Podcasts about mba

Master's degree in business leadership

  • 23,260PODCASTS
  • 79,728EPISODES
  • 37mAVG DURATION
  • 10+DAILY NEW EPISODES
  • Apr 23, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories




    Best podcasts about mba

    Show all podcasts related to mba

    Latest podcast episodes about mba

    The Agile World with Greg Kihlstrom
    #667: The Evolving Role of Visual Data in Construction with Marca Armstrong, Sensera

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Apr 23, 2025 25:22


    When you think of cameras in construction, do you see them as just security tools—or could they be the key to unlocking full jobsite intelligence? Joining us today is Marca Armstrong, Chief Marketing Officer at Sensera Systems, a leader in jobsite intelligence solutions. Over the past decade, Sensera Systems has transformed how construction teams use visual technologies—not just for security, but for improving safety, efficiency, and project success. Marca Armstrong has successfully launched and developed brands globally, driving incremental revenue and profits from the launch of new products. She is passionate about the use of technology and data to connect silos across an organization as a means to improve the customer experience and increase brand awareness. She holds a BA in International Relations from Mount Holyoke College and an MBA in International Business from the Thunderbird School of Global Management. RESOURCES Sensera Systems: https://www.senserasystems.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

    The $100 MBA Show
    MBA2615 Q&A Wednesday: How Do I Learn To Delegate? I Don’t Trust People To Meet My Expectations

    The $100 MBA Show

    Play Episode Listen Later Apr 23, 2025


    Feeling swamped with tasks that only you can handle, like passing them off would end in disaster? Frank posed a great question about how to tackle this—trusting others to match your high standards can feel impossible. But guess what? That doesn't have to be your reality. In this lesson, Omar dives into the art of […] The post MBA2615 Q&A Wednesday: How Do I Learn To Delegate? I Don’t Trust People To Meet My Expectations appeared first on The $100 MBA.

    The POZCAST: Career & Life Journeys with Adam Posner
    Adria Ferrier: Workplace AI for Life's Milestones: LIVE from Transform

    The POZCAST: Career & Life Journeys with Adam Posner

    Play Episode Listen Later Apr 23, 2025 16:24


    LIVE from Transform 2025! Adria Ferrier is the founder of Elayne, an AI copilot for financial and estate management. Elayne's mission is to modernize estate planning and affairs settlements, making it more accessible, efficient, and integrated into daily life. She launched Elayne after experiencing firsthand the disjointed, frustrating challenges families face after loss, along with its impact on careers. After her mom passed away, she spent months navigating banks, insurance companies, lawyers, taxes, and doing countless administrative tasks—like canceling her mom's subscriptions and deactivating her social media—each with its own complex, manual process. The burden, on top of the impact of losing her mother, took a toll on her performance at work. Ultimately, she resigned, a decision made by nearly 50% of employees within a year of a major loss. Adria started her career in corporate M&A before transitioning to private equity at Blackstone in NYC. She later earned her MBA from Wharton and joined Permira's healthcare investing team, deploying billions in capital throughout her career. In her early 20s, she helped launch a patient advocacy group for EGFR-positive lung cancer with her mom, directing hundreds of thousands toward EGFR-related research projects. Adria grew up between Debrecen, Hungary, and Providence, RI. She has lived in nine countries and speaks four languages. We dig into: - What key flaws in estate management inspired you to launch Elayne, and how does AI solve them? - How can companies better support employees navigating loss, so they don't feel forced to resign? - From private equity to entrepreneurship, what's been the biggest mindset shift in building Elayne? - The passion and story behind her company and so much more! Visit www.Elayne.com Get.elayne.com/POZCAST https://get.elayne.com/transform/ Live from Transform 2025, we're bringing you an exclusive podcast series packed with insights from some of the brightest minds in hiring, talent strategy, and workforce transformation! In this series, we've got incredible guests from Okta, Tubi, Edelman, Greenhouse, Findem, and more, sharing how top organizations are rethinking hiring, culture, and talent acquisition in today's fast-changing world. Greenhouse combines a structured, data-driven hiring approach with AI-embedded workflows that empower recruiters to focus on strategic, high-impact work. From sourcing top talent to personalizing the candidate experience, Greenhouse streamlines and optimizes the entire hiring process. This ensures that every hire is the right hire—eliminating bias, creating fairness, and helping teams make smarter, faster decisions. Over 7,500 companies, including HubSpot, Duolingo, and J.D. Power, trust Greenhouse to build better teams and turn talent into a strategic advantage. Want to learn how today's top companies are winning the talent game? Tune in now and visit Greenhouse.com to transform the way you hire. Thanks for listening. Please follow us on Instagram @NHPTalent and X @AdamJPosner. Visit www.thePOZcast.com for all episodes.

    Essential Ingredients Podcast
    044: Entrepreneurial Flavor: Breaking Barriers in the Healthy Snack Market with Seena Chriti

    Essential Ingredients Podcast

    Play Episode Listen Later Apr 22, 2025 23:32 Transcription Available


    Episode Description: “I don't have an MBA. I only have a food knowledge background, and that doesn't make me an expert, either. But I know how to inquire and how to connect. So I have just been digging and grinding through my process, always finding the answers when I need them.” —Seena Chriti       Snack innovation is more than just creating a product—it's about telling a cultural story through flavor. Every bite carries the potential to bridge traditions and challenge culinary expectations.  Seena Chriti is a culinary arts graduate from Mexico City with a deep passion for food, media, and cultural storytelling. Her entrepreneurial journey transforms traditional Mexican snacks into modern, health-conscious offerings through her CPG brand. Tune in as Justine sits with Seena to share her journey of launching a culturally inspired snack brand and how she navigated challenges in product development, market positioning, consumer education, scaling, cultural food innovation, and more.  Meet Seena: Seena Chriti is a Food and culture expert with TV and print media experience. Her focus is on visual media, such as TV and video production of Food segments. Her passion is the relationship of food with culture, history, art, its meaning, and symbolism. 
 Seena has worked in television, newspaper, and magazines, always highlighting the historical or symbolic value of food so that it is never taken for granted since it is considered one of the most important aspects of human life. She believes that food is the only element of culture that enters our body and becomes part of us.   Website LinkedIn Instagram Facebook YouTube    Connect with NextGen Purpose: Website Facebook Instagram LinkedIn YouTube     Episode Highlights: 01:52 Meet Seena  04:26 The Role of Incubators and Accelerators 08:41 Consumer Feedback and Product Adjustments  14:21 Exciting Innovations  20:38 Consumer Perception and Market Challenges  Resource: Discount  Get a 10% discount when you shop at: https://paktlifoods.com/  Use discount code: 10%OFF

    Investment Banking Recruiting Secrets of the Top 1%
    Episode 346: Strategies for Entry into Investment Banking

    Investment Banking Recruiting Secrets of the Top 1%

    Play Episode Listen Later Apr 22, 2025 22:43


    Didn't land an IB offer right away? Don't worry, there are multiple ways to break in. This video covers three proven strategies: starting in a similar finance job and recruiting for full-time, delaying graduation to re-recruit, and getting an MBA to enter as an associate. If your first attempt didn't work out, there's still a path forward. Let's break it down. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep346

    Workplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace Technology
    Ep. 349: “Lead in the Future” – Connecting Space to Strategy, People to Purpose, and Data to Decisions with Amanda Schneider, LEED AP, MBA of ThinkLab

    Workplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace Technology

    Play Episode Listen Later Apr 22, 2025 20:53


    Amanda Schneider, LEED AP, MBA is Founder & President at ThinkLab, a TedX Speaker, and Host of “Design Nerds Anonymous” podcast where she is passionate about sharing research and insights for the built environment. Mike Petrusky asks Amanda about the evolving role of the workplace, the importance of process innovation over product innovation, and the impact of generational changes in the world of work today. They explore the integration of human resources, workplace design, and technology, and the need for professionals to connect space to strategy, people to purpose, and data to decisions. Amanda believes that the built environment is no longer just a backdrop to work, but “it is the workplace experience” and she is excited about the possibilities for workplace leaders as research reveals that Gen Z thinks digital first and analog second, which impacts how they build relationships and engage with the workplace. Tune in as Mike and Amanda share stories from their podcasting experiences while they encourage and inspire you to be a Workplace Innovator! Connect with Amanda on LinkedIn: https://www.linkedin.com/in/amandajeanschneider/ Learn more about ThinkLab: https://thinklab.design/ Watch Amanda's TEDx talk: https://www.ted.com/talks/amanda_schneider_work_is_broken_gen_z_can_help_fix_it_mar_2025 Listen to “Design Nerds Anonymous” podcast: https://podcasts.apple.com/us/podcast/design-nerds-anonymous/id1534887549 Discover free resources and explore past interviews at: https://www.workplaceinnovator.com/ Learn more about Eptura™: https://eptura.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/  

    Chief Change Officer
    #315 Jason Bloomfield: From Survival Mode to Systems Change

    Chief Change Officer

    Play Episode Listen Later Apr 22, 2025 44:07


    Jason Bloomfield didn't learn change in an MBA program—he learned it through real life. As a teenager, he became the de facto head of household. Now, as Global Head of People Change and Experience Design at Ericsson, he leads transformation across 180 countries. In this episode, Jason shares how active listening, design thinking, and human-first systems have helped him move organizations from dysfunction to alignment. From M&A integrations to HR tech failures, from -83 NPS scores to user-designed wins, his work proves one thing: change only sticks when it's built with—not for—the people it's meant to serve. For Gen Xers who've lived through chaos and are now leading through it, this episode is a blueprint in action.>>From Family Collapse to First Acquisition“I was the only one with income. So I had to figure it out.”Jason opens up about his early years, navigating a broken home while building stability from scratch—and how that experience shaped his instincts in business.>>Career by Constraint“They asked if I'd move to 1 Madison Avenue. I said yes—and just kept saying yes.”From wiring cables to managing a global acquisition across 13 countries, Jason shares how constraints—and curiosity—turned into growth and global opportunity.>>Change Starts with Listening“Active listening sends a signal: you care.”Jason breaks down why empathy is not a soft skill—it's the hardest one. Especially when leading transformation across 100,000 employees and 180 countries.>>Turning a -83 NPS into a Shared Win“The tool was hated. But people started feeling heard.”He recounts how a globally despised HR tool became usable—through co-creation, honesty, and building feedback loops that actually changed things.>>From Paper to Trust“They didn't hate digital. They didn't trust institutions.”Jason explains how assumptions kill adoption—and how design thinking and diverse input helped his teams shift deeply entrenched behaviors.______________________Connect with us:Host: Vince Chan | Guest: Jason Bloomfield  --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.12 Million+ All-Time Downloads.Reaching 80+ Countries Daily.Global Top 3% Podcast.Top 10 US Business.Top 1 US Careers.>>>140,000+ are outgrowing. Act Today.

    The $100 MBA Show
    MBA2614 Why You Will Never Start a Business

    The $100 MBA Show

    Play Episode Listen Later Apr 21, 2025


    Why haven't you started your business yet? Could the real reasons be tied to misplaced fears or common misconceptions? If you've ever caught yourself wondering about this, this episode is one you won't want to miss. Omar gets real about what holds so many people back from taking the leap into entrepreneurship. Drawing from Felix Dennis' […] The post MBA2614 Why You Will Never Start a Business appeared first on The $100 MBA.

