Best Tailored Financial Consulting Podcasts (2025)

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Including Cryptocurrencies in Your Stuart,Fl Estate Plan 21:48

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3d ago21:48

21:48

Send us a text Discover the best strategies for incorporating cryptocurrencies into your estate plan, ensuring your digital assets are protected and distributed according to your wishes. Learn how to navigate the complex world of cryptocurrency estate planning, including tax implications, wallet management, and beneficiary designations. Get expert …

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Turning Case Studies into Sales Assets with James De Roche 28:57

3d ago28:57

28:57

Most businesses fight tooth and nail to earn the attention of potential buyers… only to waste it with outdated, boring, and ineffective case studies. In this episode of the Level Up Business Podcast, JR sits down with James De Roche—founder of Lead Comet and former high school teacher—to unpack the psychology behind attention and how to keep it lon…

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The Hidden Heist: Stop Robbing Yourself with Bill Cates 52:34

4d ago52:34

52:34

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210: Why Your $100K Consulting Offer is the key to Working Less and Earning More as a B2B Consultant 15:19

5d ago15:19

15:19

In this episode of the Seven Figure Consultant Podcast, I reflect on the evolution of the podcast and how my coaching now supports B2B consultants at all revenue stages. I talk about the three key business growth ‘eras’ I coach and the importance of creating a $100K consulting offer so you can work less and earn more. I also introduce my new free g…

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The Ultimate Guide to Financial Planning in Stuart, FL 41:40

7d ago41:40

41:40

Send us a text Discover the best financial planning strategies in Stuart, FL, and take control of your financial future. In this podcast, we'll explore the top financial planning tips and advice from experts in the field, helping you make informed decisions about your money. Whether you're looking to save for retirement, pay off debt, or achieve fi…

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The Truth About Cybersecurity Careers: Why Certifications and Degrees Aren't Enough 27:58

6d ago27:58

27:58

On this episode of Breakfast Bytes, Felicia King addresses the challenges and misconceptions surrounding careers in information technology and cybersecurity. Drawing on decades of experience interviewing hundreds of candidates, Felicia dispels common myths about what it takes to become employable in IT. Key Themes: Myth-Busting: Many believe that d…

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How to Create a Solid 5-Year Financial Plan 16:56

10d ago16:56

16:56

Send us a text Create a tailored 5-year financial plan that suits your lifestyle and goals. This podcast will guide you through the process of setting realistic financial objectives, managing expenses, and investing wisely to secure your future. Learn how to prioritize your spending, create a budget, and make smart investment decisions to achieve f…

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Frequency Is Your Future: Unlocking the New Era of Growth with Chris Walker 1:07:29

11d ago1:07:29

1:07:29

What if the future you’re chasing isn’t somewhere out there—but already inside you, waiting to be tuned into? That’s exactly what today’s guest, Chris Walker, believes. He’s the founder of Encoded, and he’s helping entrepreneurs upgrade their internal operating systems by unlocking the power of their frequency. In this episode, we dive into why fre…

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Is Hiring a WEALTH Advisor Really Worth the Cost? 13:14

14d ago13:14

13:14

Send us a text Discover the truth about hiring a wealth advisor and whether it's really worth the cost. In this video, we'll explore the benefits and drawbacks of working with a financial expert to manage your wealth. Learn how a wealth advisor can help you achieve your financial goals, and find out if the cost is justified by the potential returns…

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Build a Founder Brand in the Age of AI with Ognjen Boskovic 39:41

17d ago39:41

39:41

Many B2B founders feel the pressure to stand out in an AI-driven world—but often get stuck copying tactics that don’t feel authentic. The result? More noise, higher acquisition costs, and a brand that blends in instead of breaks through. Ognjen Boskovich, founder of Raven and creator of the Founder Brand Playbook, has spent years helping founders h…

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When the Dream Exit Feels Empty: The Founder’s Exit Paradox with Jerome Myers 39:14

