POPULARITY
Ep. 240: University of Toledo Baseball shaped his belief in showing up with pride—even when the scoreboard says otherwise. He shares how a blunt rejection from a scout and a cold-call to a bank exec changed his career path. “You are going to be great at something,” a baseball scout informed him. “Just not baseball.” OUCH! Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Joey Morris for making this episode possible.
In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Adam Witty, entrepreneur, publisher, and founder of Advantage Media and Forbes Books, to unpack how authority marketing can transform your practice and your career. Adam shares his expertise on:Why authority—not just advertising—is the ultimate differentiator in crowded marketsHow publishing a book or creating thought leadership content positions you as the go-to expert in your communityThe step-by-step process of building credibility and influence that attracts patients, opportunities, and partnershipsLessons from working with thousands of entrepreneurs, doctors, and business leaders worldwideThe mindset shift required to move from being “just another provider” to a recognized authority in your fieldWhether you're looking to elevate your brand, attract higher-quality patients, or future-proof your career with lasting credibility, this episode is full of practical strategies you can put into action.Resources Mentioned in This EpisodeBooks & Concepts:The Authority Advantage by Adam Witty and Rusty Shelton – A primer for how to earn trust and become a thought leader.Authority Marketing by Adam Witty and Rusty Shelton – A framework for positioning yourself as a recognized expert.Lead the Field by Earl Nightingale – A classic on personal development and leadership.Influence by Robert Cialdini – Insights into persuasion and the psychology of trust.The Business of Expertise by David C. Baker – How to leverage specialized knowledge to build authority and attract clients.The E-Myth Revisited by Michael Gerber – A guide to building systems and escaping the trap of working only in your business.Organizations & Projects:Advantage Media – The publishing company Adam founded to help experts become authors.Forbes Books – A publishing partnership platform for business leaders seeking visibility and credibility.Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by OrthoFi:Grow More. Worry Less. Simplify Your Practice with OrthoFi.Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.Click below to learn more:OrthoFi.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
Ep. 239: At 59, Mike became the oldest contributing member of a college football team in NCAA history—returning to his alma mater nearly four decades after being kicked off the team. He returned to finish what he started. But this isn't just a comeback story—it's about redemption, resilience, and the courage to face regret head-on.
Recovery Recharged with Ellen Stewart: The Pushy Broad From The Bronx®
Join us as medical thought leader Dr. Marschall Runge discusses his new book, "The Great Healthcare Disruption," where he examines the future of healthcare in America, including artificial intelligence, retail medicine, obesity drugs, gene therapies, virtual health platforms, personalized treatments, and innovative payment models. Published by Forbes Books.
Join us as medical thought leader Dr. Marschall Runge discusses his new book, "The Great Healthcare Disruption," where he examines the future of healthcare in America, including artificial intelligence, retail medicine, obesity drugs, gene therapies, virtual health platforms, personalized treatments, and innovative payment models. Published by Forbes Books.
Ep. 238 Field hockey taught Linda to pause and ask "Why do you love the game?" That question has helped her transform both sports teams and billion-dollar organizations. Linda's team manages $111 billion in assets and are part of the 1.4 trillion dollar investment arm of Prudential Financial. She began her career as a lawyer, but her love for math and problem-solving helped her rise to the top in the finance world. Don't miss: Why EQ is leadership's real X-Factor in the age of AI How eye rolls and emails reveal your culture The "color-dot" system Linda uses for decoding personalities Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Joey Morris and Lilly Mae Stewart for making this episode possible.
