Podcasts about financial strategies

In this candid and energizing conversation, Justin Maines sits down with Tom Quinn—retiring President of Cole's Quality Foods and the man behind the rise of frozen garlic bread. With over four decades in the food industry, Tom shares the real story behind scaling a small-town bakery into a national powerhouse, why cutting $10 million in products actually doubled their revenue, and how relentless focus, operational efficiency, and integrity shaped his leadership.From mentoring under giants like Sam Walton and Kellogg's CEO William LaMothe to laying it all on the line in a company turnaround, Tom gets real about legacy, leadership, and the values that last. If you're in business, sales, or just love a good founder story—this one delivers.The Logistics & Leadership Podcast, powered by Veritas Logistics, redefines logistics and personal growth. Hosted by industry veterans and supply chain leaders Brian Hastings and Justin Maines, it shares their journey from humble beginnings to a $50 million company. Discover invaluable lessons in logistics, mental toughness, and embracing the entrepreneurial spirit. The show delves into personal and professional development, routine, and the power of betting on oneself. From inspiring stories to practical insights, this podcast is a must for aspiring entrepreneurs, logistics professionals, and anyone seeking to push limits and achieve success.Timestamps:(00:07) – Financial Strategy and Impact(01:13) – The Rise of Cole's Quality Foods(17:28) – The Importance of Mentorship in Business(31:31) – Navigating Relationships in Transportation(44:51) – Transitioning Legacies and New BeginningsConnect with Tom Quinn:LinkedIn: https://www.linkedin.com/in/tom-quinn-a0167a1Connect with us! ▶️ Website | LinkedIn | Brian's LinkedIn | Justin's LinkedIn▶️ Get our newsletter for more logistics insights▶️ Send us your questions!! ask@go-veritas.comWatch the pod on: YouTube

What happens when economic chaos hits, but you're financially trapped by your own "responsible" planning? Victor lost his first business in 2008 because he had $2 million in net worth but couldn't access cash when he needed it most. When he rebuilt, he did something different. During the pandemic, when competitors were closing or taking on crushing debt, Victor was buying equipment at liquidation prices, forward-purchasing inventory before price spikes, and hiring top talent from failing businesses. In this episode, we explore how "playing it safe" with traditional financial planning can actually make your business more vulnerable during economic turbulence, and reveal the strategy that helped business owners not just survive but strategically thrive during some of the most uncertain economic times in a generation. Key Quote: "Everyone was playing defense, just trying to survive. Because of our financial position, we could play offense when nobody else could." What You'll Discover: How a salon owner lost two locations despite doing "everything the financial experts told me to do" (and what her competitor did differently to expand instead) The food distributor who used inflation as a competitive advantage while others got crushed by rising costs Why the fitness center owner with $500K in retirement accounts had to watch once-in-a-lifetime opportunities pass by How accessible capital creates strategic opportunism with reduced risk during economic volatility The 7 financial levers that separate businesses that merely survive from those that capture market share during downturns Perfect for: Business owners who want to build long-term wealth without being financially handcuffed when economic opportunities or challenges arise. Listen now to discover how to create certainty during uncertain times through financial preparation, not economic prediction. Ready to recession-proof your business? Check out this week's Wealthy Wednesday for the Business Economic Resilience Blueprint [add link] mentioned in the episode. The Freedom Retreat for business owners is coming up on August 5-7, 2025? It beautifully combines the power of contemplation with AI to build paths to freedom, regardless of what the future holds! Text Freedom to 513-447-6501 to learn more about this intimate gathering designed to set your freedom trajectory for the next 12+ months. Hurry! A $200 discount is only available through June 30, 2025! 00:00 Introduction to Victor's Success 00:44 Welcome to Wealth Wisdom Financial Podcast 01:37 Special Announcement: Freedom Retreat 03:43 Victor's Financial Strategy 05:08 Challenges and Opportunities During the Pandemic 07:14 Financial Strategies for Business Owners 09:50 Case Study: Lila vs. Daniel 17:54 Case Study: Alexandra's Inflation Strategy 21:55 Case Study: Marcus vs. Evelyn 25:33 The Power of the Bank and Yourself Strategy 30:17 Conclusion and Call to Action   Watch on YouTube: https://youtu.be/2x0CHcrcwJY 

Should you think about all debt the same way? When should you rebalance your investments? The discussion continutes in Part 4 of 4. "Millionaires in Medicine" founder Kristin Burton MPAS, PA-C, CAQ-HM, CPAAPA helps healthcare professionals with financial literacy.