18d ago39:14

39:14

What if the hardest part of selling your company isn’t the deal itself—it’s who you become once the ink is dry? In this episode, JR sits down with Jerome Myers—entrepreneur, exit advisor, and creator of the Founder’s Exit Paradox framework. Jerome knows the highs of building and selling: he led the growth of a $20M division inside a Fortune 550 com…

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What Does a Wealth Advisor Do? 40:36

19d ago40:36

40:36

Send us a text Discover the role of a WEALTH Advisor and how they can help you achieve your financial goals. In this podcast, we'll explore the responsibilities and duties of a WEALTH Advisor, including investment management, financial planning, and wealth management. Learn how a WEALTH Advisor can provide personalized advice and guidance to help y…

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209: Close New Clients Every Time You Speak: How to Stand Out and Be Sought After in Your Industry with Deb Boulanger 29:59

19d ago29:59

29:59

In this week’s episode of the Seven Figure Consultant Podcast, I talked to Deb Boulanger, a sought-after speaker, business mentor and thought leader, and an expert in guiding women from corporate roles to successful consulting businesses. We explored how public speaking can be a powerful and strategic tool for consistently closing new clients. Deb …

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The Retellable Movement: Changing the Game for Visionary Entrepreneurs with Jeremy Macliver 38:38

24d ago38:38

38:38

What if your business isn’t growing—not because you lack ideas, but because no one’s talking about it? In this episode, JR sits down with Jeremy Macliver, a visionary entrepreneur and founder of the Be Retellable Movement, to unpack what it really takes to build a brand that spreads by word of mouth… naturally. The problem? Most entrepreneurs under…

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Specialized Financial Planning for Athletes [A Guide] 25:19

26d ago25:19

25:19

Send us a text Discover how athletes can secure their financial futures with expert financial planning. Learn the importance of managing wealth, investing wisely, and creating a stable financial foundation. Get insights into the world of sports finance and find out how professional athletes can make the most of their earnings. Whether you're a seas…

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How to Choose: Financial Advisor vs Wealth Manager? 29:15

1M ago29:15

29:15

Send us a text Discover the key differences between a financial advisor and a wealth manager in this informative podcast. Learn how these two professions can impact your financial planning and investment decisions. Understand the roles, responsibilities, and benefits of working with a financial advisor versus a wealth manager. Whether you're lookin…

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Retirement Income Planning in Stuart, FL [Expert Advice] 46:25

1M ago46:25

46:25

Send us a text Discover the best retirement income plan in Stuart, FL, as recommended by experts. Planning for retirement can be overwhelming, but with the right strategy, you can ensure a comfortable and secure financial future. In this video, we'll explore the top retirement income plans that experts recommend for individuals in Stuart, FL. From …

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MSP vs MSSP: Why Outsourced Security Often Falls Short 28:05

1M ago28:05

28:05

In this episode of Breakfast Bytes, Felicia explained the key differences between Managed Service Providers and Managed Security Service Providers, emphasizing that organizations should prefer MSPs acting as their full internal IT departments for security functions unless they are the IT department and lack necessary technical skills. She highlight…

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Will Your Business Sell? Let’s Talk Brutal Truths. 25:50

1M ago25:50

25:50

Most business owners assume they’ll sell when they’re ready. But the harsh truth? Most businesses aren’t even close to being sale-ready. In this episode, Soonah and Karen break down the brutal reasons why deals fall over - and what you can do about it now. Topics we’re not sugar-coating: 🔷 Owner-dependency is a death sentence 🔷 Your financials? The…

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YOUmanize™️ Your Brand: How to Build Authority on LinkedIn with Joshua B. Lee 54:33

1M ago54:33

54:33

Feeling invisible on LinkedIn? You're not alone—and in a noisy digital world, the scroll is real, and attention is rare. But there's a smarter way to get seen, trusted, and chosen. In this episode, JR Lay sits down with Joshua B. Lee, founder of Standout Authority, to explore why human connection—not hacks—are the key to building authority and crea…

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208: How to Get Your Brain Back After a Break 19:10

