Rahul Shah is the Chief Executive Officer of Next Quarter. Shah has more than 15 years of experience as an accomplished CFO and COO. He founded the company in 2016 and leads the overall corporate direction and strategy at Next Quarter. He has an extensive background in financial planning, sales analytics, and operational management.   Prior to Next Quarter, Shah served as the CFO for Global Industry Verticals, a DXC Technology company, managing an $8B+ P&L at CSC and was also responsible for setting up a Global COE for Revenue and Sales Analytics. He’s held other leadership positions at Covansys, Infosys, and PwC.   During the show, we discuss:   The one question that keeps CFOs awake every night The factors to look into for higher revenue The information that should show on your KPI’s How financial planning & analysis professionals can rescue their CFOs and solve challenges The importance of sales forecasting for the financial services industry How to build a sales forecast The 5 ways to streamline your sales process and hit sales forecasts The reasons why strategic account planning matters for your business The 5 better ways to present 2022 revenue forecasts to your CEO The best key account management tools for sustained business growth What revenue leakage is and how companies can fix it How hypergrowth companies grow their sales organizations Account planning best practices you need to know right now Game-changers for financial planning and analysis for organization’s growth   Show resources:   https://nextq.ai/

Vince Shorb is one of the country’s leading advocates for promoting financial wellness and a thought leader in teaching and scaling financial education programming. Vince’s mission is to create a world where people are informed to make qualified financial decisions and confidently take effective financial action that best helps them meet their basic human needs while moving toward fulfilling their personal, family, and globalcommunity goals.   During the show we discuss: What Makes Financial Literacy So Important What Financial Literacy Really Means Who is In Need of Financial Education When to Teach Financial Literacy Lessons to Kids and What to Teach Them Why so Few States Teach Personal Finance in Public Schools Why We Make Financial Decisions that Don’t Align with Our Long-Term Goals The Common Financial Problems People are Facing Today Who to Turn to for Financial Guidance if They Don’t Have Money to Invest The Most Recent Trends in Financial Literacy Kind of Technology to Use to Enhance Financial Literacy Industries to Help You Teach Financial Education How Social Media Aid in the Promotion of Financial Literacy How to Stabilize Your Finances the Most How Budget Can Help with Your Finances The Ways to Have Financial Freedom   Show resources: https://www.financialeducatorscouncil.org/

Businesses that have invoices can get some of the best alternative financing! Join us as we show you how Accounts Receivables Financing works and find out if it makes sense for your business! Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Are you starting to realize that lenders are going to get a lot tougher on underwriting loans? Just give me less than an hour of your time, and I’ll show you why underwriting loans is about to get a loan harder, and how you can prepare your business to be in the best position to make it through the process. For your next business loan, go to: https://www.creditsuite.com/business-loans/ During the show we discuss: What Underwriting is How and Why it is Changing How You Can Prepare  What to Watch Next: 2022 Guide to Building Business Credit: https://youtu.be/Z6tCodNqm3A Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Self-employed listeners work hard to create and maintain their businesses. They want to own their own home, but unfortunately do not qualify for many deals. How can these customers and their agents access great mortgage deals? Meet Alejandro Szita and his team. Alejandro has discovered that those normally ignored and overlooked within the real estate loan market can succeed with his little-known secrets. He specialises in helping the self-employed and agents understand the mortgage market and access deals many brokers didn't know even existed! His results speak for themselves. During the show we discuss: Possibility for self-employed to get a mortgage Why entrepreneurs typically get denied when applying for a home loan Why the automation of the mortgage process hurts business owners When to use tax returns to prove your income How mortgage rules sometimes destroy the ability for entrepreneurs to get a mortgage How expert brokers determine the best loan for self-employed borrowers 4 ways to prove income outside of tax returns How to know what percentage of deposits in a business bank account can be counted as income Typical debt ratios to qualify for a mortgage Percentage you may need down as an entrepreneur to buy a home How to use low risk factors as compensating factors to put less money down How to find the right broker to help you close your home loan Show resources:https://prosperitylending.us 

Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth-building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000-100k+ in tax savings. With a focus on automation, Catherine and her team set themselves apart by utilizing technology whenever possible to streamline their advisory services and to offer those services to anyone no matter where they are located. She is especially passionate about providing tools to support entrepreneurs and small business owners in navigating the changing tax landscape, as well as helping them reduce their overall tax burden through proactive strategies and advisory.   During the show we discuss: The benefits of taxes to our economy How to ensure that you are in the right path with your taxes The benefits of tax planning How to set your tax goals Tax planning strategies How business owners can save in tax Why it is a good idea to work proactively with their tax professional Other benefits you can get in working with taxes professional and taxes itself How to maximize your tax benefits How to know if you are eligible for the different tax benefits What tax credits are and how to use it How to utilize COVID pandemic tax credits How to receive charitable tax deductions Ways to reduce your tax payments How to reduce your tax payments How to avoid taxes (if possible)   Show resources: https://dominiones.com/