You've experienced this before, right? You know you're supposed to do something. You've learned that a good habit is what you need or a bad habit needs to be changed. You know you should spend more time on this and less time on that. You know it'd be good for your emotional health, your body, or your soul. But you don't do it. There's a gap. Dr. Kyra Bobinet, MD-PhD, calls it the “Know-Do” gap. It all stems from work she's done for years studying, researching and trying to make practical information about how your brain works, namely your habenula (huh-BEN-yuh-luh). It's the part of your brain that tracks your failure. It can keep you out of trouble: “Last time you tried between those trees, you fell and almost died. Don't do it. Bad!” But it can also keep you mired in bad habits, indecision, and self-doubt: “Remember when you tried that diet, and you fell off it? What a failure. Don't try losing weight again. You'll never do it! You'll fail again!” Dr. Bobinet has a magic (but, really, not so magic) way to calm down your habenula and self-critic: the iterative mindset, which she details in her book Unstoppable Brain (2024, Forbes Books). You've got to change from focusing on failures and trying to keep adding good habits and removing bad habits the same way … and recognize that every time you hit a bump, it's time for a new iteration. Change things up! What worked to help you last year, last week, yesterday, may not work again. Iterate, iterate … change, change … try, try … I interview Dr. Bobinet here about all that, plus, especially, her nearly brand-new smartphone app Fresh Tri, which offers a platform to learn about her research and how it applies to your habits and health as well as anonymous community support and tips and ideas to change your thinking when your habenula gets going and you're sure this one's the absolute failure. It's all free content and functionality right now with the possibility that more targeted videos and help might be pay-to-play. But for now … go play with all that's there! So, stop logging failures, start logging iterations … and listen in …
Ep. 237: From the sidelines of Miami Football's National Championship game to leading one of the world's most iconic brands, the first female CEO of Bose shares stories of how weekly discomfort built her confidence! Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Karson Hills and Alissa Pupich for making this episode possible.
Ep. 236: Tennis & racing cars shaped Lance's belief that decisiveness is a leader's most powerful tool. As a nationally ranked tennis player, he learned to make high-stakes decisions alone. That same mindset now fuels his success as a CEO and professional race car driver—where speed, risk, and preparation define every outcome. Don't miss: • His “eyes up” strategy for forecasting in business • A behind-the-wheel story that saved a race (and inspired a deal) • Our BONUS RESOURCE with quotes and reflection questions to apply today's insights
Ep. 235: Softball shaped Kelli's belief that great leadership is about setting others up to win. In this heartfelt episode, she shares how her time as a scrappy leadoff hitter inspired a team-first mindset—and how embracing her adoption story became the key to building trust and loyalty as a leader. Don't miss: Her simple 1–10 check-in that helps leaders truly understand how their team is doing How Kelli scouts the competition by building authentic relationships with fellow CEOs Our BONUS RESOURCE for this episode with my favorite quotes and reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Lilly Mae for making this episode possible.
Ep. 234: Notre Dame Football and having “Rudy” as a coach shaped the way Mike views “grit” and “grind” today! In this episode, you will learn how to turn personal wins into shared victories. “If you have a great day, make it a point to share that feeling with your entire organization,” he shares. “That way everyone can enjoy it and feel proud.” Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Anthony Dickinson and Karson Hills for making this episode possible.
Ep. 233: This CEO's high school was so tiny that it didn't have a track team, so he started a squad from scratch, built up the roster and even coached them, all while running a swift 4:25 mile along the way. That mindset—identifying a challenge and pursuing a solution—never left him. Years after starring on the team, Sanford saw an opening in the real estate market. He realized that the future of the business was online. So, he acted. Today?
Ep. 232: Training for her ultramarathon in Spain helped Heidi break big goals into small, achievable steps. Her approach offers a compelling blueprint for building trust, inspiring teams, and elevating the customer experience. Rooted in small-town Kansas values and shaped by global experience, you will learn in this conversation how to stop treating customers like transactions. 1. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. 2. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ 3. Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Karson Hills for making this episode possible.
Shane co-founded and was COO of Acro Media in 1998, a web development company that earned a Mid-Sized Company of the Year award from the local Chamber of Commerce in 2007. Later, with Disney Interactive, he oversaw studio operations, where he led teams to overcome the challenges of multi-studio software development through blending traditional project management and Agile.He helped found Minga in 2016, serving as VP of Product. Minga is now a successful social platform across many Canadian schools. More recently, Shane worked as the Director of Operations at Komixstream, a startup bringing interactive comic books to the mobile platform.In early 2020, Shane joined Virtira to challenge and scale its operational capabilities, strengthen team building and implement more robust Lean/Agile methodologies. As COO, he transformed all solution and practice areas, Operations, HR, IT, and the PMO. More recently, Shane's vast experience in project management, entrepreneurship, and team leadership has made him an in-demand speaker on productivity and engagement.Shane lives in beautiful Kelowna, British Columbia with his wife, two daughters, and two cats: Pancake and Bagel.His first book with Forbes Books, The Power of Remote, is co-authored with Cynthia Watson.LinkedIn: https://www.linkedin.com/in/shane-spraggs/Web: https://virtira.caLink to his book The Power of Remote:Kindle:https://amzn.to/4kF83yPAudible: https://amzn.to/44ZO6hUHardback: https://amzn.to/4jud1OaSupport the show.If you'd like to support the show, you can now buy me a coffee, beer, or whatever you'd like. Click here: https://www.buymeacoffee.com/sundaylunchpmYou should soon be able to grab a copy of my books and my guests' books here soon https://www.nigelcreaser.com/shop
Ep. 231: How does a moment become momentum? You will learn the model to capture, accelerate, and reverse momentum as featured in my new book with Gen. Bernard Banks. From commanding in Desert Storm to teaching at West Point and Rice University to transforming organizations, Bernie's perspective is battle-tested, data-backed, and built to help leaders at every level create their own momentum shift. 1. Order your copy of the book here! 2. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. 3. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ 4. Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness.
