Podcast appearances and mentions of seth greene

Do you ever replay conversations, imagine worst case scenarios, or worry about things that haven't happened yet?You're not alone.In this Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene explore why so many moms struggle with overthinking and share practical strategies to quiet anxious thoughts, reduce stress, and stop mental spirals before they take over.Rebecca explains why our brains naturally focus on problems, how overthinking impacts our mental health and parenting, and what you can do to replace worry with confidence, action, and peace of mind. You'll walk away with simple tools like journaling, scheduling "worry time," challenging negative thoughts, and building the confidence to handle whatever life brings.If you're looking for parenting encouragement, anxiety management tips, emotional wellness strategies, and practical ways to stop overthinking, this episode is packed with actionable advice you can use today.Key Takeaways✔ Why overthinking feels productive but isn't✔ How to stop assuming the worst✔ Practical ways to interrupt anxious thought patterns✔ The power of taking action instead of worrying✔ How building your confidence helps both you and your children

Your business can be busier than ever, bringing in more revenue, yet still leave you wondering where all the cash went. In this episode of Sharkpreneur, Seth Greene interviews Diane Gardner, Profit and Tax Coach, who explains why many owners face a profit problem rather than a revenue problem and how unpriced job costs, rising expenses, and unclear financial reporting can quietly drain cash from a growing business. Diane also shares how profit-first accounting structures, proactive tax planning, and simple dashboards can help owners protect cash, make better decisions, and create more time and freedom. Key Takeaways:→ Generating more sales does not automatically resolve cash-flow problems. → Profit coaching identifies the biggest profit leaks first and focuses on practical fixes that deliver fast, meaningful results. → Allocating each dollar spent can help protect funds for materials, payroll, taxes, overhead, and profit. → Opening separate tax and profit accounts is a realistic step toward building stronger financial assets. → Owner freedom means more time, less stress, and the ability to hire and delegate, not just more money. Diane Gardner, Your Profit & Tax Coach, is a speaker, best-selling author, Quilly Award recipient, and host of the Profitable Home Services Podcast. She is a Mastery Level Certified Profit First Professional, Certified Fix This Next Fixologist, Certified Tax Strategist, and Enrolled Agent. Diane helps home service business owners maximize profits, stop overpaying taxes, and gain clarity around their numbers through profit planning and tax planning. Using Profit First principles, she helps owners reduce expenses, increase profit margins, uncover missed opportunities, and keep more money in their pockets. Diane is also a strong believer in masterminds and coaching, participating in three mastermind groups while coaching other entrepreneurs. She is the author of several books, including Your Path to Profit$ and 10 Most Expensive Tax Mistakes. Connect With Diane:Website: https://taxcoach4you.com/Facebook: https://www.facebook.com/profitcoach4youhttps://www.facebook.com/dianebgLinkedIn: https://www.linkedin.com/in/dianeberrethgardner/YouTube: https://www.facebook.com/dianebg

Building a successful business takes more than hard work; it takes the right systems, mentors, leadership, and a mission bigger than yourself. In this episode of Sharkpreneur, Seth Greene interviews Digna Deleon-Morris, Co-Founder of Nationwide Financial Firm, who shares her journey from arriving in the United States at 17 and earning $5.25 an hour to leading one of the fastest-growing Hispanic financial firms in the country. A Forbes-featured entrepreneur whose agents have produced more than $30 million in business, she explains how a devastating financial setback became the catalyst for a new mission centered on financial education and entrepreneurship. Digna also discusses the systems, mentorship, marketing, and leadership development that have helped her build a bilingual organization serving families and aspiring business owners nationwide. Key Takeaways:→ Sustainable business growth depends on systems, marketing, culture, and leaders who can replicate the model. → A business becomes more scalable when leaders can teach others to replicate the system successfully.→ Treating people well and helping them succeed are central to building a strong organization. → Bilingual financial education helps Latinos access more opportunities in the United States.→ Success can breed complacency, so leaders must focus on the mission and on helping the next person succeed. Digna Deleon-Morris is a nationally recognized entrepreneur, financial educator, and co-founder of Nationwide Financial Firm, one of the fastest-growing life insurance agencies serving the Hispanic market in the United States. Originally from the Dominican Republic, Digna began her career earning $5.25 an hour and rose to manage an $82 million corporate territory before transitioning to entrepreneurship. After a major financial setback in 2016, she rebuilt her life with a mission to help families protect their income and build generational wealth. Alongside her husband, Willy Morris, Digna built a scalable virtual business model that has empowered hundreds of agents nationwide to start their own agencies and serve clients in both English and Spanish. Today, their organization generates millions in annual premium and continues to expand, driven by a commitment to leadership, faith, and legacy. Digna is passionate about helping Hispanic families reclaim their identity, build wealth with purpose, and create a future that extends beyond a single generation. Connect With Digna:Website: https://www.joinnationwidefinancialfirm.com/Instagram: https://www.instagram.com/dignadeleonmorris/

Do you ever get to the end of the day feeling mentally exhausted, even if nothing "big" happened?From meals and schedules to work, parenting, shopping, and family logistics, the constant stream of decisions can leave moms completely drained. Rebecca and Seth Greene dive into the invisible mental load behind decision fatigue and share practical ways to simplify life without striving for perfection.Decision fatigue affects almost every parent, especially moms who carry the invisible mental load of running a household. Rebecca shares her own struggle with constantly making decisions and explains how changing her mindset has reduced stress and helped her enjoy life more. Together, Rebecca and Seth discuss why "good enough" is often better than perfect, how delegation works only when it's met with appreciation, and why building routines can dramatically reduce daily overwhelm.Key TakeawaysDecision fatigue is real and often comes from carrying the invisible mental load.Stop chasing the perfect decision. Aim for a good enough decision.Delegating only works when you positively reinforce the people helping you.Create routines that eliminate unnecessary daily decisions.Once you've made a thoughtful decision, choose to be happy with it instead of second-guessing yourself.Every decision doesn't have to be perfect. Sometimes the greatest gift you can give yourself is simply making a choice, moving forward, and trusting that you'll adjust if needed. Progress creates peace far faster than perfection ever will.Listen here:https://linktr.ee/whinypaluzamom

An accident can disrupt far more than a vehicle, and the decisions made in the first days can shape medical care, financial recovery, and a family's future. In this episode of Sharkpreneur, Seth Greene interviews Brent Couture, an attorney at Couture Law P.A., who explains why listening is central to effective representation, the mistakes people make when managing a claim on their own, and the questions attorneys must ask to assess liability, causation, and damages. Brent also discusses why underinsured motorist coverage matters in Florida, what clients should expect from their attorney-client relationship, and how recent tort reform has shortened the time available to pursue certain claims. Key Takeaways:→ Even a seemingly minor crash can create a ripple effect across medical care, work, family responsibilities, and finances. → Every personal injury case requires careful scrutiny of liability, causation, and damages.→ Clients should be open about symptoms and prior medical conditions so that an attorney can understand the full impact of the collision. → The term “full-coverage” can be misleading because state-minimum insurance limits may not adequately protect someone following a serious crash. → Effective representation requires understanding how an injury affects a client's routines, caregiving responsibilities, work, travel, and quality of life. Brent A. Couture earned his B.S. in Economics from the University of California, San Diego, where he also lettered for the intercollegiate volleyball team. He began his legal education at the University of West Los Angeles School of Law, then transferred to Barry University School of Law in Orlando, where he graduated. He limits his practice to plaintiff's personal injury, wrongful death, and medical malpractice cases. Connect With Brent:Website: https://couturelawoffices.com/X: https://x.com/couturelawpaLinkedIn: https://www.linkedin.com/in/brent-couture-26ba221b3/https://www.linkedin.com/company/couture-law-pa/

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA   Learn more about your ad choices. Visit megaphone.fm/adchoices