Are you wondering why you keep getting denied for commercial business loans? Just give me less than an hour of your time, and I’ll show you our secret formula that gives you your best chance at getting approved for commercial business loans. In this episode, we discuss: The Three Cs Cash Flow Management Secrets Credit Repair Rules Collateral Concepts

Amanda Cohen knows you can’t succeed in life or business without taking risks. That’s why she’s devoted her life to better understanding the threats modern businesses face. As the director of governance, risk and compliance products at Resolver, the worldwide leader in risk and security management software, she’s reimagining the way over 5,000 of the world’s largest organizations think about their relationship to risk.   Amanda’s obsession with risk and resilience goes back to her university days, where an influential professor sparked her interest in an unusual subject: international financial law. She found herself drawn in by the complexity of the ever-changing regulatory environment and the massive monetary risks of non-compliance. The only problem? Neither she nor her professor had any idea how to turn a fascination with esoteric financial regulations into a real-world career path.   During the show we discuss: Artificial intelligence revolution How long until artificial intelligence takes over the world What led to the artificial intelligence revolution The most powerful artificial intelligence When did the Revolution in Artificial Intelligence started How big the artificial intelligence market is How artificial intelligence can be defeated What has artificial intelligence evolved into Changes to artificial intelligence in the future How can people make sure they are always one step ahead of artificial intelligence Artificial intelligence's good and bad aspects Difficulties that artificial intelligence face How current artificial intelligence is helping us Advantages does artificial intelligence offer Artificial intelligence effects on our way of life? Tasks that are still better and faster performed by a human than by any machine learning program How artificial intelligence is affecting our daily life Elements that influence the emergence and growth of artificial intelligence   Show resources: https://www.resolver.com/ https://twitter.com/Resolver https://www.instagram.com/resolverinc/ https://www.linkedin.com/in/amanda-cohen-0b4b81a6/ https://www.facebook.com/ResolverInc

Did you know that the way to prepare and file your business taxes can actually affect your ability to get business loans?  Ty Crandall, CEO of Credit Suite, breaks down everything you'll need to know about how your taxes can make or break your ability to finance your business.  Personal and Business taxes are both part of your businesses's Fundability™ and its an important factor that most ordinary business owners miss when applying for business credit, business loans, and credit lines.    In this episode we discuss: Business Tax Returns 101 Estimated Taxes Documentation Differences Tax Prep Cash vs. Accrual  Depreciation Decisions  Entity and Industry choices  Fundability™, Business Taxes, your EIN/SSN What are lenders looking for in your tax returns  Personal Taxes! 

Robyn has been heralded as one of the country’s foremost leaders on the topic of selling and marketing products on Amazon.com. Robyn’s firm, Best From The Nest, works with resellers, private label sellers, brand owners, manufacturers, and authors to help them profitably scale or control their presence on Amazon.   Robyn Johnson started with only $100 and in less than four years grew her business to the seven-figure mark in eCommerce. Starting with buying and selling items at garage sales and moving to Ebay, Amazon, and her own websites she has grown a flourishing business. Robyn has quickly become an expert in the e-commerce field.   During the show we discuss: 👉 How to utilize your backend search terms properly 👉 Common reasons why a product is not converting 👉 How to get to the top of Amazon’s organic search  👉 How brands manage their presence on Amazon 👉 How to get your product featured by Amazon 👉 How to implement a flexible pricing strategy 👉 How to sell your own products on Amazon 👉 How to create a listing that converts sales 👉 Things to know before selling on Amazon 👉 How to sell others’ products on Amazon 👉 How to drive traffic with great content 👉 How to improve your product images 👉 How to increase your product sales 👉 Ways to select a winning product 👉 Requirements for amazon seller 👉 Amazon sellers do’s and don’ts 👉 Amazon selling tips to success 👉 Why sell in amazon 👉 The power of 99¢   Show resources: https://amzsummits.com/

With a passion for entrepreneurship from a very young age, Samuel is the Founder and CEO of Sockrates Custom Socks, a company based in Boca Raton Florida which specializes in producing the highest quality custom socks at the fastest turnaround time. With over 4000 clients, Sockrates has emerged as the industry leader in its field with clients in the United States, Germany, France, Iceland, UK, Israel and Canada.   With a keen eye for both the small details and big picture approach to business, Samuel is sought out for advice on various business topics such as business strategy, team leadership, business communication, marketing and organizational culture.   During the show we discuss: ● How to create your own blue ocean to reach more customers  ● How to find the issues with your systems to scale effectively  ● How to pivot in your business to reach exponential growth ● What successful startup businesses owners do to succeed ● Why transparency is important to being a good leader ● Why getting feedback from your clients is important  ● Why quality is essential to achieve extreme success  ● Why customer service should be your #1 priority  ● Best marketing strategies to grow your company  ● Factors to consider when starting a business ● How to build your organization’s culture ● Do’s & don’ts When Starting A Business ● How To Turn Your Idea into A Business ● How to Improve Employee Happiness ● Kind of leader should the owners be ● How to think of new content ideas  ● How to Increase Brand-Awareness ● How To Find Your Niche Audience ● Tips for a good management ● How To Grow Your Business   Show resources: https://sockratescustom.com/

