on delayed gratification, strategic investment in assets, and the critical role of mentors in accelerating financial success. 00:00 Introduction and Welcome00:47 Historical Adventures and Personal Updates02:13 Reflecting on Early Financial Decisions07:03 Lessons Learned and Financial Strategies12:10 Mindset Shifts and Business Growth19:27 Encouragement and Final Thoughts

In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.  

Ellen McCormack, head of Europe at Watershed talks with Ian Welsh about how sustainability is moving closer to core business functions, the evolving carbon removal market, and why clean energy is increasingly a financial imperative. They explore how major companies are embedding climate strategy into operations, not just for compliance – but to unlock long-term value.

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts  

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts   Learn more about your ad choices. Visit megaphone.fm/adchoices

Jesse explores insights from the Retirements and Perspectives study, which captures the experiences and expectations of individuals transitioning into retirement, especially those aged 50 to 75. With half of the participants recently retired and the other half preparing to retire within two years, the study offers a timely look at the "final glide path" into retirement and the early years that follow. Authored by retirement experts Fritz Gilbert and Eric Weigel, the report dives into preparedness, lifestyle satisfaction, and evolving concerns. It reveals a common disconnect between what pre-retirees expect and what retirees actually experience—particularly around health, identity, and social engagement. Jesse discusses how meaning and purpose often decline post-retirement, and how maintaining social connection and physical health is key to thriving. Drawing inspiration from longevity expert Dr. Peter Attia, the episode emphasizes that preparing for retirement goes beyond money—it's about planning for purpose, relationships, and well-being. Jesse also shares three powerful exercises to help listeners create a more intentional retirement vision: the Perfect Day, the Ikigai Map, and the Rocking Chair Test. Key Takeaways:• Retirement is more than a financial event—it's a major life transition requiring emotional, social, and identity planning. • Physical health and vitality are crucial to enjoying retirement, not just surviving it. • Social connection is one of the strongest predictors of well-being in retirement. • The “Perfect Day” exercise helps retirees envision and plan a fulfilling daily life post-career. • The “Ikigai Map” offers a powerful framework to align purpose, passion, and impact in retirement. • The “Rocking Chair Test” encourages long-term reflection on what truly matters at the end of life. Key Timestamps:(00:00) Diving into the Retirement Perspectives and Attitudes Survey (04:22) Finding Purpose and Meaning in Retirement (10:26) Adhering to a Healthy Lifestyle (13:49) Creating a Clear Vision and Plan for Retirement (21:12) Biggest Differences Between Pre and Post Retirees 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://www.retirewithpossibilities.com/wp-content/uploads/2023/05/Retirement-Perspectives-and-Attitudes-Survey-May-2023.pdf  More of The Best Interest:Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog 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, the hosts discuss the complexities of global trade, the significance of modern ERP systems for businesses, and the emotional challenges faced by entrepreneurs during business exits. The conversation highlights the current tariff landscape and the opportunities that arise amidst supply chain disruptions, emphasizing the need for effective negotiation and understanding of retailer dynamics. The conversation delves into the complexities of manufacturing, highlighting the challenges of maintaining efficiency and profitability in production. As supply chain disruptions become more prevalent, the speakers explore the opportunities that arise from volatility in the market, encouraging listeners to adapt and innovate in response to changing dynamics.00:00 Introduction06:21 The Emotional Impact of Exiting a Business10:52 Financial Strategies for Business Owners17:03 Understanding Capital Calls21:33 Current Tariff Landscape and Its Implications29:43 Opportunities Amidst Supply Chain Disruptions35:48 The Challenges of Manufacturing Efficiency42:04 Navigating Supply Chain Complexities50:01 The Nuances of U.S.-China Relations01:11:36 The Antagonistic Nature of Global Trade01:17:36 Ethics and Trade Regulations01:20:27 The Spectrum of Free Trade01:25:50 Competition in Global Markets01:32:55 The Canadian Perspective on US Trade01:35:44 Navigating Supply Chain Disruptions01:41:58 The Future of Supply Chain Management01:45:15 Opportunities Amidst VolatilityOperators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-2tdfu426r-TepSHJP~evAyDfR29U2qUwPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_moreSubscribe to The Marketing Operators Podcast here: https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here: https://www.youtube.com/@FinanceOperatorsFOPS Sign up to the 9 Operators newsletter here: https://9operators.com/