    Parenting Great Kids with Dr. Meg Meeker
    Ep. 273: Navigating College Admissions: Expert Advice for Parents

    Parenting Great Kids with Dr. Meg Meeker

    Play Episode Listen Later Apr 21, 2025 44:12


    What's the real key to college admissions success? It might not be what you think. In this empowering episode of Parenting Great Kids, Dr. Meg Meeker is joined by Dr. Pamela Ellis, also known as The Education Doctor. With experience guiding over 30,000 families and helping students earn an average of $75,000 in scholarships, Dr. Ellis shares invaluable insights that every parent needs to hear. In this episode, you'll learn: Why finding the right college fit matters more than just getting into a "top" school. How to debunk common college admissions myths and focus on what truly works. The crucial role parents play—without micromanaging. Tips for empowering your teen to lead their own admissions journey with confidence. How gratitude practices can support emotional health during the stressful admissions process. Whether you're just beginning to think about college or already knee-deep in applications, this episode offers actionable strategies and deep wisdom to help you and your child navigate the college admissions process with purpose and peace of mind. Episode Breakdown: 00:00 – Introduction: Why college admissions is stressful for families 00:21 – Meet Dr. Pamela Ellis: The Education Doctor's approach to college planning 01:34 – Common myths about admissions and scholarships 04:22 – How to find the “right college fit” for your teen 11:13 – The role of parents: guiding without controlling 17:19 – Helping teens take ownership of the process 22:01 – Gratitude practices and their impact on students 26:06 – When college isn't the obvious next step 28:21 – Building confidence through applications 34:16 – Supportive parenting strategies that work 38:55 – Final thoughts and next steps for families About Dr. Pamela Ellis Dr. Pamela Ellis, MBA, Ph.D., is the founder of Compass Education Strategies and author of What to Know Before They Go. Known nationally as The Education Doctor, she helps families navigate college admissions with a focus on holistic student success—academically, socially, financially, vocationally, and culturally. Resources & Links: Learn more about Dr. Pamela Ellis and her work → https://compasscollegeadvisory.com/

    Get Rich Education
    550: Real Estate Pays 5 Ways: Your Audio Masterclass to Financial Freedom