1M ago19:10

19:10

In this episode of the Seven Figure Consultant Podcast, originally broadcast in September 2023, I dive into the topic of returning to work after a break. It’s so important to take time off so that we can recharge and avoid burnout, especially as high achieving, ambitious women consultants and thought leaders, but how can we smoothly transition back…

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Why Thought Leadership Is Earned—Not Claimed with Mike Grinberg 33:05

1M ago33:05

33:05

What if your intellectual knowledge isn’t enough anymore? As traditional expertise loses value, the real differentiators are wisdom, intuition, and emotional connection. In this episode, Mike Grinberg, founder and CEO of Proofpoint Marketing, joins JR Lay to explore why thought leadership isn’t something you do—it’s an outcome you earn.…

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Annuities: Your Guide to Secure Retirement Income 16:39

2M ago16:39

16:39

Send us a text Are you tired of living paycheck to paycheck and wondering if you'll ever be able to retire comfortably? In this podcast, we'll show you how to secure your dream retirement today! Learn the strategies and techniques to build a stable financial future, maximize your savings, and create a retirement plan that aligns with your goals. Fr…

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Freemium: The 3-Step Formula for Building Billion Dollar Businesses with Dave Boyce 36:12

2M ago36:12

36:12

Most entrepreneurs dream about building a billion-dollar business—but the idea of giving things away for free feels counterintuitive. The truth is, some of today’s most successful companies like Zoom, Dropbox, and Canva were built on this exact model. If you’re still clinging to outdated go-to-market strategies, you’re leaving exponential growth on…

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207: Client Showcase: The Leadership First Approach with Amanda HarNess 36:06

2M ago36:06

36:06

In this week’s episode of the Seven Figure Consultant Podcast, originally broadcast in August 2024, I interviewed my wonderful client, Amanda HarNess, an executive coach specialising in leadership development. Amanda shared her journey from working as an occupational therapist to becoming a successful business owner and coach, adapting and transfer…

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How to Create a Simple Financial Plan 17:55

2M ago17:55

17:55

Send us a text Create a simple yet effective financial freedom plan that works for you! In this podcast, we'll guide you through a step-by-step process to achieve financial independence. Learn how to set clear goals, prioritize your spending, and make smart investment decisions. Say goodbye to financial stress and hello to a life of freedom and pro…

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Level Up Your Business with Confidence, Curiosity, and Comedy with Jeremy Clark 36:42

2M ago36:42

36:42

One of the biggest challenges entrepreneurs face isn’t finding the next opportunity — it’s protecting their confidence while juggling it all. Over time, many founders get stuck on autopilot, doing the same things, talking to the same people, and slowly losing the perspective that once gave them their edge. Jeremy Clark has found a different path. A…

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The Brutal Truth About Business Sale Value What Most SME Owners Miss.mp4 37:15

2M ago37:15

37:15

With over a decade of front-line experience, Mick Godwin has seen the real - and often brutal - truth behind business exits. As a Senior Business Broker at Benchmark Business Sales, Mick doesn’t sugarcoat it: most SME owners are sitting on a ticking time bomb of misplaced expectations when it comes to the value of their business. Known for his dire…

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The New Webinar Playbook for B2B Entrepreneurs with Logan Lyles 29:46

2M ago29:46

29:46

Most B2B entrepreneurs have a love–hate relationship with webinars. You put in the effort, drive registrations, and even see strong attendance—only to face the dreaded “conversion cliff” with little to no ROI. It’s frustrating and leaves many founders questioning whether webinars are even worth it anymore. Logan Lyles, founder of Demand Shift, join…

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Effective Wealth Planning Strategies for Stuart, FL 30:17

2M ago30:17

30:17

Send us a text Join us on this inspiring journey as we explore Stuart FL's path to financial freedom! From debt to wealth, discover the strategies, mindset shifts, and practical tips that led to financial independence. Whether you're just starting out or already on your own path to financial freedom, this podcast is packed with valuable insights an…

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Letting Go to Level Up: Breaking Free from the Illusion of Security with Billy Bloom 53:23