Anthony Coniglio of New Lake Capital Partners returns to Blunt Business to discuss the current state of the cannabis industry. Despite delays in federal reform and setbacks like the failed Florida ballot initiative, New Lake Partners maintains a strong financial position. Coniglio highlights the company's disciplined capital allocation strategy, focus on limited-licensed jurisdictions, and key performance indicators such as AFO and AFO payout ratio.The conversation also covers strategies for mitigating risks, monitoring market conditions, and exploring future opportunities tied to potential federal regulation and increased institutional investor interest.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future. 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.

Apply to 7 Figure Wealth Mastermind Before Doors Close on May 9th 2025: https://ginaknox.co/mastermind Episode Synopsis: In this conversation, Gina Knox interviews Genevieve Dominguez, a myofascial release therapist, about her journey in business and her evolving relationship with money. Genevieve shares her experiences with pain management through myofascial release, her struggles with financial habits influenced by her parents, and her transformation in understanding wealth building. The discussion highlights the importance of having a financial plan, the cycle of spending and saving, and the strategies Genevieve implemented to secure her financial future. In this conversation, Gina Knox and Genevieve Dominguez explore the intricacies of personal finance, emphasizing the importance of cash management, organizing money effectively, and overcoming the mindset barriers that prevent individuals from building wealth. They discuss practical strategies for managing finances, the significance of investing, and the notion that wealth is attainable for everyone, regardless of their background. The dialogue encourages listeners to take actionable steps towards financial literacy and to seek community support in their wealth-building journey. Timestamps: 00:00 - Introduction to Genevieve03:05 - Navigating the Business Landscape05:58 - Understanding Money Mindset08:58 - The Cycle of Spending and Saving12:06 - Wealth Building Realizations14:58 - Strategies for Financial Growth21:41 - Understanding Personal Finance and Cash Management24:42 - The Importance of Organizing Money28:59 - Breaking the Wealth Mindset Barrier32:37 - Overcoming Financial Limitations36:53 - It's Never Too Late to Start41:48 - Finding Help and Community in Wealth Building About Genevieve Dominguez: Born and raised in Huntington Beach I recently returned to my home town and opened up a Myofascial Release office to help people get out of pain. I am Physical Therapist Assistant and became a massage therapist after taking my first John Barnes Myofascial Release class. I knew instantly I wanted to only treat people with MFR because it works! I opened my first office after starting coaching with Heather Hammell (The MFR Coach) in April 23 and closed it in October of 24 then moved to HB. I am a veteran of the US Army and proud to take care of veterans. I love having my own business and excited to help people with pain and dysfunction. Where to find Genevieve: Website: www.hbmfr.com Instagram: @hbmyofascialrelease Facebook: https://www.facebook.com/genevieve.dominguez.9 Category: Wealth Keywords: Myofascial Release, Business, Money Mindset, Wealth Building, Financial Strategies, personal finance, cash management, wealth mindset, financial education, investing, money organization, wealth building, financial literacy, budgeting, financial planning

Retirees can save thousands in taxes by strategically planning their Required Minimum Distributions (RMDs). Frankie Guida highlights the impact of RMDs on retirement savings and the potential for tax-efficient legacy planning through strategies like Roth conversions. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