    Get Rich Education

    Play Episode Listen Later Apr 21, 2025 50:13


    Unlock the Wealth-Building Secrets of Real Estate Investing! Learn how strategic real estate investing can dramatically transform your financial future. Discover the Revolutionary "5 Ways You Get Paid" Strategy, updated for today's times: Appreciation: Turn a 5% property value increase into a potential 20% return Cash Flow: Generate steady monthly income from tenants Return on Amortization (ROA): Let tenants build your equity for you Tax Benefits: Enjoy generous government incentives for providing housing Inflation-Profiting: Transform economic challenges into your personal wealth generator  Key Highlights: Potential 38% first-year return on investment No special certification or license required Ethical wealth-building using other people's money Proven strategy for creating generational wealth Simple, accessible investment approach for ordinary people Your wealth-building journey starts today! Share the wealth by sharing this episode with a friend. Free Resources: Connect with a free GRE investment coach at GREinvestmentcoach.com Download the infographic gift summarizing the five ways real estate pays here. Show Notes: GetRichEducation.com/550 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching:GREmarketplace.com/Coach Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Automatically Transcribed With Otter.ai    Keith Weinhold  0:01   Welcome to GRE. I'm your host. Keith Weinhold, real estate pays five ways updated for today's times, even with conservative assumptions, watch your total return from real estate climb to great heights today. You'll understand what billionaire real estate investors don't understand a new free audio course today on get rich education.    Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show, guess who keep top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Speaker 1  1:12   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:28   Welcome to GRE from Belgrade, Serbia to Bellingham, Washington and across 180 nations worldwide. I'm Keith weinholder. You are back inside get rich education. Today you're going to understand real estate investing really well, probably better than anyone that you know, in less than an hour. Now, before I begin investing in real estate, I seriously wondered how in the world it could possibly be a lucrative investment vehicle. I mean, like, how would that even work? Because you've got this physical structure where elements wear down the outside, tenants wear down the inside, and the whole thing only appreciates it about 5% a year. Yawn. That is really boring. Well, later I would start to put the pieces together. And actually didn't really understand leverage in cash flow until after I had bought my first rental property, I became the person, however, to coin the real estate pays five ways concept, and I discussed that years ago on the show here, and now I have updated it for today's times. So the principles remain the same, but the numbers are different. That's because today, cash flows are lower and interest rates are higher than they were five and 10 years ago. So let's see what total rate of return we come up with today, and just how we get there. And on the way, you'll see even more evidence of why compound interest does not build wealth, and getting your money to work for you doesn't build wealth either. And to say that is total heresy. In a lot of financial circles, you'll clearly see how real estate has really made more ordinary people wealthy than anything else. This is course level instruction, and you're getting it all free right here today as part of one of our weekly episodes. This will help you retire earlier than you ever imagined, or just find the time for yourself to become the best version of yourself. Now, for long time, listeners, I've got to tell you first, much of today is going to sound like a review, but I've got a really surprising twist at the end here, in the fifth of five ways that you're paid, I also have a free gift to give to you and to all listeners today. And this is not in any way, replay of old material. It's not AI generated. It never is. It is me talking to you updated for today's times. And this is we're about to get started. This is just with simple buy in hold real estate. So you don't even have to be a house flipper or a wholesaler or a landlord, and you can just use normal 30 year mortgage loans. And as we see, it doesn't even take a ton of money. These are fundamental wealth building attributes that lay people don't understand and will change your life. I mean, more than 95% of real estate investors don't even understand what I'm about to share. We're going to calculate your rate of return from each of the five ways we'll calculate, then your cumulative return on investment until it builds up and culminates. In your total return at the end today, and I'll tell you anything less than a 20 to 25% total return in this buy and hold real estate is actually disappointing, and you don't even need to take on inordinate risk. But you'll see the exact percentage that we get up to today, and how it gets even higher than 20 to 25% I mean, this is how real estate creates Young Money and old money and Fast Money and slow money, and gives you access to other people's money. Ethically, all of that, we have some new listeners dropping by today. So if you're new here, I'm Keith Weinhold, get rich education founder, Forbes real estate council member, best selling author, and long time real estate investor, also an incomprehensibly slack jawed and snaggletooth to podcaster. But see here in the audio only, you only have to hear the slack jaw, but video platforms where you'll find me and this course on YouTube and rumble, oh, through a disaster, because you both hear my slack jaw and have to see my snaggletooth. It's dreadful.    Getting back to the course here, you know, school did little to teach you and I about the most important things in life, like nutrition or relationships or money. And you know what drives most divorces? Can you guess what it is? I mean, it's not arguments over trigonometri or English grammar or the periodic table of the elements. No, it's money problems. Well, the financial education in this course, it's gonna help you solve that as much as anything you need to take on the mindset of how you must unlearn what you've learned before you can believe something else.    We're gonna use this same simple example of a $200,000 income property throughout the course a rental, single family home. Yes, you can still find many of these, and it's with a rent paying tenant. Now, if you want to think bigger than a 200k property, no problem. Say you want a $20 million apartment building, you can just multiply everything by 100 because we're talking about ratios today. Say that when you buy this property, your down payment and closing costs have you putting in 25% All right? So you've now got 50k invested on this 200k property.    Well, in the first of five ways you're paid appreciation is what it's called. Well, historically, real estate appreciates at about 5% per year. All right, see your 200k Income Property appreciates to 210k There's your 5% yawn, boring. That might only be about the real rate of inflation. That's what most people think. But look at what you just did there already. You just did something amazing. You already benefited from a force greater than compound interest. You just created compound leverage, and most people don't even know it, because your return is far greater than the 5% total appreciation your return on investment is your gain, which is 10k divided by the amount that you have invested, which is 50k because that's all that you put into this. You just got a 20% return from only the first of five ways you're paid appreciation. And now, if you're scratching your head wondering how that just happened, how did 5% return go to 20% no worries, I will slow it down. And this course never gets more complicated than this, you achieved a 5% return on both your 50k invested and the 150k that you borrowed from the bank. See the return on the bank's money doesn't go to the bank, it goes to you all while the tenant pays the interest on the mortgage loan. We'll get to that part later for you, this could be your first moment of epiphany in this course, a light bulb moment. Yes, today you'll get more light bulb moments than Thomas Edison. That is the magic of leverage. It's so simple ethically use other people's money, but most people are only getting compound interest, a return on their money, only not theirs and others like they could have great so where does appreciation come from? What is its source? Supply versus demand for real estate an area's wage growth, population growth, a region's infrastructure improvements contribute to this. The shrinking availability of developable. Land and more. Now what if real estate prices go down? You're covered. That will be addressed shortly. Here we are just scratching the surface. You're starting to figure out why wealthy people's money either starts out in real estate or ends up in real estate. And the thing is, is you can do this the same simple way that I did when I began as a real estate investor. You don't need any degree or certification or real estate license in order to do this. Real Estate pays five ways.    Now that you know about the first appreciation, leveraged appreciation in real estate's case will carry forward your 20% gain and add it onto the second of five ways you're paid, cash flow. For many, this is the most important one. One way for you to think about this second way cash flow is that it's the recurring income from your tenant that shows up, whether you had any involvement with the property that month or not. That's why this is passive income most months. This one is the most liquid of the five ways, because it pays you cash every month, and therefore you can immediately either reinvest it or just spend it and increase your standard of living. This is effectively your salary increase plan. Yes, it's the opposite of a 401 k, which is a salary reduction plan, which actually was an early name of 401 K plans, since this income is sourced by your tenant rent payment, minus the property expenses. Your Cash Flow is sourced by jobs, because that's how your tenant gets their rent payment that they pay you, and this is why I like larger metro areas, your market selection is more important than your property. That's a huge lesson right there, because it's about the durability of this cash flow. All right, we're about to run the numbers and see what your rate of return from passive cash flow is. Let's do it. We'll build on our example of your ownership of a 200k income property with your 50k down payment. All right, on the 200k rental single family home, say that your rent is $1,500 a month. That is therefore $18,000 of annual rent income. But then you need to deduct out your expenses, and you do have a lot of them. They are your mortgage and your operating expenses, like I've shared with you before. The easy way to remember those operating expenses is with the acronym VIMTUM, vacancy, insurance, maintenance, taxes, utilities and management, and paying that manager is what keeps this mostly passive for you. So to be clear, your rent income minus your mortgage in VIMTUM operating expenses equals your cash flow. You can kind of think of that as your rent overflow. Okay, here we go. Say you figure that from your 18k of annual rent income that you need to pay out 15k worth of annual expenses, that leaves you with $3,000 of cash flow, or so you thought, but you have a freak plumbing problem that creates a bill of 1000 bucks. However, you have property insurance, but say your insurance deductible is $1,000 so you've just got to come and pay out of pocket for your managers, plumber to fix it, and now the $3,000 of annual cash flow you thought you'd have only leaves you with $2,000 somewhat of a thin cash flow. Then that's a higher maintenance expense than you had previously forecast in your pretty looking pro forma projection. That often goes wrong, because something stupid often happens out of the blue in real estate investing, all right, well, with your $2,000 of cash flow, which is passive income, that's divided by your same 50k invested that gives you a return of 4% from the second of five ways you're paid. That number is what's known is the cash on cash return. You thought it would be 6% but we're being conservative. The Freak plumbing problem made it just 4% add this to the 20% from leverage depreciation in the first video, and you now have an accumulated 24% total rate of return from this income property already, and we still got three ways to go. We're just gonna keep piling onto this return in the next three ways you're paid. How high is this going to go? And you know what's interesting with this? Luke. Conservative math adding up your lofty return. It's actually conservative as we proceed, you'll note that I'm using simplification and rounding you're going to see me round down more than round up. To keep this conservative and real estate math is simple. It's just add, subtract, multiply or divide. There's nothing complex, no trigonometri or calculus or exponents. This is easy. You just have to know what numbers to use, and that's what you're learning and reinforcing today.    Now here's a weird scenario. Imagine if you had a stranger out there funding a bank account for you, making monthly contributions into this illiquid savings account. I mean, does that sound too good to be true? Nope. It exists. The third of five ways that real estate pays is exactly why this is real, as this free audio course, real estate pays five ways continues for you. Real estate has so many ROIs returns on investment that one of the five is called an Roa. That's the third way you're paid. And none of this material is new or esoteric or avant garde. It's always been out there. There's just been no one else that's put it together before this, most people were never taught how to build real estate wealth in the real world. And what's insane about this third of five ways you're paid is that now you're probably already getting paid more ways than you ever have. I mean, instead, what is most people's investing experience, it's in stocks, bonds, mutual funds, ETFs, gold or Bitcoin. I mean, that's where you're typically only paid one way, capital appreciation, if you even get that, and maybe a second way is if you have a dividend paying stock. But I mean, that's all you've got. One way, maybe two. If you want to build wealth, you've got to give your money multiple jobs. That's exactly what we're doing here. ROA stands for your return on amortization this third way you're paid is the monthly principal pay down portion of your mortgage. That's your return. So we're going to add your ROA to the 24% total return that we've accumulated so far. And now you might think you already have experience with an ROA if you have a mortgage on your own home, your primary residence, but no, not actually, because in your own home each month, a portion of your mortgage payment goes toward principal pay down and the rest of pay interest, but all you did in your primary residence is you went and you had to work to earn money all month. All you did at the end of that month was move that money from your cash pocket over to your equity pocket when that mortgage payment gets made. So that's merely a transfer of funds, but with income property, your tenant earned that cash that month to pay your mortgage principal payment, and we'll tally that up in a moment. On top of the principal, they pay your entire interest payment, plus your tenant pays you a little on top of that each month called cash flow, which was the second way you're paid. So yes, your tenant is going to work for you. If your tenants rent payment is a third of their income, they're working close to 10 days a month just for you, just to pay your rent. I mean, that is amazing. If you add properties with rent paying tenants like this. It's sort of like you have all these employees out there working for you, and yet you don't have to manage them at work. It is amazing this third of five ways focuses on that return on amortization, and the etymology of the word amortize that comes from the old French meaning death. And that makes sense, your tenant is slowly killing off your mortgage balance for you over time. So let's do this. Let's add up your ROA, all right, we're using this same example where you got a 150k loan on your 200k rental, single family home. Let's say that you got a 7% interest rate on a 30 year fixed rate mortgage, so just the plain everyday loan. Just look up any amortization calculator, enter those numbers in there, and you'll see that in year one, your tenant pays down over $1,500 of your income properties mortgage balance for you, let's round it down to just 1500 bucks, because it could have been some vacancy in there as well. Your ROA is simply this year, one principal pay down divided by your amount invested again, that is 1500 bucks divided by your 50k Of down payment and closing costs that you have in the property your skin in the game. And this is another 3% return for you. That's your Roa. I mean, you are beginning to really build wealth now. This is somewhat of a hidden wealth generator that a lot of investors never consider. Many of them are aware of this, though, it's like your tenant is funding an ill, liquid savings account that has your name on it. We'll add this 3% ROA to the tally of a 24% cumulative return that we figured from the first two ways. Yes, you are now up to a 27% total rate of return from appreciation, cash flow, your ROA, and we still have two of the five ways to discuss. We're just gonna keep piling onto your return. What is the source of your Roa? This 3% it is jobs again, your tenants income. If interest rates fall and you refinance, you'll get an even higher annual chunk of tenant made principal pay down, even with the initial loan kept in place this 7% mortgage note, how in future years, your amount of 10 it made principal pay down. Only keeps increasing over time. But we're only talking about year one in this whole example. We're going to carry forward your 27% total rate of return so far into the next one as this real estate pays five ways. Audio course will continue here in Episode 550 of the get rich education podcast, yeah, even the episode number has some fives in it as we roll on, breaking down just how the five ways build wealth more after the break, I'm your host, Keith Weinhold, this is get rich education.   You know what's crazy? Your bank is getting rich off of you. The average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns, and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time, in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back. No weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing, check it out. Text family to 66866, to learn about freedom family investments, liquidity fund again. Text family to 66866. Hey, you can get your mortgage loans at the same place where I get mine, at Ridge lending group and MLS, 42056, they provided our listeners with more loans than any provider in the entire nation because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. You can start your pre qualification and chat with President Chaley Ridge personally. Start Now while it's on your mind at Ridge lendinggroup.com That's ridgelendinggroup.com.   Speaker 2  23:45   This is Ridge lending group's president, Caeli Ridge listen to get rich education with Keith Weinhold, and remember, don't quit your Daydream.   Keith Weinhold  24:10   Welcome back to get rich Education. I'm your host. Keith Weinhold, as we continue with the real estate pays five ways audio course, before the break, we're rolling forward a 27% total ROI from the first three ways that you're simultaneously paid. Again, nothing complicated, just with a piece of buy and hold real estate that you purchase carefully. You don't have to do any renovations. You don't have to be a landlord. This is how you're going to build forever wealth, legacy wealth, if you don't come from money now, money can come from you. This can shake up your entire family tree. After today, you'll have a concrete plan. I don't come from wealth. I build it myself, and I'm laying out the architecture of how I did. Just that in a simple way for you, the fourth of five ways you're paid is that real estate investors are rewarded with a generous basket of tax benefits from the government because you are doing what the government wants. You're providing others with housing. Informed people know that if you spend money on certain things like solar panels for your home or education expenses, you get a tax break for spending that money. Well, with real estate, you don't even need to spend any money to get a tax break every single year. Incredibly, you get the tax deduction anyway. It's easy. Let's do it here. And you know, it's time to make something crystallized for you. And this can rock your world and even induce some disbelief. Some people say, don't get your money. Get your money to work for you. We've all heard that. Here is the heterodox. Here is the paradigm shift. If you want to build wealth, don't get your money to work for you. Outside of this show, I bet you have never heard that iconoclastic stance your best and highest use as an investor is not to get your money to work for you. It's making other people's money work for you. OPM, now, you probably heard that before as well, but I've got a twist on that. But see if you want to build wealth, do you think you'd have to both think and act differently than the masses? I mean, yes, you certainly do, but this is your differentiator, even multi decade billionaire real estate investors don't realize what I'm about to share with you forever. Wealth is built. Early Retirement, wealth is built. Your standard of living is indelibly elevated beyond what you ever thought possible because you are ethically using other people's money three ways at the same time, the bank's money for leverage in the loan, which we covered in the first way, you're paid the tenants money for cash flow and loan pay down, which we covered in videos two and three. And now here you are using the government's money for generous tax benefits at scale, which we're covering in this fourth of five ways you're using other people's money, three ways at the same time within this, this is why you're building wealth. And of course, this does not mean you're exploiting people by using their money, just the opposite. You're doing good in the world. Provide people with housing that's clean, safe, affordable and functional. Do that, and you'll be profitable in the long term and never get called a slum lord. Rental property income is generally taxed at ordinary income tax rates, but you don't have to pay tax on all of your rental income. The tax deductions are generous from rental property, you can deduct out your mortgage interest and your operating expenses, which I will not cover in our example. You also get a depreciation deduction. We'll look at that one closely, and when you sell, you can endlessly defer your capital gains tax so you never have to pay it all of your life, all right. Well, what does this really mean? If you buy a rental property for 200k and after a bunch of years you sell it for 500k your capital gain was 300k in most investments, you need to pay capital gains tax of at least 15% on this you would take a $45,000 tax hit. But with real estate, when you sell if you generally replace it with a property of equal or greater value, your capital gains tax is zero, absolutely zero. Now, rental property taxes are somewhat complicated, and I am not a CPA, I'm giving general guidance. I'm not going to get into things like your adjusted basis and other details. In fact, I'm not even going to consider this benefit of deferred capital gains tax in tallying up your rate of return. So instead, let's only look at your return from the tax depreciation portion of your full basket of tax benefits. It's going to keep things simple, and it'll also keep our example more conservative. Yes, even though your 200k rental property in our example tends to appreciate in value, the government says you can get a tax break because they say that the property wears out over 27 and a half years. That's just what the IRS guideline is. This only applies to rental property. There's no depreciation deduction on a primary residence. Let's do it on your 200k property, you can only depreciate the structures value called the improvement, not the land portion. We'll say that your structure or house's value is 150k and the land is 50k even the IRS knows that land doesn't wear out, only the structure. Divide your 150k structure value by 27.5 Yep. Pretty weird, arbitrary number, but that's how long the IRS says it takes to wear out. That gives you $5,454 that's how much you can depreciate or shelter from taxes if you're in the 24% tax bracket, that's $1,309 in tax savings for you. Divide that by how much you have invested in this 200k property. Again, that was 50k when you made the down payment and closing costs. This is a 2.6% return. Let's keep being conservative and round that down to 2% there it is our number from the fourth of five ways you're paid. We are layering on another 2% return. Now, can you really call a tax break part of your return? Is that fair? Should that be considered? Yes, it is, in this case of tax depreciation, because you did not even have to incur an expense in order to get that deduction, that's why some people call it the magic of depreciation. Usually, to get a tax break, like I was saying earlier, you have to make an out of pocket expense, like pay for fees to attend a conference or buy solar panels or pay automobile expenses. But you don't have to do that here, so the 2% rate of return for your tax benefit is even more conservative when you realize that we also are not digging into how this piece of real estate can also make you eligible for other tax benefits like a qualified business income deduction, a cost segregation and bonus depreciation. And for simplicity, we're not going to go run examples on different marginal tax brackets, and there are income thresholds and other thresholds, whether you're married or single. And of course, we are excluding that erstwhile capital gains tax that you can legally duck out of to collect all the tax benefits without me having to get deeply involved. At the end of each year, my property manager just sends my property's financials directly to my bookkeeper. And yes, I know we've got some CPAs listening to this right now thinking that 2% that is much too low of a return from your basket of tax benefits, but that is all we're going to use. We're going to add this to the ROIs that we accumulated from leverage appreciation at 20% in the first way, cash flow at 4% in the second way, and an ROA of 3% in the third way, plus this 2% from tax benefits here in the fourth way, here we are up to a 29% first year total ROI from your 200k single family income property that you so wisely purchased. Now you know how to use other people's money three ways at the same time again, the banks, the tenants, and with these tax breaks the governments.    Let's move on to the fifth of five ways. Add up your total rate of return, and then I'll give you some more important takeaways to give this context, and I'm going to give you your free gift. Your fifth way is your second biggest profit center, and most real estate investors don't even know that it exists, you're going to profit from something that actually makes most people poorer. So we're going to take our 29% add the fifth way to it, and it's going to culminate in your total number. The fifth way is called inflation profiting. Remember, it's not inflation hedging. Real Estate bought the right way is not an inflation hedge. Hedging is defensive, meaning that you break even from inflation, but no instead, you're actually profiting from inflation. That's different. This is offensive. Now a conventional financial advisor. You know, they're often out there selling investment products that tout something like a 10% rate of return. You know, synonymous with a return from the s, p5, 100. Ask your financial advisor about the five drags on that return. It's 10% minus inflation, emotion, taxes, fees and volatility, and your adjusted return is often less than zero. Just look at their track record. Stocks and mutual funds don't make anyone wealthy. They might just preserve wealth if you already have it strategically bought. Real estate has hegemony over all the other. Set classes precisely because it pays five ways. Either you can be a conformer or you can build wealth. If you want to escape financial mediocrity, you can't run with the herd. You need to get into a lot of good debt. It sounds scary until you realize that debt is tied to a carefully selected income property, meaning your entire debt payments are therefore reliably outsourced to tenants. DEBT, TAXES and inflation are three forces that make most people poorer. It makes most people poorer because they either don't have the resources, or they don't have the know how to arrange their financial life. They don't have any strategy. Well, today, you're learning how to make these three forces, DEBT, TAXES, inflation, those three wealthier with the Debase purchasing power of the dollar. You know most people, they see the price of a new car that goes from 50k to 60k or that their favorite Subway sandwich goes from nine bucks to 10 bucks, and then they just kind of hope that their salary keeps up. You know, that's sort of the average experience with inflation. Now, you and I, we would not save by stashing a million bucks under the mattress, because 3% inflation would de base its purchasing power by 30k every single year. That's why we do the opposite of saving. We borrow. For every million you borrow, we'll every year say that with inflation, your wage, salary, rent, income, all go higher by 3% now it gets easier to pay back your million dollar loan all while the tenant pays the interest, and you're profiting 30k each year. So after one year, you only owe the bank back 970k and inflation adjusted dollars and 940k after year two, and 910k after year three, inflation debases savings and debt at the same rate, so borrow instead of Save and see, this is the reason why the top selling financial author of all time, Robert Kiyosaki, a frequent guest on our show here, he says, savers are losers, debtors are winners. In an inflationary world, don't be a saver. Be a savvy debtor, because in the future, you can count on more inflation. See, the government needs inflation to occur. The easiest way for the US to repay its 10s of trillions of dollars in debt is to just keep printing lots of dollars, and that process debases every dollar that you're currently holding on to. Who cares about your debt when both tenants and inflation are just relentlessly paying it down for you? That is if you're doing real estate right, which means buying an income producing property with a loan. That's the whole formula here. That's all we're doing, buying a rental property with a loan. But when you understand how inflation both pumps up your real estate value and simultaneously debases your debt, it turns your world upside down, you almost become this inflation cheerleader, because inflation is now good for you, as this audio course is now covering the fifth of five ways you're paid. Please understand some risk still exists. You could buy in the wrong market, hire the wrong property manager, or just buy the wrong property no matter what, you're going to have some inevitable problems along the way, like that plumbing problem I mentioned earlier in the second of five ways you're paid over leverage is a risk over leverage means that you take on so much debt that you can't make the monthly payments so you can still lose money. But from listening today, you vastly increase your chances of being profitable, and that's why we say that carefully bought real estate has the best risk adjusted return. Here we go, following through with our example across all five ways on your 200k income property that you made a 50k down payment on, that is therefore a $150,000 loan that you took out at a 3% inflation rate each year, your debt is then being debased by $4,500 this is a quiet, hidden wealth generator that most investors don't even know about. $4,500 of inflation profiting divided by your same 50k down payment means that you have another 9% rate of return. Wow, a 9% rate of return that you're getting that most investors don't even know about. I mean, in the conventional financial world, I mean, they're proud to offer you a nine. Percent mutual fund return over time, and they advertise that as something good here by putting a down payment on a rental property. This 9% is another sweetener that no one even notices, and that gets added on to everything else. It's just incredible. Yes, 9% now, in the past, I used to think this return was just the inflation rate that we're using here, 3% but see, this is leveraged as well a 9% return from inflation profiting. And like I mentioned, uh, towards the beginning of the show, this is the twist for a long time get rich education. Podcast listener, see 3% that would merely be a hedge. So add this 9% to the 29% running total in the first four ways, and there you have it, an astounding 38% total rate of return from the five ways that real estate pays 38% I mean, you are really understanding why wealthy people's money either starts out or ends up in real estate, and that you don't have to be wealthy to start everything we discussed there was in year one. I mean, if someone asks you why you're investing in real estate, you can just hold up five fingers and share this episode with them. I mean, this says it all, and we could have surely come up with a higher number than 38% if you had used a 20% down payment instead of 25 then you'd have more leverage, and your total ROI would be in the mid 40s percent, and we really handled the tax portion conservatively. Here another reason your return could be higher, this was with a 7% mortgage rate and a pretty modest 4% cash on cash return as well. Yes, your total ROI is 38% now after year one returns fall over time due to the accumulation of equity in your property, so the denominator for the calculation is larger. You got 38% in year one, perhaps year two is 31% and year three is 24% but you can really see how you're getting ahead of the world in three years like that in other episodes of the show. Here, I do talk about how to limit the return attrition through refinancing and some other techniques, but these are amazing rates of return, compounding evidence that compound leverage blows away compound interest, and again, it's DEBT, TAXES and inflation that are making you wealthy. How you should know by now the formula is really simple. Just buy an income producing property with an everyday 30 year loan, even if real estate values fall, you can get paid for other ways and still have a positive return. Real estate values have always bounced back even after 2008 and see if the property is temporarily suppressed in value, you're going to have little concern with wanting to sell it when tenants are still paying you a monthly income during that time. Very few veteran real estate investors understand the five ways. Most real estate educators don't understand this either, but now you do, and to get this 38% total ROI again at times I simplified throughout I mean, your real world return is likely going to be different. It's going to be higher or lower than 38% probably. But now you know about a vehicle for actually creating durable wealth, and I would like to think that what you learned today is the most complete yet still concise way of understanding how a real estate investor gets paid. You gotta know this. This is the motivation for wanting to do this in the first place.    And hey, if you like what I've shared so far, I'd love to ask you for something, and then I have more important things to tell you and give you your free gift. As I made this course free. Hey, if you would please just share the wealth. Share this episode with a friend. I'm sure you know somebody that would benefit from this. It's really a big aha moment when you finally know how it all goes together. If you subscribe to our newsletter, you were already sent the video version of this course here in just the past couple weeks that's going to help you see how all the numbers go together. And the video course was also released free on YouTube, so if you're listening to this within a few weeks or months of the episodes release, it's still easy to find on our get rich education YouTube channel and four. Finally, in order to make this actionable and actually profit from what you learned, you can just copy me and buy properties from where I buy them at GRE marketplace, that's where there are properties conducive to the five ways you're paid. It probably does take about a minimum, oh, of a 35k to 55k down payment in order to get started. Properties are either new build or renovated. Tenants are in place. There's a property management solution, if you like, and optionally, our free investment coaching service there learns your goals, then helps match you with the right areas and properties and hey, I'm happy to tell you and announce that you can now connect directly with our completely free investment coaching service at GREinvestment coach.com, yes, this is a new URL to make it easier for you to connect with a GRE investment coach. Yeah, I kind of thought that was a good one, huh? How do you connect with a free GRE investment coach? Well, at GREinvestment coach.com I've got a free gift for you. Everything that we discussed in this course today was distilled down into one colorful infographic that we designed and laid out here so you can view it, download it, or even print it out on one eight and a half by 11 inch sheet of paper. Yeah, my team and I went back and forth on this infographic for quite a few rounds to make it just right. I like how it looks, and I've never known anyone else to do this all the ways real estate pays concisely onto one sheet of paper. The link for that infographic gift is in the show notes for this episode at get rich education.com/ 550 since this is episode 550 get it at getrice education.com/ 550 Yeah, the infographic gift is a memento of this course and the time that we spent together today. Think of it as your diploma, and it's a diploma that doesn't come with 12 years of student loan payments either. Yes, it is just a piece of paper, but is it worth more than the piece of paper known as your bachelor's degree or your MBA? I don't know. You can be the judge. So congrats, graduate. Now you know how real estate makes ordinary people wealthy, but learning this today really doesn't benefit you if you don't find the right property in the right market with a property manager. If you so choose a property manager, you've got to take action. You usually want to start small, including with investor advantage, single family rentals for as little as 200k just like our example, some cost even less. We will help you do just that, and do it for free with our coaching book a time and get it on the calendar at GREinvestmentcoach.com that's GREinvestmentcoach.com    I'm get rich education's Keith Weinhold, thanks for being here, but you weren't here for me. You were here for you. I'll see you next week. Don't quit your daydream.   Speaker 3  48:25   nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC exclusively.   Keith Weinhold  48:49   You know, whenever you want the best written real estate and finance info, oh, geez, today's experience limits your free articles access, and it's got paywalls and pop ups and push notifications and cookies disclaimers, it's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters, and I write every word of ours, my self, it's got a dash of humor, and it's to the point, because even the word abbreviation is too long, my letter usually takes less than three minutes to read, and when you start the letter, you also get my one hour fast real estate video. Course, it's all completely free. It's called the Don't quit your Daydream. Letter, it wires your mind for wealth, and it couldn't be easier for you to get it right now. Just text GRE to 66866, while it's on your mind, take a moment to do it right now. Text GRE to 66866.   The preceding program was brought to you by your home for wealth, building, get rich, education.com.  

