Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Welcome to your next Million Dollar Decision. On The Hello Seven Podcast, Rachel Rodgers breaks down the steps for diverse entrepreneurs to scale their businesses and build generational wealth. Rachel is a wife, mama, and CEO of an 8-figure business on a mission to close the wealth gap… for good. She advocates for a fresh, equitable perspective surrounding wealth in her books: “We Should All Be Millionaires,” “Million Dollar Action,” and the upcoming “Future Millionaire” for young adults. Tu ...
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The Dental Wealth Nation Show is a dynamic and engaging show hosted by Tim McNeely, a best-selling author and elite wealth manager specializing in helping entrepreneurial dentists reduce taxes, increase impact, and achieve high-value exits. Tim’s extensive knowledge and expertise make him renowned for guiding dentists to build lasting wealth and exit their practices successfully—faster and with less effort than they ever thought possible.
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Join Cheri Hill, “Wealth Protection Diva” for an array of fascinating topics centered on what it takes to start, grow, and maintain a successful business. Not your ordinary business talk show, each week features a successful business owner, community leader or Industry expert who shares their challenges, insights, and advice. Learn about the hidden gems, resources and special events featuring local businesses and nonprofit organizations doing great work within our community. Sprinkle on rele ...
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Welcome to Pay or Quit, the podcast for entrepreneurs and business owners who are ready to face the unfiltered truth of what it takes to succeed. Host Shawn Austin Johnson brings you a show that goes beyond the polished success stories and dives into the real, messy, and often challenging aspects of business ownership. This podcast is designed for those who sometimes feel alone in their entrepreneurial journey, struggle with imposter syndrome, and find themselves on the brink of burnout. We ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers building thriving books of business. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Bro ...
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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The podcast that focuses on how to use the money you have, make the money you need and save the money you want. Host Kim Chapman, Financial Wellness Director for Neighbors Federal Credit Union, explores the issues that can affect your financial well-being and discusses ways for you to enjoy the financial freedom you've been looking for.
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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
Jerome Myers - Advisor to exiting founders
Are you a business owner, entrepreneur, or executive who's navigated a successful exit and now finds yourself wondering, “What’s next?” Hosted by Jerome Myers, Your NEXT is the ultimate podcast for those seeking not only financial success but deeper post-exit fulfillment, legacy-building, and a purpose-driven life after stepping away from their business. Each episode unpacks the emotional and psychological journey of life after a business exit, addressing the Founder’s Exit Paradox—the often ...
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🌟 **Welcome to the "Taught by a Billionaire Podcast"** 🌟 I'm not a billionaire...yet, but I've been fortunate enough to learn from one. Dive into this podcast, where I unravel the wisdom, strategies, and secrets that I've learned directly from a billionaire mentor. Key Highlights - Unpacking Billionaire Mindset: Learn what sets billionaires apart in terms of thinking and decision-making. - Investment Strategies: Discover investment secrets that can only be learned from those who have mastere ...
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Marketing Strategy Academy with Jen Vazquez
Jen Vazquez | Pinterest Manager, Marketing Strategist + Brand Photographer
🎙️ Hey there, solopreneurs and small businesses with tiny but mighty teams! Ready to level up your business? Welcome to the podcast where fierce female service providers get the inside scoop on strategic marketing that actually works. Join Jen as she shares the real deal, drops some serious marketing wisdom, and serves up Pinterest tips hotter than your morning coffee. We dive deep into everything from Pinterest mastery to SEO secrets, email marketing strategies that convert, and harnessing ...
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Welcome to "From Adversity to Abundance," the go-to podcast for real estate entrepreneurs seeking not just to thrive, but to conquer with resilience and mental sharpness. Each week, join us as we dive into the compelling world of real estate through the lens of mental fitness, where challenges transform into opportunities. Our show brings you riveting, interview-based stories from seasoned professionals and inspiring newcomers alike, each sharing their unique journey from struggle to success ...
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Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
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The Mindset Cafe Podcast is your go-to hub for personal development, self-improvement, and transformational success. Envision a life where you feel fully empowered to conquer time management, self-doubt, and the countless hurdles standing between you and your dreams. Each episode is carefully crafted to give you actionable mindset techniques, proven entrepreneurial insights, and practical fitness advice, helping you translate newfound knowledge into remarkable, real-world results. What You’l ...
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Pat Flynn from The Smart Passive Income Blog reveals all of his online business and blogging strategies, income sources and killer marketing tips and tricks so you can be ahead of the curve with your online business or blog. Discover how you can create multiple passive income streams that work for you so that you can have the time and freedom to do what you love, whether it's traveling the world, or just living comfortably at home. Since 2008, he's been supporting his family with his many on ...