Are you how you are going to make it with the rising gas prices? Just give me less than an hour of your time, and I’ll show you how to mitigate rising gas prices with fuel card. To take your business credit building to the next level, go to: 👉 https://my.creditsuite.com/   Key Moments in This Episode ======================== 👉 What You’ll Learn Today ⛽️ Rising Gas Prices Affect EVERYTHING 💳 How to Fuel Cards Wisely 💳 Top Options for Fuel Cards 👉Recap

Mark Willis, a CERTIFIED FINANCIAL PLANNER ™ , a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial services firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast ™ . Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”   During the show we discuss: ● How to keep your money available for all your goals in life, both now and in the future ● How to buy back your debt using the Lake Growth Debt SnowBank MethodTM ● How to pass your wealth on favorably to the people you care about ● How to create wealth in a safe and predictable way ● What are the common mistakes in handling wealth ● What are the pros and cons of banking on yourself ● What is Lake Growth Debt SnowBank MethodTM ● What are the keys to becoming your own banker ● How to become your own source of financing ● How to grow wealthy by paying your taxes ● How to ensure your money is tax efficient ● How to protect and grow your money ● How to bank on yourself   Show resources:https://lakegrowth.com/

Are you wondering why you continue to be denied for business lending? Just give me less than an hour of your time, and I’ll show you the roadmap to business lending approvals with Fundability™. For your next business loan, go to: 👉 https://www.creditsuite.com/business-... Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰The Journey to Business Lending Approvals 💰The Road to Business Lending is Paved with Fundable™ Foundations 💰Building Business Credit on the Way 👉 Recap

Brian serves as CEO of Torch.AI and has more than 20 years of experience leading mission driven, high growth, technology-focused companies. Torch.AI helps leading organizations leverage artificial intelligence in a unique way via a proprietary enterprise data management software solution. Today, Torch.AI supports clients like H&R Block with fraud detection and mitigation, and the U.S. Department of Defense with machine learning-enabled background investigations for all federal employees, supporting the determination of an individual’s trustworthiness and security credentialing. Prior to Torch.AI, Brian launched or acquired several companies all focused on technology-enabled services and data connectivity. His companies serve nearly 1,300 clients and have been recognized as Small Business of the Year by the Greater Kansas City Chamber of Commerce.   During the show we discuss: ● How machine learning can anticipate what may happen and how you can use this ● How data can be broken down in a way that simple machines can easily process ● How machine learning uses data to produce actionable info for entrepreneurs  ● How to use advanced tech to reduce churn and keep customers longer ● What data infrastructure it is and how to fix the problems it causes ● Why business owners deal with more data than they can manage ● What causes data to be unsecure and how to make it safe ● How AI and machine learning can help business owners ● What’s the future look like for AI and machine learning ● How to break down lots of data to make it easy to use ● How to use advanced tech to attract more customers ● How AI can make data easier to use   Show resources: https://torch.ai/ 

With just a little bit of prep work, you can get approved for your first business credit account lightning fast! 

Mark launched his creative production company Phanta Media in 2006, grew it to a little over $2mm in revenue, and then slowly watched as it all crumbled around him.  Through the hard lessons learned and working to not make the same mistakes twice, today Phanta focuses less on “keeping the machine fed” and more on doing extraordinary work with really cool people.   As a brand strategist, Mark understands that YOU need to be courageous.  There's only one YOU and it takes courage to go all-in on you.  The courage to trust your gut while also pushing your comfort zone.  The courage to say what others can't, or simply won't say.  The courage to see 10x ahead of where you are now, believing that you can make it happen.  Courage is what we admire most from extraordinary people and brands.  Courage is what you need.   During the show we discuss: ● Why most people/brands fail to stand out from the competition and connect with their audience ● How to determine your customer avatar and the problems they need solved ● Elements that influence the creation of must-watch brand advertisements ● The secret formula for creating can't-ignore brands and must-see content ● How to decide what new forms of content your brand needs ● How to determine your own unique selling proposition ● Why "courage" is the thing that leaders/brands need ● Essential elements of a content marketing strategy ● The 3D’s process to know what you really want ● How to build a brand through content ● How to quantify the power of a brand ● How to produce quality content ● How to plan a content strategy ● Why invest in branding   Show resources: https://www.phanta.com/

Chris Brown is an experienced president with a demonstrated history of exceeding business objectives and helping companies grow. Skilled in Sales, Strategic Thinking & Planning, Building Long Term Relationships. Strong entrepreneurial professional that understands the importance of being focused and goal oriented to drive results while developing leaders at all levels in the business. Successful track record in leading teams and building strong partnerships within the marketplace.  He’s also the CEO and co-founder of Tax Hive where he’s partnered with Kevin O’Leary from Shark Tank.    During the show we discuss: ● The importance of strategic tax management ● Strategic tax plan to save no taxes ● How to tap into over 1,400 tax benefits to save a lot of money ● Basic tax planning strategies businesses use ● How to know what strategies work and not work ● Business tax savings and how does it work ● Why hasn’t my current accountant created a business tax savings plan for me? ● How much to expect to save in taxes when I get a plan ● Do I need an updated plan each year? ● Limitations of tax planning ● The difference between tax planning and tax management ● The important areas of tax management ● The objectives of tax planning ● The biggest misconceptions business owners have about their returns ● How to maximize the tax benefits   Show resources: https://taxhive.com/suitelogin 