    Early Retirement
    4 Tax Strategies To Consider This Year

    Early Retirement

    Play Episode Listen Later Apr 21, 2025 16:28 Transcription Available


    Tax strategy is the most overlooked aspect of financial planning, yet it could save you thousands over your lifetime by minimizing your total tax burden rather than just focusing on this year's bill.• Roth conversions let you pay taxes at potentially lower rates now to avoid higher taxes later in life• Asset location matters – keep growth investments in Roth accounts and more conservative assets in brokerage accounts• Health insurance premium planning can drastically reduce your healthcare costs through ACA subsidies• Capital gains harvesting allows married couples to realize up to $96,700 in gains tax-free each year• The standard deduction adds another $30,000 of tax-free money, meaning you could potentially generate $126,700 with zero tax liabilityIf this was helpful, please reach out at ari@rootfinancialpartners.com. If you'd like a custom strategy, you can apply to work with Root Financial Partners. For those 5-10 years from retirement, check out the Early Retirement Academy for software, courses and tools to help you prepare.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

    Meikles & Dimes
    196: Harvard Researcher Siri Chilazi | Having Humility in How Much We Trust Our Brains

    Meikles & Dimes

    Play Episode Listen Later Apr 21, 2025 15:59


    Siri Chilazi is a researcher at the Women and Public Policy Program at Harvard Kennedy School. Siri specializes in identifying practical approaches to close gender gaps at work by designing fairer processes. Her work regularly appears in leading media outlets including the BBC, Fast Company, Forbes, Harvard Business Review, and The New York Times. She is also the co-author of the book, Make Work Fair. Siri has an MBA from Harvard Business School, a Master's in Public Policy from Harvard Kennedy School, and a BA in Chemistry and Physics from Harvard College. In this episode we discuss the following: When computer science classrooms changed the pictures on the walls, from masculine-associated pictures to more gender-neutral pictures, more women expressed interest in computer science. As Siri said, we should strive to have humility about how much we trust our brains and our own intuition. And by doing so, we can hopefully make work, and the world, more fair. Connect on Social Media: X: https://twitter.com/nate_meikle LinkedIn: https://www.linkedin.com/in/natemeikle/ Instagram: https://www.instagram.com/nate_meikle/ Youtube: https://www.youtube.com/@nate.meikle

    Clear Admit MBA Admissions Podcast
    MBA Wire Taps 420—Potential degree collector. Darden vs wait. INSEAD vs Stern's Tech MBA.

    Clear Admit MBA Admissions Podcast

    Play Episode Listen Later Apr 21, 2025 40:24


    In this week's MBA Admissions podcast we began by discussing the Round 3 activity on LiveWire; interview invites are now starting to roll out for this shortened application round. Next week Harvard and UPenn / Wharton have deadlines for their deferred admissions programs. Graham noted Clear Admit's Application Overview May series of events. These online events will be hosted on May 6 and 7, and May 20 and 21. Signups are here: https://bit.ly/appoverview25 Sandwiched in the middle of these events is Clear Admit's MBA admissions fair in Boston, on May 14th. This event includes panel discussions, one of which is focused on Consulting hiring and is led by Bain. Twenty-four of the top 25 U.S.-based MBA programs are planning to attend, along with London Business School. Signups for this event are here: https://bit.ly/mbafair2025 Graham noted a recently published article on Clear Admit that focuses on three alumni from Dartmouth / Tuck who are focusing on areas of social impact. This does help illustrate the broad relevance and impact of a top tier MBA. Graham highlighted three Real Humans alumni spotlights, alums from Maryland / Smith working at JPMorgan Chase, Harvard working at Disney+, and Yale SOM working at Microsoft. Finally, we discussed two late-arriving 2024 career reports, from UCLA / Anderson and USC / Marshall. Both programs are showing similar trends that we have seen from other top programs this season. This includes a slight dip in the percentage of those who have offers, that were seeking jobs. Both programs do show some very similar statistics, overall. For this week, for the candidate profile review portion of the show, Alex selected one ApplyWire entry and two DecisionWire entries: This week's first MBA admissions candidate has an undergraduate degree in accounting, a master's in accounting, and is now pursuing a master's in finance, part-time, while looking at MBA programs. This led to a discussion on the dangers of being considered a degree-collector. This week's second MBA candidate is choosing between UVA / Darden or waiting a year to reapply. They are seeking a career in consulting. The final MBA candidate is choosing between INSEAD and NYU / Stern's one-year Tech MBA. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

    Path to Mastery
    Mastering Real Estate Agent Mindset with Norman Hardman & David Hill

    Path to Mastery

    Play Episode Listen Later Apr 21, 2025 54:55


    Norman, born in Columbus, is a native of west Georgia. He is the husband of Anna Hardman and father to three children: Victoria, Matthew and Isaiah. Norman is a graduate of Columbus State University and Troy University where he earned a Bachelor's Degree in Music Education and an MBA, respectively. Norman comes from a family of ministers, and he is continuing the legacy of ministry started by his mother, The Late Dr. Ann L. Hardman, and father, Dr. Norman Hardman Sr. Norman served six years in the banking industry, providing financial services to families and small businesses. Norman later became a fulltime outreach minister and entrepreneur to better serve the needs of his community. As an outreach minister, he has established partnerships geared toward reducing poverty and developing community. As an entrepreneur, he teaches financial literacy and promotes home ownership as a licensed realtor. Norman seeks to empower others through faith and economics. Norman Hardman REALTOR 706.405.8357 HardmanAndHomes@gmail.com https://www.facebook.com/share/19yuKKDrzT/   Connect with David LINKS: www.davidhill.ai  SOCIALS:  Facebook:  https://www.facebook.com/davidihill/ LinkedIn:  https://www.linkedin.com/in/davidihill YouTube: https://www.youtube.com/c/DavidHillcoach  TicTok: www.tiktok.com/@davidihill Instagram: https://www.instagram.com/davidihill  X: https://twitter.com/davidihill   DEMO CALL 774-214-2076    PODCAST SUBSCRIBE & REVIEW  https://podcasts.apple.com/us/podcast/the-persistent-entrepreneur/id1081069895  

    The In Between
    All Shall Be Well?? - On Creation Care, with Ron Schmidt

    The In Between

    Play Episode Listen Later Apr 21, 2025 55:25


    Now... 'all shall be well' sounds great, but it is sometimes truly hard to believe! In this series, we're looking at some anxiety-producing topics through Julian of Norwich's lens of faith, hope, and love.Today, Julia interviews Ron Schmidt, whose passion for creation care (especially about achieving net-zero greenhouse gas emissions) is filled with conviction, curiosity, and hope. Listen in as one of our sages talks about his passion for the earth, his concern about climate change, and why he believes that working towards an impossible and an important goal is both life-giving and the best use of who God made him to be.Ron grew up in a working-class family in Milwaukee and graduated with his MBA and BBA with an accounting major from the University of Wisconsin, Milwaukee. While beginning his career in public accounting, during which time he obtained his CPA, Ron eventually moved into banking. In 1983, Ron relocated to Columbus to join Bank One, which, ultimately, became JPMorgan Chase. After retirement in 2009, Ron joined Vineyard Columbus, graduating from Vineyard Institute in 2014. Only recently (2024) did he become actively involved in creation care. Ron is married and has four adult children and four grandchildren. You can contact Ron at: ron.creationcare@gmail.com.Julian of Norwich lived in the Middle Ages through the Black Plague and is one of the church's most recognized mystics.  She wrote the earliest surviving book in the English language written by a woman, Revelations of Divine Love, in which we find her well known reflection: Here I was taught by the grace of God that I should steadfastly hold me in the Faith ... and that ... I should take my stand on and earnestly believe in ... that ‘all manner of thing shall be well'. Interested in getting involved in Creation Care at Vineyard Columbus?Contact: jenney.rice@vineyardcoluumbus.orgPraxis / Redemptive Quest: https://journal.praxis.co/redemptive-quests-652259149ed8Following Jesus in a Warming World: https://bookstore.vineyardcolumbus.org/reads/p/following-jesus-in-a-warming-world-a-christian-call-to-climate-action?rq=following%20jesus%20in%20a%20warming%20world

    The CEO Sessions
    Calm Crushes Choas - CEO of Odyssey Logistics, Hans Stig Moller

    The CEO Sessions

    Play Episode Listen Later Apr 21, 2025 41:48


    What if your biggest leadership advantage… was knowing when to say less?Today's guest is Hans Stig Moller, CEO of Odyssey Logistics—a global logistics powerhouse that moves freight across 130 countries. But here's the twist: Hans doesn't lead with volume. He leads with calm. Curiosity. And radical humility.Raised in Denmark, shaped by gritty experience in the shipping yards, and guided by a deeply people-first mindset, Hans opens up about what it really takes to earn trust at scale—without burning out or losing yourself in the title.In this episode, you'll hear how a moment behind the scenes in accounting forever changed how Hans views “leading by example”… how a career setback turned into an MBA on steroids… and why he believes listening—truly listening—is one of the most underrated executive skills.We also go deep on how he tracks his time like a venture investment, why he says AI is transforming logistics quarter by quarter, and how his Danish roots still shape every boardroom and town hall he steps into.If you're leading a team, navigating growth, or just trying to become a more grounded, strategic version of yourself—this one will hit home.-----Follow Hans on LiinkedIn: https://www.linkedin.com/in/hans-stig-moller/Learn more about Oddessy Logistics: https://odysseylogistics.com/-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

    Profiles in Leadership
    Dan J. Berger, Belonging is an Essential Human Emotion that Leaders Must Understand

    Profiles in Leadership

    Play Episode Listen Later Apr 21, 2025 57:45


    DanJ.Berger(www.danjberger.com) is an Israeli-American entrepreneur, author, and community builder dedicated to fostering connection and belonging. His book,The Quest: The Definitive Guide to Finding Belonging(Forbes Books), cements his place as a thought leader on this essential human need. As the founder of Social Tables, an award-winning event design software company acquired by Blackstone-owned Cvent for $100 million,Danrevolutionized the events industry, helping people connect at scale. A recipient of multiple awards including the Pacesetter Award from the Events Industry Council, he now leads Assemble Hospitality Group, reimagining corporate retreats to cultivate belonging and transform team dynamics.An avid community builder,Danfounded the Idaho Israel Alliance, a nonprofit combating antisemitism in the wake of the October 7 attacks in Israel. He also spearheaded a prominent Idaho men's group and is an active participant in YPO and Tiger 21. He holds an MBA from Georgetown University and lives in Boise, Idaho with his wife and daughter.  