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Money CHIC: Financial Wisdom and Advice for Single Women
Shari Rash, Money Expert and Personal Finance Advice for Women
Think money talk is just for dudes in suits? Not on Money CHIC! Hosted by Shari Rash—a money expert and the person all her friends call for advice—this podcast delivers real, no-nonsense money conversations that feel like hanging out with your best girlfriend. Except this time, we’re talking finances. Whether it’s saving, investing, or turning financial dreams into reality, Money CHIC is here to help you ditch the jargon, take control of your future, and build unapologetic wealth… all while ...
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The 4 Principles of Success Podcast hopes to inspire your life, business, and relationships through conversations with today’s successful people and entrepreneurs in the areas of knowledge, health, wealth and spirituality. Support this podcast: https://podcasters.spotify.com/pod/show/the4pos/support
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My name is Tiago and I am a full time Indie Maker. I build startups without any external investment and my goal is to perfect my entrepreneurial craft and reach $100K ARR (Annual Recurrent Revenue) Join me as I narrate my story and interview other entrepreneurs. Join our community
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Robert 'The Rebelbroker' Whitelaw has been a real estate broker and Realtor® in Silicon Valley California since 1988! His show discusses some of the best ways to achieve your real estate goals and build wealth for buyers, sellers, investors, entrepreneurs or just real estate watchers - from an insiders perspective. Over the years, Robert has been lucky enough to work with successful entrepreneurs from all walks of life and industries. Get a chance to hear what he has learned from these amazi ...
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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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Why limit ourselves as an entrepreneur to just our own backyards when the world has limitless opportunities to make an impact? From the hottest startups, government leaders mobilizing entrepreneurial change, to truly trying to understand the local markets, culture, and people. The Global UJ is a weekly podcast bringing you direct insight from the best entrepreneurs & leaders from around the world. Connecting us all from the developed to the developing nations, and everywhere in between, to l ...
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Join southern California-based entrepreneurs and business leaders, Dr. Scott De Long and Vince Moiso, MBA on an inspiring journey through the world of executive leadership. This bi-weekly podcast focusing on Conversations with Entrepreneurs about Opportunity is your exclusive gateway to invaluable insights and dynamic discussions, tailored for C-suite executives, entrepreneurs, and leadership teams. 🚀 Explore a Multiverse of Leadership Topics Each week, our seasoned hosts delve into a kaleid ...
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A community to help you in Nurturing Yourself, Showing Up and Owning Your Story. Hey sassy naari! whether you are 35 or 50, on Little Fixes® Podcast, you'll get doable ideas from approachable experts. We talk about personal growth, mental health, career and relationships. You’ll relate to everything we talk about- thode ideas, thode rants aur bahot sara food for thought. On Little Fixes® Podcast, we focus on Us- you, me aur hum sab. Join me and my guests because We Get You so baatein hongi D ...
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SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing, Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their l ...
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The Story of Boss Uncaged Podcast: Unleashing Entrepreneurial Excellence The Boss Uncaged Podcast is not just another business podcast; it's a transformative experience designed to help entrepreneurs break free from the chains that hold them back and unlock their full potential. Founded by S. A. Grant, a seasoned entrepreneur, digital marketing expert, and stroke survivor, the podcast has become a beacon of knowledge and inspiration for business owners across the globe. With over 25+ years o ...