An early employee of Apple and Head of Innovation at Redbox, Mark Ackler has been creating and investing in tech startups since 1986. Today, he is a founding partner of MATH Venture Partners, a technology venture capital fund, and an adjunct professor at the Northwestern Kellogg School of Management.   During the show we discuss: ● The right time to sell your startup ● The best framework to follow to maximize value when you sell ● Why cultural fit is important to maximize exit value of your business ● What alignment you need to have to have a successful exit ● Why the rational of the deal must make sense for you to sell ● Factors that founders should consider when they are evaluating exit paths● What an "Exit Talk" is  ● How can founders use it to reach alignment in their boardrooms ● The 4 categories of potential buyers of your business ● What to know about potential buyers of your company, competitor, investor, IPO, strategic buyers ● How can founders optimize for the long-term● What are some of the common pitfalls that founders should avoid when they look to exit ● How can founders best negotiate the best outcome for their startups ● What the FAIR framework is ● What a FAIR acquisition partner is and how to work toward this partnership ● How fundraising impact the exit of a business ● What does building trust have to do with liquidating a business● What a buyer ecosystem is  and how to develop it ● How entrepreneurs determine the right time to sell their businesses ● four different types of buyers: financial, competitive, public, and strategic   Show resources: https://www.mathventurepartners.com/

Are separate business bank accounts really necessary? 🏦 Give me less than an hour of your time, and I’ll show you why business bank accounts really are necessary, including how they affect findability. 👉 To best build fundability, be sure to schedule a consultation with us: https://info.creditsuite.com/business...   Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💸 Benefits of Business Bank Accounts 💸 How to Choose and Open a Business Bank Account 💸 The Secret Credit Score You Probably Don’t Know About 💸 Personal Banking History Can Affect Your Ability to Open a Business Account 👉 Recap

Jeremy Ryan Slate, an entrepreneur, media expert, author and CEO and founder of Command Your Brand. He studied literature at Oxford University and is a former champion powerlifter that helps visionary founders to impact the world and better mankind through podcasting and new media to create trust and opinion leader status. Podcast Magazine just included Jeremy on their 2022 40 under 40 in Podcasting list.   During the show we discuss: ● The skillset needed to grow a business while being happy ● Why overcoming adversity is so important ● Why focus on what each team member needs individually is essential to being a great leader ● The Right Combination to Scale Your Company ● Why done is better than perfect ● Tips and techniques in igniting your passion ● Factors that can spark passion ● How to Hack your Position as the Trusted Authority in Your Space ● The best masterminds to join ● How to become an authority in your space ● How To PR Your Way To Success ● Why you should be submitting press releases to your local media ● How to Utilize the 1 Billion Dollar Podcast Market ● The key things in running a successful business ● Important skills of an entrepreneur ● How to boost your business with the help of sales, pr and marketing combined   Show resources:https://commandyourbrand.com/

What You Need to Know About the Impact of Personal Finances on Business Lending Are you wondering if personal financing can affect your ability to get business lending? Give me less than an hour of your time, and I’ll show you how personal financing can affect your ability to get funding for your business, and what to do about it. 👉For your next business loan, go to: https://www.creditsuite.com/business-... Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰 The Mysterious Connection Between Personal Financing and Business Lending 💰 Frightening Factors that Affect Personal Credit 💰 Secrets of Scoring Models that Use Personal Credit for Business Credit Scores 💰 Ensure the Impact of Your Personal Financing on Business Lending is Positive 👉 Recap

We & Goliath, a full-service virtual event company that specializes in achieving optimal results for global enterprises and SMBs, even when their clients feel they’re facing giant challenges. Hence theirs logan. We’ve got yours slingshot. Unlike most event companies, they’ve been digital- first since unlike most event companies, they’ve been digital- first since way before the pandemic. Their co-founders, Michelle, and Daniel each have over 20years experience in event production, design, and digital marketing.   During the show we discuss: ● Virtual and hybrid event ● The advantages and disadvantages of virtual events ● How social media can be useful for virtual events ● How to make virtual events more interactive ● How to keep a virtual event engaging ● How to engage the audience in a virtual event ● How to make virtual events stand out ● What makes a virtual event successful ● The most effective advertising techniques ● The benefit of virtual event ● How to stay organized and ensure the success of the event ● The latest technologies for producing a virtual event ● The tips and pointers that you can give to the aspiring event producers ● The secrets of a successful event production ● Some advertising techniques you can share ● The common mistakes organizers are making with their virtual events ● Helpful tips on how to get people to show up   Show resources: https://weandgoliath.com/