In this conversation, John Harcar and Eric Patterson discuss innovative strategies for building wealth outside of traditional Wall Street investments. Eric shares his personal journey into real estate, the lessons learned from the Great Recession, and the concept of Infinite Banking as a means to gain financial control. They explore the unique challenges faced by landlords and introduce the Slow Flip strategy as an alternative investment method. The discussion emphasizes the importance of self-education and finding the right financial strategies tailored to individual needs. 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 Real Estate Pros podcast, host Dylan Silver interviews seasoned real estate investor Trystan Trenberth. They discuss Trystan's journey into real estate, his first deals, and the complexities of navigating transactions. The conversation highlights the importance of networking, leveraging technology, and planning for retirement through multiple income streams. Trystan shares insights on how to build relationships in the industry and the future of real estate with data utilization. The episode concludes with practical advice for listeners on starting their financial journey and the significance of taking action now.   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 crack the code on SaaS finances? In this episode, we're breaking down the numbers behind successful SaaS businesses—without the boring jargon. We're joined by Ben Murray, better known as The SaaS CFO, who brings over two decades of real-world finance and operations experience. He's been in the CFO seat at multiple SaaS companies, and now he's on a mission to help founders and finance leaders make smarter, data-driven decisions.Ben walks us through his popular Five Pillar SaaS Metrics Framework—a game-changing approach that simplifies the financial side of SaaS with templates, tools, and expert guidance. Whether you're building your first product or scaling fast, this episode will help you understand your margins, track the right metrics, and use your financial reports as a roadmap for growth.Tune in—it's time to make your numbers work for you.Key Timecodes(0:00) - Introduction: Importance of bookings data and financial management(0:41) - Episode Overview: Deep dive into SaaS finance metrics with Ben Murray(1:37) - Guest Introduction: Welcoming Ben Murray, the SaaS CFO(1:46) - Key Question: Importance of financial reporting for SaaS founders(2:16) - Common Mistakes: Mismanagement of business with cash flow(3:26) - Misconceptions: Finance as a priority in early stages(4:01) - Five Pillar SaaS Metrics Framework: Introduction and overview(5:16) - Financial Reporting: Growth and bookings data importance(7:31) - Getting Started: Foundational needs for early-stage SaaS companies(8:28) - Implementation Steps: Key data sources and tech stack(10:01) - Data Sources: Financial, customer, HR, and bookings data(12:32) - Challenges in Metrics: Understanding economic operations(15:10) - Financial Strategy: Importance of forecasting and metrics(18:08) - Best Practices: Building a scalable finance function(20:22) - Popular Beliefs: Complications and simplicity in financial metrics(21:45) - Gross Margins: Costs in AI tools versus traditional SaaS tools(23:12) - Opinion on Debt: Financing options for SaaS companies(24:54) - Community and Resources: Ben Murray's offerings and insights(27:27) - Benchmarking: Accurate methods for comparing SaaS metrics(29:05) - Future Risks and Opportunities: Preparing for 2025 and beyond(30:54) - Key Advice: Essential tips for SaaS founders(31:12) - Advice for Early-stage SaaS: Financial foundations and forecasting(32:01) - Scaling to 10 Million ARR: Five Pillar Metrics Framework implementation(34:44) - Summary: Key takeaways from the episode(35:13) - Closing Thoughts: Final remarks and contact information

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions.We explore real-world case studies highlighting what differentiates successful startups, including Amazon, Airbnb, Shopify, and Mailchimp. We also examine the risks behind failed strategies from companies like WeWork and Blue Apron, showing why financial discipline and adaptability matter more than ever in early-stage finance.If you work in FP&A, corporate strategy, venture capital, or are part of a fast-growing startup, this episode will help you navigate growth metrics, funding rounds (Seed, Series A, B, and beyond), and the key financial decisions determining startup survival.Subscribe to FinPod for deep dives on startup finance, corporate modeling, and actionable insights for modern finance professionals.