The right executive hire can accelerate everything, while the wrong one can cost a company far more than a bad résumé suggests. In this episode of Sharkpreneur, Seth Greene interviews David Ulrich, Founder and Principal at David Ulrich Associates, who shares how business owners can distinguish polished candidates from leaders truly equipped to perform, why entrepreneurial capacity matters, and where companies often go wrong when hiring senior executives. He also explains the evolving role of LinkedIn and AI in executive search, the importance of maintaining a strong professional network, and why great recruiters have a fiduciary-level responsibility to both candidates and clients. Key Takeaways:→ Strong leadership skills can transfer across industries when candidates understand people, operations, and accountability. → Great executive hiring begins with asking the right questions about the business's real needs. → Professionals should build relationships with trusted recruiters before they need to find a new role.→ A strong LinkedIn profile should clearly convey experience, values, and capabilities. → Ethical recruiters prioritize long-term fit and the well-being of candidates and clients alike. David Ulrich is a seasoned Executive Search and Human Capital Strategist with more than 15 years of experience across the restaurant, hospitality, franchising, and real estate industries. He has a proven record of recruiting, developing, and retaining top talent for organizations at all levels. David is known for his client-focused approach and for providing honest, timely feedback to build long-term relationships. His extensive industry network includes major private equity firms and global restaurant and hotel companies, giving him unparalleled access to top talent and opportunities. David holds a Bachelor of Arts in Economics from the University of Massachusetts Amherst. Connect With David:Website: https://www.davidulrichassociates.com/ LinkedIn: https://www.linkedin.com/company/david-ulrich-associates-executive-search

After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options. In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim. Key Takeaways:→ Injured people should be cautious about early insurance offers. → Insurance companies seek to resolve claims at the lowest possible cost.→ Trial preparation can strengthen settlement leverage. → Clients need clear explanations free of legal jargon.→ Community understanding can strengthen client advocacy. Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree. Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources. In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC. Connect With Kevin:Website: https://wvattorneys.com/X: https://x.com/KaufmanMcPhers1Facebook: https://www.facebook.com/KaufmanMcPhersonPLLCLinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/YouTube: https://www.youtube.com/@kaufmanmcphersonpllc

What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠https://influentialadvisor.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/gabemcmanus/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Your packaging may be costing you sales, attention, and margin before a customer even tries your product. In this episode of Sharkpreneur, Seth Greene interviews Jason Wong, Founder and CEO of Paking Duck, who discusses his transition from selling products to manufacturing custom packaging for consumer brands. He explains how factory-direct production, e-commerce experience, and attention to design details can help brands improve packaging quality while reducing costs. Jason also shares how packaging can support social media marketing, strengthen the customer experience, and help growing brands prepare for retail scale. Key Takeaways:→ Packaging can influence marketing performance. → Better packaging can enhance product presentation.→ Packaging should enhance the unboxing experience.→ Strong design details can increase perceived value. → Factory-direct sourcing can reduce packaging costs. Jason Wong is an operator with a background spanning growth marketing, operations, and manufacturing. He is the CEO and founder of Pughaus, a holding company for a portfolio of consumer brands and supply chain service providers. Under the Pughaus umbrella, Jason launched Saucy, a full-service sourcing and logistics firm that helps brands identify the right supply-chain partners and drive cost efficiencies. In 2023, he introduced Paking Duck, Saucy's packaging manufacturing arm, delivering factory-direct pricing and production solutions tailored to emerging brands. Jason's CPG investments focus on backing category challengers led by AAPI founders. Notable investments include Doe Lashes, Fly by Jing, Nectar Hard Seltzer, Kaja Beauty, and Awkward Essentials. He has also invested in e-commerce martech companies, including Triple Whale, Postscript, Skio, Icon, Octane AI, Siena CX, Social Snowball (acquired), and Lyvecom (acquired). Connect With Jason:Website: https://www.pug.haus/Instagram: https://www.instagram.com/pugTikTok: https://www.tiktok.com/@pugX: https://x.com/eggroli

What if a single real estate deal could generate upfront cash, monthly income, and long-term wealth without relying on traditional bank financing? In this episode of Sharkpreneur, Seth Greene interviews Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, who shares how he rebuilt after the 2008 real estate crash and developed a creative-financing approach to investing. He explains his Three Paydays system, designed to generate upfront income, monthly cash flow, and long-term wealth from a single property transaction. Chris also discusses owner financing, lease-purchase agreements, subject-to-existing-financing deals, and how business owners can use real estate to build an additional income stream. Key Takeaways:→ One property can generate multiple income streams. → Owner financing can replace traditional lending. → Existing low-rate mortgages can create deal opportunities. → Tight lending drives demand for creative financing. → A few deals can have a meaningful financial impact. Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author, a former Forbes Business Council Member, and a 3-time Inc. 5000 Honoree for Fastest Growing Company. The Smart Real Estate Coach® community operates across North America and has successfully completed hundreds of transactions, helping students do the same. Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally. Having navigated major challenges, including the crash of 2008, 9/11, his son's near-death experience, and the impact of COVID, Chris reengineered his entire business to thrive in all economic cycles. Through that experience, he helps students navigate the constantly changing real estate market. Chris, his family, and his team are focused on empowering individuals and families to create the life of their dreams. Chris and his wife, Kim, have been married for more than 39 years and now focus on creating amazing experiences with their family and community members. Connect With Chris:Website: https://smartrealestatecoach.com/Instagram: https://www.instagram.com/chrisprefontaine_/Facebook: https://www.facebook.com/ChrisPrefontaineSmartRealEstateCoach/LinkedIn: https://www.linkedin.com/in/chrisprefontaine/

Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in the insurance industry, Greg explains why disability income protection is often overlooked by clients and financial professionals, even though it can be the very thing that keeps a financial plan alive. He also discusses how education, transparency, and income continuity can help families focus on recovery rather than worrying about how they will pay the mortgage.   Key Takeaways:   → Every financial strategy depends on a client's ability to earn income. Without that income stream, even the strongest financial plan can quickly unravel. → Many advisors and clients focus heavily on life insurance, investments, and retirement planning while failing to adequately address income protection. → Simply owning a policy is not enough. Clients need to understand how coverage works, what limitations exist, and how benefits would be used during a claim. → Many individuals assume workplace disability benefits provide complete protection without fully understanding potential gaps and restrictions.  → Helping clients understand their options empowers them to make informed decisions rather than simply purchasing whatever product is being promoted at the time.     Greg Nelson is the founder of Strategic Benefit Coach, a client-focused advisory practice built on earned trust, wise counsel, clear communication, and service that exceeds expectations. He is committed to serving as an advocate for his clients, always keeping their best interests at the center of the relationship.   Connect With Greg:  Website: https://strategicbenefitcoach.com/ Facebook: https://www.facebook.com/strategicbenefitcoach/ LinkedIn (Personal): https://www.linkedin.com/in/incomeprotectionspecialist/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned. In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey. Key Takeaways:→ Marketing works best when strategy precedes tactics.→ Mid-market companies often lack senior marketing leadership.→ A fractional CMO can help bridge the gap between strategy and execution.→ The right message starts with understanding the customer's needs and pain points.→ SEO must account for AI chat results and for frequently asked questions. Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics.Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth.Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ.Connect With Sheila:Website: https://keomarketing.com/LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/

Happy 50th birthday to the heart behind Whinypaluza!This week, Rebecca's husband Seth Greene pulled off the ultimate surprise. He secretly gathered video messages from 26 of Rebecca's closest family members, lifelong friends, and colleagues -- all answering one simple but powerful question: what is the greatest lesson Rebecca has taught you?The answers will move you. Seth reflects on how she transformed him from a fixer into a listener. Their children, Max, Ella, and Lillie, share the values she has woven into their everyday lives -- from reframing your thoughts to making sure every person in the room feels like they belong. And a circle of friends spanning more than three decades speaks to her empathy, her sparkle, and her unwavering belief that life need not be perfect to be beautiful.The episode closes with an original poem written and performed in Rebecca's honor -- a stunning tribute to 50 years of showing up for the people she loves.Grab a tissue, pour yourself something celebratory, and join us in celebrating the woman who has made all of us a little better just by knowing her.Key Takeaways:When your kids come to you with a problem, ask first: do they want you to listen, advise, or solve? Most of the time, they just want to be heard.Inclusivity is not a grand gesture -- it is the small, daily choice to make sure no one ever feels left out.Vulnerability is a strength. Sharing your real, messy moments gives others permission to do the same.Parenting is a community event. You were never meant to do it alone.You have the power to reframe your thoughts -- and when you do, you change your entire reality.Thank you for being a friend of the podcast. Please like, share, and follow, and help other moms find our community of support.Connect with Whinypaluza:https://linktr.ee/whinypaluzamom