    Ojas Oasisâ„¢ - Ayurvedic Wisdom and Healing
    The Truth About Cannabis, Ayurveda, and Healthcare Economics with Smrita Choubey

    Ojas Oasisâ„¢ - Ayurvedic Wisdom and Healing

    Play Episode Listen Later Apr 21, 2025 89:49


    Smrita Choubey, founder of Veda Warrior, is an Indian-American entrepreneur with a unique blend of expertise in healthcare, corporate strategy, and indigenous healing systems. Smrita's journey has taken her from the world of high finance to the forefront of holistic wellness.A University of Chicago economics alumn and an MBA graduate from Columbia Business School, she began her career in healthcare investment banking at J.P. Morgan, where she gained firsthand insight into the challenges and conflicts within the American healthcare system. Determined to create meaningful change, she built Veda Warrior, assembling a world-class team of scientists, researchers, traditional healers, and manufacturing experts. Their mission? To craft plant-based remedies that honor ancient traditions while meeting the demands of modern life.At the heart of Veda Warrior is a powerful vision: to challenge the profit-driven healthcare model and redefine wellness beyond just the absence of disease. True well-being, as Smrita and her team believe, is about operating at the peak of one's human potential—where physical health, mental clarity, and spiritual peace align to create a life of purpose, joy, success, and abundance. Rooted in Ayurveda, their approach bridges the gap between time-tested wisdom and modern science, offering individuals personalized tools to take charge of their own health.In this episode, we explore Smrita's journey, the role of Cannabis in Ayurveda, the historical and economic forces behind Cannabis prohibition, reclaiming Feminine wisdom, the economic potential for Ayurveda, and her vision for integrative wellness. Smrita is not only the founder of Veda Warrior, she is a Veda Warrior. Championing  and teaching this wisdom science is deep within her DNA, and we are so excited to know each other and work together in this shared Dharma of bringing Ayurveda to modern life in the West. Send us a textSupport the showTo learn more about us, please visit www.OjasOasis.com Connect with us @ojasoasis on Instagram

    Salesology - Conversations with Sales Leaders
    135: Shannon Gregg – People, Process & Technology

    Salesology - Conversations with Sales Leaders

    Play Episode Listen Later Apr 21, 2025 30:09


    Guest: Shannon Gregg   Guest Bio: Shannon J. Gregg, PhD, MBA, is an aficionado of sales technology to increase efficiency in the sales process, and an early adopter and adoption influencer for sales technology systems, particularly Salesforce.com and technology that integrates with the Salesforce platform. Dr. Gregg is the President of Cloud Adoption Solutions, a sales process and Salesforce.com consulting practice, and she also provides keynote talks, consulting and workshops on sales productivity. Her popular book, “It's About Time,” is available now and is being used by sales teams across the country to refocus on what's really important to drive revenue and results. She also instructs the Professional Selling course at Point Park University. She also competes on a jazz dance team for moms.   Key Points: Career Transition to Sales Technology: Shannon started in sales almost by accident, selling software in the nuclear nonproliferation space. She discovered that sales is like choreography, focusing on improving sales processes to help salespeople focus on delighting prospects and customers. Shannon transitioned to sales management and eventually started her own Salesforce.com practice in 2018, which has been successful.   Sales Choreography: Sales is more complex than sports analogies like "at-bats"; it's about choreographed moments where various teams (marketing, sales, etc.) move prospects through the funnel in a coordinated manner. Having a dance background helped her think quickly on her feet, which is a crucial skill in sales, especially when unexpected challenges arise.   Sales Technology: Technology is a tool, not a solution in itself. It should help salespeople do what they do best without overcomplicating things. Sales technology can range from simple tools like phones and Zoom to complex CRMs integrated with other systems. The key to success with sales technology is choosing tools that are easy to use and integrate naturally into the sales process.   Adoption of Technology: Sales technology should be easy to adopt. Sales leaders should ensure the tools don't overwhelm the team with complexity, which could lead to poor usage and frustration. Avoid forcing long training sessions. Instead, show how the tools benefit the individual salesperson by demonstrating their value through real-life examples and role-playing.   Process in Sales: Having a defined sales process is crucial before introducing technology. Sales leaders should first educate themselves on sales processes and how they fit their market. Sales leaders should focus on progress, not perfection, when creating a sales process. The process should evolve based on feedback and performance.   CRM (Client Relationship Management) Tools: A CRM helps sales leaders track where salespeople need coaching and support. CRMs help manage data more efficiently than spreadsheets, providing visibility into the sales pipeline and buyer's journey. CRMs should be customizable to fit the organization's process, but it's important to start with an out-of-the-box version before making customizations.   Getting Salespeople to Use Technology: To encourage salespeople to use a CRM, leaders need to show what's in it for them. Demonstrate how using the system helps them perform better. Rather than pushing lengthy training sessions, involve reluctant salespeople in the design and testing phases of the process to ensure the tool works for them. Reluctant salespeople can be powerful allies in motivating others to adopt the tool once they see its value.   Challenges with Salespeople's Reluctance: Salespeople often resist using CRMs because they see them as time-consuming or invasive. Leaders should address these concerns by focusing on the benefits of CRM usage, such as better organization and visibility of the sales pipeline, and ensuring the tool is user-friendly.   Behavioral Change and Buy-in: Getting salespeople to adopt new systems requires not only clear communication of benefits but also continuous feedback, training, and reinforcement. Real-world examples of success stories, like a salesperson improving their results, can help convince others to embrace the technology.     Guest Links: Salesforce User Adoption in the Age of AI eBook Connect on LinkedIn       About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts. Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Instagram and check out our website at https://gosalesology.com/. 

    Transition Drill
    192. Soldier Realized an Army Career Wouldn't Work | Today He Is Helping Veterans Succeed. Travis Lane

    Transition Drill

    Play Episode Listen Later Apr 21, 2025 109:22


    The best podcast for military veterans, police officers, firefighters, and first responders preparing for veteran transition and life after service. Helping you plan and implement strategies to prepare for your transition into civilian life. In this episode, former Army Soldier Travis Lane shares a candid and compelling look at his journey—from struggling young adult to military veteran, and ultimately to business leader and advocate for veteran transition success. Raised in a hardworking blue-collar family in Norwich, Connecticut, Travis grew up chasing basketball dreams and navigating early adulthood without much direction or mentorship. After years of bouncing between seasonal jobs and short-term wins, he sought structure and enlisted in the Army at age 30—later than most, but ready for change. Basic training at Fort Benning and life as a Cavalry Scout gave Travis more than military skills. It gave him perspective. He thrived as a leader but saw through the institution's limits. He realized quickly that a military career wouldn't provide the autonomy, wealth-building potential, or long-term control he wanted. So, he chose not to reenlist. Post-service, Travis made bold, strategic moves—leveraging his benefits, earning an MBA, and founding The Nucleus Company, a veteran-led organization that empowers military veterans to define and design their futures. His mission is clear: help others make informed decisions about education, finances, and careers beyond the uniform. Travis's story is a blueprint for life after service—equal parts grit, growth, and guidance. For any veteran considering a career change, for any service member wondering what comes next, this conversation is a must-listen.CONNECT WITH THE PODCAST:IG: WEBSITE: LinkedIn: SIGN-UP FOR THE NEWSLETTER:QUESTIONS OR COMMENTS:CONNECT WITH TRAVIS LANESPONSORS:Brothers & Arms USAGet 20% off your purchaseLink: https://brothersandarms.comPromo Code: Transition20Trident CoffeeGet 15% off your purchaseLink: https://tridentcoffee.comPromo Code: TDP15Human Performance TRTGet 30% off your purchaseWeb: https://hptrt.com/Promo Code: TDP

    Impact Pricing
    Unlocking Value in Distribution: Effective Pricing Systems Explained with Jared Smith

    Impact Pricing

    Play Episode Listen Later Apr 21, 2025 35:35


    Jared Smith is the CEO of PriceSmith, a consulting firm specializing in pricing strategies for distributors and light manufacturers. With a background in pricing systems from Vendavo and experience as an adjunct professor at Oklahoma State, Jared brings a wealth of knowledge to the table. He is passionate about helping companies optimize their pricing strategies to capture more value. In this episode, Jared shares his journey from Frito-Lay to leading pricing innovation in the B2B distribution space. Together, they explore the key distinctions between B2B and B2C pricing models, especially the negotiation-heavy and data-rich nature of distribution.   Why you have to check out today's podcast: Learn about the differences between B2B and B2C pricing strategies. Understand the role of pricing systems in managing large SKU portfolios in distributorship. Discover how to effectively segment customers for better pricing strategies.   “Invest in your master data and keep chipping away at it. Start with 80/20 of your products and get that right.”  – Jared Smith   Topics Covered: 01:42 - Jared shares how he got into pricing after his MBA and experiences at Frito-Lay and in B2B distribution. 02:57 - Discussion on the differences between B2C and B2B pricing, including transparency and data access. 06:06 - Challenges in understanding why customers buy and the limitations of data analytics. 12:55 - Jared explains his focus on distribution and the unique challenges it presents. 14:40 - Discussion on the relevance and limitations of cost-plus pricing in distribution. 19:17 - Exploration of how to implement good, better, best pricing in distribution. 25:28 - Discussion on whether distributors publish prices or rely on quotes for transactions. 26:33 - Jared shares insights from Uber experiences and how they relate to distribution pricing. 31:27 - The impact of customer loyalty on pricing strategies and potential risks. 32:55 - Jared's key piece of advice on investing in master data for better pricing strategies. 33:58 - Connect with Jared.   Key Takeaways: “Distribution is an amazing thing. Obviously, it's worldwide. And the simple fact of it, it has two very unique aspects. The first one, a lot of SKUs. And then, the second one is that you have a lot of customers.” – Jared Smith   People/Resources Mentioned: PriceSmith: https://www.pricesmith.com/ Vendavo: https://www.vendavo.com/ Oklahoma State University: https://www.okstate.edu/ Pepsi: https://www.pepsi.com/ Frito-Lay: https://www.fritolay.com/ Coca-Cola: https://www.coca-cola.com/ Apple: https://www.apple.com/ LG: https://www.lg.com/ Uber: https://www.uber.com/ Lyft: https://www.lyft.com/   Connect with Jared Smith: LinkedIn: https://www.linkedin.com/in/jaredpaulsmith/ Email: jared@pricesmith.com   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

    Egg Meets Sperm
    You're Not Infertile — You're Inflamed | The Hidden Toxins Sabotaging Your Fertility

    Egg Meets Sperm

    Play Episode Listen Later Apr 21, 2025 36:58


    In this eye-opening fertility episode, Dr. Wendy Trubow, MD, IFMCP, peels back the curtain on one of the most misunderstood issues in reproductive health: the toxic load we carry — and how it's silently sabotaging fertility in both men and women.Wendie Trubow, MD, MBA,IFM certified practitioner, is passionate about helping women optimize their health and lives as a functional medicine gynecologist. Through her struggles with mold and metal toxicity, Celiac disease, and other health issues, Trubow has developed a deep sense of compassion and expertise for what her patients are facing. She is the co-author of Dirty Girl: Ditch the Toxins, Look Great, and Feel Freaking Amazing and has been regularly featured in MindBodyGreen.This conversation isn't just for those trying to conceive — it's for anyone who wants to understand how the environment, food system, stress, and personal care industry are all intersecting with the skyrocketing rates of infertility, autoimmune diseases, metabolic disorders, and hormonal imbalance.Key InsightsWhy infertility is a symptom — not your identityHow inflammation blocks conception, even when all your tests look "normal"Why sperm counts are plummeting — and what that means for the futureHow to detox SAFELY before pregnancy — and what to avoid once you're pregnantWhy managing stress is just as important as managing toxins"You can't detox if you're stressed out — because stress turns OFF your detox pathways."The Three Toxic Buckets That Fuel InflammationWhat you put IN your bodyFood, plastics, pesticidesWhat you put ON your bodyMakeup, lotions, laundry detergentsWhat surrounds youAir, water, EMFs in your home + environmentDr. Wendy's JourneyDr. Wendy shares her personal story of toxic overload — despite doing "everything right" — and how she turned it into a roadmap for healing in her bestselling book "Dirty Girl."Recommended Clean Products & BrandsBeautyBeautyCounterBurt's BeesMineral FusionCleaning & LaundryAspen Clean (EWG Certified)Water FiltersBerkeyAquasanaReverse Osmosis systemsAir FiltersIQ Air ATEM (for cars)Air DoctorMolekuleResources

    Space Business Podcast
    #143 | Mining the Moon | Glen Martin, XMC

    Space Business Podcast

    Play Episode Listen Later Apr 21, 2025 59:17


    My guest this week is Glen Martin, Co-Founder & CEO of Extraterrestrial Mining Company (XMC), discusses his company's bold mission to mine Helium-3 on the Moon and its potential to revolutionize energy and tech on Earth.  

