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Financial Management Episodes

June 7, 2025

1140: What the heck is DeFi and how can it help YOU make money w/ Vad…

EPISODE STACK: https://stackl.ist/45kwa1D In this episode, Vadim Voss, founder of Next Level DeFi, reveals how everyday entrepreneurs can create passive income streams using decentralized finance (DeFi) strategies — without n...

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May 18, 2025

1120: BUILDING WEALTH within diverse portfolios GUIDED BY AI w/ Eugen…

EPISODE STACK : https://stackl.ist/4mv6ju0 What if investing wasn’t confusing or intimidating, and instead it was simple, smart, and accessible? Eugene Yashin is on a mission to make that a reality through Holistico, a revolu...

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Dec. 21, 2024

1002: Cash flow, SMARTER decisions, and entrepreneurial GROWTH w/ Jus…

Send us a text EPISODE STACK : https://stackl.ist/4bDKQtS Curious about how a mindset of learning and experimentation can propel entrepreneurial success? Justin Merritt, co-founder of TwinSix, shares his journey from managing...

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Nov. 30, 2024

987: ACTION SATURDAY (strategic year-end investments!)

EPISODE STACK: https://stacklist.app/c/podcast/stack/i7BswnJJngBYpYSbwI6J?cardId=V6gP8ARjE8oibGYChYa9 What if you could gain more than just tax savings this year-end? Join our host, Brian Lofrumento, as we explore the art of ...

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Nov. 22, 2024

981: Empathy meets BUSINESS and FINANCE for entrepreneurial success w…

EPISODE STACK: https://stacklist.app/c/podcast/stack/ZyD6JSl3Ea1P7RHE3UYq Unlock the secrets of financial resilience and entrepreneurial success through our engaging discussion with Chris Hardy, founder of Samson Financial an...

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Oct. 2, 2024

945: TRADING and investing as an entrepreneur to GROW YOUR NET WORTH …

Ever wondered if you should be actively trading or just letting your investments sit? Find out as we welcome Rod Casilli, the brains behind tradersdevGROUP. Rod's journey from traditional finance roles to becoming a leading t...

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Sept. 21, 2024

937: ACTION SATURDAY (establish a GROWTH FUND!)

Have you ever wondered how setting aside just a small percentage of your income could revolutionize your business? Brace yourself for an Action Saturday episode that could change the way you think about business growth foreve...

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June 19, 2024

870: THIS one strategy can transform your life, business, and PROFITA…

Discover the financial strategies that took Lori Hartke from a solo IT managed service provider to a thriving entrepreneur, savoring success from the shores of Maui. Our esteemed guest Lori, not only pilots her Arizona-based ...

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Feb. 28, 2024

790: CASH, profit, and long-term business growth w/ Alyssa Lang

In today's episode, Brian Lofrumento sits down with special guest Alyssa Lang, a financial strategist and bookkeeping consultant for entrepreneurs and business owners, and founder of Magnetic Bookkeeping & Consulting. Togethe...

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Jan. 13, 2024

757: ACTION SATURDAY (get your money right!)

In today's episode we'll talk about the importance (and the how-to!) of taking inventory of your financial situation from last year AND looking forward to this year. If you want to go way deeper into this topic, check out "Pr...

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Dec. 22, 2023

741: The TRUTH about SCALING, passive income, and financial leverage …

In today's episode, host Brian Lofrumento sits down with guest John Schenkelberg to explore the world of Amazon FBA (Fulfillment by Amazon) and financial leveraging. John, the founder, and CEO of Xcelle Ecom and Court Street ...

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Nov. 6, 2023

709: FORWARD-looking financial strategies to set you up for tax savin…

Today we have a special guest, Susan Bryant, a trailblazer in the field of accounting and the CEO of Unboxed Advisors. In this episode, we dive deep into the world of tax efficiency and financial strategy for entrepreneurs. W...

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Sept. 8, 2023

666: Removing RISKS and giving you a SAFETY NET to help you launch an…

We have a very special guest joining us today: Sondre Rasch, the co-founder and CEO of SafetyWing. SafetyWing is an incredible company that aims to build a global social safety net for digital nomads and remote workers. Sondr...

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Sept. 2, 2023

662: ACTION SATURDAY (time to review your expenses!)

Today's action is something that is extremely quick and easy to do, but will be GUARANTEED to benefit your LIFE and your BUSINESS! It's easy to let expenses and monthly subscriptions get out of hand, so today I invite you to ...

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May 24, 2023

590: Getting AHEAD of tax season throughout the year to SAVE w/ Jazmi…

Jazmin Cicotti, EA (Enrolled Agent) is the owner of Avid Accounting and Tax LLC. She holds a Bachelor’s in Accounting and an EA, which takes three tests through the IRS to specialize in tax preparation. She is a wife and moth...

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May 19, 2023

586: Profit recovery, retirement planning, and strategic long-term th…

Adam Struss is a Pennsylvania life insurance agent and founder of Struss Consulting. He has worked at a director level in three successful start-up laboratories. These experience gave him insight into some of the common finan...

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May 15, 2023

584: Financial clarity to GROW (BEYOND just bookkeeping!) w/ Sarah Ro…

Sarah Romer is the founder of Avocado Ventures, a boutique advisory firm that provides strategic and financial insights to visionary founders and business owners as they grow. After more than a decade in corporate roles at co...

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May 12, 2023

581: Trusting your numbers, cutting costs, and growing SMARTER w/ Mis…

Misa is the Founder & CEO of Perfectly Kept Books®. After spending years climbing the corporate ladder, she left to pursue her true passion, helping female business owners understand their numbers and demystify bookkeeping so...

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May 6, 2023

577: ACTION SATURDAY w/ Shannon Kuykendall (PROFIT FIRST!)

Shannon Kuykendall is the founder of Up Automation, where she offers LinkedIn Lead Generation & Content Creation services for female founders who want to get their time back and scale their businesses. With her help, entrepre...

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April 26, 2023

570: Grants and accounting to help businesses launch SUCCESSFULLY w/ …

Ian Hessel is a serial entrepreneur that earned his stripes with the world's largest accounting firms and has worked and lived in many countries around the world helping companies of all sizes thrive. His current passion is h...

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March 22, 2023

549: Building a STABLE income and profit as an entrepreneur w/ Alex E…

Alex Engar is one of the co-founders of CEO Finance Academy, which provides financial coaching for small business owners wanting to improve their profitability. Alex grew up in the mountainous terrains of Utah where he develo...

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Jan. 11, 2023

518: Leverage more than JUST your time for accelerated success!

In today's episode we'll talk about how to leverage your CAPITAL rather than just your time to accelerate your success by acquiring resources that will fast-track your growth efforts. Check out the business marketplace mentio...

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Jan. 9, 2023

517: The EASIEST business model in 2023 (and beyond!)

In today's episode we'll talk about the EASIEST business model you can pursue this year and what makes it better than ALL the other options.

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Oct. 7, 2022

496: BOOKKEEPING for your small business w/ Erin Pohan

Erin is the owner of Upkeeping, LLC (upkeeping.co). After 15 years in the public, private, non-profit, and educational accounting spheres, Erin has found her heart in helping small business owners. Erin supports entrepreneurs...

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