Navigating Pediatric Practice: Insights from Dr. Robert WiskindIn this episode of The Pediatric Lounge podcast, hosts welcome Dr. Robert Wiskind, a seasoned pediatrician with decades of experience in Georgia. Dr. Wiskind shares his journey from medical school at Emory to establishing Peachtree Park Pediatrics and navigating the complexities of independent pediatric practice. The discussion covers the evolution of his practice, from its unique exam room system to growing into a larger facility. Dr. Wiskind emphasizes the value of involving in organized medicine through roles like the Georgia Chapter of the American Academy of Pediatrics, and his contributions to creating the Children's Care Network, a clinically integrated network. Additionally, the episode touches on the challenges and future of independent pediatric practices, the benefits of clinical integration, and the importance of adapting to ongoing changes in medicine. The conversation also delves into balancing patient care with administrative duties, and the collaborative efforts required to sustain and improve pediatric healthcare standards.00:00 Introduction to The Pediatric Lounge00:36 Meet Dr. Robert Wiskiind01:23 Dr. Wiskiind's Journey in Pediatrics03:07 Peachtree Park Pediatrics: A Legacy04:25 The Evolution of the Practice05:12 Partnership Dynamics and Growth08:39 The Children's Care Network13:04 Challenges and Successes in Pediatric Care22:43 The Importance of Organized Medicine29:08 Balancing Parental Expectations and Medical Judgment31:52 Challenges of Setting Up a Collaborative Network32:48 Financial Strategies and Physician Involvement34:49 Future of Independent Practice38:32 Role and Structure of Pediatric Committees43:13 Complexities in Healthcare Policies and Payments48:41 High Costs of Advanced Medical Treatments54:13 Socioeconomic Disparities in Healthcare58:01 Personal Reflections on Career Choices01:00:12 Conclusion and Final ThoughtsSupport the show

This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions. 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.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the common financial question of whether individuals should overpay on their mortgages. They explore the implications of mortgage overpayment on cash flow, financial stress, and overall financial planning. The conversation emphasizes the importance of liquidity and how having access to cash can alleviate financial worries, especially as individuals approach retirement. Through various strategies, they illustrate how managing cash flow effectively can lead to better financial outcomes and peace of mind. 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 The top financial question is whether to overpay on a mortgage. Many clients feel financially stressed despite having good incomes. Cash flow and liquidity are crucial for financial peace of mind. Overpaying on a mortgage can reduce long-term debt stress. Having cash reserves can provide opportunities and reduce anxiety. Financial planning should consider both cash flow and balance sheet. Real-life financial decisions often differ from spreadsheet calculations. Peace of mind is a valuable aspect of financial planning. Strategies should be tailored to individual circumstances and needs. Liquidity can sometimes be more important than maximizing returns. Chapters 00:00 Understanding Mortgage Overpayment Concerns 05:43 The Cash Flow Conversation 10:57 Strategies for Mortgage Management 14:25 The Importance of Liquidity and Peace of Mind  