Have you ever been upset because your spouse didn't do something you thought they should have known to do?In this Whinypaluza Wednesday episode, Rebecca and Seth Greene discuss a recent disagreement that led to an important realization about communication, expectations, and why mind-reading is not a relationship skill.What started as frustration over unfinished yard work became a valuable lesson about marriage. Rebecca shares how she discovered that her real frustration wasn't the task itself, but the belief that Seth should have known exactly what she wanted without being told.Together, Rebecca and Seth explore communication, appreciation, decision fatigue, parenting responsibilities, and the importance of repairing relationships after conflict. Their honest conversation offers practical insights for couples looking to strengthen their connection and avoid unnecessary misunderstandings.Key Takeaways• Stop expecting people to read your mind• Be specific about what you need• Appreciation works better than criticism• Repair after conflict is essential• Give yourself grace while continuing to growThe next time you think, "They should just know," try communicating your needs clearly instead. A simple conversation can prevent frustration and create stronger, healthier relationships.For more information connect with Rebecca: https://whinypaluza.com/

What if successful trading is less about staring at screens all day and more about building a proven plan that gives you the freedom to walk away? In this episode of Sharkpreneur, Seth Greene interviews Troy Noonan, The Backpack Trader, who shares how an early British pound trade helped launch his lifelong connection between trading and freedom and shaped his philosophy of trading with structure, discipline, controlled risk, and a lifestyle-first mindset. He also explains why traders need more than a strategy, how to build a proven trade plan, and what it means to shift from trying to trade to being the CEO of a trading business. Key Takeaways:→ A proven trading plan helps remove emotion from each trade. → Learning a strategy is only one part of achieving success.→ Risk management matters more than chasing individual wins. → Losses are part of the random distribution of trading results. → Beginners should test a trading plan before risking real money. Troy Noonan, also known as “The Backpack Trader,” has been helping people trade smarter since 1995. With nearly 30 years of market experience, he has built his career around one core belief: successful trading should create freedom, not require someone to sit in front of a screen all day. Troy is the bestselling author of Day Trading QuickStart Guide and has mentored more than 5,000 students across 100+ countries. Through his proven strategies, automated systems, and global trading community, he teaches traders to approach the markets as a real business rather than a gamble. His mission is to help people become the CEOs of their own trading businesses, trade consistently, and reclaim their time while building a smarter path to financial independence.Connect With Troy:Website: https://www.backpacktrader.com/Instagram: https://www.instagram.com/backpacktrader/X: https://x.com/TroyNoonan4Facebook: https://www.facebook.com/TheBackpackTrader/LinkedIn: https://www.linkedin.com/in/netpickstradingcoach/YouTube: https://www.youtube.com/c/BackpackTrader

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways:→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner's day-to-day involvement.→ Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity. Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn't theoretical—it's built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector's most notable accomplishments was the complete turnaround of Willy's Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector:Website: https://optimizebusinesssystems.com/Instagram: https://www.instagram.com/optimize_business_systems/Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/LinkedIn: https://www.linkedin.com/company/optimize-business-systems/

Seth is finally home after three consecutive work trips, and Rebecca is ready to share what it's really like holding down the fort during one of the busiest parenting seasons of the year. Between graduations, football tournaments, prom pictures, theater outings, and everyday parenting challenges, this episode is an honest look at marriage, partnership, and learning to support each other's growth even when it's hard.In this Whinypaluza Wednesday episode, Rebecca and Seth Greene discuss the realities of balancing work travel and family life during the chaos of end-of-school-year activities.Rebecca shares how different it feels when Seth travels now compared to when the children were younger, the emotional load of parenting while solo, and the lessons she's learned about asking for help, lowering expectations, and giving herself grace. The conversation explores how marriage evolves over time, why keeping score hurts relationships, and how focusing on the benefits of your partner's growth can create a healthier mindset.From reality TV guilty pleasures and easier dinners to parenting emergencies that never seem to wait for a convenient moment, this episode is a relatable reminder that partnership isn't about doing the exact same amount. It's about appreciating what each person brings to the family and supporting one another through every season.Key Takeaways1. Stop Keeping ScoreStrong marriages are built on appreciation, not competition. Comparing sacrifices rarely strengthens a relationship.2. Support What Helps Your Partner GrowWhen your spouse is energized, learning, and growing, the benefits often extend to the entire family.3. Give Yourself Permission to SimplifyBusy seasons call for flexibility. Sometimes that means takeout, less laundry, and a little more grace.4. Accept Help Without GuiltYou do not have to carry everything alone. Allowing others to help can make challenging seasons more manageable.5. Focus on the PositiveShifting your mindset from resentment to appreciation can completely change how you experience difficult situations.If this episode resonated with you, share it with a spouse, partner, or parent who understands the challenge of balancing family life and career demands.Be sure to subscribe, leave a review, and join the Whinypaluza Mom Facebook Group for support, encouragement, and connection with other parents navigating the beautiful chaos of family life.

What happens when a simple idea to connect with other moms becomes a national brand, secures major retail partnerships, and launches a new mission to help women entrepreneurs grow smarter? In this episode of Sharkpreneur, Seth Greene interviews Lindsay Pinchuk, Founder and CEO of Lindsay Pinchuk Marketing + Consulting. She shares how she turned a $500 investment into a seven-figure brand, partnered with major companies such as Target, Nordstrom, Huggies, and Unilever, and ultimately navigated the challenges of selling her company. She also discusses the power of partnerships, staying authentic while scaling, and how she now helps women small business owners build meaningful, sustainable businesses. Key Takeaways:→ Strategic local partnerships with retailers, experts, and community leaders can help companies quickly build trust.→ Maintaining trust with your audience means saying no to products, brands, and partnerships that don't align with your values. → How to turn brand interest into formal sponsorship through national partnerships with major brands. → Finding brand ambassadors in new cities lets you scale your business while keeping your brand personal and community-driven. → Simple marketing fundamentals still work for small businesses. Lindsay Pinchuk is an award-winning entrepreneur and one of fewer than 1% of female founders to lead her company through an acquisition. After nearly 25 years in marketing and sales, she left corporate America to found Bump Club and Beyond, bootstrapping it from $0 to seven figures for six consecutive years, turning a profit in year one, and building partnerships with brands like Target, Nordstrom, Huggies, ULTA, and more. She grew the community to 3M+ monthly users and led the company's acquisition in under a decade. Today, Lindsay supports women business owners (especially 40+) through Dear FoundHer…, a podcast-turned-movement with a Substack, community, mentorship, and events. She consults, teaches, and speaks on simple, cost-effective marketing using her SWEEP framework. Connect With Lindsay:Website: https://www.lindsaypinchuk.com/Instagram: https://www.instagram.com/lindsaypinchuk/Facebook: https://www.facebook.com/LindsayPinchuk/LinkedIn: https://www.linkedin.com/in/lindsaypinchuk/https://www.linkedin.com/company/lindsay-pinchuk-marketing-consulting/