Are you looking for cash flow based lending? Give me less than an hour of your time, and I’ll show you how to find the best cash flow based lending options for your business. 👉 For your next business loan, go to: https://www.creditsuite.com/business-... Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰 Cash Flow Based Lending: What You Need to Know 💰 Do You Qualify for Cash Flow Based Lending? 💰 Specific Examples 💰 Other Funding Similar to Cash Flow Based Lending 👉 Recap

Over the last fifteen years, Luke Arrigoni has worked with some of the top brands in the United States building machine learning and data science programs, even before there  was such a term.  He worked with companies such as UPS, J&J, Getty, AT&T, Stryker,  Goldman Sachs, CAA, FOX, Sephora along with others.    Luke has media experience explaining to audiences at Bloomberg, WIRED and others  on topics such as data’s impact on politics, machine learning, blockchain and other ways  that technology intersects in a big way in everyone’s day-to-day life.  He built and sold an  econometrics business in the past and also has experience with Sino-American trading relationships.  He worked with several companies such as J&J and Samsung making him  familiar with how to do business with technology and raise products in China.    During the show we discuss: ● General Artificial Intelligence ● Machine Learning ● When are Artificial Intelligence and Machine Learning used ● How do Artificial Intelligence and Machine Learning succeed ● Approach legislators and lawmakers take to technology ● Role of artificial intelligence play in machine learning ● Relationship between artificial intelligence and machine learning ● How Artificial Intelligence used to benefit society ● How machine learning and artificial intelligence assist firms in making better use of their data ● Sentients and why you need to know about it  ● How artificial intelligence help us in our daily lives ● Current state of artificial intelligence ● Impact of Artificial Intelligence/Machine Learning have on the industry ● The most recent artificial intelligence-based technologies ● How Artificial Intelligence works with social media platforms ● What does the future hold for Artificial Intelligence and Machine Learning ● The technological future of Artificial Intelligence   Show resources:https://arricor.com/

Are you wondering how to maximize your credit score to get as much funding for your business as possible? Give me less than an hour of your time, and I’ll show you some simple hacks to grow, improve, and otherwise maximize credit score for your business so you can use it to the fullest extent possible. 👉 To take your business credit building to the next level, go to: https://my.creditsuite.com/ Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💳 The Secret World of Business Credit Reports and Scores 💳 The Surprise In How Business Credit Works 💳 Finding Initial Accounts 💳 Leveraging Personal Guarantees 👉 Recap

Clay Ogden could easily be described as the ace of the SRA Team. In his role as National Business Development Manager, Clay does it all as he interacts with business owners and advisors to identify risk management strategies. As a former professional Golfer on the Nationwide, Web. com, Canadian and mini-tours, Clay nurtures many of his business relationships on the course and brings more than 12 years in risk mitigation to identify opportunities and consult with clients and representatives.   During the show, we discuss: ● What an 831(b) Plan is ● 831(b) compared to 401(k) and other retirement accounts ● The tax benefits and savings an 831 (b) provides  ● How an 831(b) Plan works ● The returns you can get investing into an 831(b) ● How much to put into an 831(b) ● Why Your Business Should Consider 831(b) and Mitigate Risk ● How 831(b) plans help businesses during COVID ● The Importance of 831(B) Captives ● Entities that are good candidates for an 831(b) plan ● Risks businesses have that an 831(b) Plan can help with ● Threats to business cash flow (brand, cyber security, other risks) ● What can be insured ● The risk mitigation strategy of every Fortune 500 Company ● The Liability Crisis and how is it repeating itself now   Show resources: https://www.831b.com/

Do you need business funding but lack the cash flow and collateral that most lenders require? Join us as we show you how to get a business loan with No Cashflow or Collateral! 👉 For your next business loan, go to: https://www.creditsuite.com/business-... Key Moments in This Episode: ======================== 💰 What You’ll Learn Today 💰 What it Takes to Get Business Loans 💰 Examples of Business Loans Loans ith No Cashflow or Collateral 💰 Recap

Who are the vendors in tier 4 when you are building business credit? Join us I’ll show you the keys to getting accounts with tier 4 vendors, and give you some examples of who these vendors are. To take your business credit building to the next level, go to: 👉 https://my.creditsuite.com/. Key Moments in This Episode: ======================== 👉 What You’ll Learn Today 💳 What Are the Vendor Credit Tiers? 💳 Why Should You Work the Tiers in Order? 💳 Examples of Tier 4 Vendors 👉 Recap

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.   In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning.   During the show we discuss: ● Why pay more taxes than we should and how to pay less ● Some Income tax nuances for stock options ● What triggers you to pay more taxes than you should ● The worst of the tax mistakes ● The worst investment decision ● The best investment decision ● Stock options tax secret you wish people knew about ● Investments for people who don’t have an advisor ● When should someone at a pre-IPO company contact an advisor ● What You Should Know About the IPO Lockup Period ● How to plan for an IPO ● The Crucial Financial Planning Steps to Take When Anticipating an IPO ● The pitfalls to avoid ● The non-starters for IPOs ● How to get credit to buy stock options  ● How not using a financial planner will hurt you Show resources: https://www.wrpwealth.com/