Ep. 230: From college football to the floor of the New York Stock Exchange, John Tuttle has always thrived in competitive arenas. Now as President of Acrisure, he leads 19,000 employees in one of the fastest-growing fintech companies on the planet. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Anthony Dickinson and Guillermo Orellana for making this episode possible.
Ep. 229: Playing for The Green Bay Packers and Dallas Cowboys shaped the creator of Babcock Ranch—America's first solar-powered town. You will learn: Why Syd requires every team member to sign a Team Agreement—and what happens when they don't. How a quarterly Day of Service strengthens company culture and community impact. Why great leadership means turning observations into innovations. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Karson Hills and Anthony Dickinson for making this episode possible.
Ep. 228: Get excited for the Kentucky Derby with Spectrum Vice President Mark Kornegay! “Horses are like people—they can burn themselves out trying to keep up with the fastest ones, instead of running their own race,” he shared on this episode. Mark's career also includes leadership roles at Microsoft, Palo Alto Networks, and he served as a Special Agent for the FBI and an Assistant U.S. Attorney. You will learn why preparation is everything and the best performers understand their strengths and craft a strategy that suits them. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Samantha Clark and Guillermo Orellana for making this episode possible.
Ep. 227: A devastating injury during the National Championship game left Robert paralyzed from the neck down. Told he'd never walk again, he began a new journey, one fueled by his three-word mantra: “Compared to what?” Robert shares how that question helped him shift from victimhood to victory—and how you can use the same mindset to lead through adversity. In this episode, you'll learn: Why asking “Compared to what?” cuts big challenges down to size. How to reframe your pain into purpose and lead from a place of strength. What it means to truly forgive—and how it frees your energy to focus forward. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Karson Hills for making this episode possible.
Ep. 226: Running marathons shaped this CEO's 35-year rise from “Amway Project Intern” to the corner office. From his first days at Amway to overseeing 14,000 employees in 100 countries, Michael reflects on his journey to teach you: How to avoid creating a culture where people are panicked to fail Why raising your hand opens the door to leadership growth—and what it really means to say yes to opportunity What running marathons taught him about clarity and leadership Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Joey Morris and Anthony Dickinson for making this episode possible.
Gregory Shepard is a 20 year startup veteran and serial entrepreneur with 12 liquidity events under his belt, two of which were sold as part of a $925M transaction that won 4 Private Equity awards for transactions between $250M-$1B. He is a ForbesBooks author who has also written over 100 articles published in 25 national and international publications. A TEDX speaker and keynote speaker for universities, associations and conferences worldwide, his talks inspire the masses.He is the host of the Forbes Radio ‘Meet The BOSS‘ podcast and has been featured as a guest on over 25 popular podcasts as well as numerous network TV shows. Greg Co-Founded Boss Capital Partners, a global syndicate for investing in tech startups. He also Co-Founded Boss Startup Science with a learning center based on the University of San Diego campus. He developed the Business OperatingSupport System (BOSS) as an open source methodology to empower entrepreneurs while increasing startup success rate. Greg's massive success can also be linked to his 7 neurodivergent conditions which allow him to see business opportunities differently.
Ep. 225: Our conversation explores powerful leadership lessons in radical transparency—revealing why honest reporting, even when the news isn't good, is essential for real progress. Learn how the Ford executives brought challenges to the table to solve them together. If you missed part 1, listen here: https://donyaeger.com/corporate-competitor-podcast/episode-224/ Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Dave Calder and Dillon McDonald for making this episode possible.