In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

In this inspiring episode of About That Wallet, host Anthony Weaver sits down with Brianna Colon — a three-time author, financial coach, and passionate advocate for financial literacy. Together, they dive deep into the spiritual side of money management, exploring how faith, prayer, and mindset shape financial freedom.Brianna shares powerful personal stories about patience, trusting God during financial decisions, and why a written budget is one of the most important tools for building wealth. You'll hear practical strategies on how to manage your cash flow, avoid emotional spending traps, set realistic savings goals, and create a financial plan that honors your faith and your family's future.If you're part of the Sandwich Generation — juggling the care of both children and aging parents — this conversation is packed with tips to help you secure your financial foundation without losing sight of your values.

In this episode of The Valley Current®, host Jack Russo chats with attorney Maxwell McGhee to unpack this provocative question: Who are the “Medicaid Millionaires”? They dive into how wealthy individuals legally shield assets to qualify for government benefits meant for the needy—using savvy trusts, real estate loopholes, and strategic planning. Jack and Maxwell challenge the morality and legality of these tactics, exploring how the system gets gamed and what reforms could level the playing field. It's a sharp, eye-opening conversation about law, ethics, and the surprising ways wealth and welfare can intersect.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Shannon Sharpe finds himself in the hot seat, and Ern and Iso are diving into the drama.

This week on Beyond The Money, Jackie Campbell discusses the importance of using turn signals while driving as a metaphor for planning in retirement. The conversation transitions into creating a retirement roadmap, understanding income streams, and the role of annuities in financial planning. Jackie emphasizes the significance of setting clear financial goals and addressing market risks while tailoring financial plans to individual needs. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of diversification and understanding modern asset allocation strategies. He highlights the complexities of retirement today compared to previous generations, the necessity of personalized financial planning, and the significance of adopting good financial habits. Madden also stresses the importance of planning for longevity and the value of professional guidance in achieving a successful retirement. 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.

TEXT THE SHOW!!!Support the showQuestions, Comments, or Show Ideas?Email the show: RealTalkPersonalFinance@gmail.comBECOME A PREMIUM SUBSCRIBER TODAY!Get some RTPF merch! Use Promo Code RTPF10 for 10% off!Interested in starting your own podcast? Get a $20 Amazon giftcard with this link! Here's the USB microphone I use for the show Here's the Pop Filter I use on my microphone for the show Here's the Headset I use for the show

The Bulletproof Dental Podcast Episode 391  HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION Peter and Craig discuss dental practice financial management, covering investment psychology, tax implications, and liquidity needs. They explore how dentists can optimize discretionary funds, manage investment risks, and consider practice expansion. The conversation highlights dentists' unique economic position, allowing calculated risk-taking while maintaining stability. They also examine hygienists' role in practice growth, financial expansion strategies, and the importance of understanding cash flow and enterprise value.   TAKEAWAYS Investments should be evaluated based on their potential to grow the practice. Taxes are often the largest expense in a dentist's life. Liquidity is crucial for financial security and peace of mind. Understanding the tax code can help dentists minimize their tax burden. The dental profession offers stability and consistent income opportunities. The role of hygienists is crucial for practice growth. Evaluating expansion opportunities requires careful financial analysis. Understanding cash flow is essential for sustainable growth. Investing in your practice is often the best financial decision. Psychological barriers can hinder investment decisions. Dentists should focus on building wealth through their practices. Networking and education are vital for financial success. The Bulletproof Summit offers valuable insights for dental professionals. CHAPTERS 00:00 Introduction 03:11 The Psychology of Investments in Dentistry 05:59 Understanding Taxes as a Major Expense 09:06 The Importance of Liquidity and Financial Security 12:02 Risk and Opportunity in Dentistry 15:02 Evaluating Practice Expansion vs. External Investments 20:41 The Role of Hygienists in Practice Growth 24:50 Financial Strategies for Practice Growth 27:29 Understanding Cash Flow and Returns 32:05 Investing in Your Practice vs. Other Assets 38:56 Preparing for the Future: The Bulletproof Summit   REFERENCES Bulletproof Summit Bulletproof Mastermind  

In this episode, we explore how CFOs are redefining financial strategy to drive innovation, resilience, and long-term success across higher education campuses. Featuring insights from industry leaders, the conversation highlights emerging trends, challenges, and opportunities shaping the future of campus planning and investment.