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatars, landing pages, surveys, nurture campaigns, and sales training. He also discusses why dinner seminars and radio shows are less effective than they used to be, how compliance affects advisor marketing, and why patience, follow-up, and continual improvement are essential to converting online leads.   Key Takeaways: → Online ads perform best when advisors target a specific client avatar. → Campaigns focused on tax issues, Roth conversions, or TSPs can attract more qualified prospects. → Lead quality improves when prospects are filtered by age, assets, and fit before they reach the advisor. → A strong landing page and survey process help train the ad algorithm to identify better prospects. → Advisors who treat every failed conversation as feedback can improve conversion rates over time. Allan Khazak is a Canadian entrepreneur, digital marketing expert, and founder and CEO of Vroom Media Group, a results-driven agency that helps life insurance brokers, financial advisors, and annuity agents generate qualified prospects and convert them into clients. Raised in Canada by an immigrant family, Allan developed a strong work ethic and entrepreneurial mindset early in life. He studied at the Schulich School of Business at York University in Toronto before beginning his career in public accounting. In 2019, Allan founded Vroom Media Group to help solve one of the insurance industry's biggest challenges: consistent lead generation and conversion. Under his leadership, the agency has built a niche using data-driven strategies, online advertising, and proprietary systems to help advisors book qualified appointments and grow annuity production.   Connect With Allan: Website: https://www.vroommediagroup.com/ Instagram: https://www.instagram.com/vroommediagroup/ X: https://x.com/GroupVroom Facebook: https://www.facebook.com/VRMMediaGroupLeadGen Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when boxing, engineering, and connected fitness collide to create a smarter way to train at home? In this episode of Sharkpreneur, Seth Greene interviews Khalil Zahar, CEO and Co-Founder of FightCamp, who shares the journey from prototyping for elite athletes to creating a scalable home fitness solution, the challenges of pivoting and right-sizing during growth, and the balance between accessibility and authentic boxing training. He also discusses the future of connected fitness, hybrid training models, and how to build a passionate user community while leveraging technology to enhance engagement. Key Takeaways:→ Home fitness solutions must balance accessibility with the integrity of sport.→ Connected fitness is a growing industry because an increasing number of people continue to exercise as they age. → Having a team of the right size is critical for operational efficiency and profitability. → Micro-puzzles in entrepreneurship keep problem-solving and innovation engaging. → FightCamp is accessible across platforms via apps and social media to foster community engagement. Khalil Zahar is the Founder and CEO of FightCamp, the connected boxing platform that brings authentic fight training into people's homes. Since its launch, FightCamp has raised $100 million from investors, including Y Combinator, New Enterprise Associates, and Left Lane Capital, as well as athletes and cultural icons such as Mike Tyson, Floyd Mayweather Jr., Georges St-Pierre, and Francis Ngannou. Under Khalil's leadership, FightCamp has become one of the most recognized brands in connected fitness, combining hardware, software, and coaching to deliver a fighter-level training experience to consumers worldwide. Khalil is known for building products at the intersection of technology, sport, and culture, and for leading FightCamp through both hyper-growth and disciplined profitability in a challenging consumer hardware market. He's particularly passionate about the psychology of fighters, brand-led growth, and building companies that blend performance, storytelling, and community. Connect With Khalil:Website: https://joinfightcamp.com/Instagram: https://www.instagram.com/khalilzahar/ LinkedIn: https://www.linkedin.com/in/khalilzahar/

Most high earners follow the traditional path, but true financial freedom comes from earning, saving, and strategically leveraging money. In this episode of Sharkpreneur, Seth Greene interviews Ryan D. Lee, Founder of Wealth Outside Wall Street, who shares his journey from a six-figure corporate career to building a system for financial freedom. He also explains the three engines of wealth: earning, protecting, and generating passive income. He discusses the difference between investing and speculating, using the tax code strategically, and building a pathway to financial independence. Key Takeaways:→ The three engines of wealth are income, capital, and passive assets. → Making money is only one part; keeping money is equally critical. → Passive income converts saved capital into sustainable cash flow. → Speculating is risky; investing prioritizes safety and predictable returns.→ Success is measured by income-generating assets, not just net worth or ROI. Ryan D. Lee's journey to financial freedom began with frustration and loss. A six-figure salary and a maxed-out 401(k) weren't enough to shield him from the devastating effects of the 2008 financial crisis. Determined to find a better path, Ryan discovered a powerful combination of real estate and high-cash-value life insurance—now known as the Passive Income Machine. Today, Ryan is a trusted mentor and speaker who has helped thousands achieve financial independence. As the co-founder of Wealth Outside Wall Street, he's on a mission to teach individuals how to build cash-flowing assets, break free from conventional financial systems, and live a life of purpose and freedom. Connect With Ryan:Website: https://wealthoutsidewallstreet.com/ Instagram: https://www.instagram.com/theryandlee/ TikTok: https://www.tiktok.com/@ryan_d_lee Facebook: https://www.facebook.com/wealthoutsidewallstreet/ LinkedIn: https://www.linkedin.com/in/ryan-d-lee-31838b304/ YouTube: https://www.youtube.com/@WealthOutsideWallStreet

Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank's Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Most adults operate in survival mode far too often, limiting critical thinking, empathy, and leadership effectiveness.In this episode of Sharkpreneur, Seth Greene interviews Dr. Eugene K. Choi, Founder & CEO of Destiny Hacks, who explains how fight, flight, and freeze responses hijack the nervous system and impede decision-making, resilience, and executive presence. He also shares practical tools for emotional regulation, accessing higher-level brain functions, and creating more effective, empathetic leadership in high-pressure environments.Key Takeaways:→ The brain operates in either survival mode or executive state, never both at once. → Chronic survival responses inhibit critical thinking and empathy.→ Emotional pain can trigger survival responses as strongly as physical threats.→ Awareness is the first step in shifting from a survival state to an executive state. → Regular practice in emotional regulation enhances leadership, problem-solving, and resilience. Dr. Eugene K. Choi is a Transformational Leadership Coach on a mission to transform leaders, businesses, and communities. He teaches executive leaders how to achieve and sustain peak performance in high-stress, high-stakes, and high-change environments.Dr. Eugene created a unique, science-backed process that teaches leaders to activate their executive brain, dramatically improving results and increasing clarity and focus in challenging, unpredictable situations. He has a background in clinical pharmacy, neuroscience, and business coaching, and has helped thousands of entrepreneurs and executives optimize their mindset, reduce toxic stress, and lead with greater impact.Dr. Eugene's expertise in audience growth has resulted in over 8 million views on his online articles and over 23 million views on his short films. He has also worked with hundreds of entrepreneurs to help them scale their businesses to generate more revenue and impact. These experiences have been critical in helping clients produce tangible results in their businesses.Connect With Eugene:Website: https://destinyhacks.co/https://eugenekchoi.comInstagram: https://www.instagram.com/eugenekchoi/LinkedIn: https://www.linkedin.com/in/eugenekchoi/

The end of the school year is beautiful… and completely exhausting.Between permission slips, award ceremonies, sports, proms, graduations, lunches, emails, and trying to keep everyone emotionally afloat, many parents are quietly running on fumes. In this honest and funny Whinypaluza Wednesday conversation, Rebecca Greene shares the reminders she desperately needed herself during the “June Jungle” and why this season can feel overwhelming even when it's filled with joyful moments.In this heartfelt episode, Rebecca Greene and Seth Greene talk about the emotional rollercoaster that comes with the end of the school year. Rebecca opens up about feeling stretched thin by nonstop school responsibilities, emotional milestones, and the pressure parents often put on themselves to “do it all.”From learning to ask for help and lean on your village to lowering expectations around perfection, Rebecca shares practical coping strategies that help her navigate May and June each year. The conversation also touches on parenting transitions, senior year emotions, the importance of downtime, and giving yourself grace during one of the busiest times of the year.Key Takeaways→ You do not have to attend every single event to be a loving parent→ Stop trying to do everything alone and lean on your support system→ The end of the school year can bring unexpected emotions and grief→ Lowering the bar in June can protect your mental health→ Small moments of peace and celebrating little wins really matter→ Compassion and grace go a long way for parents, teachers, and kids alikeIf you know a parent who is deep in the “June Jungle,” share this episode with them. Sometimes the best reminder we can hear is that we are not alone.

A business can be profitable and still leave its owner exhausted, trapped, and wondering why success feels so heavy. In this episode of Sharkpreneur, Seth Greene interviews Andy Clark, the Creator of The Whole PIE System™, who explains how small-business owners can build profitable, impactful, and enjoyable companies without getting stuck in constant reaction mode. He also shares how owners can shift from operator to true owner by clarifying priorities, strengthening accountability, improving financial management, and building systems that support sustainable growth. Key Takeaways:→ Early startup effort is not sustainable long-term.→ Profit alone doesn't create a fulfilling business. → Owners must let go if they want the business to grow. → Finance is one of the most under-resourced business functions. → The Whole PIE System™ focuses on profit, impact, and enjoyment. Andy Clark is the bestselling author and business strategist behind The Whole PIE System™, a framework that helps small business owners build more Profitable, Impactful, and Enjoyable companies. With a background in business law and two decades of advising and running businesses, Andy saw firsthand that most entrepreneurs aren't failing for lack of effort—they're overwhelmed by complexity and constant firefighting. Determined to offer a better path, he created a simple, practical system that helps owners get out of the weeds and lead with clarity and confidence. Since then, Andy has worked with business owners across North America to streamline operations, strengthen teams, and build businesses that grow sustainably without burning them out. His philosophy is direct: structure creates freedom, and small changes can unlock massive results. Known for making business feel achievable again, Andy gives overwhelmed founders the tools—and the belief—to reclaim their time, increase profit, and rediscover the joy in their work. Connect With Andy:Website: https://thewholepiesystem.com/ LinkedIn: https://www.linkedin.com/in/clarkandy8/

Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement eligibility, TSP rules, survivor benefits, and insurance decisions, and how advisors can better serve this specialized market. She also discusses how financial professionals can build credibility by leading with service, understanding federal benefit language, and helping employees make more informed retirement planning decisions.   Key Takeaways: → Federal benefits involve unique rules around pensions, survivor benefits, TSP withdrawals, military service credits, and retirement eligibility that many advisors overlook. → Missing prior service history, part-time service adjustments, or military deposits can significantly impact projected retirement income.    → Federal employees are highly sensitive to transactional sales approaches and respond better to advisors who lead with education and genuine support. → Recent workforce restructuring, early retirement programs, and shifting government policies have created confusion around retirement timing and financial readiness.   → Familiarity with federal systems, terminology, and planning structures helps advisors establish credibility and improve client confidence.     Cassie Graves founded Fed Options Consultants and Information Services, LLC to provide high-level back-office federal benefits support for seasoned financial professionals serving federal employees.  As the spouse of a federal employee, and with many family and friends in federal service, she saw firsthand how often benefits are misunderstood, especially approaching retirement. That insight became her mission: help employees understand the real consequences of their benefit choices.   Connect With Cassie: Facebook: https://www.facebook.com/fedoptions LinkedIn (Company): https://www.linkedin.com/company/fed-options/ LinkedIn (Personal): https://www.linkedin.com/in/cassie-graves-623ba5132/ Learn more about your ad choices. Visit megaphone.fm/adchoices

As software becomes more deeply embedded in everyday life, poor quality is no longer just an inconvenience. It can become a serious business risk. In this episode of Sharkpreneur, Seth Greene interviews Adam Sandman, Founder and CEO of Inflectra Corporation, who explains how Inflectra began by solving the problem of manual, spreadsheet-based software testing and has since evolved alongside cloud, mobile, and AI-driven technologies. He also discusses the rising stakes of software quality, the importance of clear requirements, the risks of tool fragmentation, and Inflectra's entry into a new category with AI agent testing. Key Takeaways:→ Software quality matters more as technology becomes embedded in daily life. → Inflectra was designed to make testing easier and more accessible. → Testing fails when companies don't know what their systems should do.→ Clear requirements are essential for achieving high-quality outcomes.→ AI agents and chatbots pose new testing challenges. Adam Sandman is a visionary entrepreneur and a respected thought leader in the enterprise software industry. As the Founder and CEO of Inflectra Corporation, Adam has dedicated his career to revolutionizing how businesses approach software development, testing, and lifecycle management. Under Adam's leadership, Inflectra has become a global provider of award-winning solutions, including SpiraTest's powerful test management and Rapise's flexible automation, as well as SpiraTeam's end-to-end traceability. He has led Inflectra's software suite to become a global standard, empowering teams worldwide to deliver high-quality software efficiently and collaboratively. His deep technical expertise, combined with a passion for innovation, has positioned him as a trusted voice in the field, influencing trends and shaping best practices for agile development and quality assurance. Connect With Adam:Website: https://www.inflectra.com/Instagram: https://www.instagram.com/inflectra.tech/X: https://x.com/inflectraFacebook: https://www.facebook.com/inflectraLinkedIn: https://www.linkedin.com/company/inflectra-corporation/YouTube: https://www.youtube.com/inflectracorporation

Scaling is not just about selling more. It is about knowing when the business is truly ready to grow. In this episode of Sharkpreneur, Seth Greene interviews Mark Roberge, Co-Founder & Managing Director at Stage 2 Capital, who shares lessons from helping HubSpot scale from its earliest days to IPO, including why founders often mistake early sales traction for true readiness to scale. He also discusses the role of product value, go-to-market strategy, venture capital, AI, fast-follower opportunities, and his decision to donate the book's proceeds to support mental health. Key Takeaways:→ Product value should take precedence over aggressive revenue growth.→ The startup ecosystem needs greater discipline in revenue growth. → AI is creating major opportunities and societal challenges.→ Fast followers often outperform first movers in the long run.→ Founders need frameworks for scaling, not just ambition. Mark Roberge is a Co-Founder at Stage 2 Capital, the first venture fund supported by over 1,000 top sales and marketing executives. Stage 2 has invested in more than 100 startups, helping founders with proven revenue growth strategies and experienced go-to-market leaders to accelerate their growth. He has also been a member of the teaching faculty at Harvard Business School for over a decade, designing and leading courses on sales, marketing, and entrepreneurship, mentoring thousands of student entrepreneurs, and engaging deeply with the challenges of early-stage growth. Before these roles, Mark was the fourth employee and founding CRO at HubSpot, where he built and scaled the go-to-market organization from zero revenue to a successful IPO, pioneering a data-driven, buyer-centric sales model that has since influenced go-to-market teams worldwide. Connect With Mark:Website: https://www.stage2.capital/X: https://x.com/markrobergeLinkedIn: https://www.linkedin.com/in/markroberge/

AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Sam Sova, Co-Founder and CEO of Subatomic, who explains how advisory firms can use AI, data orchestration, and workflow-native agents to connect disconnected systems, improve operational efficiency, and create more personalized client engagement. He also discusses why AI adoption requires a different mindset than traditional software, how mid-sized firms can move quickly, and why the future advisor role will remain deeply human while becoming more scalable through AI.   Key Takeaways: → The future of AI adoption is less about buying individual tools and more about creating AI teammates that can learn preferences, complete tasks, and operate autonomously. → Most advisory firms operate with fragmented systems that do not communicate effectively. AI becomes dramatically more powerful when client data is orchestrated into a single unified view.    → Smaller and mid-sized firms can implement AI solutions quickly and adapt faster than larger institutions burdened by bureaucracy and legacy systems.   → Tasks like meeting preparation, workflow automation, and data aggregation that once consumed thousands of hours annually can now be completed in minutes.   → AI can help advisors create more meaningful client interactions by connecting personal interests, market events, and client data to generate relevant outreach opportunities.     Sam Sova is the Co-Founder and CEO of Subatomic, where he helps wealth management firms break through the growth ceiling by hiring AI Co-Workers instead of adding headcount.  Instead of layering automation on top of fragmented systems, Subatomic unifies data across the tools firms already use so AI can operate natively inside real workflows. Sam brings more than two decades of experience across marketing, strategy, and technology, with prior leadership roles at Fiserv, TIAA, AT&T, Johnson Controls, Con Edison, and Soluna.   Connect With Sam: Instagram: https://www.instagram.com/subatomicai/ LinkedIn (Company): https://www.linkedin.com/company/subatomicai/ LinkedIn (Personal): https://www.linkedin.com/in/samsova/ X (Company): https://x.com/subatomicai X (Personal): https://x.com/samsova   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time. In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses. Key Takeaways:→ Business owners need proactive tax planning, not year-end panic attacks.→ Accurate books are the foundation for better tax decisions. → The wrong business structure can cost owners money.→ A good CPA should do more than fill out boxes on a tax return.→ Tax strategy should align with the owner's, business's, and family's goals. Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared.After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center. Connect With Peter:Website: https://peterholtzcpa.com/Instagram: https://www.instagram.com/peterholtzcpa/Facebook: https://www.facebook.com/PeterHoltzCPALinkedIn: https://www.linkedin.com/company/peterholtzcpahttps://www.linkedin.com/in/peter-holtz/