What does it really mean to be an employer of choice in the trades?In this 100th episode celebration, host Ryan Englin goes solo to unveil the CHOICE Framework, a step-by-step blueprint for building a company where top talent wants to work and stay. Discover the six pillars that will transform your workplace:Clear Vision, Values, and PurposeHigh-Trust LeadershipOpportunities for GrowthIndustry-Leading ReputationCompetitive Pay and StabilityEngaged WorkforcePacked with real-life examples and actionable takeaways, this milestone episode sets the stage for a new series of solo deep dives into each CHOICE element. Whether you're a contractor, trades leader, or business owner, this is the episode that will reshape how you hire, retain, and lead.Don't miss what's next - subscribe and follow Titans of the Trades.Highlighted Episodes:Episode 1: Adam Witty, CEO of Forbes Books, “3 Fallacies That Hold Back Your Recruiting Efforts”Episode 73: Jim Bush, CEO of Weather Shield Roofing Systems, “12 Laws of a Great Workplace”Episode 77: Matt Ebert, CEO of Crash Champions, “Building an Empire: From 8 to Nearly 650 Locations”Episode 87: Chad Prinkey, Founder and CEO of Well Built Construction Consulting, “Overcoming the Valley of Death in Business”Episode 60: Richard Hart, Founder of Hart's Plumbing and Heating, “The Power of an Apprentice Academy”Episode 16: Jennifer Wilkerson, VP of Innovations and Advancements at NCCER , “Overcoming the Labor Shortage”Episode 17: Josh Zolin, CEO of Windy City Equipment Service, “Attracting The Next Generation With A Better Story”Episode 93: Roger Wakefield, Founder of RogerWakefield.com, “The Journey of a Blue Collar Influencer”Episode 94: Mat Gates, President of Erickson-Hall Construction, “From Employee to Owner: The ESOP Journey”Episode 21: Ryan Schmitt, CEO of Petticoat-Schmitt, “Petticoat-Schmitt Client Case Study”Episode 62: Levi Torres, President of High 5 Plumbing, “The Best Way to Grow Your Team”Episode 85: Don Magruder, CEO at RoMac Building Supply, “Tackling the Labor Crisis in Construction”Connect With RyanWebsite: https://corematters.com/LinkedIn: https://www.linkedin.com/in/ryanenglin/ Support Titans of the Trades: If you found this episode insightful, please subscribe, share, and leave a review for Titans of the Trades. Your support goes a long way in helping us bring more impactful discussions your way.
Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jeff Martinovich is a seasoned business advisor, entrepreneur, and U.S. Air Force veteran with a background in finance, leadership, and strategic growth. A former Gulf War officer, he went on to build a billion-dollar investment firm, gaining firsthand experience in high-performance leadership and navigating complexity under pressure. After a highly public legal battle that reshaped his views on resilience and integrity, Jeff now channels his experience into helping leaders grow with purpose and clarity. As a partner at ASH Business Advisory, he works alongside fellow Air Force Academy grads to support early-stage and mid-market companies through capital, executive support, and operational strategy. He's the author of When Not If, a Forbes Books bestseller on leading through adversity, and speaks nationally on business growth, accountability, and principled leadership. Today, Jeff is focused on helping entrepreneurs lead with confidence, scale intentionally, and build businesses that make a lasting impact. In this episode of the SABM podcast, Scott chats with Jeff about: From Billion-Dollar Firm to Prison: Jeff's journey from leading a billion-dollar investment firm to facing incarceration. Turning Time Into Opportunity: How Jeff studied law behind bars and earned early release from a 14-year sentence. Purpose-Driven Business: Helping small companies grow through Ash Business Advisory. Hard-Earned Wisdom: Authoring two books to share lessons from failure, redemption, and rebuilding. Championing Founders: Jeff now mentors entrepreneurs, offering strategic guidance to help them grow with clarity and integrity. Timestamps: 01:00 Jeff's Background Before 2012 02:07 The Crazy Story Begins 05:38 Surviving Prison and Helping Others 08:50 Life After Prison 12:39 Lessons Learned and Business Ventures 15:55 The Power of Sharing Stories Connect with Jeffrey: LinkedIn Email: jam@jeffmartinovich.com https://www.jeffmartinovich.com/ If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jeff for joining me this week. Until next time! -Scott Mackes, USNA '01
Ep. 224: Former Boeing and Ford CEO went to Kansas on a gymnastics scholarship and later competed in a semi-pro tennis circuit. Learn how sports shaped one of Fortune's "World's Greatest Leaders." Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Dave Calder and Dillon McDonald for making this episode possible.
