The Business Credit and Financing Show

Sief Khafagi is an ex-techie turned real estate investor who has helped thousands diversify into real estate after spending nearly 5 years at Facebook where he built the 2nd largest engineering organization across the world. 1000+ hires later, it hit him: a company's most important asset is its people. Today, he's the founder of Techvestor, which helps real estate investors and busy professionals passively invest in the emerging asset class of short term rentals (aka Airbnbs) and build for their lifestyle. All investors get to use the properties they invest in, further creating utility AND returns. Techvestor's advisors include folks from AirDNA, Realtor.com and Bigger Pockets. During the show we discuss: What Short-Term Rental Is The Advantage of Short-Term Rental Over Other Real Estate Investments The Type of Properties That Qualify for Short-Term Rental How Short-Term Rentals Differ from Other Property Rentals in Terms of Regulations How to Choose the Right Area for Short-Term Rentals Where to Get Leads of Properties That You Could Invest In for Short-Term Rentals How to Secure Financing for the Property How Much Investing in Short-Term Rentals Costs The Usual Costs in Running a Short-Term Rental How to Maximize Your Short-Term Rentals to Make More Profit How to Make Your Short-Term Rental Standout Over Competitors The Best Tips in Running a Successful Short-Term Rental Why You Should Consider a Property Manager to Help You Run Your Rental Resources: https://techvestor.com/

Ryan Niddel is a CEO, Board Member and Entrepreneur. He is also the leading authority on improving revenue of companies by improving EBITDA through increased operational efficiency, lean manufacturing principles and more. He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. Niddel has successfully tripled the revenue of more than 5 companies in under 2 1/2 years adding an extra $950M in valuations. During the show we discuss: Why It's Important for a Company to Grow The Key to Rapid Revenue Growth Why Simplification is So Important The 148 Proven Profit Processes and How They Can Affect the Growth of Your Company Why It's Important to Create Internal Systems that scale? How to Scale Your "EBITDA" The Factors and Ways to Improve Your Company's Growth How to Improve Process Efficiency How to Improve Your Team How to Improve Your Margins How to Increase New Client Count by a Minimum of 10% How to Optimize and Automate Systems When to Bootstrap and When to Raise Capital How to Reach Exponential Growth Show Resources:https://ryanniddel.com/

Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing. Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner. During the show we discuss: What Estate Planning is Why Estate Planning is Important What a Will is Why You Need a Will The Typical Problems That a Will Resolves And/Or Avoids How do I start planning and creating my will What a Well-Thought-Out Will Contains How Often Should You Revisit and Update Your Will The Next Steps After You've Created Your Will What Happens to Your Estate if You Pass and Don't Leave a Will The Other Estate Planning Documents You Should Consider Having Aside From a Will Why You Should Consider Having an Estate Planner The Qualities You Should Look For in an Estate Planner Resources:https://www.dontleaveamess.ca/

Kevin Maney is a journalist who has been covering tech and society for 30 years, and the author of Play Bigger: How Pirates, Dreamers, and Innovators Create and Dominate Markets. Kevin is a partner at Category Design Advisors where Kevin and his team guides leadership teams to help them define, develop and ultimately dominate a new category of business. During the show we discuss: What Category Creation is Why Category Creation is Important in Marketing List of Companies that Have Successfully Created a New Category in Their Market The Things to Consider Before You Start Creating a New Category The Steps Involved in Creating a New Category in the Market The Usual Challenges in Launching a New Category in the Market, and How to Overcome Them Why Defy "Gravity" and Not Get Sucked Back into the Old Way of Doing Things The Best Practices in Successfully Launching a New Category in the Market How to Measure the Success of Your Category Creation Efforts How Your Business Can Protect Your New Category and Defend Against Competitors Entering Your Market Resources:https://www.categorydesignadvisors.com/

Eddie Rodriguez, CFC, is a 30+ year successful, serial entrepreneur, and has been a Certified Franchise Consultant for over 15 years. Eddie is the Founder/CEO of The Franchise Tailor, a franchise consulting group that helps people find their best next life via franchise ownership. Eddie is also an esteemed member of The Forbes Coaches Council, and has helped hundreds of people find their best fit franchise to build their next best life via franchising. During the show we discuss: What a Franchise is How a Franchise Business Works The Advantage of Owning a Franchise Over Having an Independently-Owned Business Why Should You Invest in a Franchise over Other Investment Options How Much Money You Need to Have to Invest in a Franchise Where to Get Funding for Your Franchise How to Determine Which Franchise is the Best Fit for You The Questions You Must Ask a Franchisor Before Committing The Things You Need to Know Before Buying a Franchise The Next Steps You Need to Do After Buying a Franchise The Typical Costs and Fees Related to Buying and Owning a Franchise How to Maximize Profit as a Franchisee Why You Should Use a Franchise Consultant to Help You Start Investing in a Franchise The Help a Franchise Consultant Can Offer to a Franchisee After Buying a Franchise Resources: https://www.thefranchisetailor.com/ Send an email to [email protected]