Levers of Profit Calculator: coltivar.com/levers-of-profit-calculatorWant to know how to boost your business's profitability? There are just four key levers that make all the difference: price, volume, cost of goods sold, and operating expenses. Once you understand these, you'll be equipped to make smarter decisions that drive real results.In this episode, Steve walks you through a free tool he created that calculates how small changes to these four levers can impact your profit. With just two simple inputs—cost of goods sold and operating expenses—you'll instantly see how adjusting each lever can improve your bottom line.Whether you're leading a team or sitting in a meeting, this tool gives you the confidence to make decisions based on real data.Let's connect: linkedin.com/in/stevecoughran/Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Should You Claim Social Security at 62?Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it could bring peace of mind, flexibility, and better use of your money now. The key? Making the choice that fits your life, not someone else's rule of thumb.Takeaways:• More Flexibility Now• Less Portfolio Stress• Smart Tax Moves• Fits Gen X Life• Your Goals Matter00:00 Intro00:59 Should You Really Wait Until 70?03:52 Claiming Early as a Tax Strategy06:11 The Trap of Default Advice07:14 Final ThoughtsWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Jesse explores the value of financial priorities and the balance between spending and saving with guests Diania Merriam, Justin Peters, Bill Yount, Jeremy Schneider, Doc G, and Joe Saul-Sehy. Diania highlights the “iceberg principle” of stealth wealth—how true wealth is often what you don't see, like deferred purchases and unspent money. Justin shares a personal story about the cost and memories of boat ownership, emphasizing the lesson to buy utility and rent luxury. Bill discusses the different seasons of life in relation to frugality and spending, while Jeremy reflects on ingrained money habits persisting despite sudden wealth. Doc G and Joe Saul-Sehy add their unique perspectives on personal finance and the emotional relationship with money. Together, they unpack how financial decisions shape our lives, the importance of aligning spending with values, and the lessons learned from both scrimping and splurging. Key Takeaways: • Financial freedom doesn't always come with a clear sense of how to enjoy money meaningfully. • Renting luxury experiences can be more satisfying and economical than owning them. • Time, health, and family often become more valuable than money as people grow older. • Community and shared experiences often bring more satisfaction than expensive possessions. Lifestyle upgrades need to be aligned with personal values to feel meaningful. • Former spendthrifts can struggle just as much with letting go of financial vigilance. • Understanding your money story is key to shifting your habits and mindset with intention. Even the financially savvy can be blindsided by lifestyle creep and emotional spending. Key Timestamps: (00:00) – Scar Tissue: Financial Lessons from the Past (13:59) – The Mini Bar Mishap (20:11) –  The $500 Parking Ticket (23:56) – Balancing Financial Optimization and Enjoying Life (24:29) – Time vs. Money: Changing Priorities (25:50) – Keeping Up with the Joneses: A Personal Story (30:59) – The Perils of Consumerism and Stealth Wealth (44:12) – Rent Your Luxury and Buy Utility (45:20) – Frugality Habits: From Broke to Millionaire 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 Bill Yount:  Website: https://catchinguptofi.com/ LinkedIn: https://www.linkedin.com/in/bill-yount-a8033036/  Diania Merriam: Website: https://economeconference.com/about/ LinkedIn: https://www.linkedin.com/in/dianiamerriam/  Justin Peters:  Website: https://podcasts.apple.com/us/podcast/fi-minded-achieve-financial-independence-have-fun-doing-it/id1496701179 LinkedIn: https://www.linkedin.com/in/justinleepeters/  Jordan (Doc G) Grumet:  Website: https://jordangrumet.com/ LinkedIn: https://www.linkedin.com/in/jordan-grumet-38a506179/  Joe Saul-Sehy:  Website: https://www.stackingbenjamins.com/ LinkedIn: https://www.linkedin.com/in/joe-saul-sehy-b3426b31/  Jeremy Schneider: Website: https://www.personalfinanceclub.com/ LinkedIn: https://www.linkedin.com/in/jerschneid/  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 happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it?   Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trapped! It was in retirement accounts that she couldn't access without massive penalties.   In this episode, we explore why traditional financial advice can leave business owners asset-rich but opportunity-poor. This becomes a big problem precisely when AI disruption hits their industry. We also reveal the strategy that's helping smart entrepreneurs not just survive the AI revolution. Some even profit from it while their competitors struggle.   Key Quote: "I had money, but not where I could use it when I needed it most."   What You'll Discover: How a medical transcription business owner lost a $150K opportunity to compete with AI (and what she could have done differently) Why the accounting firm that embraced AI transformation thrived while similar businesses failed The story behind Raj's $2.8M fleet upgrade that cut operating costs by 23% in 18 months How to access capital for business pivots without penalties, taxes, or bank approvals Why the pace of AI change makes traditional business financing dangerously obsolete   Listen now to discover how to build wealth that works WITH your business evolution instead of against it.   Ready to assess your AI readiness? Check out this week's Wealthy Wednesday for the AI-Ready Business Financial Assessment.   Interested in our Freedom Retreat? Text 'Freedom' to 513-447-6501 to begin the application process.   00:00 Introduction: Facing the AI Revolution 01:43 Meet Jamie: A Business Transformed by AI 04:41 The Financial Strategy for AI Disruption 07:41 Case Study: Michael vs. Roma 15:38 Raj's AI Fleet Transformation 18:27 The Power of Financial Flexibility 21:51 Conclusion: Preparing for the AI Future   Watch On YouTube: https://youtu.be/9MA2VZBs8Wg 

"Millionaires in Medicine" founder Kristin Burton MPAS, PA-C, CAQ-HM, CPAAPA helps healthcare professionals with financial literacy. In part 3, when does a financial advisor make sense? What is important to consider with investing in real estate? Multifamily real estate?

