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Financial Management Episodes

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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Oct. 5, 2022

495: Do NOT charge hourly! Here's why...

In today's episode we're going to be talking about why charging hourly is devaluing the service that YOU provide while also devaluing your client's time! Shout out to Chris Do from The Futur for the perspective on today's epi...

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May 18, 2022

472: The SMARTEST Tesla strategy that you can steal!

In today's episode we'll talk about a very smart and intentional strategy that Tesla used to gain resources, reputation, experience, and an audience in their bid to penetrate the market... and most importantly, we'll discuss ...

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May 14, 2021

425: If I had to make $10K FAST, I'd do this...

In today's episode I'll share with you the ONE simple strategy I'd use to generate a quick $10K in revenue if I needed to start from scratch without ANY product or service, NO audience, and zero money. ANYONE can use this str...

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April 14, 2021

418: Ways to monetize a podcast without ANY advertising

Wondering if you should start a podcast? Or do you already have a podcast and you want to know how to monetize it? In today's episode you'll learn three crazy simple ways to monetize your podcast without ANY advertisers... ev...

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Aug. 14, 2019

296: Is the money (really) in your list?

In today's episode we'll explore the old adage of "the money is in the list" and discuss ways in which YOU can start profiting from growing your email list.

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Aug. 5, 2019

292: The worst situation to be in as a wantrepreneur or beginner entr…

In today's episode we discuss having a financially-sound foundation to build on, and how lacking that will threaten your success as an entrepreneur. (And what to do if you find yourself in this situation!)

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July 31, 2019

290: The THREE business models w/ Nat Harward

In today's episode you'll learn about the THREE different types of business models, led by marketing strategist Nat Harward. Visit Nat's website at natharward.com.

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April 5, 2019

264: The advice I wish I was given when I worked a 9 to 5

In today's episode you'll hear about how it's easier to make your way out of a 9 to 5 as opposed to saving your way out of a 9 to 5!

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Dec. 21, 2018

225: The #1 thing to do to rapidly hit $10K per month

Recently a newer entrepreneur asked "what's the number one thing I can do to accelerate my path to $10K per month?" In today's episode you'll hear the best advice for going from $0 to your first $10K month... which goes beyon...

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Dec. 19, 2018

224: What comes first... monetization or an audience?

Most people ask the question of "what comes first... making money or building an audience?" In today's episode you'll learn from experience the differences in each approach, and which approach accelerates the other.

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Feb. 28, 2018

173: Forecasting your cash and revenue w/ Nat Harward

In today’s episode you’ll learn how to manage and forecast your cash and revenue as an entrepreneur. Guest host Nat Harward explains the importance of tracking and forecasting your cash and revenue so you can fill your pipeli...

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Nov. 3, 2017

144: How Vegas roulette predicts why you'll fail in business w/ Nat H…

Watching roulette players in Las Vegas teaches you a lot about money, odds, risk, and success. In today's episode you'll learn how a few hours spent watching high-rollers (and low-rollers) at the roulette tables in Vegas rela...

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Oct. 11, 2017

135: How to make money from a podcast w/o needing sponsors w/ Kelly R…

Kelly Roach is a former NFL cheerleader turned Fortune 500 Executive and now, CEO of Kelly Roach International . As someone who built her business on the side of her corporate job before taking it full time, Kelly then double...

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Aug. 25, 2017

115: Why you're closer to a $10K/mo business than you think

Making $10K per month running your own business sounds like a lofty and ambitious goal, but in today's episode you'll learn how to break that goal down and make it much more attainable. And... you'll learn to understand how y...

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