How to Use a Solo 401 (k) to Fund Your Business Daniel Blue is the President of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt and use self-directed retirement accounts to invest in alternative assets With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that leads to life changing results.   During the show we discuss: ● What a “solo” 401k is  ● Loan feature on a 401k and how it can help you ● How to make a 401k a solo one ● How to take money out of a 401k without paying tax penalties ● Process of using a 401k to fund a business ● Benefits of using a 401k to fund your business ● Kinds of rates can you get on this type of financing ● Is personal credit a factor in qualification ● Is revenue a factor in qualification  ● How much money must be in the 401k to qualify  ● Is it a good idea to tap into a 401k to launch a new business ● What percent of the 401k can you borrow against  ● How to ensure you can keep the money out of the 401k without tax penalty ● What’s the interest rate is ● How to use this financing to pay off high-interest debt ● What do business owners use the funds for typically ● Why Wallstreet doesn’t educate on this   Show resources: 👉 https://www.danielblue.me/

Are you wondering how to get your business set up with the business credit bureaus? Just give me less than an hour of your time, and I’ll show you the keys to business credit bureau setup for your business. T o best build fundability, be sure to schedule a consultation with us: 👉 https://info.creditsuite.com/business... Key Moments in This Episode: ======================== 💳 Business Credit Bureaus and Fundability 💳 All Bureaus are Not the Same 💳 Business Credit Monitoring for More Than Score 💳 The FICO SBSS Mystery 

Peter Millington is an avid participant in fintech and the application of cutting-edge technologies to the financial industry. Pete has spent over 25 years working in quantitative finance and founded Scientific Financial Systems in 2016 to advance the state of the art of data science, big data, and machine learning in asset management.    During the show we discuss: ● Advantages and disadvantages of integrating machine learning in finance ● How to know who to listen to when it comes to machine learning  ● Relationship between artificial intelligence and finance ● Role machine learning will play in finance in the future ● Distinction between finance and financial engineering ● Social media in promotion of machine learning ● What role machine learning play in finance ● The best machine learning available today ● Machine learning in financial engineering ● Machine learning benefits to finance ● How to know the data that’s useful ● What financial engineering entail ● Machine learning in banks ● Financial engineering   Show resources:https://www.scifinsys.com/

Brent Bowers, is an investor and coach with a focus on buying and selling vacant land.  While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.   During the show we discuss: ● Why consider investing in vacant land if they’re already investing in other types of real estate ● How does investing in land differ from investing in single family or multifamily homes ● Tips for buying land most first-time buyers don’t consider ● What PropStream is and how it can help you buy land ● How to use Zillow to know how much to buy land for ● How to locate property in markets outside your own ● How to determine the properties to target to buy ● How to make your land more profitable ● How to classify which land is profitable ● Things to consider in investing in land ● How to determine the value of a land ● Why is there no competition in land ● Types of land to look at to buy ● 3 reasons why Brent love land ● How to sell the land you buy  ● Where to find land to buy   Show resources: https://www.thelandsharks.com/

As an established business with solid cashflow you can get access to some of the best business loan options. Join us as we show you 10 Business Loans you can use to take your business to the next level! Looking for a Business Loan? We can help 👉 https://crdt.st/udBRI Key Moments in This Episode ======================== 💰 What You’ll Learn Today 💰 The Big Picture for the Future of Your Business 💰 10 Business Loan Options Outlined 💰 Underwriting Qualification Review 💰 Where to Find Your Next Business Loan

Jennifer Shaheen is the founder and President of Technology Therapy® Group. She is recognized as an expert in planning, implementing, and translating digital marketing and technology. She is a digital transformation expert, user experience enthusiast, and data insights specialist, expertly guiding business owners through the intersection of marketing and technology for the past 20 plus years. With unique expertise that combines technical prowess, entrepreneurial insight, and marketing acumen, Jennifer’s marketing strategy, brand development, and small business operations skills have aided companies in the retail, manufacturing, hospitality, luxury, and travel industries.   During the show we discuss: ● How digital advertising differs from the traditional advertising ● Influences social media platforms have on digital advertising ● What Apple may really be up to making all their data private ● Aspects contribute to the success of digital advertising ● Advantages and disadvantages of digital advertising ● Importance of knowing your customer avatar ● Prioritize digital advertising on organic traffic ● Beneficial applications of digital advertising ● Significance of a digital marketing strategy ● Most effective digital advertising strategy ● Factors to a successful digital advertising ● Developing a digital advertising strategy ● What’s happening with geo targeting ● Importance of digital advertising ● Digital advertising strategies ● Digital advertising   Show resources:https://technologytherapy.com/

Jeffrey Kamys has decades of experience working in the technology industry as well as the analytics field. Jeffrey is the Founder, Chief Investment Strategist & Portfolio Manager at Inherent Wealth Fund.  Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF. The iBET ETF is a basket of stocks that represents the sports betting, casinos and gambling sector, including but not limited to: DraftKings, Penn National Gaming, Caesars, MGM and Wynn.   During the show we discuss: ● Recommendations to invest in the sports betting industry ● Differences between a professional bettor and a gambler ● Factors to consider before investing in sports betting ● Benefits of investing in sports betting ● Sports betting and the stock market ● How to profit from sports betting ● Sports betting as an investment ● Best stocks for sports betting ● Greatest sports betting site ● Impact of sports betting ● How to bet on sports ● Drawbacks of sports betting.   Show resources:https://www.inherentwealthfund.com/

