Financial Management Episodes

Are you a "Chief Everything Officer" drowning in the day-to-day chaos of your business, pushing finances and taxes to the back burner? This episode is your lifeline. Shannon Sheridan, founder of The CEO Edge, joins us to demystify the money side of your business and transform it from a source of stress into your greatest tool for growth. She reveals why waiting until tax season is a "tax crisis" and how proactive financial leadership is the key to unlocking true scale. If you're ready to stop bl...

In this powerhouse episode, we sit down with Jolie Kahn, the CEO of NASDAQ-listed AVAX One, who masterfully bridges the worlds of traditional finance, corporate law, and the cutting edge of cryptocurrency. Jolie shares the entrepreneurial thread that has woven through her entire career, from big law in the 90s during the first internet boom to leading a company at the forefront of the blockchain revolution. This episode is a masterclass for any entrepreneur looking to build a business with stayi...

Ever dream of building a portfolio of successful businesses while traveling the world? In this episode, Alex Ostrov of Nomad CPA reveals how he did just that. Alex pulls back the curtain on the financial strategies used by elite entrepreneurs to scale multiple companies simultaneously through a holding company structure. He breaks down why your financial numbers are more than just a tax-time headache—they're a roadmap to unlocking hidden growth, making smarter decisions, and achieving your ultim...

Ever feel like you’re flying blind with your business finances? You’re not alone. In this episode, we sit down with Chris Dargin, founder and CEO of Echelor, a groundbreaking startup building an "agentic CFO" powered by AI. Chris shares his incredible journey from the Navy and working in the trades to building a tech solution that provides real-time financial intelligence to the backbone of our economy: blue-collar businesses. This episode is a masterclass in identifying a real-world problem and...

Aubrey Merritt, a serial entrepreneur and financial expert, joins the show to demystify the numbers side of your business. She breaks down why waiting for tax season to look at your finances is a recipe for disaster and reveals how to use your financial data as a strategic tool for explosive growth. This episode is a masterclass in making your finances work for you, not against you. You'll learn the difference between reactive tax prep and proactive financial strategy, how to set up scalable sys...

Every business, regardless of size, struggles with a costly disconnect between their sales and finance systems. This gap leads to revenue leakage, delayed payments, and poor business visibility. In this episode, Sandra Bustos, founder and CEO of Meshly, breaks down how she’s tackling this universal problem head-on. She shares her journey from being a "dot connector" in major tech companies to building a solution that acts as a "Google Translate" between go-to-market and finance teams. This episo...

Matthew Halfacre, a 25-year trading veteran and multi-time entrepreneur, joins the show to completely demystify the world of Bitcoin and digital assets. He breaks down the complex shift of Bitcoin from a volatile, speculative asset into a Treasury-style reserve asset, much like digital gold. Matthew explains why the boat for crypto investing hasn’t sailed yet—in fact, it’s just leaving the shore. This episode is a masterclass for entrepreneurs on how to gain a competitive edge through deep macro...

In this powerful episode, Brian sits down with Noelle Curtis, a visionary leader and "connector of dots" who has navigated everything from agriculture and fashion to finance and SaaS. Noelle unpacks the uncomfortable but essential truths about money, mindset, and the universal principles that govern business success, regardless of your industry. This episode is a masterclass in financial discipline, teaching you why your personal budget is the blueprint for your business's success and why "payin...

Tired of the soul-crushing complexity of payroll? In this episode, we sit down with Lorenzo Di Stefano, a seasoned entrepreneur who turned his biggest business headache into a revolutionary tech company. After running a multi-location restaurant chain with over 200 employees, Lorenzo experienced the nightmare of manual payroll firsthand—the errors, the time-suck, and the compliance risks. He shares how he channeled that pain into creating GoPayroll AI, an automated platform that saves businesses...

Feeling anxious, guilty, or just plain confused about your business finances? You're not alone. This episode tackles the money taboo head-on with fractional CFO and financial wellness consultant, Kelly Goode. Kelly breaks down why so many entrepreneurs avoid their numbers and how this avoidance is secretly sabotaging their growth. She provides a clear, shame-free path to understanding your finances, moving beyond surface-level revenue goals, and finally building a business that’s not only profit...