    The Customer Success Playbook
    Customer Success Playbook S3 E46 - Mary Schmid - Listen To Connect not Correct

    The Customer Success Playbook

    Play Episode Listen Later Apr 21, 2025 10:31 Transcription Available


    Send us a text In this high-impact episode of the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon welcome Mary Schmid, MBA, a communication and leadership expert with a passion for rewiring how we listen. Mary reveals how to shift from surface-level exchanges to trust-building dialogues by embracing her "Conversational Edge" framework. Rather than defaulting to advice-giving, Mary urges professionals to pause and lean into connection-first listening. With a foundation in neuroscience, she explains how we unconsciously drop out of conversations every 12 to 18 seconds—and how to stay tuned in. If you think you're a good listener, this episode might surprise you.Detailed Analysis: This episode flips the script on what it means to be a "trusted advisor." Mary Schmid argues that client relationships are often eroded by a focus on proving expertise instead of demonstrating care. Using brain science as a guide, she introduces the idea that effective listening triggers the brain's trust response. Listeners are walked through a conversational sequence that begins with understanding the situation, moves into exploring the client's thoughts and emotions, and culminates in assessing the impact. The goal? Helping clients feel heard, not herded.Mary deftly explains how traditional expertise-driven dialogue creates power imbalances, pushing clients into defensive, disengaged states. In contrast, her approach taps into the oxytocin-powered trust circuit by creating psychological safety. The episode offers practical examples and humorous insights—including Kevin getting called out for zoning out every few seconds (we're looking at you, Kevin).For business leaders and customer success professionals, Mary provides a vital reminder: real influence stems from emotional connection, not intellectual superiority. When you guide a client into collaborative discovery, rather than corner them with solutions, you spark engagement and build lasting loyalty.Her parting wisdom? Respect begins with listening to connect, not correct.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

    The Lazy CEO Podcast
    The Surprising Truth: Most CEOs Get Cash Flow Wrong

    The Lazy CEO Podcast

    Play Episode Listen Later Apr 21, 2025 28:40


    What is the significance of understanding the distinction between operating and strategic finance in hiring a CFO? Oana Labes, a seasoned CPA and MBA originally from Romania, has made significant strides in bridging the gap between controllers and CFOs through her innovative company focused on CFO brain technology. With her entrepreneurial spirit and extensive experience as a senior commercial lender in Ontario, Labes observed the frequent disconnect between company goals and financial reporting, prompting her to develop solutions that enable smooth transitions and informed decision-making. Labes emphasizes the distinction between a controller and a CFO, noting that while controllers focus on compliance and reporting, CFOs are tasked with interpretation, forecasting, and engaging with external stakeholders such as lenders and investors. She advises CEOs to carefully differentiate between operating finance, managed by controllers, and strategic finance, handled by CFOs, to ensure they hire the right individual who can truly drive the company's growth and success. Key Takeaways: Financial intelligence is essential for CEOs and executives to make informed decisions and drive growth in businesses. Aligning business strategy with financial strategy, especially in terms of capital planning and sourcing, is crucial to achieve long-term goals and maximize shareholder value creation. The importance of communication and alignment between CEOs and CFOs in driving business decisions and financial strategies forward is crucial. Misaligned objectives between CEOs and CFOs can lead to potential issues in decision-making. Jim Schleckser emphasizes the importance of Economic Value Added (EVA) analysis in assessing wealth creation and aligning incentives with long-term value creation. Understanding the different levels of financial expertise required when hiring a CFO is crucial. More from Oana Labes Oana Labes is a CPA, financial strategist, and founder of Financiario, a groundbreaking platform that delivers CFO-level intelligence to mid-sized businesses through real-time forecasts, automated dashboards, and strategic planning tools. With over 15 years of experience managing hundreds of millions in commercial finance, Oana has helped scale companies from under $1 million to over $20 million in revenue. Her mission is to transform finance from a reactive function into a strategic growth engine—equipping both finance and non-finance professionals with the tools and insights to make confident, value-driven decisions. Through her consulting and work with Financiario, she enables businesses to overcome traditional financial limitations and unlock sustainable, data-powered growth. A global thought leader in strategic finance, Oana is also the creator of the CEO Financial Intelligence Program and The Finance Gem, a bi-weekly newsletter read by over 50,000 subscribers. Her content has reached over 130 million professionals worldwide, with more than 400,000 followers on LinkedIn. She has taught thousands through her best-selling masterclasses on cash flow and financial analysis, empowering leaders to improve performance, optimize capital, and dramatically increase enterprise value. As one of the most prominent finance educators and content creators today, Oana is redefining what it means to be financially intelligent in the modern business world. Website: https://oanalabes.com/ LinkedIn: https://www.linkedin.com/in/oanalabes/   If you are an experienced CEO looking to grow your company, visit https://www.TheCEOProject.com   You can also reach Jim by email: Jim@TheCEOProject.com   LinkedIn: @theceoproject Instagram: @the_ceoproject Twitter/X: @the_CEO_Project Facebook:  @IncCEOproject

    Finding Love In The City
    What Would You Do If You Won A Million Dollars ? : Interview with Chris Allen

    Finding Love In The City

    Play Episode Listen Later Apr 21, 2025 26:57


    Chris Allen is a multi-talented television personality, entrepreneur, and businessperson with a passion for mental and physical wellness. After a lengthy career in corporate finance, Chris dropped out of the rat race in 2018 to pursue his dream of getting an MBA at the Wharton School. While there, he teamed up with a classmate to revolutionize better-for-you alcohol, starting Osena, the world's first zero-sugar spiked coconut water cocktail. After years swimming with the sharks in one of the most competitive startup industries in the world, Chris got the chance to show off his battle-tested skills when he was cast on season 1 of Netflix's Million Dollar Secret, a game of wit, cunning and deception. Off the heels of his appearance on Million Dollar Secret, Chris is eager to continue his journey helping others learn from his experience as a startup founder, and to help others manage their mental and physical wellness while pursuing the rewarding (but sometimes scary) dream of business ownership. https://www.instagram.com/callennd/ https://www.instagram.com/drinkosena/ https://hoo.be/callennd?fbclid=PAZXh0bgNhZW0CMTEAAac-ARujWWNk0G7-fqLPtregY7Uj5iajKUxQrqb-YDBpCCA-N8kYBDddplyzyQ_aem_zfpvdxgtHgFm1IfqRbn97g

    The Wisdom Of... with Simon Bowen
    Rob Weir: From Military to Mezcal - Building the Infrastructure for Artisanal Trade

    The Wisdom Of... with Simon Bowen

    Play Episode Listen Later Apr 21, 2025 62:24


    In this episode of 'The Wisdom Of' Show, host Simon Bowen speaks with Rob Weir, CEO of Maguey Exchange. From his time as a West Point graduate and U.S. Army Ranger to founding a company that's revolutionizing the artisanal spirits industry, Rob shares powerful insights on community-led business models, field-first development, and creating systems that add value at every step. Discover how his experiences in Afghanistan shaped his approach to building a platform that connects artisanal producers with global markets while preserving cultural heritage.Ready to elevate your leadership approach? Join Simon's exclusive masterclass on The Models Method. Learn how to articulate your unique value and create scalable impact: https://thesimonbowen.com/masterclassEpisode Breakdown00:00 Introduction and Rob's background in military, business, and artisanal spirits05:00 The origin story of Maguey Exchange and meeting Rodrigo in Oaxaca09:18 The meaning behind the name "Maguey Exchange" and its connection to tradition12:36 Identifying the industry's critical pain points and constraints18:52 Community-first approach and field-first development25:44 Technology integration that serves people rather than replacing them33:29 The five key elements for building purpose in teams and organizations38:22 Leadership strategies for "managing up" and influencing without authority45:36 The five-year and twenty-year vision for Maguey Exchange52:12 Community-led growth as a new business model58:43 Rob's personal philosophy and leadership through serviceAbout Rob WeirRob Weir is the CEO and founder of Maguey Exchange, a platform building the universal architecture and infrastructure for artisanal trade, starting with the $380 billion artisanal spirits and wine industry. His journey began during a backpacking trip through Latin America in 2009 when he met a mezcal producer in Oaxaca, Mexico, which sparked his passion for connecting artisanal producers with global markets.A graduate of West Point and former U.S. Army Airborne Ranger who served in Afghanistan, Rob also earned his MBA and worked as a management consultant before founding Maguey Exchange. He combines his military leadership experience, business acumen, and passion for artisanal spirits to create a platform that reduces sourcing time and operational costs by connecting buyers directly with producers while preserving cultural heritage and adding value at every step of the supply chain.Connect with Rob WeirLinkedIn: https://www.linkedin.com/in/robertweir11/Website: https://www.magueyexchange.com/Instagram: https://www.instagram.com/magueyexchange/About Simon BowenSimon has spent over two decades working with influential leaders across complex industries. His focus is on elevating thinking in organizations, recognizing that success is directly proportional to the quality of thinking and ideas within a business. Simon leads the renaissance of thinking through his work with global leaders and organizations.Connect with SimonLinkedIn: https://www.linkedin.com/in/simonbowen-mm/Instagram:

    Inside Reproductive Health Podcast
    247 Consolidation and Worsening Patient Experience in Third Party IVF. Eloise Drane

    Inside Reproductive Health Podcast

    Play Episode Listen Later Apr 20, 2025 46:31


    Everyone wants to grow their third party IVF program, but are we neglecting patient experience in the process?This week on Inside Reproductive Health, Eloise Drane, 3 time gestational carrier, MBA, and founder of Family Inceptions, shares her honest take on how responsiveness and individualized care have declined, even as demand has stabilized post-2021.Drawing from 17 years of experience running her own surrogacy agency, Eloise offers a kind but direct update on:Why patient experience is harder than ever to deliver (and how to improve it)How consolidation impacts intended parents and surrogacy wait timesThe challenges of startups and in-house agency models in IVF networksWhat she's looking for in a surrogacy agency before considering merging or acquiringWhy the “same workflows” just won't cut it for gestational carrier cyclesIf your practice or network is looking to scale GC IVF—and actually retain intended parents—this is a must-listen.

    Everyday MBA
    Strategies To Ace The GMAT

    Everyday MBA

    Play Episode Listen Later Apr 19, 2025 18:28


    Julia Shackelford earned a perfect GMAT score after 10 months of dedicated preparation. The Graduate Management Admission Test is a standardized exam used by business schools to assess candidates applying for MBA and other graduate management programs. Julia discusses her journey to achieving a perfect GMAT score and the preparation process and the tools that made it possible. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

    strategy management mba gmat kevin craine everyday mba kevin craine do
    Service Academy Business Mastermind
    #319: How LCAB Holdings Is Redefining Commercial Construction with Jeff Tegman, USMA ‘07

    Service Academy Business Mastermind

    Play Episode Listen Later Apr 19, 2025 39:53


    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 Tegman is the Vice President of LCAB Holdings, a veteran-owned holding company redefining how the commercial construction industry attracts talent, maintains quality, and drives operational excellence. An Army veteran with an MBA in Engineering Management, Jeff leads LCAB's strategy of acquiring specialized construction companies, building a resilient network that addresses industry fragmentation and labor shortages while raising the standard for subcontractor performance. With a disciplined, long-term approach to leadership and growth, Jeff is committed to shaping a more efficient and sustainable future for commercial construction. He also mentors veterans and military spouses through American Corporate Partners (ACP) and serves as a Parent Advisory Group Member for DC Public Schools. In this episode of the SABM podcast, Scott chats with Jeff about: From Fragmentation to Opportunity: How Jeff and LCAB Holdings are solving the $500B construction productivity gap through strategic acquisitions. Scaling Through Cross-Selling: Building a diversified portfolio of construction trades to unlock new growth across customer networks. Leading Change with EOS: Why implementing the Entrepreneurial Operating System (EOS) is critical to successful post-acquisition integration. Investing in the Full Picture: How LCAB structures investments to give investors exposure to an entire portfolio, not just one company. Building the Future with Talent: Why recruiting veterans and strong leaders is the key to scaling LCAB's vision across new markets. Timestamps: 00:48 Overview of LCAB Holdings 01:32 Challenges and Opportunities in the Construction Industry 04:08 Investment Strategy and Acquisition Process 06:34 Geographic Focus and Market Expansion 12:04 Acquisition Integration and Best Practices 18:44 Funding and Investor Relations 21:27 Personal Insights and Future Goals 35:48 Conclusion and Contact Information   Connect with Jeff: LinkedIn Email: jeff@lcabholdings.com www.lcabholdings.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  

    The $100 MBA Show
    MBA2613 How I Launch & Sell My Online Course Program: A Step-By-Step Guide

    The $100 MBA Show

    Play Episode Listen Later Apr 18, 2025


    Wondering how to crack the code for launching and selling an online course like a pro? Curious about how entrepreneurs like Omar make it look so effortless? If you've got a course idea brewing and you're ready to take it to the next level, this episode is just what you need. Omar spills all the […] The post MBA2613 How I Launch & Sell My Online Course Program: A Step-By-Step Guide appeared first on The $100 MBA.