What if the reason your marketing isn't working has nothing to do with your ads? In this episode of Sharkpreneur, Seth Greene interviews Shamir Duverseau, Co-Founder and Managing Director at Smart Panda Labs, who explains why the post-click experience is the most overlooked yet critical part of the marketing funnel, especially for high-consideration purchases. He shares how aligning teams, applying behavioral psychology, and improving digital experiences after the click can dramatically increase conversions and overall performance. Key Takeaways:→ Most marketing budgets are spent before the click.→ Trust must be established immediately after the click. → Relevance is the first requirement for engagement. → Enterprise marketing challenges are often people problems. → Managing stakeholders is as important as managing strategy. Shamir Duverseau is a cofounder and Managing Director at Smart Panda Labs, a technical marketing agency for enterprise BwC brands. Throughout his career, he has worked across industries, including travel, entertainment, and technology, with brands such as Southwest Airlines, The Walt Disney Company, and NBCUniversal. Over the past 25+ years in marketing, Shamir has held leadership roles overseeing product management, digital strategy, user experience design, web development, testing, and web analytics. Before joining Smart Panda Labs, Shamir was the Senior Director of Digital Strategy and Services for Marriott International's Vacation Club Division. Connect With Shamir:Website: https://smartpandalabs.com/Facebook: https://www.facebook.com/smartpandalabsLinkedIn: https://www.linkedin.com/company/smart-panda-labs/YouTube: https://www.youtube.com/@smartpandalabs7668

What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships. Key Takeaways: → Why investment professionals often struggle to understand how their choices compare across the market. → How Decision Technologies' patented tool helps users score and rank investment funds objectively. → How this tool allows you to create personalized ranking systems tailored to your client's goals. → How real-time ranking allows users to monitor funds and adjust as market conditions change. → Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively. Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC's Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC's transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace. Connect With Eric: Website: https://decisionengines.tech/ https://prorrt.com/ LinkedIn: https://www.linkedin.com/in/eric-smith-82558710/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if one piece of content could open doors to opportunities you never imagined? In this episode of Sharkpreneur, Seth Greene interviews Shiloh Rodriguez, a Music Composer, Producer, & Songwriter, who shares how he strategically uses Instagram to reach decision-makers, build relationships, and create opportunities without relying heavily on paid ads. He explains how consistency, targeting specific individuals, and delivering value upfront have helped him turn creative content into real-world business results. Key Takeaways:→ Social media can be used to target specific decision-makers.→ Finding a “wave” of content that works is critical for growth.→ Organic reach can outperform paid ads when used strategically.→ Delivering value upfront helps open doors to new opportunities.→ Long-term success comes from consistent execution and visibility. Shiloh Rodriguez, a music composer, producer, and songwriter, is using the modern marketplace to build a career on his own terms. Through social media and original composition, Shiloh is turning creativity into opportunity and showing what's possible for today's artists. Connect With Shiloh:Website: https://shilohaudio.comInstagram: https://www.instagram.com/shilohrodriguez TikTok: https://www.tiktok.com/@shilohaudio?lang=en YouTube: https://www.youtube.com/channel/UCo8tj4rp-j9eWcUPTTdTMYg/videos

What if one missing sock revealed one of your biggest parenting lessons?This week on Whinypaluza Wednesday, Rebecca Greene and Seth Greene pull back the curtain on parenting mistakes, overprotecting, perfectionism, instant gratification, praise versus criticism, and learning to give yourself grace.From sleepovers and lost hoodies to AP classes, independence, grief, and the “love pause,” this honest and funny conversation reminds us that there is no perfect parent… only parents willing to learn, grow, and keep showing up.It all started with a sock.Rebecca shares the parenting moment that made her stop and realize how small frustrations can leave a lasting impact. Together, Rebecca and Seth reflect on the evolution of parenting three children, how differently we parent our first versus our last, and why sometimes the best thing we can do for our kids is step back and let them figure things out.They also dive into overpraising, overquestioning, helicopter parenting, and learning to pause before reacting.With Mother's Day around the corner, this episode is a beautiful reminder that parenting is not about perfection. It is about love, awareness, growth, and grace.Key Takeaways→ Sometimes the smallest moments create the biggest parenting lessons.→ Overprotecting often comes from love, but independence builds confidence.→ Kids do not always need us to fix their problems.→ Specific praise builds stronger self-esteem than generic compliments.→ Learning to pause before reacting can change everything.→ Parents need grace, too.Call To ActionIf this episode made you laugh, reflect, or think about your own parenting journey, please share it with a friend, another mom, dad, grandparent, or caregiver who needs this conversation.Subscribe, leave a review, and never miss an episode of The Whinypaluza Podcast.Listen here: The Whinypaluza Podcast on Apple PodcastsExplore Rebecca's blogs, free resources, and community here: Whinypaluza Official Website

What if the platform you think is too expensive is actually your most profitable channel? In this episode of Sharkpreneur, Seth Greene interviews Anthony Blatner, Managing Director at Speedwork Social, who explains how LinkedIn advertising has evolved and why it often delivers higher-quality leads despite higher upfront costs. He shares new strategies, including thought-leader ads, improved attribution tracking, and ways B2B marketers can use LinkedIn to drive demand and scale their pipelines more effectively. Key Takeaways:→ LinkedIn is best for reaching niche professionals at scale.→ Cost per quality is more important than cost per click.→ Personal LinkedIn profile ads outperform company page ads. → LinkedIn was less affected by iOS tracking changes than Meta.→ AI is changing how marketers design and analyze campaigns. Anthony Blatner is the Founder and Managing Director of Speedwork Social. This LinkedIn-focused B2B growth agency helps mid-market and enterprise SaaS companies drive revenue through high-performance LinkedIn advertising. Anthony also hosts the LinkedIn Ads Radio podcast, where he interviews LinkedIn product leaders and top B2B marketers about what is working on the platform today. He is a LinkedIn Learning Instructor for B2B Marketing on LinkedIn and teaches LinkedIn Ads Smart Tips & Tricks. Connect With Anthony:Website: https://speedworksocial.com/LinkedIn: https://www.linkedin.com/in/anthonyblatner/https://www.linkedin.com/company/speedwork/

What if your message sounds just like everyone else, and that's why clients aren't choosing you? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace.  Jody explains why earned media, thought leadership, and clear messaging are more important than ever as search behavior shifts, and generative AI prioritizes third-party validation over corporate content.   Key Takeaways: → Generative AI and search trends increasingly prioritize third-party media mentions over company-owned content, making PR more critical than ever. → Advisors must clearly define who they serve, how they serve them, and what makes them different in order to stand out.   → Overreliance on templated or AI-generated messaging can lead to indistinguishable brands that fail to resonate with ideal clients.   → Real client stories and relatable examples help demonstrate value more effectively than technical jargon or abstract claims.   → Strong communicators prepare clear, focused messages and deliver them conversationally, rather than relying on scattered talking points.     Jody Lowe is president and founder of Lowe Group, an award-winning financial PR, investment communications, and digital marketing firm. As an entrepreneur who has spent her entire career in the financial services industry, Jody Lowe shows up every day to help her clients build brand awareness and achieve their PR and marketing goals. She has cultivated strong relationships with top-tier media and helps leading asset management, RIAs, and financial services firms build their brands, grow assets, and gain market share.   Connect With Jody: YouTube: https://www.youtube.com/@LoweGroup-dv2pz Instagram: https://www.instagram.com/lowegroup.pr Bluesky: https://bsky.app/profile/thelowegroup.bsky.social LinkedIn (Company): https://www.linkedin.com/company/the-lowe-group-llc/ LinkedIn (Personal): https://www.linkedin.com/in/jody-lowe/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the financial advice you've been following is holding you back? In this episode of Sharkpreneur, Seth Greene interviews Garrett Gunderson, Wealth Liberation Expert and Best-Selling Author, who challenges traditional financial advice and explains why entrepreneurs need a fundamentally different approach to money, investing, and growth. He shares how mindset, cash flow strategy, and investing in yourself can create sustainable wealth and true financial independence. Key Takeaways:→ Scarcity thinking leads entrepreneurs to shrink rather than grow. → Traditional financial advice often conflicts with entrepreneurial success. → Financial independence comes from consistent cash flow, not just from assets. → Investing in skills and capabilities often outperforms traditional investments. → Focus drives growth, whereas diversification protects wealth. Garrett Gunderson helps entrepreneurs build wealth with less stress, without sacrifice, and without being suffocated by spreadsheets that look like they were designed by NASA. Known as “Money Jesus,” Garrett uses humor, storytelling, and practical strategy to make money actually make sense. His Amazon Prime comedy special, The American Ream, proves he can turn even the driest financial concepts into something hilarious and unforgettable while still delivering life-changing insight. He's also a rare advisor who helps entrepreneurs save on taxes and keep way more of what they earn without cutting back. Garrett started his first business at 15 and earned the SBA Young Entrepreneur of the Year award. He later entered the field of finance. He quickly realized the truth: no one teaches entrepreneurs the wealth strategies that actually work. After navigating the 2000 crash with brutal honesty, he devoted his life to studying what the wealthy really do, which led to his signature Rockefeller Method. Today, he helps entrepreneurs achieve financial freedom without sacrificing the life they're building. Connect With Garret:Website: https://garrettgunderson.com/