In your journey to Build Business Credit Tier 3 Vendors can be hard to find! Come find out how you can beef up your business credit profile and finish out the process strong during this episode! 👉 Find Your Next Business Loan at: https://crdt.st/udFBg Key Moments in This Episode ======================== 💳 What You’ll Learn Today 💳 Just Keep Swimming 💳 Tier 3 Vendors 💳 Beyond Tier 3 💳 Recap

Leon Kuperman is a co-founder and CTO at Cast.ai as a potential guest on your show. Cast.ai ensures developers focus on building great products instead of worrying about their cloud infrastructure. Combining instant AI-driven cloud optimization with Kubernetes, this is 1 platform that: cuts cloud bills in half, boosts the power of DevOps 10X, and guarantees business continuity by preventing downtime.   Formerly a Vice President of Security Products OCI at Oracle, Leon’s professional experience spans tech companies such as IBM, Tuition, and HostedPCI. He has 20+ years of experience in product management, software design, and development, all through production deployment. During the show we discuss: ● Factors to consider while selecting the best Cloud services for your company ● Which cloud platform is ideal for launching a new business ● Which cloud provider is the most suitable for a startup ● The most significant advantages of cloud computing ● How to choose the best service from the beginning  ● How much a cloud server cost for a small business ● Is cloud computing beneficial to small businesses ● Benefits of cloud computing for new businesses ● How to create a Cloud-based business quickly ● Is the cloud appropriate for a new business ● Benefits of the cloud for small businesses ● How is data kept safe in the cloud ● What infrastructure as a service is ● The purpose of cloud computing ● What platform as a service is ● Benefits of cloud computing ● What cloud computing is   Show resources:http://cast.ai/

Internationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the#1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+companies and is the owner of the multi-million-dollar franchise Action COACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you - so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars.   During the show we discuss: ● How the success of a marketing campaign can be measured ● Benefits and drawbacks of choosing a marketing channel ● How to maintain a positive relationship with customers ● How to make a good first impression on new clients ● What business coaches can do for business owners ● Importance of maintaining contact with customers ● How to implement an effective marketing strategy ● The most effective social networks for marketing ● Why coaches help business owners grow faster ● Pointers for achieving good business marketing ● The finest practices for marketing success ● How to establish a marketing connection ● The best business marketing channels ● The future of the marketing industry ● How to pick a marketing strategy ● Role of a digital marketer ● Importance of marketing ● Marketing industries   Show resources: https://bradsugars.com/

Business operations play a major role in the Fundability™️ of your business. Find out the hidden factors lenders use to qualify you and what you can do about it. These tips are going to change the way you run your business and maximize your funding opportunities, you don't want to miss it! 👉 Find Your Next Business Loan at: https://crdt.st/udFBg Key Moments in This Episode ======================== 💵 What You’ll Learn Today 💵 Business Operations for Maximum Fundability 💵 Licensing and Accounts for Fundability 💵 Website and Domain for Fundability 💵 Money Management for Fundability 💵 Recap

At the age of 25, Dan Haberkost has managed to build an impressive real estate business & portfolio that allows him the freedom to live & work where he wants while spending a tremendous amount of time in the mountains and on the beach. Dan’s first foray into the world of real estate investing was as a teenager when he managed a portfolio of properties for his employer at the time, while still in high school! Dan took the lessons he learned from these early experiences and brought them into his own business allowing him to shorten the learning curve and make an enormous amount of progress in just a few years which has given him complete freedom in his mid-twenties.     During the show we discuss: ● How to send hand-written mailers to landowners to tell them you want to buy ● How to use tools like PropStream to do research on what you should buy ● Why people buy land, then develop it, and make it available to sell ● What kind of due-diligence process should you use before buying ● Why land investing is the best way to invest into real estate ● How to use Zillow to find the perfect piece of land to buy ● The pitfalls you’ll often run into when building land  ● The type of land you should be focusing on flipping ● Advantages and disadvantages of investing in land ● What to send to sellers to start the purchase price  ● The kind of profit margins you can make on land ● How to buy land for 30-40 cents on the dollars ● How to get the money you need to buy land ● How to know the right type of price to offer ● Where you find pieces of land to buy ● How to sell land to other investors ● How to best sell land for a profit ● How to invest in land   Show resources: https://danhaberkost.com/