June 18. 2025 In this insightful episode, host Pete Neubig sits down with Mohamed Hussein, CEO of Balanced Asset Solutions, to explore essential financial and operational strategies for property managers. They dive deep into preventing overdrafts in owner portfolios, managing large expenses, the risks and rewards of internal controls like positive pay, and practical tips to avoid costly errors. Mohamed shares his unique perspective, blending accounting expertise with real-world sales experience, and discusses the challenges of scaling a bootstrapped property management accounting business.

The wealthiest individuals don't play by the same financial rules as everyone else. They understand one key truth: control of your money is more valuable than rate of return by creating a system where you pay yourself first—not the banks. This strategy empowers individuals at any income level to break free from debt, eliminate financial stress, and … Continue reading Build Wealth Like the Top 1% – Americas Most Powerful Financial Strategy – Part 2 | Episode 121 →

What if your biggest retirement expense isn’t healthcare—but taxes? In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial explore how guaranteed income strategies, tax planning, and risk management can shape a more confident retirement. From real-life case studies to smart annuity options and portfolio adjustments, they break down how to align your financial plan with your lifestyle goals. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you think differently about your future. 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.

Is filing for Social Security early a smart move—or a fear-based reaction? Mike Douglas breaks down the real math behind early claims, income limits, tax traps, and survivorship strategies. From misunderstood stats to outdated loopholes, he explores what retirees might be missing when they rush to collect benefits. Whether you're planning for age 62 or 70, this conversation helps you think critically about timing and trade-offs. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of the RE Social Podcast, hosts Andrew McCormick and Vince Rodriguez interview Fabian Wizenfeld, a former web designer turned real estate investor, who shares how he built a successful portfolio of rentals and flips after moving from Argentina to the U.S. Fabian opens up about the highs and lows of his journey, dealing with bad tenants, tricky contractors, and the learning curve of creative financing. He also emphasizes the power of mentorship, networking, and staying adaptable in a shifting market. Whether you're just starting out or looking to scale, this episode is packed with actionable advice and honest reflections. Listen to this episode now!Key Takeaways00:00:00 Welcome to the RE Social Podcast00:01:47 Get to know Fabian Wizenfeld00:04:24 Building Trust and Teamwork00:08:03 Fabian's Background and Early Career00:11:22 Life in Argentina and Return to the US00:18:15 First Real Estate Investments in the US00:23:26 Financial Strategies and Growth00:41:58 Buying a Duplex: The Initial Investment00:43:34 The Fourplex Purchase & COVID-19 Impact00:47:22 Tenants and Property Management00:52:49 Flipping Properties and Airbnb Ventures01:07:14 Challenges with Contractors01:19:04 Market Trends and Political Impacts01:25:06 Real Estate Investment Strategies01:29:58 Networking and Partnerships01:40:21 Dealing with Contractors01:50:00 Connect with FabianQuotes"I wanted to move away from working and earning by the hour and more toward generating passive income." (00:00:53)"I don't need the ‘bling bling.' You know, I see so many people just working to pay off… stuff. We know a lot of people like that, and it's something I've noticed, it puzzles me how many are in that situation." (00:34:20)"If you're listening to this and trying to do something, whether it's a hustle, business, whatever, just reach out to people who are crushing it. You'd be surprised. Honestly, we're excited to help people." (01:07:01)Resources and LinksRich Dad, Poor Dad by Robert Kiyosaki https://www.richdad.com/BiggerPockets https://www.biggerpockets.com/Connect with Fabianhttps://www.linkedin.com/in/fabianwizenfeld/https://www.instagram.com/fabianwizenfeld/Need Help? BOOK A CALL:https://anviinvest.com/consulting/ Learn more about AnVi Invest

On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

"Millionaires in Medicine" founder Kristin Burton MPAS, PA-C, CAQ-HM, CPAAPA helps healthcare professionals with financial literacy. In Part 2, we discuss the importance of being able to see financial progress in addition to your annual budget. How do investment strategies change from the beginning of a PA career, mid-career and approaching retirement?