The real reason your business isn't scaling may surprise you. In this episode of Sharkpreneur, Seth Greene interviews Robert Indries, Managing Partner at Elkridge Advisors, who explains how his firm helps business owners grow, optimize, and ultimately exit by identifying systemic issues, improving operations, and increasing company valuation. He highlights the critical roles of financial analysis, operational independence, and an outside perspective in transforming a business into a scalable, sellable asset. Key Takeaways:→ Scaling is easier when starting from an established revenue base. → Every recurring issue in a company indicates a missing system.→ A business that depends on the owner is not yet a true asset. → External guidance is necessary to break through growth plateaus.→ Real growth comes from optimizing structure, not just increasing revenue. Robert Indries is an internationally recognized entrepreneur and business strategist who has generated over $500 million in results for his clients over the past decade. Featured by Entrepreneur.com as an “International Tycoon,” he owns eight businesses producing consistent seven-figure revenues, with operations spanning four continents and serving thousands of clients worldwide. With a background in hardware engineering, Robert has led more than 200 innovative projects across 19 industries, helping companies improve key performance metrics and achieve strong returns. He has traveled over 100,000 miles to deliver keynote presentations in three languages to audiences around the globe. Today, he leverages his expertise in engineering and scalable systems to help clients maximize value in mergers and acquisitions. A devoted family man, Robert prioritizes meaningful time with his loved ones. Connect With Robert:Website: https://elkridgeadvisors.com/ LinkedIn: https://www.linkedin.com/in/robertindries/

Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets. Key Takeaways: → Why most firms drown in tactics but starve for leads and how to pick winners. → How to diagnose seminars that aren't producing and the benchmarks to aim for. → How to identify which campaigns to scale and which to stop. → Why the best ideas should become best practices that you can repeat across markets. → The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing. Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business. Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars. Connect With Matt: Website: https://www.billgoodmarketing.com/ Facebook: https://www.facebook.com/BillGoodMarketing/ LinkedIn: https://www.linkedin.com/company/bill-good-marketing/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your “profit” figure is giving you a false sense of security? In this episode of Sharkpreneur, Seth Greene interviews Jay Aldebert, Chief Growth Officer at International Services, Inc., who explains that traditional accounting often overlooks critical financial realities, including debt service, working capital, and true profit requirements. He also shares how his system helps business owners uncover hidden financial gaps, improve decision-making, and build stronger, more sustainable companies. Key Takeaways:→ Most business owners treat profit as an afterthought rather than a necessity. → Accounting focuses on history, while finance focuses on what a business needs to do to survive. → Debt service is often overlooked in profit calculations but is critical to survival.→ Financial reports are lagging indicators and don't inform real-time decisions.→ Every business has a minimum required profit determined by its financial structure. Jay Aldebert is the architect behind a growing movement to replace traditional accounting as the primary decision-making system for business owners. After 25 years inside a $250 million consulting organization and conducting more than 86,000 field analyses, Jay concluded that most owners operate in financial fog, relying on backward-looking reports that fail to guide the future. He created Return to Owner (RTO), a performance system focused on operational control, profit engineering, and exit readiness—measuring success by what the owner actually takes home. Drawing on one of the largest real-world datasets of privately held businesses, Jay has identified why companies stall and profits disappear. Through his platform Profit by Design, he helps owners gain clarity, increase profitability, and build businesses that deliver real financial outcomes. Connect With Jay:Website: https://profitbydesignconsulting.com/ Instagram: https://www.instagram.com/jayaldebert/ TikTok: https://www.tiktok.com/@jay.aldebert LinkedIn: https://www.linkedin.com/in/jaybaldebert/ YouTube: https://www.youtube.com/@jay_aldebert

What happens when a simple, innovative idea becomes a $55 million business? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene speak with Kris Dehnert, the founder of Dugout Mugs, who shares the incredible story of turning a baseball bat into one of the coolest and most successful drinking mugs in the world. From scaling the business by triple digits to leveraging unique customer acquisition strategies, Kris walks us through his journey of success, challenges, and growth. He also reveals how he diversified the product line and the lessons learned along the way, building a brand that is now a household name in the sports industry. Key Takeaways:→ The importance of focusing on the right metrics, like customer experience.→ Creative strategies for gaining customers through email and text messaging.→ The role of feedback and customer insight in shaping product offerings and business direction.→ How to build a brand with strong customer service and high engagement.→ Why creating a lifestyle business gives entrepreneurs freedom to travel and enjoy life.Kris Dehnert is the CEO and owner of Dugout Mugs®, a company that makes unique, MLB-licensed products for baseball fans. He is also the founder of Dehnert Media Group and a seasoned entrepreneur with over 15 years of experience in various industries, including real estate, apparel, hard goods, and affiliate marketing. With a focus on e-commerce and social media, Kris has generated over $65 million in online sales. At Dehnert Media, he advises businesses on improving their sales, marketing, eCommerce, and social media strategies, emphasizing fun, efficient systems and maximizing time and network value. Kris also runs Bigg Golf, a venture dedicated to manufacturing innovative golf products. Kris is passionate about finding businesses with potential and helping them thrive with his expertise and vision. Connect With Kris: Dugout Mugs: https://dugoutmugs.com/?Denhert Media Group: https://www.dehnertmediagroup.com/Bigg Golf: https://bigggolf.com/Instagram: https://www.instagram.com/dugoutmugsX: https://x.com/KrisDehnertFacebook: https://www.facebook.com/DehnertMediaGroup

What if the biggest risk in real estate investing isn't the market, but the way you're thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned capital. He breaks down the realities of market cycles and debt strategies and explains how investors can avoid costly mistakes while building sustainable wealth through multifamily real estate. Key Takeaways: → Building wealth in multifamily real estate is less about short-term flips and more about holding quality assets that generate consistent, compounding returns over time.   → Using long-term, fixed-rate financing helps investors survive economic downturns and avoid being forced out during market cycles. → Market success is driven less by job growth headlines and more by how many new units are being built. → Making decisions purely for tax benefits can lead to poor outcomes; investments must stand on their own merits first. → Renovating existing properties and improving operations can create strong returns, especially when new development is constrained.   Dwight Dunton is the Founder and CEO of Bonaventure, a respected multifamily investment firm. The company advises family offices and high-net-worth clients on building and preserving long-term wealth through multifamily real estate. Bonaventure focuses on development, investment, management, and tax-advantaged strategies across the Mid-Atlantic and Southeast.   Connect With Dwight: Website: https://bonaventure.com/ LinkedIn: https://www.linkedin.com/in/dwightdunton/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the most powerful tool in your business was the one that truly understood you better than you understand yourself? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Rich Schefren, owner of Strategic Profits, who discusses his most personal and groundbreaking innovation yet: Zenith Mind. Known as the "guru to the gurus," Rich has helped many entrepreneurs scale—but when he faced his own internal challenge, he turned to AI to develop a tool that would understand him deeply. What began as a personal solution has grown into a transformative system that combines self-awareness, performance psychology, and AI-powered mentorship. Key Takeaways:→ Why AI's biggest strength is pattern recognition.→ Why most advice falls short, and how personalized AI flips the script.→ How the Zenith Mirror Score shows how well your AI knows you.→ How AI can expose lifelong personal patterns that most don't even realize they are repeating.→ The ultimate vision: AI as a therapist, business strategist, partner, and friend.Rich Schefren is widely recognized as an Internet marketing pioneer and one of the world's leading experts in online business strategy. As the founder of Strategic Profits in 2005, Rich has made it his mission to turn struggling opportunity seekers into successful entrepreneurs. Throughout his career, he has coached some of the world's top online business gurus and helped his clients increase their revenues by billions of dollars.Rich has a proven track record of success, having grown three of his own businesses to 7-figure annual revenues. He is credited with authoring the first “viral” free business report and popularizing online business coaching in 2005. In 2009, he invented the first automated webinar, further revolutionizing the online business landscape. With his deep understanding of business strategy, Rich continues to be a key influencer in the world of online entrepreneurship. Connect With Rich: Website: https://richschefren.com/Instagram: https://www.instagram.com/therealrichschefren/X: https://x.com/richschefrenFacebook: https://www.facebook.com/StrategicProfitsHQLinkedIn: https://www.linkedin.com/in/rich-schefren/