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America. Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management. During the show we discuss: What a CFO Does in a Typical Business What a Virtual CFO Does and How They Can Help You What Forecasts Are and How They Can Help You Grow Faster How to Differentiate Between a Bookkeeper, Controller, and CFO When to Know When You Need a Bookkeeper, Controller, and CFO What a Fractional CFO Does and How to Have One for a Very Low Cost The Type of Services That a Virtual CFO Can Assist With How Much Cash You Should Have in the Bank Account at Any Time Why Business Wwners Struggle to Get to Profitability and How to Fix It Why a CFO Can Function as Your Business GPS How a Proper Financial Forecast Can be Created and Help You Make More Profits The Biggest Financial Mistakes Business Owners Make and How to Avoid Them How Often Should You Meet with Your Fraction CFO Why the Demand for Fractional CFOs is Exploding Resources: https://www.summitcpa.net/ https://creditsuite.com

Paul McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. During the show we discuss: Why Write a Book to Attract Ideal Clients The Edge of Writing a Book Over Other Marketing Methods Content to Include in Your Short Book The Common Mistakes / Challenges in Writing a Book, and How to Avoid / Overcome Them The Best Practices in Writing a Book Factors to Consider Before Writing a Book What a Short Book is The Benefits of Writing a Short Book Over a Longer Book When It Comes to Reaching Your Target Clients How the Writing and Publishing Processes for a Short Book Differ from Traditional-Length Books Why Make Your Book Into an Audio Version How Much You Should Sell Your Books for How Much Time It Typically Takes to See Results in Writing a Book How to Ensure that Your Book is Discoverable by Your Target Clients The Steps You that You Should Take After Publishing Your Book to Continue Attracting Target Clients How to Use Your Book's Content in Other Marketing Materials and Initiatives Resources: https://linktr.ee/paulgmcmanus https://www.theshortbookformula.com/

Sach Jhangiani is the Co-Founder and CMO at Elevate.Money, where he provides alternative investment access to millennials via its tech-driven platform by offering fractionalized interests in commercial real estate portfolios to non-millionaires via a seamless and user-friendly digital interface. Sach had a successful 15+ year career at Credit Suisse and made it to the top of the ranks as a Managing Director. In 2016, Sach left his job and moved to the West to recalibrate. Over the next several years fell in love with digital marketing and communication and found the drive to share his knowledge from wall-street and help make the world a more level-playing field when it comes to building wealth and taking ownership of one's finances. During the show we discuss: How Much Work is Involved in Making Money in Commercial Real Estate on Your Own What Real Estate Investment Trust (REIT) is How REIT works How to Get Started in Commercial Real Estate Investing in Only 4 Minutes Why REIT's are Good Investments in This Day and Age? The Types of Investments You Should Consider when Investing The Types of REIT's, and the Best REIT to Invest In The Edge of REIT over Other Alternative Investments The Advantages of Investing in REIT Over Owning a Rental Property Renowned Examples of REIT's How to Invest in REIT's How Much Money You Need to Start Investing in REIT's How Much Money You Can Make in Investing in REIT's The Things You Should Consider Before Investing in REIT's How to Know if REIT's are the Best Investment for You Where to Invest in REIT's Resources: https://www.elevate.money/

Jermane Cheathem is a minimalist entrepreneur who travels around the world full-time while using simplicity to get what we all want: financial freedom. Jermane is the Sales Director at DaoFinancial. He specializes in helping medical equipment/devices sellers win more business and loyal customers by offering finance programs to their clients. With over 17 years of expertise in medical equipment finance, his passion is finding creative solutions for all of his clients so they can thrive in their businesses. During the show we discuss: Why Equipment Financing Demand is Extremely High, and How You Can Fill that Void Why Nearly 80% Equipment is Financing and How You Can Benefit from That Why equipment dealers are hungry for a good financing relationship Why You Should Consider Equipment Financing as a Way to Make Money How to Use LinkedIn to Get Leads How to Build Sales Systems that Help You Convert More Sales How to Have Equipment Dealers Get Your Leads for You How to Help Customers with Good and Bad Credit Get Approved How to Get 80%+ Approval Rates for Equipment Financing The Type of Money You Can Make on Equipment Financing How to Make $10,000+ Per Equipment Deal How to Choose the Right Niche for Equipment Financing Resources: https://www.daofinancialsolutions.com/ https://creatorslearn.com/ https://www.linkedin.com/in/jermane-cheathem/