REWIND EPISODE: In celebration of March Madness, we are “rewinding” back to my conversation with 5-time National Champion Coach K! In his 42 seasons at Duke, Mike Krzyzewski built a dynasty that few programs in the history of the game can match. As the head coach of the U.S. Men's National Basketball Team, he brought home six gold medals. So you might say that Coach K knows a little something about getting “buy in” from his team. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Guillermo Orellana and Andrew Levin for making this episode possible.
Ep. 222: Europe's top badminton player turned founder and CEO of the AI-powered platform revolutionizing contract management joins the show! You'll learn how to: - Use customer feedback wisely – Stay true to your vision without trying to please everyone. - Prioritize progress over perfection – Keep moving forward instead of getting stuck on minor setbacks. - Stay competitive – Track ideas, obstacles, and strategies to anticipate challenges before they happen. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Dave Calder for making this episode possible.
Ep. 221: As an executive at the largest steel producer in the U.S., Tabitha brings her softball and volleyball experience to the world of structural engineering. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Alissa Pupich and Andrew Levin for making this episode possible.
Ep. 220: Marta described herself as a “maniac about soccer,” but by her senior year of high school, she walked away from the game, a choice she later regretted. Years later, as an accomplished investment strategist, that lingering regret shaped a critical career decision—one that taught her the power of seizing opportunities, even when they feel overwhelming. Learn why elite leaders step up in defining moments—and how to recognize yours! Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Anthony Dickinson and Samantha Clark for making this episode possible.
Ep. 219: Brown University's rowing team shaped Cameron as he endured grueling six-day-a-week practices under the relentless watch of Coach Scott Roop. Exhausted and frustrated, he hit an all-time low. Then, during a brutal practice, as the crew rowed endlessly with no relief in sight, Roop's words stuck with him for life: "If you have to dig a ditch, you might as well whistle while you're doing it." Learn how he applies that to his leadership today! Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Lilly Mae Stewart and Samantha Clark for making this episode possible.
Ep. 218: This U.S. Squash National Champion and 12X IRONMAN teaches you how to “Think Big” in your business. You don't necessarily have to write an 8,000lb elephant into a meeting like Mark did, but this episode will show you how to elevate your team's vision, break down massive goals into achievable steps, and create a culture of execution that drives results. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Samantha Clark and Dave Calder for making this episode possible.
Ep. 217: After playing for the Kentucky Colonels in the ABA, George transitioned from professional basketball to business, learning from another Colonel – Founder of KFC Harlan Sanders. Sanders' attention to detail was unmatched. He didn't just talk to customers—he observed them, analyzing what they left uneaten, what made them smile, and what didn't meet their expectations. His commitment to understanding his customers was one of the key reasons KFC became a global powerhouse. Our BONUS RESOURCE for this episode will help leaders in any industry understand their customers! Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Ana Anzolin, Bradi Stewart, and Lilly Mae Stewart for making this episode possible.
Ep. 216: Instead of dwelling on the disappointment that his San Jose State Football career was cut short due to injury, this CEO chose to view his past experiences as preparation for his next chapter. He leaned into the discipline, teamwork, and mental toughness learned on the field to build one of the fastest-growing organizations in the financial services industry. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Ana Anzolin and Bradi Stewart for making this episode possible.
Ep. 215: Boston College Football and Baseball shaped the founder of the world's leading identity verification company. Learn how his athletic background influenced the leadership that earned him the EY Entrepreneur of the Year award, helped Socure land on Inc.'s Best Places to Work list, and inspired his surprising new hobby—underwater ice hockey. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Allie Karlinsky and Lilly Mae Stewart for making this episode possible.
Ep. 214: College basketball in Lebanon played a pivotal role in shaping Zack's leadership. With more than two decades of experience in the lodging industry, he now manages 700 properties and 60,000 rooms across the United States and Japan. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Dillon McDonald and Bradi Stewart for making this episode possible.