Jesse explores the financial journey of late starters with guest Bill Yount, co-host of Catching Up to FI. In the opening monologue, Jesse shares his “Stupidly Simple Secret Sauce” for personal finance: spend less than you earn, grow income without inflating lifestyle, invest consistently, and prioritize savings. He warns against flashy success stories, consumer culture, and speculation, instead advocating for steady, index-fund investing and disciplined budgeting. The episode also addresses market volatility and debunks the “buy the dip” strategy, showing that long-term consistency outperforms timing attempts. Bill shares his compelling story of waking up to his finances at age 50, shifting from paycheck-to-paycheck living to a 40% savings rate and near financial independence. He emphasizes emotional readiness, sustainable planning, and community support for those starting late. Whether you're in your 30s, 50s, or beyond, this episode delivers practical, empowering advice for reclaiming your financial future. Key Takeaways:• The core rules of personal finance are deceptively simple: spend less than you earn, earn more without inflating your lifestyle, and invest consistently. • Boring, steady investing (like index funds) usually beats market timing or speculative bets. • Many late starters carry emotional baggage around money, but those feelings can become fuel for change. • After the excitement of getting started, real progress is made through slow, steady work over years. • Taking full responsibility for your finances brings peace of mind, even if the numbers aren't pretty at first. • With a solid plan, cutting expenses, and investing consistently, it's doable. Key Timestamps:(00:00) The Stupidly Simple Secret Sauce of Personal Finance (04:58) The Winners are Loud, but the Losers Stay Silent (06:42) Boring is Best: The Case for Index Funds (10:46) The Story of Dave: A Financial Cautionary Tale (15:30) Market Volatility and the Concept of Buying the Dip (25:02) Facing Financial Realities with Bill Yount (29:48) Creating a Financial Plan (35:07) Late Starters and Financial Freedom (39:56) The Role of Social Security (48:51) Investment Advice for Late Starters (56:00) Building a Financial Community 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://catchinguptofi.com/ CUTFI's Facebook group:  https://www.facebook.com/groups/catchinguptofi/ LinkedIn: https://www.linkedin.com/company/catchinguptofi/  Mentions: https://bestinterest.blog/secret-sauce/ https://bestinterest.blog/dave/ https://bestinterest.blog/buy-the-dip/ https://bestinterest.blog/is-tax-loss-harvesting-worthwhile/   More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog 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.  

What if the life you're meant to live isn't the one you planned, but the one that rises out of necessity? In this raw and inspiring episode, Angel Williams joins Amy Sylvis to share how her family's journey with a rare genetic diagnosis shifted their entire approach to income, mindset, and abundance.From becoming a special needs parent to building multiple streams of income in real estate, oil and gas, and vineyards, Angel's story is proof that abundance isn't about comfort zones. It's about creating solutions in the face of uncertainty, choosing empowerment over limitation, and finding peace with the messy, yet beautiful, reality of caregiving, entrepreneurship, and growth.Expect honesty, warmth, and mindset shifts that may change the way you define abundance in your own life.Connect with Angel:https://www.linkedin.com/in/angel-williams-re/https://www.linkedin.com/company/lorren-capital-llc/https://www.facebook.com/WF.AJPhotography/Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction to Abundant Living01:17 Meet Angel Williams02:23 Angel's Journey and Challenges04:59 Anson's Diagnosis and Family Adjustments06:52 Financial Strategies for Special Needs14:10 Mindset and Abundance18:08 Reflecting on Fortunate Moments19:55 Defining Abundance21:30 Teaching and Impact28:06 Mindset Coaching and Personal Growth31:31 Final Thoughts and Farewell