2M ago53:23

53:23

Many entrepreneurs chase success by pushing harder—only to burn out, feel stuck, or question if the grind is even worth it. In this episode of the Level Up Business Podcast, JR Lay sits down with Billy Bloom—founder of Bloom Financial and Diane Money—to explore a radically different approach: creating from intention, energy, and flow instead of for…

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Financial Planning for Wealth Management in Stuart, FL 10:59

2M ago10:59

10:59

Send us a text Are you a Stuart, FL resident looking to build wealth and secure your financial future? This podcast is for you! Learn how smart financial planning can help you achieve your goals and create a brighter financial tomorrow. From budgeting and saving to investing and retirement planning, we'll cover the essential strategies you need to …

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Overcoming Imposter Syndrome and Building a Business That Lasts 51:05

2M ago51:05

51:05

Many entrepreneurs dream of taking the leap—but fear, imposter syndrome, and the comfort of a steady paycheck often hold them back. Greg Martin, a former commercial banker turned fractional CFO, joins JR to unpack what it really takes to step out in faith and bet on yourself. Greg shares his raw and relatable journey—from the security of a 17-year …

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206: Client Showcase: Understanding the Impact of Trauma on Success and Connection with Sherry Lukey 39:14

2M ago39:14

39:14

In this week’s episode of the Seven Figure Consultant Podcast, originally broadcast in March 2025, I interviewed my wonderful client, Sherry Lukey, an extraordinary executive and life coach who helps successful professionals worldwide unlock their full potential, cultivate meaningful relationships, and create a life of purpose, peace, and presence.…

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Stuart Florida Retirement Income Planning [Expert Advice] 29:29

2M ago29:29

29:29

Send us a text Are you a Stuart, Florida resident approaching retirement or already retired, looking for expert guidance on creating a sustainable income stream? Look no further! As a seasoned retirement income planning expert, I'm dedicated to helping individuals in Stuart, Florida and surrounding areas achieve financial freedom and peace of mind.…

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HR Strategies That Protect Your Bottom Line with Renee Henville 29:04

2M ago29:04

29:04

In this episode, we’re joined by Renee Henville, Founder of Integrate Human Resourcing and Recruit Collective, to unpack the full employee life cycle - from recruitment to retention and everything in between. We explore how smart hiring, onboarding, development, and offboarding practices can reduce business risk, boost productivity, and ultimately …

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Top Athlete Financial Advisors in Stuart Florida 33:19

2M ago33:19

33:19

Send us a text Are you an athlete living in Stuart, Florida looking for expert financial guidance? In this podcast, we'll reveal the top financial advisors in Stuart, Florida who specialize in helping athletes manage their wealth and achieve long-term financial success. From investment strategies to tax planning, these financial advisors have the e…

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The Damn Rules for Growing a Business that People Trust (with Nick Richtsmeier) 46:37

2M ago46:37

46:37

In a world where trust is at an all-time low and marketing funnels no longer work like they used to, how can B2B entrepreneurs grow their business without selling their soul to algorithms? In this episode of the Level Up Business Podcast, JR Lay sits down with Nick Richtsmeier, Principal at Culture Craft and author of the upcoming book The Damn Rul…

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Estate Planning Services in Stuart Florida Securing Your Legacy 22:40

2M ago22:40

22:40

Send us a text Are you a Stuart, Florida resident looking to secure your legacy for generations to come? Look no further! Our top estate planning experts in Stuart, Florida are dedicated to providing personalized guidance to ensure your assets, wishes, and loved ones are protected. From wills and trusts to probate and estate administration, we'll h…

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205: How to Work With Me in 2025 and 2026 19:34

2M ago19:34

19:34

In this episode of the Seven Figure Consultant Podcast, I’m outlining the ways you can work with me in 2025 and 2026 if you’re ready to grow your consulting business. The message I’m hearing again and again is that things have felt uncertain in the world this year, but this is beginning to shift in a lot of markets. I’ve been speaking to B2B consul…