In our latest episode of Finding Fearless, we had the privilege of speaking with Tricia M. Taitt, CEO of FinCore and fractional CFO who's transforming how women entrepreneurs approach their finances. Her journey from Wall Street executive to financial empowerment advocate offers powerful insights into building a sustainable, values-driven business.Key themes include:The critical importance of financial literacy for entrepreneurial successWhy less than 2% of women-owned businesses reach seven figures in revenueStrategies for overcoming financial fears and scarcity mindsetsThe difference between revenue and take-home pay (and why it matters)How childhood money lessons shape our business decisionsPractical steps for scaling beyond six figures with intention00:00 Introduction to Finding Fearless00:39 Meet Tricia Taitt of FinCore01:02 Tricia's Background and Achievements02:11 The Importance of Financial Education03:52 Tricia's Journey to Financial Consulting07:14 Challenges and Mindset Shifts for Women Entrepreneurs11:16 Setting Financial Goals and Overcoming Scarcity17:14 Practical Steps to Financial Success21:14 The Importance of Knowing Your Numbers27:58 Understanding Revenue vs. Take Home28:47 Coaching in Girl Bossy Spaces30:08 The Reality of Business Debt31:49 Perception of Wealth and Social Media32:35 Childhood Money Lessons40:46 Values and Money Management48:28 Connecting with Tricia and Upcoming Events51:31 Final Thoughts and OutroOfferings & upcoming events with Tricia:45-60 minute Financial Strategy call w/ Tricia  M Taitt - CEO, FinCoreFinCore's Pay Yourself More CalculatorHow to be a Financially Resilient & Fearless CEO in Uncertain Times Virtual session w/ Madeline Reeves & Tricia M Taitt Luminary Live Small Business Summit in Chicago Connecting with Tricia-  IG (@fincorestrong) or on Linked In Finding Fearless is an exploration of human-centric leadership and a celebration of ambition, releasing every other week on Wednesdays, 6AM PST. If you liked the show, please rate, review, and share! You can also visit our website to learn more about how to become a sponsor of Finding Fearless! Finding Fearless is produced by Fearless Foundry, a creative consultancy focused on advancing ambitious humans from around the globe to amplify their impact through branding, marketing, and business development. You can contact us at hello@fearlessfoundry.com if you are interested in our services and can follow us on all social media @fearlessfoundry. Season 4 music is by Premium Beats. All audio is recorded and owned by Fearless Foundry.

From recruiter to CEO and majority shareholder, Matt Murphy's journey at Levy Global is nothing short of remarkable. Now, with Rory McGowan joining from Opus as COO, the business is entering what they call "Levy 2.0" - a new chapter focused on scale, structure, and serious wealth creation.On this week's episode of The RAG Podcast, I'm joined by Matt and Rory, who now lead a 50-person business headquartered in the UK with offices in Amsterdam and Belgium.Matt shares how he joined Levy as a recruiter 22 years ago, led two management buyouts, and transitioned from top biller to CEO. Rory explains why he left a global leadership role managing 150+ people to join a high-margin, high-growth business with a clear trajectory and massive opportunity ahead.In this episode, we discussHow Matt took ownership through phased MBOs to lead Levy into its next phaseRory's decision to downsize the team size but upscale in ambitionWhat it really takes to scale a recruitment business for exitHow they're building a leadership team and operational engine to match their visionWhy clarity, culture, and autonomy are key to navigating the AI eraIf you're thinking about scale, succession, and what comes after strong performance, this episode is full of lived experience and strategy.Chapters00:00 Introduction to Levy Global and Its Growth Journey03:03 Matt Murphy's Transition from Recruiter to CEO06:05 Rory McGowan's Move to Levy Global08:54 The Management Buyout Experience12:03 Challenges and Lessons from the First MBO14:49 Building a Leadership Team and Managing Growth18:00 Navigating COVID-19 and Its Impact on Business21:12 Cultural Differences in Professional Environments25:11 Transitioning Leadership and Team Dynamics28:41 The Drive for Growth and Legacy36:36 The Role of a COO in Scaling Business41:27 Navigating Change and Building a Strong Team49:09 Financial Strategies and Preparing for Growth50:57 Navigating Unique Deal Structures52:05 Personal Reflections on Career Transitions54:51 Exploring Business Opportunities and Challenges57:58 Initial Impressions and Early Contributions01:00:23 Gathering Insights from Team Members01:02:22 Combining Business Models for Growth01:05:08 Strategic Changes in Client Management01:10:59 Future Vision for Recruitment and Growth01:17:25 Advice for Future Leaders01:23:49 Closing Thoughts and Future Aspirations__________________________________________Episode Sponsor: UntappedUntapped is THE market leader and go-to agency for finding and hiring tried-and-tested offshore talent into UK, US and Australian-based recruitment companies.They're providing top-class TEAMMATES, NOT OUTSOURCES! We use Untapped for Hoxo's own offshore hires, and it's been a total game-changer for our team. No one else can compete with the quality of their network, their in-depth candidate assessment process or their time to hire. If hiring elite-level overseas talent into your business to boost sales and increase productivity whilst saving yourself a huge amount in employment costs isn't on your radar for 2024, it should be!Untapped are hiring recruitment, sales, marketing and support staff into recruitment agencies of all shapes, sizes and specialisms globally and they are growing rapidly!Join the waiting list today so you don't miss out on the next cohort of business-launching hiring projects. https://bit.ly/47GGdvZ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals,...