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E36: Invest in Flex Industrial with Land Play by Alec McElhinny
5:32
5:32
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5:32Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real…
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276 | From Self-Worth to Business Growth: Sue Bryce on Confidence, Pricing, and Entrepreneurial Success
38:15
38:15
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38:15Send us a text In this enlightening episode of the Marketing Strategy Academy, host Jen Vazquez sits down with renowned photographer and educator Sue Bryce to delve into the profound impact of self-worth and confidence on business success. They explore the challenges female entrepreneurs face with pricing, imposter syndrome, and the journey to buil…
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E35: Flex Industrial - Meet Alec McElhinny with Land Play
38:52
38:52
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38:52Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of in…
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Discovering Your Entrepreneur Identity - Meet Manny Vargas
46:25
46:25
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46:25In this episode Jose chats with Manny Vargas otherwise known as That Follow Up Guy. Manny and Jose discuss what it means to be effective at following up not as a task but as a way of being. How to present yourself in the market place and define your entrepreneur identity. Manny is a serial entrepreneur who has coached on large stages, is a publishe…
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#68 Tax Planning Masterclass for business owners - Malli Kini: Head of Entrepreneurs at Blick Rothenberg
1:02:59
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1:02:59Send us a text Welcome back to the latest episode of the Bulletproof Entrepreneur podcast. I’m your host Alan Smith and right from day one my goal for this pod was to provide a valuable resource for all UK founders and business owners. And therefore I’m delighted today to bring you a masterclass in tax planning from one of the UK’s leading lights i…
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210. Redefining Your Financial Thermostat w/ Guest: Pericles Rellas
37:27
37:27
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37:27Send us a text This episode explores the profound connection between our mindset and financial well-being with expert Pericles Rellas. Listeners gain valuable insights into identifying and resetting their financial thermostat, acknowledging blocks, and understanding the difference between financial success and freedom. • The concept of financial th…
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Breaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086)
1:49:30
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1:49:30This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows. In other words, women are underrepresented both in receiving and managing capital. Today’s episode is about those pushing back against tha…
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SPI 870: The Way to Capture Leads That Works with Daniel Priestley
37:05
37:05
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37:05#870 How fast would your business grow if you could cut through the noise and generate red-hot leads for your products? In this episode, my award-winning entrepreneur guest shares how to do just that. Daniel Priestley has uncovered an amazing strategy to find your ideal customers using online quizzes and assessments. You're not going to want to mis…
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Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance
29:45
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29:45Are you feeling the pinch from rising insurance premiums, especially regarding home and automobile rates? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Allen Smith of Blue Valley Insurance to explain why insurance rates are climbing and what you can do about it. From the impact of frequent roof damage claims to t…
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3 Little-Known Property Tactics That Deliver Big Results
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52:15Welcome to another insightful episode of Wealth Talk, where we explore the world of creative property strategies with Paul Stapleton. Paul shares his inspiring journey into entrepreneurship, discussing how he built a property company, launched a training academy, and established event businesses. This episode is packed with actionable insights and …
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How to Reclaim Yourself after Trauma ft. Author and Mindfulness Expert Puja Shah
30:14
30:14
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30:14Today’s episode is going to hit deep. We're diving into a gripping, emotional, and ultimately empowering story about sisterhood, survival, and reclaiming your voice. My guest is Puja Shah, author of the powerful novel- For My Sister. The book is about twin sisters Amla and Asya who go from living in a small village to moving to Mumbai to being sold…
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The Power of Simplicity: Adiel Gorel on Building Wealth Through Single-Family Rentals
57:43
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57:43In this episode of From Adversity to Abundance, host Jamie Bateman speaks with Adiel Gorel, a veteran real estate investor, bestselling author, and longtime advocate for long-term, buy-and-hold rental property investing. After launching a successful career in the tech world of Silicon Valley, Adiel realized that real wealth and impact weren’t found…
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209. Building Wealth Through Mindful Money Management w/ Guest: Stoy Hall
36:58
36:58
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36:58Send us a text What if redefining your financial mindset was the key to unlocking personal and professional success? This episode features an enlightening conversation with Stoy Hall, the visionary behind Black Mammoth and the No BS Wealth Podcast. Stoy's path, shaped by his family's entrepreneurial ethos and his educational journey at Drake Univer…
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Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor
45:59
45:59
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45:59What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you t…
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275 | Photographers: New to Pinterest? Start With These 5 Steps
9:57
9:57
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9:57Send us a text If you're new to Pinterest, this episode walks photographers through the five critical steps to set up a high-performing profile. Learn how to use keywords, optimize your boards, and drive real traffic to your photography business. Shownotes: https://jenvazquez.com/photographers-new-to-pinterest-start-with-these-5-steps/ 📌 Struggling…
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Conversation with God, An Entrepreneurial Journey - Meet Adam Torres
56:15
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56:15In this episode Jose speaks with Adam Torres Co-Founder of the Mission Matters Network about growing up in Detroit, his career as a successful CFP and the inspiration behind starting a successful media company while always staying true to his conversations with God. Adam Torres, host of the Mission Matters series of shows, ranked in the top 5% out …
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I Gave Brutal Advice To 5 Stuck Entrepreneurs (Fixed In 55 Minutes)
56:59
56:59
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56:59What’s really holding your business back? These 5 entrepreneurs found out. 📚 Unlock more routes to wealth by ordering Rachel’s book now: https://helloseven.co/ytfmb165 In this powerful live coaching episode, Rachel Rodgers sits down with five business owners who are stuck and ready to break through. From managing their cashflow, freeing up time for…
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E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework
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34:04Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclo…
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208. Quantum Personal Development w/ Guest: Victoria Rader
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39:19
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39:19Send us a text Discover the transformative journey of Victoria Rader, a globally recognized possibility coach and award-winning author, who reveals her secret to unlocking inner freedom. From the constraints of the former Soviet Union to pioneering in quantum personal development, Victoria's story is one of resilience and insight. She delves into h…
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Student Loans: Navigating the Student Loan Collection Storm
26:39
26:39
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26:39Student loan borrowers face significant changes as collection practices resume and the Department of Education faces potential dismantling by December 2026. Deborah Paul from the Louisiana Office of Student Financial Assistance explains what borrowers need to know about these changes and how to navigate them effectively. • Student loans are conside…
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From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)
1:28:07
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1:28:07My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…
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SPI 869: Stop Renting Your Audience. Do This Instead.