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AI Use Insights and the Dangers of UCaaS 28:33

2M ago28:33

28:33

Shift your perspective on AI as Felicia shares her insights on integrating artificial intelligence into daily life and business operations, highlighting the importance of risk management. Learn about the hidden dangers of AI, and gain practical guidance on ensuring your data's confidentiality and integrity. Dive into the realm of modern communicati…

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The Wedge: A Simple Strategy to Stand Out and Scale (with Ryan Mitchell) 42:08

2M ago42:08

42:08

In today’s world of AI-generated sameness, how do you cut through the noise and actually make space for your brand? Most B2B entrepreneurs are stuck recycling tactics, chasing trends, and blending in with the competition—without realizing that their unique wisdom is the very thing that could set them apart. In this episode, JR Lay sits down with Ry…

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Expense Policies That Actually Improve Profitability 25:31

3M ago25:31

25:31

In this episode, Karen and Soonah break down the hidden power of strong expense policies – not just as a compliance tool, but as a profit strategy. From rogue credit card spending to fuzzy approval flows, they share how tightening the reins on expenses can directly improve your margins. Hosted on Acast. See acast.com/privacy for more information.…

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Hiring Right: The Key To A Strong Business Foundation w/ Kathleen Lawson 33:10

3M ago33:10

33:10

In this episode of the Birth Boss podcast, host Jodi Congdon sits down with Kathleen Lawson, a small business consultant and growth strategist, about the essential foundations of starting and growing a business. We start with the importance of hiring the right people, which is not always easy! Throughout the episode, Kathleen talks about the necess…

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Leadership, Relationship, Stewardship: The New Rules of Financial Planning with Mark Morris 43:07

3M ago43:07

43:07

Mark Morris, author of The Secure Future Advisor, shares his powerful journey from battling addiction to becoming a trusted financial guide. Mark reveals why true financial security isn’t just about numbers—it’s about relationships, stewardship, and aligning your money with your values. You'll hear why most financial mistakes happen not on the clim…

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204: How to Take a Vacation as a Seven Figure Consultant 13:57

3M ago13:57

13:57

This week’s episode of the Seven Figure Consultant Podcast, originally broadcast in June 2023, is all about taking a truly restorative vacation as a seven figure consultant. Drawing from my own experiences, I discuss recognizing burnout, tuning into your emotional and physical needs, and intentionally planning time off to maximize rest, highlightin…

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Retirement Income Planning with Bitcoin [Expert Tips] 13:19

3M ago13:19

13:19

Send us a text Are you tired of living paycheck to paycheck and want to secure a comfortable retirement? In this exclusive podcast, top Bitcoin experts reveal their secrets to generating a steady stream of income in retirement. From clever investment strategies to smart wealth-building techniques, you'll learn how to turn your Bitcoin investments i…

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Why “Phase 0” is the secret to ERP success & the industries that truly benefit from SAP 32:56

3M ago32:56

32:56

We’re joined by Judith O’Callaghan from Global ERP Advisory to unpack the real story behind successful business transformations. From cross-stitching quirks to cutting through ERP chaos, Judith shares how “Phase 0” sets the foundation for everything that follows. Whether you're a CFO, advisor, or transformation lead, this episode is a must-listen. …

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The CEO Lifestyle w/ Dr. Sarah Mitchell 45:52

3M ago45:52

45:52

In this episode of the Birth Boss podcast, host Jodi Congdon interviews Dr. Sarah Mitchell, a chiropractor, sleep consultant, author, course creator and master of the CEO lifestyle. We start by going through the evolution of Dr. Sarah's business and how she developed (and perfected!) her boundaries over time. She shares her insight on how she effec…

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How to Set Up a Cryptocurrency Retirement Account 40:31

3M ago40:31

40:31

Send us a text Are you ready to secure your financial future with cryptocurrency? In this podcast, we'll show you how to set up a cryptocurrency retirement account, providing a step-by-step guide to help you get started. From understanding the benefits of crypto retirement accounts to choosing the right platform, we've got you covered. listen till …