Ep. 213: The parent company of KFC, Pizza Hut, and Taco Bell thrives on a leadership philosophy rooted in recognition—a principle David Novak first learned from his dad while playing Little League. In this episode, you'll get a masterclass in: The importance of heartfelt, consistent recognition and how simple gestures can significantly boost employee morale and performance. How David's “aha moment” at Pepsi highlighted the critical need to acknowledge contributions and ensure every team member feels valued. The strategies David used to create cohesion across global brands while celebrating their unique identities. Our downloadable BONUS RESOURCE for this episode is a PDF with Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Jack Martha and Brian Schnorr for making this episode possible.
Mark B. Murphy was this week's guest on Success Profiles Radio. He is the CEO of Northeast Private Client Group (NEPCG), a national financial planning and wealth management firm and author of the Amazon bestselling book, The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth. He focuses on helping high net-worth clients and entrepreneurs build multigenerational wealth & long-term financial security. We discussed how he got Forbes Books to be his publisher, a formula for building wealth, the connection between emotional fitness and financial wealth, and best ways to protect wealth once it is accumulated. In addition, we talked about the Pyramid of Wealth, avoiding majoring in minor things, not being afraid to fire bad clients, and why being around the wrong people can be the ruination of your business. Finally, we discussed how he finds high net-worth clients and how collaboration is better than competition. You can listen and subscribe on Apple Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts
Ep. 212: After starting her career in venture capital, Kristen discovered a new passion—cycling—and made the bold decision to leave her role to pursue the sport full time. Remarkably, just seven years after taking up cycling, she became a two-time Olympic gold medalist and the first Team USA Women's Road Race medalist in 40 years. In this episode and free PDF BONUS RESOURCE you will learn: How she balances her need to achieve with the patience to bounce back from setbacks and disappointments. How identifying and respecting unique qualities in each team member helps foster a positive and supportive environment. Why she creates a list of what she can and cannot control before every race. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Lilly Mae Stewart and Ana Anzolin for making this episode possible.
Ep. 211: Baseball and football shaped this executive with 30 years of experience in the aviation industry. “Some of my favorite athletic memories were in our front yard,” Scott shares in this episode. “Playing sports forces you to count on others and have others count on you.” Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Dillon McDonald and Dave Calder for making this episode possible.
Ep. 210: Cornell Football shaped Jimmy Pitaro who honed his leadership skills as a wide receiver! If you ask him what he misses most about his playing days, it's not the competition or the glory—it's the huddle. Why? Because the huddle is where you come together, make decisions, and leave aligned. In this episode, Jimmy shares how he applies his “Discuss, debate, decide, and align” model to his weekly leadership meetings. Our free BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Ana Anzolin and Brian Schnorr for making this episode possible.
Ep. 209: Basketball, cycling, and skiing shaped this entrepreneur who founded two companies valued at more than $1 billion each. His secret? Concentrating on solving everyday problems that customers face. “When I was building Waze, if I had told you I was creating an AI crowd-sourced navigation system, you wouldn't have cared,” he said. “But if I said I was going to help you avoid traffic jams, then you would. When you focus on the problem, it will serve as the North Star of your journey.” Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Dillon McDonald and Chase Skipper for making this episode possible.
Ep. 208: Football fields and marathon trails shaped this executive's approach to discipline, teamwork, and maintaining a competitive edge. These lessons became the foundation of his leadership at Coca-Cola, United Airlines, and now in his roles on the Board of Directors for Salesforce, CBRE, Archer, Fidelity Investments, and Televisa Univision. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Links mentioned in today's episode: Order Oscar's book here - Turnaround Time: Uniting an Airline and Its Employees in the Friendly Skies https://a.co/d/40EqEA8 Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Allie Karlinsky and Dillon McDonald for making this episode possible
Ep. 207: This 7-time Dutch National Diving Champion earned a full scholarship to the University of Houston and went on to lead growth at global giants like Procter & Gamble and Unilever. Today at Logitech, she is recognized as one of the "Most Influential Women in Business." Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Lilly Mae Stewart and Ethan Salzberg for making this episode possible.
Ep. 206: Basketball shaped this executive who created a done-for-you system to simplify book publishing for busy business leaders. Adam's innovative approach to publishing caught the attention of Forbes, leading to the creation of Forbes Books, where he helps prominent executives around the world become authors and establish greater authority in their fields. In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Ana Anzolin and Bradi Stewart for making this episode possible.