31:45
31:45
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31:45#869 Imagine spending years building an audience on social media. Slowly, your followers begin to know, like, and trust you. You're now making sales, and everything is going well. Then one day, it's all gone. You can't access your account, and the platform you were using won't do anything to help. This is what happened to me when I was using Facebo…
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Unlocking Exclusive Deals for Landlords: Anthony Bailey-Grice on LNPG’s Secret to Saving Thousands
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38:50In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK’s largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has…
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How to Overcome Supermom Syndrome and Mom Guilt ft. Author Bhakti Mathur
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45:01When I was a new mom, I wanted to be a supermom like the ones portrayed in the media- 10 hands and doing something different and supposedly productive with each of them. I found it powerful without realizing that it was actually stressing me out. Realistically koi bhi itni sari cheezen ek time pe nahi kar sakta hai- bachche ka dhyan rakho, khana ba…
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Episode Rerun: Mastering Adaptability: From Fractured Beginnings to $700 Million Under Management with Dave Van Horn
1:09:21
1:09:21
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1:09:21In this powerful rerun episode of From Adversity to Abundance, we revisit the remarkable journey of Dave Van Horn, a seasoned real estate and mortgage note investor who turned adversity into entrepreneurial triumph. From growing up in a divided household and facing financial struggles to eventually managing over $700 million in assets at PPR Capita…
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207. Leadership Skills in Business and Ministry w/ Guest: Kenneth Hester
44:01
44:01
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44:01Send us a text Leadership isn't something you're born with—it's a skill you can develop, much like any other. Join us on the Mindset Cafe Podcast as we welcome Ken Hester, a distinguished leadership expert, who shares his invaluable insights on the journey of personal development and leadership. Ken opens up about how great mentors and experiences …
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Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes
27:20
27:20
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27:20What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest ass…
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#67 How to Create an Unbreakable Mindset - Graeme Godfrey, Entrepreneur and Coach to High-Growth Business Owners.
1:14:16
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1:14:16Send us a text Hello and welcome back to the latest episode. We took a short break, but now we’re back. We've moved into a proper recording studio and launched our own YouTube channel. So you prefer to watch the discussion, please check out the link below and subscribe to our free newsletter as well. Our guest, Graeme Godfrey, is a successful entre…
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The FUN Way To Build A Million Dollar Business (no prep needed)
53:03
53:03
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53:03What’s the key ingredient to building a million dollar business? 📚 Preorder Rachel’s book: https://helloseven.co/ytfmb165 Today Rachel is passing the mic to entrepreneur Darrell Vesterfelt as she steps into the interviewee hotseat. Darrell is picking Rachel’s brains on how exactly she grew her eight-figure business. There’s one key component to Rac…
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Key Considerations When Selling a Family Business
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30:23When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.By BNY Wealth
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206. Embracing Self-Love and Authenticity w/ Guest: Nyomi Banks
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41:22Send us a text Nyomi Banks shares her transformative journey from the entertainment industry to life coaching, advocating for self-love as a vital element in healing and building authentic relationships. The episode emphasizes the importance of continual learning, understanding self-worth, and navigating personal challenges while fostering a suppor…
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Building the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084)
1:27:16
1:27:16
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1:27:16My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…
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SPI 868: Managing Energy and Expectations When Burnout Kicks In
37:59
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37:59#868 Are you feeling it too? With the New Year excitement starting to fade, April is about the time of year when burnout starts creeping in for many of us. Don't worry, this episode will get you back on track. Listen in because I dive into the key physical, emotional, cognitive, and behavioral signs of burnout today. Spotting these will help you re…
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Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
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27:08
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27:08Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of …
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E33: Invest in Private Equity with Mark Flickinger of BIP Capital
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6:20Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment phi…
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E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds
45:22
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45:22Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in compe…
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Challenging Modern Norms & Building Wealth: Nick Huber on Controversial Opinions, Real Estate, and Health Optimization
52:38
52:38