Spring break sounds relaxing until you try to make everyone in the family happy at the same time.In this honest and funny episode, Rebecca Greene and Seth Greene share the reality of their whirlwind New York City spring break filled with college tours, shopping, Broadway, family negotiations, and a whole lot of walking. From Times Square chaos to Chinatown bargains, from the excitement of Chicago to the exhaustion of trying to please everyone, this trip came with plenty of memorable moments and real-life lessons.The big takeaway? You cannot make everyone happy every second of the trip, but you can take turns. Rebecca and Seth talk about balancing the needs of each family member, letting everyone choose something special, and accepting that a good family vacation does not have to be perfect to be meaningful.If you have ever come home from a trip needing a vacation from your vacation, this episode will feel very familiar.Key Takeaways:→ You cannot make everyone happy all the time, but you can take turns→ Letting each family member choose one special part of the trip helps everyone feel included→ Family travel is often more about flexibility than perfection→ Some of the best memories come from the chaos, not the plan→ A successful trip is one where everyone feels seen, even if not everyone gets their way every moment.Listen, relate, and share with a parent who needs to hear this.Follow Rebecca GreeneBlog https://www.whinypaluza.com/Podcast https://www.whinypaluza.com/podcastBook 1 https://bit.ly/WhinypaluzaBookBook 2 https://bit.ly/whinybook2Facebook https://www.facebook.com/whinypaluzaparentingandmarriageInstagram https://www.instagram.com/becgreene5/TikTok https://www.tiktok.com/@whinypaluzamom?lang=enYouTube https://www.youtube.com/WhinyPaluza

What if the career you worked hardest for is actually the thing keeping you stuck? In this episode of Sharkpreneur, Seth Greene interviews Chirag Chaudhari, MD, Emergency Physician, Real Estate Syndicator, Investor Educator, who shares how he transitioned from trading time for money in a high-income medical career to building scalable wealth through passive investing and disciplined due diligence. He breaks down how he has helped over 250 physicians access alternative investments, mitigate risk, and move toward true financial freedom. Key Takeaways:→ Passive investing allows your money to work without requiring additional time from you.→ Traditional retirement vehicles can limit growth relative to alternative investments.→ The best investors focus on mitigating downside risk before pursuing upside.→ Transparency and communication are non-negotiable in any investment partnership.→ Financial freedom changes how you show up in your career because you choose to work rather than needing to. Dr. Chirag Chaudhari is an emergency medicine physician turned real estate syndicator, known as the “Physician Fiduciary” for busy professionals. After years in medical leadership, he shifted careers after a defining “no,” prompting him to rethink his definition of success and begin what he calls his real estate fellowship.What began with a few rental properties alongside his wife has grown into a portfolio of 787 units spanning multifamily conversions, land syndications, ground-up construction, short-term rentals, and oil and gas funds.For Chirag, investing is about more than numbers. He treats each deal with the same care as a physician, conducting thorough due diligence so professionals can invest confidently, without added stress. His journey reflects resilience and a mission to help others achieve financial freedom. Connect With Chirag:Website: https://thesyndicationdoctor.com/

If your prospects aren't making decisions as they used to, it may not be your offer; it may be how their brains process it. In this episode of Sharkpreneur, Seth Greene interviews Paul Ross, Elite Sales Trainer, who shares how his background in hypnosis and NLP led to a breakthrough understanding of how decisions are made and why most salespeople target the wrong part of the brain. He explains how language patterns, focus, and suggestion can help entrepreneurs and financial professionals dramatically improve conversions in today's distracted, fast-moving market. Key Takeaways:→ Buying decisions are made subconsciously. → Prospects must trust themselves before trusting you.→ Suggestion is more powerful than direct persuasion.→ Traditional rapport-building techniques are increasingly ineffective.→ Objections often stem from a lack of psychological positioning. For 30 years, Paul Ross has been the secret weapon for sales leaders who've exhausted conventional methods. He mastered influence in the most brutal testing ground - dating - so effectively that Tom Cruise played a character based on him in Magnolia. When clients mapped his techniques to sales and started crushing numbers, Paul saw the gap: everyone pushes facts while buying decisions happen unconsciously. So he built The Subconscious Sales Advantage - using hypnotic language to bypass resistance and create buying states in minutes. Clients see 30%+ increases in 90 days. Paul's mission: arm driven sales leaders with psychological tools their competition doesn't know exist - so they stop grinding and start dominating. Connect With Paul:Website: https://www.speakerpaulross.com/

Hiring the wrong contractor doesn't just cost money, it can turn your entire project into a nightmare. In this episode of Sharkpreneur, Seth Greene interviews Jon Grishpul, Co-Founder of GreatBuildzs, a platform dedicated to helping homeowners find ethical, vetted contractors. With a background in marketing, technology, and consulting, Jon combines his expertise with insights into the construction industry to address one of the most frustrating problems homeowners face. He explains how contractor scams work, why most online listings are misleading, and how a hands-on vetting process can protect homeowners while ensuring better outcomes for everyone involved. Key Takeaways:→ Most contractor listings favor paid ads over quality.→ Many contractor scams involve fake or stolen licenses.→ Vague estimates are a significant warning sign. → Payments should be linked to completed project milestones.→ Performance-based pricing aligns incentives for everyone involved. Jon Grishpul is the co-founder of GreatBuildz, a remodeling matching service that connects homeowners with vetted general contractors. He's built his reputation at the intersection of renovation expertise and homeowner advocacy, helping people make smarter decisions on remodels, ADUs, contractor selection, and realistic budgeting.Jon's insights have been featured in Forbes, the LA Times, U.S. News & World Report, and the Los Angeles Business Journal. He's also a sought-after podcast guest and thought leader, with appearances on A Well-Designed Business, The Tiny House Lifestyle Podcast, and the Spaces Podcast.As a published author and media contributor, Jon writes practical, expert-driven articles on home remodeling, hiring the right contractor, and planning budgets that actually hold up. Connect With Jon:Website: https://www.greatbuildz.com/Instagram: https://www.instagram.com/greatbuildz/TikTok: https://www.tiktok.com/@greatbuildzFacebook: https://www.facebook.com/GreatBuildzLinkedIn: https://www.linkedin.com/company/greatbuildz/https://www.linkedin.com/in/jongrishpul/

Helping children build self confidence is one of the most important things we do as parents.In this fan favorite episode of Whinypaluza, Rebecca Greene and Seth Greene talk about what really helps kids believe in themselves. They share honest thoughts on how confidence grows through trying new things, learning from mistakes, being encouraged by trusted adults, and discovering what makes each child unique.Rebecca and Seth also discuss why comparison can quietly damage confidence, especially when kids are measured against siblings, classmates, or friends. Instead, they encourage parents to help children focus on their own progress, celebrate who they are, and develop the resilience to keep going even when life feels hard.This episode is a strong reminder that confidence is not built overnight. It is built through support, communication, realistic expectations, and giving kids the space to grow into themselves. → Why trying new things helps children build confidence → How comparison can hurt more than it helps → Why resilience matters more than perfection → The role teachers, coaches, and other trusted adults can play → How parents can celebrate individuality without pressure → Why a growth mindset helps kids keep moving forwardThis episode is a fan favorite for a reason. If you are raising kids and want to help them feel stronger, more capable, and more confident in who they are, this conversation is worth another listen.Join the Whinypaluza community for more parenting insight and encouragement: https://www.whinypaluza.com/2024/01/24/seventeen-and-soaring/#Subscribe, share your thoughts, and stay connected with Whinypaluza.Follow Rebecca Greene Blog https://www.whinypaluza.com/Podcast https://www.whinypaluza.com/podcastBook 1 https://bit.ly/WhinypaluzaBookBook 2 https://bit.ly/whinybook2Facebook https://www.facebook.com/whinypaluzaparentingandmarriageInstagram https://www.instagram.com/becgreene5/TikTok https://www.tiktok.com/@whinypaluzamom?lang=enYouTube https://www.youtube.com/WhinyPaluza