    Smart Business Revolution
    Insights on Succession Planning and Growth With Donald Bielen

    Smart Business Revolution

    Play Episode Listen Later Apr 18, 2025 40:47


    Donald Bielen is the Managing Director of Capital Eleven Advisors, an investment firm specializing in private equity, early-stage venture capital, and real estate development. Donald has completed over 300 business transitions and exit plans for clients across the United States. Before joining Capital Eleven Advisors, he led the Business Transition Services team as Principal at Perkins and Co., was the Director of Business Advisory Services at the Rainier Group, Inc., and was an Operations Manager at a Fortune 100 company. He earned his bachelor's degree in Finance and Economics, followed by an MBA, and holds certifications as a Certified Financial Planner (CFP®) and Certified Merger & Acquisition Advisor (CM&AA). In this episode… Too many business owners wait until they're ready to exit before thinking about what it takes to transition out of their company successfully. But leaving a business isn't just about legal documents and financials — it's deeply personal, emotional, and strategic. How can leaders create a long-term plan that protects their legacy and maximizes business value? Donald Bielen, a seasoned expert in succession planning and business transitions, explains why planning for five to ten years is critical to a smooth exit. Donald shares actionable insights on grooming internal successors, aligning personal and professional goals, and avoiding common pitfalls — like undervaluing the emotional aspect of letting go. He also illustrates his points with real-world stories, including a failed deal involving a pet food company and a successful strategy for a multilocation treatment center. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Donald Bielen, Managing Director at Capital Eleven Advisors, about the strategies behind effective succession planning. Donald shares how to build a transferable business, assess readiness for transition, and avoid costly missteps. They explore emotional readiness, internal succession challenges, and aligning strategy with long-term value.

    KAJ Studio Podcast
    The Secret to Career Success: Building Real Work Relationships | Eric Spencer

    KAJ Studio Podcast

    Play Episode Listen Later Apr 18, 2025 37:35


    Eric Spencer, leadership expert and host of The Corporate Bartender podcast, reveals how to transform your career by mastering the art of workplace relationships. Learn the proven "Four Yeses" framework and five practices of an Ally Mindset that will help you build authentic connections, even in hybrid work environments, while avoiding common relationship-building mistakes that could be holding you back.==========================================

    Pharmacy Podcast Network
    Igniting Inspiration at APhA 2025 | Post Show Part Three

    Pharmacy Podcast Network

    Play Episode Listen Later Apr 18, 2025 54:02


    Welcome to Part Three of our special APhA Spotlight Post Show series — where we bring you voices from across the pharmacy spectrum who are innovating, advocating, and pushing the profession forward. This episode features a powerhouse lineup of thought leaders, entrepreneurs, executives, and global pharmacy champions. Featured Guests: Dr. Marci Strauss, PharmD Alex Berg, Rx2Go, PharmaStaff Kelli Stovall, RPh, MBA, IPC Lari Harding, SVP, Industry Affairs & Strategic Partnerships, INMAR James Hunsinger & Stephanie Delman, Boehringer Ingelheim Brandon Welch, PharmD Catherine Duggan, FIP Marsha Millonig Dr. Blair Thielemier, PharmD

    Second Act Stories
    Harvard To Home Repair: A Management Consultant's Unusual Career Pivot

    Second Act Stories

    Play Episode Listen Later Apr 18, 2025 23:12


    With an undergraduate degree from New York University and an MBA from Harvard Business School, Jon Malankar joined the Boston Consulting Group (BCG) in 2018. He climbed the corporate ladder at this top managment consulting firm and became a partner in his mid-30s. But the bureaucratic burden of working for a large consulting firm with Fortune 100 clients and a strong desire to be more plugged in to his local community ("I felt like a nomad in my hometown"), Jon yearned to be his own boss. After a year of exploration, he opted to become a Mr. Handyman franchise owner in Long Branch, New Jersey. Despite no experience in home repair work, Jon is successfully managing four teams of repair professionals. According to Jon, "Owning a very local, present, visible, tangible small business really filled up the scorecard for me."

    Retirement Answers
    Planning for Travel Expenses in Retirement? Ask Yourself These Questions

    Retirement Answers

    Play Episode Listen Later Apr 18, 2025 9:22


    Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.I share a few things to consider as you plan how much you are going to spend on travel in retirement.

    Stepping Off Now: For Creative & Sensitive Thinkers
    E167. Interview Episode! Featuring Kristin Kisska, Author of The Hint of Light

    Stepping Off Now: For Creative & Sensitive Thinkers

    Play Episode Listen Later Apr 18, 2025 68:23


    Note: my microphone wasn't working properly for the interview portion of this episode; I apologize for the less-than-ideal sound quality of my parts.At last the long-awaited first installment of my author interview series!  KRISTIN KISSKA used to be a finance geek, complete with her MBA and Wall Street pedigree, but now she is a self-proclaimed #SuspenseGirl. She has contributed over a dozen short suspense stories to crime and mystery anthologies. Her debut novel, The Hint of Light, was an Agatha Award finalist for Best First Mystery Novel. Kristin is a Mystery Writers of America, International Thriller Writers, Sisters in Crime, and James River Writers member. Kristin lives in Richmond, Virginia, with her family and their moody tabby cat, Boom. She loves hearing from friends, readers, and book clubs at www.KristinKisska.com. You can also find her on Instagram @kristinkisskaauthor.

    Agent of Wealth
    Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffee

    Agent of Wealth

    Play Episode Listen Later Apr 18, 2025 17:53


    Think your assets are safe from lawsuits, creditors, or divorce? Unless they're in the right kind of trust, your wealth might be more vulnerable than you think.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffee, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independent, conflict-free trust administration services.Antony is also a co-founder of WealthHub, a software platform that streamlines trust administration, and played a key role in establishing the South Dakota Trust Association. With over 15 years of experience, a background in investment banking and auditing, and a MBA in finance, Antony brings a wealth of knowledge to today's discussion.In this episode, you will learn:Why South Dakota has become the gold standard for trust law in the U.S.How perpetual trusts can preserve and protect family wealth for hundreds of years — or even indefinitelyThe key differences between directed and delegated trusts, and why that matters for control and flexibilityHow to navigate trust taxation, privacy, and asset protection through strategic jurisdiction selectionAnd more!Resources:Episode Transcript & Blog | www.sterlingtrustees.com | (623) 406-2626 | ajoffe@sterlingtrustees.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

    GRE Snacks
    Aligning career goals to MBA ambitions

    GRE Snacks

    Play Episode Listen Later Apr 18, 2025 34:31


    So many people see an MBA as a destination, but it should be a stepping stone to something more. Oren Margolis is the founder of Pinetree & Palm Consulting, which he started after spending 6 years working in admissions at NYU and NYU Stern. In this episode, Oren shares his philosophy on MBAs, picking the right MBA program for your career goals, and how to ensure you make the most out of your MBA experience. Achievable's GRE prep course uses AI-powered adaptive learning to target your weak areas and boost your score - visit https://achievable.me/exams/gre/overview/?utm_source=podcast to try it for free.

    HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
    Digital Health Talks: Unleashing Healthcare Everywhere by Pioneering the Borderless Hospital

    HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

    Play Episode Listen Later Apr 18, 2025 27:59


    Unleashing Healthcare Everywhere: Pioneering the Borderless Hospital of Tomorrow Host: Shahid Shah Guest: Rasu B. Shrestha, MD, MBA, EVP, Chief Innovation & Commercialization Officer, Advocate Health The traditional hospital model is struggling to meet growing healthcare demands and evolving patient expectations. Healthcare everywhere—a paradigm shift towards distributed care, hospital-at-home programs, and innovative delivery models—offers a solution to these challenges. This keynote will explore how forward-thinking healthcare leaders are reimagining care delivery, breaking down walls, and leveraging technology to extend high-quality care beyond traditional settings, ultimately improving access, outcomes, and patient satisfaction. • Implement strategies to transform your organization into a "borderless hospital," expanding your reach and impact • Leverage emerging technologies to create seamless, patient-centric care experiences across diverse settings • Develop a roadmap for integrating hospital-at-home and other distributed care models into your existing operations • Identify key performance indicators to measure and demonstrate the value of healthcare everywhere initiatives Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

    Lykken on Lending
    Mindset Over Scoreboard: What Rory McIlroy's Masters Win Teaches Mortgage Leaders - Originations Update by David Kittle

    Lykken on Lending

    Play Episode Listen Later Apr 18, 2025 3:41


    This podcast segment draws inspiration from Rory McIlroy's comeback win at the Masters to emphasize the importance of mindset, perseverance, and staying focused on long-term success over short-term fluctuations.-----------------------------------------David G. Kittle, CMB is a highly respected leader in the mortgage industry, with over 45 years of experience. He is the Co-Founder and Chairman of The Mortgage Collaborative (TMC), a mortgage lending cooperative providing members with access to resources and tools to improve their business operations.Kittle began his mortgage banking career with American Fletcher Mortgage Company as a top-producing loan officer in 1978 moving to the management side in 1986 with Southmark Mortgage. He opened Associates Mortgage Group, the first of his three lending companies in 1994.Kittle served as MORPAC Chairman for MBA, from 2004-2006. He is past President of both the Louisville and Kentucky Mortgage Bankers Associations, as well as leading the industry through its most tumultuous period as Chairman of the Mortgage Bankers Association, Washington DC in 2009. Kittle has testified before congress 14 times.Kittle has been a driving force behind the growth and success of TMC, working to bring together mortgage lenders from across the country to share best practices and collaborate on key industry issues. Kittle has also been a vocal advocate for innovation and technology adoption in the mortgage industry, urging lenders to embrace new tools and strategies to improve their operations and better serve their customers.Kittle is a frequent speaker at industry events and conferences, sharing his expertise on a variety of topics related to mortgage lending.He resides in Louisville, Kentucky, he has four children and two grandchildren.

    Entrepreneur Mindset-Reset with Tracy Cherpeski
    Thriving Practice Podcast: Practice Leadership - Balancing Professional Demands and Personal Needs - Special Snack Episode, EP 174

    Entrepreneur Mindset-Reset with Tracy Cherpeski

    Play Episode Listen Later Apr 18, 2025 9:45 Transcription Available


    In this special "snack episode" of the Thriving Practice Podcast, our Manager of Operations and PR, Miranda Dorta, turns the mic around to interview Tracy Cherpeski, examining the reality of healthcare practice leadership. This candid, unscripted conversation explores how practice owners can achieve sustainable growth without sacrificing personal well-being. Tracy shares her evidence-based approaches to sustainability, effective boundary setting, and the systems that support healthcare practice owners, offering valuable insights on achieving harmony between professional demands and personal needs. Main Points: Well-being vs. Work-Life Balance: Tracy defines well-being as the complete picture encompassing physical, mental, and spiritual health along with business health. She challenges the concept of "balance," suggesting that harmony with one's life goals is more realistic for business owners. The Importance of Slowing Down: Tracy emphasizes that the first step to protecting time and energy is slowing down to gain "crystal clarity" about personal and professional goals, which allows practice owners to prioritize effectively. Recognizing When Growth Threatens Well-being: Through reflective questioning and coaching, Tracy helps healthcare professionals recognize patterns that compromise their well-being and guides them to meaningful "aha moments" about self-care. Addressing Perfectionism and Control: Tracy normalizes the control tendencies common in healthcare entrepreneurs while helping them learn true surrender—not abdication but rather building trust in themselves and their teams. Notable Quotes: "Well-being is really the entire picture of the human being's health—physical, spiritual, and mental—as well as the business." "I just don't believe in balance... Most of us spend more of our waking hours working than we do being home. So right away we're out of balance. So are we in harmony with what we want out of life and the business that we want?" "The most important piece of the puzzle is to slow down... It's really important to slow down so that we can get really clear. And this is the key to everything—crystal clarity." "Physicians in particular are trained like never to let anybody see them sweat... It takes a while to sort of crack that facade and allow their real deep humanity to come out." "When we put it back on them to look at themselves and to trust themselves, it changes the responsibility... They double down then on the responsibility to ensure that their team has what they need so that they can take their hands off of it." "Most of the time, the desire to control ends up being the Achilles heel... when they recognize that it's probably the cause of a lot of their challenges and energy drains, it becomes a little bit easier to let go." Miranda's Bio: Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022. Tracy's Bio: Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated. Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy's LinkedIn Business LinkedIn Page Thriving Practice Community Instagram

    Stew and the Nunn
    SATN Episode 358 with Doug Mullen

    Stew and the Nunn

    Play Episode Listen Later Apr 18, 2025 61:54


    The Gear 4 Grunts CEO, Doug Mullen, began his military career by graduating U.S. Army Ranger School as an Army ROTC cadet. He then went on to graduate with a BA in History and as Distinguished Military Graduate in 1990. As a newly commissioned Second Lieutenant of Infantry, Doug served as a Rifle Platoon Leader and Mortar Platoon leader with the 1/501st (ABN) while stationed at Ft. Richardson, Alaska. He later transitioned to the Signal Corps and served as the Brigade Signal Officer for 1st Brigade, 6th ID (Light) also located at Ft. Richardson. Doug's military schooling experience includes the Infantry officer Basic Course; Infantry Mortar Leader's Course; Jumpmaster School and the Signal Officer Advanced Course. Doug also earned Basic Airborne Wings, the Pathfinder Badge and was awarded Senior Parachutist Wings. Doug left the Army in 1997 to pursue a career in software where he has since held various management positions and earned an MBA.

