Series: Financial Acumen

Episode 84: Cyber Fraud: Protecting Your Assets In A Fast And Growing $9 Billion Industry with Kathy Stokes

Today we have an incredibly timely and educational show lined up for you with Kathy Stokes, the director of fraud prevention programs at AARP. Our conversation unfolds with a personal touch as I share a recent experience where my digital wallet was hacked. Kathy offers a powerhouse of insights, stressing the importance of reporting such…

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Episode 83: Nature vs. Nurture: Unpacking the DNA of Entrepreneurship with Keaton Hoskins

Today we have an insightful conversation on entrepreneurship and networking with Keaton Hoskins, also known as “The Muscle” from the Diesel Brothers and founder of Limitless Society! Together, we explore the raw truths of starting and running a business, emphasizing the vital role of networking and the sometimes overlooked value of paying for invaluable experiences….

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Episode 80: Getting the Highest ROI on People, Time and Money with Cameron Herold

Today I had a great conversation with Cameron Herold, the founder of COO (Chief Operating Officer) Alliance. There was so much I wanted to talk to Cameron about that we just jumped right into it and Cameron shared some great advice and insight on what a COO’s role is and considerations to make when hiring…

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Episode 79: From Ordinary to Extraordinary: Supercharge Your Impact with Tom Reber

Today I’m talking to Tom Reber, the founder of The Contractor Fight. Tom works with people specifically in the contractor space to be more profitable and grow their businesses, but the advice he shares is applicable across all industries. Tom and I had a great conversation about the behind the scenes of running a profitable…

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Episode 73: Unleashing the Hidden Potential: Mastering Mediocrity for Extraordinary Success with Will Nitze

Will Nitze is the founder and CEO of IQBAR, a brain and body nutrition company. I reached out to Will because I actually like and use his product. We had a really insightful conversation where he shared in-depth about his journey to starting IQBAR and all of the big steps in between brainstorming his product…

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Episode 72: How to Create and Grow a Multi-Billion Dollar Company with Dan Macklin

My guest today is Dan Macklin, cofounder of SoFi, a multi-billion dollar publicly traded company, and the CEO of Salary Finance Inc. We talk about what it takes to grow a multi-billion dollar company, what it takes to raise capital, and the pitfalls and challenges along the way. We discuss shifting roles from co-founder of…

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Episode 71: Ins And Outs of Passive Real Estate Investing with Left Field Investors

In today’s episode I am interviewed by Jim Pfeifer from the Passive Investing from Left Field podcast. We talk about looking for sponsors who are making money for you, not ones who are making money off of you, and how to find and vet the right sponsor for you. We discuss how sometimes passive investment…

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Episode 69: A Business Journey from Finance, Acquisitions, IPOs, Investor, to Ecommerce with Yadin Shemmer

Regardless of your industry, there’s something for you in this episode. Today I talk with Yadin Shemmer, CEO and cofounder of Intrinsic, about his business journey from starting out in finance, selling a business, taking a business public, and his experience with acquisitions. We discuss what he learned through three different exits, an IPO, and…

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The Art of Selling Your Business – Push vs Pull with John Warrillow

The book I recommend the most, Built To Sell, is written by my guest today, John Warrillow. He has started and successfully exited four companies and has been in the unique position to have had thousands of conversations with business owners who have gone through the process of selling their businesses. He shares his expertise…

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Episode 66: From Entrepreneur to Corporate to Entrepreneur What Works Best with Pete Martin

Buyers don’t buy your past. They buy their future. My guest today, Pete Martin, understands that more than most as he has successfully started, scaled and sold four companies and currently has two profitable, active businesses. In this episode, he shares his unique experience, as CEO and founder of Votem Corp. and Advisor for Ask…

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