Todd Miller, best-selling author of ENRICH, says that these all provide the wrong types of financial security, promoting capital gains rather than cash flow. Capital gains, while nice in the short term, don't produce the long-term financial stability of a reliable cash flow. COVID has taught us that even our corporate paychecks are no longer a reliable source of income. Years ago, Todd decided to stop relying on his paycheck and engineered independent income streams that allowed him to quit his job and live the life he wanted. He stopped banking on situational gains (like a pay raise or fast bump in the markets) and rejected conventional retirement advice (like the 4% rule, which rests on a negative scarcity mindset) and now he's on a mission to help others flip the script for themselves.   During the show we discuss: ● Why should professionals accelerate – even if they have a “good job” ● Why most people are miserable, and how to live the life you want ● The 3 places professionals get stuck in their search to be happy ● What time poverty is and how to not let it control your life ● Ways to future proof and build your financial security ● Why you must create a written financial plan now ● How to incorporate these ideas into our lives ● Challenges toward financial independence ● What financial security mean  ● The key to enrich your life ● What financial fitness is    Show resources:www.enrich101.com

There are some amazing options for funding a Startup Business! Join us as we show you what options are available for Startup Businesses and answer your questions! 👉 Find Your Next Business Loan at: https://crdt.st/udFBg   Key Moments in This Episode ======================== 👉 What You’ll Learn Today 💰 Unique Challenges Faced by New Businesses and Startups 💰 5 Financing Options 💰 Building Fundability 👉 Recap

Scott Danner is the CEO of Freedom Street Partners, a practice that supports financial advisors in their next career step and helps them explore all available paths to secure a fulfilling future. After fifteen years practicing on an employee platform, Scott founded Freedom Street and took it from $0 to $2 billion in assets under management in just five years. Scott is the co-founder of the Chesapeake Virginia Wine Festival and enjoys traveling the country with his wife to watch their two sons play soccer.   During the show we discuss: ● The secret to growing assets under management to $2B in a short period of time ● How to stand out above other bidders when bidding on a company to buy ● How to get started with acquiring other companies and roll-ups  ● How to find financial advising companies you may want to buy ● The skills for entering the world of financial consulting ● The best way to become a successful financial advisor ● Tips and advice you can tell the new financial advisor ● Qualities distinguish a competent financial advisor ● Strategies for gaining a client as a financial advisor ● Characteristics that financial advisors should have ● How to manage companies you acquire from afar  ● Role that social media play as a financial advisor ● How to become an effective financial advisor ● Information a financial advisor need to know ● How important culture is to growing quickly ● Financial advisor industry in the near future ● How to communicate with your customers ● Is it difficult to work as a financial advisor? ● Inflation and recessions and your money   Show resources:https://www.freedomstreetpartners.com/ www.ScottDanner.com

Jim Rowe, a marketing veteran of 45 years, started in market research after receiving his BS in Marketing from Fairfield University, CT.  Jim has held client and agency positions including Brand Manager, Coke; VP Marketing, Cutty Shark; President of Promotion and InterMark Divisions, Saatchi Howard Marlboro Group; plus 30+ years as an owner of Manhattan Marketing Ensemble then Jim Rowe Marketing.   During the show we discuss: ● The biggest issues companies face now ● How modern technology has adversely affected our ability to communicate ● Why writing less has an adverse impact ● What are the fundamentals of communication ● Why you must know who your audience is ● Why you need to know the purpose of your communication ● Why knowing the background or situation status is essential ● How to define the problem your communication is going to help solve ● How to define your objectives and properly measure results ● How to determine the tactics you’ll use to get the goal you want ● Why critical thinking is an essential skill employees must have ● How to get your company positioning right and why it matters ● How to write persuasively?   Show resources:https://www.jimrowemarketing.com/

Want to see how to improve your options for funding your business? See what steps you can take right now to get a jump start to maximizing your Fundability™️ for 2022! 👉 Take the Fundability™️ Mini Course: https://crdt.st/udIpZ Key Moments in This Episode ======================== ✅ What You’ll Learn Today 🏆 Business Setup for Success in 2022 💰 What Makes a Fundable Foundation? 🏁 Funding to Get Started ✅ Recap

Scott Turman, a technologist, entrepreneur, and Amazon top 10 author that is making book writing accessible. He is the founder and CEO of BrightRay Publishing, a company that offers writing and publishing services for founders, CEOs, celebrities, sports figures, politicians, and other high performing professionals.  After struggling to write a book for years, Scott was able to quickly co-write two books with his industry disrupting process done at BrightRay - that doesn’t include ghost writers.    Before beginning his publishing career, he wrote code for organizations such as NASA, the US Department of Defense, Disney, and another Fortune 500’s. As a side note, Scott was named after the fourth astronaut in space, Scott Carpenter! His father, Arthur Turman, had worked with Scott Carpenter on Mercury-Atlas 7 at NASA.   During the show we discuss: ● Effective methods for establishing credibility in your industry. ● Create your own personal brand. ● Brand yourself. ● Promote your company's brand. ● Convey your personal brand. ● Create and market a brand. ● Role of social media platforms plays in helping you establish and promote your brand in your industry. ● Create your own strong brand and name. ● Personal branding helps you in promoting yourself. ● Factors should you consider when developing your own brand. ● Market yourself in the world. ● of credibility in business. ● Factors apply to credibility. ● Effective technique to establish credibility in an industry. ● Consequences of constructing your own in your career or path. ● Factors should you consider when deciding on a target market for establishing and promoting your brand.   Show resources:https://brightray.com/