    Early Retirement
    Root Talks: How Does The Advisory Team Structure Work at Root?

    Early Retirement

    Play Episode Listen Later Apr 17, 2025 23:50 Transcription Available


    What actually happens when you work with a financial advisor? At Root Financial, we've built a carefully structured team model to ensure every client gets consistent, exceptional service regardless of which advisor they're paired with.Unlike products (think identical Honda Civics or iPhones at any retailer), financial advice is inherently personal and can vary dramatically between advisors. We've solved this challenge by creating a four-person service team for every client: a Client Service Associate handling operations, an Associate Financial Advisor supporting and learning, a Lead Financial Advisor delivering personalized recommendations, and a Senior Financial Advisor providing advanced expertise while coaching the team.This structure isn't just organizational—it's the foundation of our entire client experience. When Associate Advisors take detailed notes, for example, it allows Lead Advisors to be fully present in conversations rather than documenting. As one team member put it: "Taking notes allows me to be fully present in that conversation."Rather than simply hiring "free agent" advisors with varying approaches, we've developed our own farm system. We carefully select talented professionals with the right character and potential, then develop them through our comprehensive training programs. Each advisor progresses through clearly defined levels with specific requirements—time in role, licensing, CFP designation, and successful completion of Root's investment and planning curricula.The goal? Creating advisors who've "learned the rules like a pro so they can break them like an artist." This Picasso-inspired philosophy means our team masters the fundamentals, then adapts them creatively to help clients optimize not just for wealth, but for a life well-lived.This behind-the-scenes structure might seem technical, but it's precisely what allows us to deliver consistent excellence. When you work with Root, you're not just getting one advisor—you're getting an entire team crafted to ensure your experience reflects our core belief: money should be a tool for getting the most out of life.Want to discover if our approach aligns with your needs? Visit rootfinancial.com and click "see if we're a fit" to start the conversation.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

    The Classy Career Girl Podcast
    Paychecks to Profits

    The Classy Career Girl Podcast

    Play Episode Listen Later Apr 17, 2025 25:06


    Solar Maverick Podcast
    SMP 206: The Future of Utility-Scale Solar: Wood Mackenzie on Market Trends and Tariff Pressures

    Solar Maverick Podcast

    Play Episode Listen Later Apr 17, 2025 45:20


    In this episode of the Solar Maverick Podcast, host Benoy Thanjan speaks with Sylvia Leyva Martinez, Principal Analyst and Senior Research Manager at Wood Mackenzie and host of The Interchange: Recharged podcast. Sylvia specializes in utility-scale solar and shares valuable insights on the evolving landscape of the solar industry. Topics Covered Include: The impact of tariffs on solar equipment and the broader market Key trends driving the utility-scale solar sector Policy and regulatory developments to watch Sylvia's long-term outlook for solar deployment and adoption   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.     Sylvia Leyva Martinez Sylvia is a Principal Analyst (Senior Research Manager) at Wood Mackenzie, a leading global provider of data, analysis, and consulting services to the energy, chemicals, metals, and mining sectors. With over 9 years of experience in renewable energy finance and strategy, Sylvia lead the research and analysis of the North American utility-scale solar market, delivering insights and recommendations to clients across the industry value chain. As part of my role at WoodMac, Sylvia is currently the host of The Interchange Recharged podcast, where every two weeks I do a deep dive into the main policies, actors, and issues shaping the energy transition.   My core competencies include solar capacity forecasting, market trend adoption, supply chain dynamics, procurement strategy development, contract structure evolution, renewable asset valuation, risk mitigation strategies, debt-equity structures, and alternative financing. Syliva also has a strong background in power market modeling, transaction support, and due diligence of solar, wind, and storage assets in North America and Latin America.   Sylvia holds a Master's degree in Renewable Energy from EPF - Ecole d'Ingénieur-e-s in France and a Bachelor's degree in Engineering Physics from ITESM Monterrey in Mexico. Sylvia is fluent in Spanish, English, and French. Sylvia is a seasoned public speaker with experience presenting at international conferences, and to C-suite and senior stakeholders. Sylvia is a people-first, value-driven manager and a leader deeply invested in my team. Sylvia is passionate about supporting women (within the renewables space and beyond), advancing the transition to a low-carbon economy, and empowering stakeholders to make informed and sustainable decisions.     Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Sylvia Leyva Martinez Linkedin: https://www.linkedin.com/in/solarsylvia/ Website:  https://www.woodmac.com/   Host of the Interchange Recharged podcast: https://www.woodmac.com/podcasts/the-interchange-recharged/   Solar & Energy Storage Summit 2025 organized by Wood Mackenzie   23 to 24 April 2025   Denver, CO   https://www.woodmac.com/events/solar-energy-storage-summit/   Thank you to AMS Renewable Energy for Sponsoring this Episode of the Solar Maverick Podcast! This episode of the Solar Maverick Podcast is brought to you by our sponsor—AMS Renewable Energy. AMS is a top-tier solar EPC that operates with the precision and mindset of a commercial general contractor. Headquartered in the Bronx, New York—and licensed nationwide—AMS has over 30 years of construction experience, tackling even the most complex solar projects with unmatched expertise and craftsmanship. Whether it's a challenging C&I rooftop, ground mount, or full turnkey solution, AMS is committed to best-in-class service and results that last. If you're looking for a solar EPC partner who understands construction inside and out—AMS Renewable Energy should be at the top of your list. Learn more at [ams-renewable.com] and tell them the Solar Maverick sent you!   Mid-Atlantic Solar & Storage Insight Conference  Benoy Thanjan will be hosting a live Solar Maverick Podcast Interview at Mid-Atlantic Solar & Storage Insight Conference on May 6, 2025 in New Brunswick, NJ.  The link is below. https://whova.com/web/AVRBHPdoRkL-XvNBu2m3OvHy6VIA89QrX7muVARCKeo=/   Summer Solstice Fundraiser Join Reneu Energy, Positive Deviancy, and the Solar Maverick Podcast for the 2025 Summer Solstice Fundraiser! Celebrate the warm weather with us at the Summer Solstice Fundraiser, hosted by Reneu Energy, Positive Deviancy ,and the Solar Maverick Podcast. This special evening will take place on Thursday, June 5th, from 6 PM to 10 PM at Hudson Hall in Jersey City, NJ. We'll also be raising funds for the Let's Share the Sun Foundation, which aids impoverished communities in harnessing solar energy. Event Highlights: -Venue: Hudson Hall, a Czech biergarten and smokehouse co-owned by Benoy, CEO of Reneu Energy. -Time: 6 PM to 10 PM, with delicious food throughout the evening. -Tickets: $50 https://www.tickettailor.com/events/reneuenergy/1653652                                                   In this episode of the Solar Maverick Podcast, host Benoy Thanjan speaks with Sylvia Leyva Martinez, Principal Analyst and Senior Research Manager at Wood Mackenzie and host of The Interchange: Recharged podcast. Sylvia specializes in utility-scale solar and shares valuable insights on the evolving landscape of the solar industry. Topics Covered Include: The impact of tariffs on solar equipment and the broader market Key trends driving the utility-scale solar sector Policy and regulatory developments to watch Sylvia's long-term outlook for solar deployment and adoption   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable.   Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.    Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.     He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.       Sylvia Leyva Martinez   Sylvia is a Principal Analyst (Senior Research Manager) at Wood Mackenzie, a leading global provider of data, analysis, and consulting services to the energy, chemicals, metals, and mining sectors. With over 9 years of experience in renewable energy finance and strategy, Sylvia lead the research and analysis of the North American utility-scale solar market, delivering insights and recommendations to clients across the industry value chain. As part of my role at WoodMac, Sylvia is currently the host of The Interchange Recharged podcast, where every two weeks I do a deep dive into the main policies, actors, and issues shaping the energy transition.   My core competencies include solar capacity forecasting, market trend adoption, supply chain dynamics, procurement strategy development, contract structure evolution, renewable asset valuation, risk mitigation strategies, debt-equity structures, and alternative financing. Syliva also has a strong background in power market modeling, transaction support, and due diligence of solar, wind, and storage assets in North America and Latin America.   Sylvia holds a Master's degree in Renewable Energy from EPF - Ecole d'Ingénieur-e-s in France and a Bachelor's degree in Engineering Physics from ITESM Monterrey in Mexico. Sylvia is fluent in Spanish, English, and French. Sylvia is a seasoned public speaker with experience presenting at international conferences, and to C-suite and senior stakeholders. Sylvia is a people-first, value-driven manager and a leader deeply invested in my team. Sylvia is passionate about supporting women (within the renewables space and beyond), advancing the transition to a low-carbon economy, and empowering stakeholders to make informed and sustainable decisions.     Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Sylvia Leyva Martinez Linkedin: https://www.linkedin.com/in/solarsylvia/ Website:  https://www.woodmac.com/   Host of the Interchange Recharged podcast:  https://www.woodmac.com/podcasts/the-interchange-recharged/   Solar & Energy Storage Summit 2025 organized by Wood Mac   23 to 24 April 2025   Denver, CO   https://www.woodmac.com/events/solar-energy-storage-summit/   Thank you to AMS Renewable Energy for Sponsoring this Episode of the Solar Maverick Podcast! This episode of the Solar Maverick Podcast is brought to you by our sponsor—AMS Renewable Energy. AMS is a top-tier solar EPC that operates with the precision and mindset of a commercial general contractor. Headquartered in the Bronx, New York—and licensed nationwide—AMS has over 30 years of construction experience, tackling even the most complex solar projects with unmatched expertise and craftsmanship. Whether it's a challenging C&I rooftop, ground mount, or full turnkey solution, AMS is committed to best-in-class service and results that last. If you're looking for a solar EPC partner who understands construction inside and out—AMS Renewable Energy should be at the top of your list. Learn more at [ams-renewable.com] and tell them the Solar Maverick sent you!    Mid-Atlantic Solar & Storage Insight Conference  Benoy Thanjan will be hosting a live Solar Maverick Podcast Interview at Mid-Atlantic Solar & Storage Insight Conference on May 6, 2025 in New Brunswick, NJ.  The link is below. https://whova.com/web/AVRBHPdoRkL-XvNBu2m3OvHy6VIA89QrX7muVARCKeo=/   Summer Solstice Fundraiser Join Reneu Energy, Positive Deviancy, and the Solar Maverick Podcast for the 2025 Summer Solstice Fundraiser! Celebrate the warm weather with us at the Summer Solstice Fundraiser, hosted by Reneu Energy, Positive Deviancy ,and the Solar Maverick Podcast. This special evening will take place on Thursday, June 5th, from 6 PM to 10 PM at Hudson Hall in Jersey City, NJ. We'll also be raising funds for the Let's Share the Sun Foundation, which aids impoverished communities in harnessing solar energy. Event Highlights: -Venue: Hudson Hall, a Czech biergarten and smokehouse co-owned by Benoy, CEO of Reneu Energy. -Time: 6 PM to 10 PM, with delicious food throughout the evening. -Tickets: $50 https://www.tickettailor.com/events/reneuenergy/1653652                                                    

    The $100 MBA Show
    MBA2612 Q&A Wednesday: How Do I Get Over Imposter Syndrome?

    The $100 MBA Show

    Play Episode Listen Later Apr 16, 2025


    Ever feel like you're just making it up as you go in your entrepreneurial journey, hoping no one calls you out? You're not alone—and that nagging feeling, known as impostor syndrome, is something even the most accomplished entrepreneurs face. Deepak brought up this important topic, and if it sounds familiar, this episode is for you. […] The post MBA2612 Q&A Wednesday: How Do I Get Over Imposter Syndrome? appeared first on The $100 MBA.