In this episode of The Tactical Empire, Jeff Smith and Shawn Rider discuss the challenges and rewards of living a disciplined, high-achievement lifestyle while traveling in an RV. They share personal insights on managing family life, maintaining business momentum, and setting effective goals. Jeff reflects on his journey of structuring work-life balance, the continuous improvement of The Tactical Empire, and the importance of building habits aligned with long-term objectives. Sean adds his perspective on the transition from traditional employment to running a business with his wife, emphasizing the significance of focusing on productive activities and leveraging time effectively. This episode offers practical strategies for those striving to achieve both personal fulfillment and professional success.00:00 Introduction and Welcome00:29 Meet Sean Rider01:46 RV Adventures and Summer Plans04:22 Personal and Professional Hurdles13:20 Balancing Family and Business27:04 Final Thoughts and Takeaways

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

In this episode of Frank and Gus, the conversation kicks off with a light-hearted discussion on Andrade's new look post-divorce. It then delves into serious wrestling industry insights, including WWE's recent restrictions on company comps, escalating ticket prices ahead of WrestleMania in Las Vegas, and the heavy financial constraints on fans and wrestlers alike. The episode also covers surprise run-ins with wrestling stars and personalized interactions, alongside revealing backstage anecdotes, making it a must-watch for wrestling enthusiasts.00:00 Andrade's New Look and WWE Status01:52 Charlotte's Controversial Behavior03:50 WWE's Corporate Dynamics07:42 Future of WWE's Women's Division09:51 Paige's Potential Comeback22:07 Kevin Owens' Career and Injuries36:22 WrestleMania Ticket Prices and Logistics40:41 Running into Kevin Nash and Brett Hart41:19 WWE Eliminates Comp Tickets42:43 WrestleMania Pricing Out Fans43:04 High-End Collectibles and Ticket Packages45:08 Talent Blowback and WrestleCon45:53 WWE's Financial Strategies and Fanatics Deal48:18 Las Vegas Hosting Challenges50:09 WrestleMania Weekend Events and Costs57:36 WrestleCon and Independent Shows01:14:35 Autograph Seekers and Airport Encounters01:25:47 Concluding Thoughts and WrestleMania InsightsBecome a supporter of this podcast: https://www.spreaker.com/podcast/wrestling-soup--1425249/support.

We’re back BA Fam with a whole lot to celebrate! Joining us are two of our faves in the finance space: Chris Browning of “Popcorn Finance” and Berna Anat, author of the amazing book “Money Out Loud”. If you’re looking to level up your money game and feel good doing it, this episode’s for you. We get into: - The highs and lows of aggressively saving money - Gen Z’s "we’re gonna have fun & save money" energy -Your financial strategy in the age of Tr*mp Tariffs -Lizzo’s redemption tour -Are solopreneurs heading back to Corporate America? We also chat about what’s going on in the world—from economic uncertainty and tariffs to the importance of staying informed without losing your peace. And when it comes to career shifts, Berna talks about her transition from full-time solopreneurship back to the 9-5 life…and how she’s doing it on her own terms. Make sure you stick around till the end when we share our Brown Boosts and Breaks for the week! Special mentions for Oakland, Moesha and Lizzo’s redemption tour. --------- EPISODE CHAPTERS --------- (0:00:06) - Brown Ambition With Mandy Woodruff-Santos (0:04:49) - Financial Reflections and Regrets (0:18:29) - Realigning Values and Money Habits (0:26:21) - Navigating Economic Uncertainty and Tariffs (0:34:07) - Community Building Through Thrift and Bartering (0:45:56) - Investing Strategies and Debt Management (0:48:58) - Transitioning to Stable Employment (0:56:04) - Exploring Oakland's Black and Brown Community (1:04:37) - Lizzo's Journey to Self-Love (1:10:05) - Navigating Cancel Culture and Redemption -- This episode is all about giving yourself grace, finding balance, and building the life you want—with your finances in check and your spirit intact.See omnystudio.com/listener for privacy information.