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 #SHMS Support 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 #SHMS 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 #SHMS Steve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

On this conversation, Steve and Derrick discuss the critical aspects of retirement planning, focusing on the challenges posed by inflation, healthcare costs, and the importance of having a written plan. They emphasize the significance of understanding the sequence of returns and market protection strategies, as well as the various income sources retirees can rely on. The discussion highlights the need for proactive planning and regular reviews to ensure financial security in retirement. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

In this episode, Brett McCollum interviews Bernard Reisz, a CPA specializing in tax strategies for real estate investors. They discuss the importance of knowledge and its application in the field of tax law, exploring the 'tax trifecta' which includes cost segregation, 1031 exchanges, and self-directed retirement accounts. Bernard shares his journey into the world of accounting and tax, emphasizing the need for investors to understand these strategies to maximize their returns and minimize tax liabilities. The conversation highlights practical advice for new investors and the importance of collaboration with tax professionals.   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   —--------------------

Explore how countries are leveraging AI to secure funding from global institutions. This episode uncovers the role of AI in economic development and international finance. We analyze how OpenAI impacts the strategies behind national fundraising initiatives.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Jesse answers a range of listener questions on topics including estate planning, life insurance, financial benefits of marriage, tax strategies for high earners, healthcare in retirement, and investing during economic uncertainty. He explains that heirs to traditional IRAs must pay income tax on withdrawals, while taxable accounts benefit from a step-up in basis, and argues that whole life insurance is generally a poor investment choice for most people. He outlines how married couples enjoy more financial advantages due to shared costs, tax benefits, and retirement perks, though singles benefit from greater autonomy. A high-earning listener weighing Roth versus traditional retirement contributions is advised to consider tax-bracket arbitrage in retirement or hedge with a 50/50 split. Jesse also dives into healthcare planning, covering employer plans, HSAs, COBRA, ACA subsidies, and Medicare, while stressing the complexity and importance of planning for long-term care. On investing, he cautions against trying to time recessions and emphasizes aligning investment strategies with individual goals, risk tolerance, and time horizons. Key Takeaways:• Traditional IRAs require heirs to pay income tax on withdrawals within 10 years, but this is deferred tax, not a penalty. • Whole life insurance is generally more expensive and offers lower returns than term insurance plus independent investing. • Married couples often benefit financially from economies of scale and joint tax advantages. Single individuals have greater financial control and simpler planning but may miss out on some systemic benefits for couples. • Healthcare planning is a critical but often overlooked aspect of retirement financial planning. Jesse discusses ACA, COBRA, and HSAs. • Short-term market volatility can be misleading; experiencing real losses helps build long-term investing discipline. • Selling stocks to avoid recession dips is risky because market recoveries often precede economic improvements, resulting in missed gains. Key Timestamps:(00:00) Question 1: Whole Life Insurance (17:47) Question 2: Financial Pros and Cons of Being Single vs. Married (27:19) Question 3: Roth vs. Traditional Accounts (37:54) Question 4: Planning for Healthcare Costs in Retirement (42:31) Maximizing HSA Growth with a Strategic Loophole (45:08) COBRA and ACA for Early Retirees (53:48) Medicare: Breaking Down the Basics (01:03:02) Question 5: Investment Strategies During Economic Uncertainty 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/is-benefits-hacking-genius-or-immoral/ Deep Risk: How History Informs Portfolio Design by William J. Bernstein 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.  