Financial wellness expert Peter Waitzman joins the show to completely reframe how you think about money on your entrepreneurial journey. He reveals why the generic financial advice we’ve all heard is holding founders back and what to do instead. This episode is a masterclass in building a rock-solid financial foundation that gives you the freedom to experiment, build, and scale your business responsibly. Peter shares powerful insights from his journey of building the profitable, mission-driven c...

What if you could build an AI powerful enough to beat the stock market—and retire because of it? That’s exactly what Rick Cockerham did. In this episode, Rick shares how he built ANNIE, his custom-built AI stock trader that marries genetic algorithms with neural networks to consistently outperform the market. From early experiments in the ‘90s to achieving real-world investment success, Rick’s story is a masterclass in patience, innovation, and bringing tech to everyday people. This episode g...

In this episode, we dive into the intersection of AI, fintech, and financial literacy with John Kanalakis, founder and Head of AI at Tendi. With experience at Netflix and Roku, John now leads Tendi—a revolutionary platform that uses a proprietary AI model to act as a personal financial advisor. His mission? To bridge the financial literacy gap and reduce wealth disparities. This episode is a must-listen for entrepreneurs building tech, mission-driven, or AI-first products, and for anyone curious...

EPISODE STACK: https://stackl.ist/4kc1uTN Nicholas Cook has worn many hats—financial advisor, teacher, blogger, real estate investor, and founder of Money 101 Academy—but what ties them all together is his passion for helping others understand and use money intentionally. In this conversation, Nicholas shares why he believes business is just a series of meaningful projects, and how he's created a life around blending education with entrepreneurship. From the power of masterminds to the imp...

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 needing to be a financial expert. Vadim explains how he went from struggling with traditional banking to discovering the power of Bitcoin and DeFi, and how that experience shaped his mission to educate others. He breaks down complex concepts like yield farming, liquidity m...

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 revolutionary platform that brings Wall Street-grade financial tools and AI insights to everyday investors. With over 20 years of experience as a portfolio manager and the founder of Signet Financial (a $1B+ advisory firm), Eugene shares his journey from managing billions to bui...

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 a childhood lawn mowing business to innovating in corporate roles and co-founding his own company. With insights into how his financially savvy upbringing influenced his professional path, Justin exemplifies how a curious mindset can open doors to remarkable career opportuni...

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 making smart, strategic investments in your business before the clock runs out on 2024. This Action Saturday episode is your personal nudge to reassess your business operations, from software systems to the equipment you use daily. With just a month left, it's time to fin...

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 and a former Bentley University alum and classmate of host Brian Lofrumento. Discover how Chris transitioned from a predictable career at Citizens Bank to navigating the tumultuous world of entrepreneurship, and learn invaluable lessons on financial modeling for small busin...

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 trader is packed with lessons on the risks and rewards of both active and passive investing. Whether you're deeply engrossed in your startup or looking for effortless ways to grow your wealth, Rod's advice on leveraging defined benefit plans and solo 401ks for tax benefits is...

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 forever. Our host Brian Lofrumento shares the life-changing advice he wishes he had received a decade ago: create a growth fund. Learn how committing even 1% of your income to a separate account dedicated to future investments can transform your entrepreneurial journey. Brian pas...

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 business, ByteWize, Inc., remotely but also mentors at ITSP University, guiding others to scale their operations without bloating their staff. Our dynamic exchange dives into how she's harnessed the potent Profit First system, a financial philosophy that has shaped both her ...

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. Together, they delve into the crucial balance between short-term sustainability and long-term growth prospects for businesses. Alyssa shares her expertise in managing cash flow effectively, aligning personal and business passions, and the importance of intuition in decision-making....

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 "Profit First" by Mike Michalowicz for an example of what a financial system can look like in your business, or tune in to Episode 549 from The Wantrepreneur to Entrepreneur Podcast with the brilliant Alex Engar to hear a real life financial system that can set your business up...