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52:38In this episode of From Adversity to Abundance, host Jamie Bateman welcomes back entrepreneur and real estate investor Nick Huber for a refreshingly bold and unfiltered conversation. Unlike his first appearance, this episode isn’t focused on Nick’s personal backstory or a single moment of adversity—instead, the two dive headfirst into some of Nick’…
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The Psychology of Independence: When and Why Advisors Make the Move
31:48
31:48
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31:48In episode 9 of Thinking Independently, Conor Delaney and Nick LoPresti discuss the journey of financial advisors transitioning to independence. They explore the common characteristics of advisors who make this leap, the importance of understanding client experiences, and the balance between confidence and humility in leadership. The conversation e…
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205. Creating Waves in the World of Student-Athlete Wellness w/ Guest: Walker Ferguson
37:57
37:57
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37:57Send us a text Walker Ferguson, a standout student-athlete from Wake Forest, joins us to share his incredible journey of entrepreneurship and sports. Growing up with self-employed parents, Walker developed a strong entrepreneurial spirit that led him to co-found a meditation app specifically for student-athletes. Together, we explore how his Spanis…
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Send us a text The dangers of becoming too comfortable in business, warning that complacency can lead to failure. A quick-fire challenge with five crucial questions to determine if your business is on the path to growth or just surviving. Topics include systematizing and delegating, regular price adjustments, focusing on strategic work, taking calc…
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Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes
34:28
34:28
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34:28What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…
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274 | 5-Minute Pinterest Audits: Emily Grace Design | Branding and Showit Website Designer
5:09
5:09
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5:09Send us a text In this 5-minute Pinterest audit, we help Emily Grace Design, a talented branding and Showit website designer, fine-tune her Pinterest presence. We cover smart board strategies, better descriptions, and easy changes to boost her reach and book more dream clients. 📌 Struggling to get leads from Pinterest? Let’s change that!: https://l…
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There are No Direct Flights To Your Goals. Success Through Commitment, Meet Edwin Acevedo
59:25
59:25
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59:25In this episode Jose Speaks with Edwin Acevedo who went from being a young Engineer to successful entrepreneur, national leader and advocate. Edwin shares his story of sobriety, hurdles through the 2008 economic crash and his rise as a prominent national presence in Real Estate. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 …
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Douglas Lynam, From Monk to Money Manager
25:38
25:38
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25:38In 2017, he hung up the robe. He came to realize that voluntary poverty was keeping him from serving the world in the ways he felt called too, so he stepped into a new chapter and joined Long View Asset Management, a sustainability-focused B Corp, eventually becoming a partner where he helps to oversee more than $250 million in assets. From vows of…
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E31: Everything You Need to Know About the Capital Stack
39:54
39:54
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39:54Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …
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Why Hustle Culture Is Killing Your Sales (and what to do instead)
34:51
34:51
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34:51Don’t know how to scale your business without burning out? We got you… 📚 Preorder Rachel’s book: https://helloseven.co/ytfmb165 Today Rachel is spilling all the tea on the marketing plan for her upcoming book. Why? Because unlike her previous book tour, this time Rachel is prioritizing sustainable visibility. Here’s the thing: putting more hours in…
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204. Building Resilience and Leadership w/ Guest: James Robbins
42:58
42:58
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42:58Send us a text Ever wondered how a shy ranch kid transforms into a sought-after leadership consultant? On the Mindset Cafe podcast, we welcome James Robbins, who shares his incredible journey from introversion to standing confidently on stage alongside figures like John Maxwell, Brene Brown, and even Bill Clinton. Discover how a single college spea…
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Turn Dusty Treasures into Steady Income: The Art of Reselling Thrift Finds
39:01
39:01
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39:01Thrifting isn't just about stretching your budget – it's a legitimate way to generate extra income with minimal time investment. We explore how to turn other people's castoffs into your cash flow with experts Betty and Johnny Manella from the Fellowship Center. • Developing an eye for valuable items – look for quality materials, weight, and craftsm…
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Fixing Finance: Inside Triodos' €6B Pure-Play, Impact-Only Asset Manager | Hadewych Kuiper (#083)
1:42:56
1:42:56
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1:42:56My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change. However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherl…
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SPI 867: How to Build a 7-Figure Business in a Boring Industry (And Have Fun!) with Sam Vander Wielen
35:35
35:35
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35:35#867 Goals we work hard toward can turn out to be all wrong for us the moment we achieve them. In fact, it's easy to fall into this trap if we don't uncover our own definition of success and chase someone else's instead. So how do we begin again if we find ourselves on a path we don't like? In this episode, I'm joined by the author of When I Start …
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