Kristin Burton, MPAS, PA-C, CAQ-HM, discusses updates on student loans in part 1 of a discussion on finances for PAs and other healthcare professionals. For most of us, it's important to begin investing as soon as we begin our careers, including the years that we are repaying student loans. What are important considerations for budgeting and accelerated payment plans? Learn more from Kristin at https://www.millionairesinmedicine.com/community

A fractional CFO can be the key to unlocking hidden profits and financial clarity for growing businesses. In this episode, Ken LaCroix explains how business owners can transform financial confusion into smart, data-driven decisions that scale results.If you've ever asked, “Why am I making sales but still struggling with cash flow?” or “How do I really know what's working financially in my business?”—this episode is for you. Ken brings 15+ years of experience as a fractional CFO, specializing in helping businesses between $5M–$50M in revenue make sense of their numbers and use financial strategy to fuel sustainable business growth.You'll learn:Why focusing on gross profit margin over sales reveals your true performanceHow to manage working capital effectively as your business scalesWays to use AI in finance and automation to get faster, more accurate dataHow to spot and correct financial blind spots before they become costlyReal-world FP&A techniques to move from reactive to proactive strategyActionable steps to optimize operations and uncover profit optimization opportunitiesKen breaks down complex topics into practical insights any entrepreneur can act on. Whether you're in operations, finance, or just trying to make sense of small business finance, this conversation helps align your financial structure with your strategic goals.0:00 – Welcome & Intro to Fractional CFO Ken LaCroix1:15 – Who needs a fractional CFO?2:30 – Growing pains at $5M–$50M revenue stages4:00 – Spotting and solving financial blind spots5:40 – Making the shift to data-driven decisions7:10 – Why gross profit margin is more important than revenue8:35 – Managing working capital and cash flow questions10:00 – Finding hidden profits in item and customer data11:45 – Leveraging AI in finance for faster reporting13:00 – Implementing real FP&A systems14:10 – Final advice & how to connect with KenTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

JRE Summit, spring 2025 - Day 1 Q&A panel.

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

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Joey Mure. Joey is the founder of Wealth Without Wall Street, a firm that specializes in infinite banking, a concept that's been helping people to have passive income, leading to absolute financial freedom. So what does this mean? Well, it means that Joey understands how to set up your affairs in such a way that you can now set up yourself to reduce taxes, grow your asset and build a wealth legacy that your family can enjoy for generations.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Joey Mure is the founder of Wealth Without Wall Street.[THE HOST]: Ryan is an Angel invesEveryday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

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

Register for my FREE wealth class for entrepreneurs: https://ginaknox.co/masterclass Join the waitlist for the 7 Figure Wealth Mastermind: https://ginaknox.co/mastermind Join Small Business Money School: https://ginaknox.co/school In this episode, Gina Knox shares her journey and preparations for potentially buying a home as an entrepreneur. She discusses the unique challenges entrepreneurs face in securing a mortgage, the financial strategies she is implementing, and the importance of defining her dream home and lifestyle choices. Gina emphasizes the need for thorough financial planning, tax strategies, and personal finance management to ensure a smooth home buying process. Timestamps: 00:00 - Introduction and Personal Updates02:48 - Preparing for Home Buying as an Entrepreneur07:32 - Financial Strategies for Home Purchase12:11 - Managing Personal Finances16:26 - Defining Dream Home and Lifestyle Choices Category: Wealth Keywords: home buying, entrepreneurship, financial planning, mortgage, personal finance, tax strategy, cash flow management, investment, budgeting, real estate

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.

On this episode of Your Retirement Radio, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of guaranteed income strategies as people live longer. He highlights the need for personal pension plans, the dangers of 'dead money' in retirement accounts, and the significance of having a comprehensive financial plan that accommodates big purchases and market fluctuations. The conversation underscores the value of personalized financial advice and the importance of patience in the planning process. 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 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   —--------------------

- Supreme Court Ruling on Deportation (0:11) - Ending Tariff War and US Credit Rating Downgrade (1:08) - Interview on Decentralized Computing Platforms (2:26) - Methylene Blue and Prussian Blue (3:04) - Critique of Trump's Tariff Policy (13:27) - Economic Implications of Tariff Reversal (24:18) - US Credit Rating Downgrade and Financial Strategy (31:10) - Decentralized Living and New Products (40:26) 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

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.