Ep. 205: Taking up hockey at 44 and surfing at 60, this exec embodies a lifelong drive for new challenges—a trait shaped during his years under Steve Jobs at Apple. As one of Apple's original team members, he played a pivotal role in marketing the groundbreaking Macintosh. As Chief Evangelist at Apple and now at Canva, Guy has devoted his career to championing products that truly enhance people's lives! Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Ana Anzolin and Samantha Clark for making this episode possible.
For project managers aiming to improve their project planning and drive successful outcomes, this episode provides practical advice and real-life examples. Focusing on the distinction between conversation and communication, Clint Padgett shares strategies for fostering trust and accountability through authentic dialogue and offers insights on creating adaptable, realistic project plans. Clint emphasizes the importance of in-person team meetings to secure buy-in and boost project success. Chapters 00:00 … Intro02:28 … Meet Clint04:53 … Running the Torch06:23 … Elements of Project Planning08:48 … Network Diagrams and Conversations10:58 … Punitive vs Helpful12:08 … Flexible Project Plans16:15 … Team Involvement in Planning Process18:25 … Getting Buy-In from Your Team20:18 … Building a Visual Map23:10 … In-Person Team Meeting24:41 … Resistance from a Sponsor to Invest26:03 … Communication30:18 … Virtual Conversation Limitations32:59 … Balancing Communication vs Overcommunication36:06 … Ideal Team Players39:04 … A Superintendent or a PM?40:28 … Clint's Books41:56 … Get in Touch44:12 … Closing CLINT PADGETT: And what we found is I can do a two-year project remote, as long as that first three days is together face to face. That's where we form the connections and the bonds that allow us to go remote for the rest of the project. Intro WENDY GROUNDS: You're listening to Manage This, the podcast by project managers for project managers. I'm Wendy Grounds, and with me is the expert in project management, Bill Yates. We love having you join us twice a month to be motivated and inspired by project stories, leadership lessons, and advice from industry experts from all around the world. BILL YATES: Velociteach is a community of hard-working team members, here to support your growth and success. InSite is our project management mobile learning platform where you can prepare for your PMP certification, or get better at your job by choosing from over 70 high quality and engaging courses. These courses cover a variety of topics such as communication, leadership, status reporting, the work breakdown structure. Each course aligns with a PMI Talent Triangle, making earning PDUs easier than ever. Visit us at velociteach.com today to get started. WENDY GROUNDS: Today we have the privilege of speaking with Clint Padgett. Clint is the CEO and President of Project Success Incorporated. He's a Forbes Books author and the host of The Conversation with Clinton M. Padgett podcast. With over 25 years of experience and a background in electrical engineering, Clint has guided some of the world's top companies in achieving remarkable project success. And he's going to tell us a really interesting story about one of the top companies that he's worked for and how he got involved in the Olympics. Project planning, conversation versus communication, and team involvement in the planning process are topics that are on the books for today. We'll be diving into Clint's tried-and-true process for project planning and methods to keep projects on track without compromising on quality or performance when those challenges arise. This episode is packed with actionable advice. Stay tuned as we get into all of this and more with Clint Padgett. Hi, Clint. Welcome to Manage This. CLINT PADGETT: Hi. It's so nice to be here. WENDY GROUNDS: I am really excited that you're in the studio. CLINT PADGETT: Yes, me, too. WENDY GROUNDS: And that we get to see you face to face. It's always exciting for us to have a guest right here with us. CLINT PADGETT: I'm a huge believer in face-to-face connections being made. BILL YATES: We're going to talk about that. Meet Clint WENDY GROUNDS: Yeah, I think that's going to come up. Glad we could do this. Before we get into the topic, let's hear a little bit about your experience, how you became a project manager. And I've heard you've done some work for the Olympics,
Ep. 204: Football and IRONMAN Competitions shaped this executive who started from the bottom of Century 21 and worked his way up to CEO over two decades. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Jack Martha and Allie Karlinsky for making this episode possible.
Why are we all chasing happiness instead of living it?Meet Matt O'Neill.Matt O'Neill is a dynamic though leader who is on a mission to help people feel good.He is a celebrated Forbes Books author, the creator of multiple flourishing companies, and a devoted family man. His passion for helping people achieve true happiness shines through in his top-rated podcast, transformative coaching, and best-selling book.As CEO of Matt O'Neill Real Estate, he inspires a team of incredible people. The company is ranked as one of the top teams in the U.S. with over $3 Billion in homes sold and over 5,000 families successfully helped.The most significant award they have received is the #1 small business to work for in the state of South Carolina. This award speaks directly to my mission to make the world a happier place. It starts at home and spills into every area of Matt's life. Matt has found that every life experience, even the most challenging, has a gift to offer if we are open to finding it. ❤️In his book, Good Mood Revolution: Igniting the Power of Conscious Happiness, Matt teaches how you can master the skill of happiness. The only thing standing between you and the life you want are the eight primary bad moods we all experience as human beings. This book will help you expose and conquer these negative emotions, freeing you to create a life where you wake up every day feeling unstoppable.Listen as Matt shares:- how to identify and deal with bad moods- the role of the ego and how to check it- why happiness currently eludes you- is the world a happier place?- why learning this skill improves your relationships- breaking free from negativity- how to live an inspired, happy life- creating happiness from an authentic, internal place...and so much more!Connect with Matt:Website: https://mattoneill.comPodcast: Good Mood Revolution Podcast by Matt O'NeillAdditional Resources:"Good Mood Revolution" by Matt O'Neill on AmazonYouTube Channel: https://www.youtube.com/channel/UCpPkoHyB_z57WPEWZtPbg7gListen to the Podcast, subscribe, leave a rating and a review:Apple: https://podcasts.apple.com/us/podcast/how-to-be-happy-w-matt-oneill/id1614151066?i=1000673331671Spotify: https://open.spotify.com/episode/1PYpTAE0m0cE5Pqhw3py0jhttps://open.spotify.com/episode/1PYpTAE0m0cE5Pqhw3py0j?si=0fVYL8NkS_yVlslKmEow8wYouTube: https://youtu.be/xdHVzvI0iho
In this episode of Passive Income Pilots, Tait Duryea takes you back to one of the most downloaded episodes in the show's history with Toby Mathis from Anderson Advisors. Discover how tax laws can work for you through real estate investments, cost segregation, and bonus depreciation strategies. Toby breaks down the game-changing legal strategies high-income earners can use to reduce their tax burden and maximize returns drastically. If you're a pilot frustrated with taxes or looking to level up your knowledge, this episode is packed with powerful insights.Toby Mathis is a tax attorney, author, and principal at Anderson Advisors, where he has spent over 25 years advising investors and business owners on tax strategies. He is also a member of the Forbes Real Estate and Finance Council. As both an experienced real estate investor and a legal expert, Toby brings practical, actionable insights to the show. He specializes in helping high-income earners legally reduce their tax burden through real estate, business structures, and creative legal strategies. Toby is also known for his popular bi-weekly webinar, Tax Tuesday, and his #1 bestselling book "Infinity Investing," published by Forbes Books.Enjoy the show!Show notes:(0:00) Intro(01:13) Economic update and job market trends from the Federal Reserve Beige Book(05:03) Tax challenges for pilots and strategies to reduce taxable income(08:49) Debunking myths about LLCs and creating tax-deductible losses(12:57) Understanding income types: active, portfolio, and passive income(17:10) Can passive losses offset W-2 income for pilots?(19:30) Tax implications of owning a business versus owning real estate(23:11) Bonus depreciation and maximizing tax benefits with real estate investments(31:46) Real estate professional status: how pilots can qualify and benefit(45:31) Combining Airbnb with long-term rentals for optimal tax strategies(58:04) Cost segregation and accelerating depreciation for significant tax savings(1:10:05) OutroConnect with Toby:Company Website: https://andersonadvisors.com/ Website: https://tobymathis.com/ Youtube: https://www.youtube.com/@TobyMathis Free Tax Webinar: https://andersonadvisors.com/tax-tuesdays/ Toby takes a deep dive into taxes at Spartan Investment Group:Tackling the Toughest Tax Questions of all Time!https://www.youtube.com/watch?v=GX8rFZSGeVc — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.
Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode with Michael Cannivet about investing insights. Here is what to expect on this week's show: - How it's important to invest by focusing on supply and demand dynamics and investor psychology. - Why active investing and a tailored, original approach is the key to outperforming market prices. - How Silver Light Asset Management crafts personalized narratives that align with their client's core values and life goals - How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy. - Why risk management is the cornerstone of successful investing, especially during volatile market conditions. Connect with Michael: Links Mentioned: silverlight.us Learn more about your ad choices. Visit megaphone.fm/adchoices