Mohit Tater is a serial entrepreneur, investor, and consultant. He founded BlackBook Investments and quickly became a recognized expert investor in online businesses and digital assets. In the past 5 years, using the skills and strategies he's been optimizing, Mohit has created hundreds of thousands of dollars in cash flow and profits after making online investments in eCommerce, advertising, and affiliate as well as service-based businesses. Mohit has extensive experience in SEO, content marketing, social media marketing, and conversion rate optimization. He has worked closely with brands such as eBay, Groupon, Microsoft, Nokia, and many more on their digital marketing strategies. During the show we discuss: What Digital Assets Are How Digital Asset Investments Work Why Invest in Digital Assets Over Other Non-Traditional Investment Models Famous Examples of Digital Assets-Based Businesses The Different Types of Digital Assets You Can Invest In The Best Digital Assets to Invest in Right Now How to Invest in Digital Assets How Much Money You Need to Start Investing in Digital Assets How Much Money to Expect to Make in Digital Asset Investments The things You Should Consider Before Investing in Digital Assets Platforms to Use to Invest in Digital Assets What to Look For in a Digital Assets Investment Manager Resources: https://blackbookinvestments.com/ https://blackbookinvestments.com/investor-questionnaire/ https://flippa.com/

Thomas "Ai Nerd" Helfrik is a technology guru, business innovator, and CEO of Instantly Relevant, Inc. (instantlyrelevant.com). Using a combination of emerging AI technology and expert human insight, his company helps founders, entrepreneurs, and startups earn more traffic, tap into new revenue streams, and capture the attention of "relevant" audiences. His data-driven approach uses customized content and social media engagement to help growing businesses reduce their time on social media while creating millions in revenue and growing accounts for customers. Thomas has a humorous and larger-than-life personality that creates unmatched customer experiences for clients. During the show we discuss: What to know about Chat GPT How Companies Like Google Can Determine If Content is AI-written Why Leverage a Partner to Scale Marketing Is A.I. Enough for Creating Content 5 Things You Should Use AI For that You're Not Thinking About Why You Should Stop Chasing "Perfect" in Your Content Creation Things Most Brands Go Wrong with Their Social Media Approach How Technology-Driven Marketing is Different than Traditional Marketing The Top Reasons Why Your Business Needs A Strategic Content Plan to Accelerate Business Growth and Amplify Your Brand How to Save Tons in Marketing Budget While Rapidly Increasing Content and Engagement How to Use AI To Bridge The Communications Gap Between Brands and Target Audiences The Social Media Platform With the Most Value Right Now How to Best Support Your Customer with Their Changing Needs How to Help a Founder that Needs Agility and Flexibility in What They are Doing Show Resources: https://www.ainerd.com/ Text 314-954-6900, and say you heard him on Ty Crandall's show

Sarry Ibrahim is a financial consultant and health and life insurance agent who specializes in serving high net worth individuals, real estate investors, business owners, and retirees. He has extensive experience transitioning retirees from retirement plans to individual Medicare plans and has a reputation for putting his clients first. Sarry is known for his ability to provide financial strategies that protect assets and for his expertise in identifying areas of certainty in financial projections. He has earned the trust and confidence of clients over the years and helps business owners protect their assets from various risks as a licensed advisor. During the show we discuss: What Financial Asset Protection is The Common Financial Assets that You Want to Protect The Common Risks to Financial Assets, and How They Can Be Mitigated The Common Mistakes that People Make When It Comes to Protecting Their Financial Assets How to Start Creating a Financial Plan How to Choose the Right Investment Strategy The Role of Insurance in Protecting Financial Assets, and How to Choose the Right Policies What a Trust is, and What Its Role is in Protecting Your Financial Assets The Benefits and Disadvantages of Having a Trust How to Minimize Your Tax Liability While Protecting Your Financial Assets How to Minimize Debts While Protecting Your Financial Assets How to Take Advantage of Technology in Protecting Your Financial Assets How to Choose the Right Financial Advisor Resources: https://thinkinglikeabank.com/ https://finassetprotection.com/ https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you

Joe Ardeeser is a former digital agency owner of 12 years. He's worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12. After selling his agency, Joe decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed. As a small business owner, Joe learned that so much of being successful comes down to closing quality clients quickly. Joe loves talking about all things business-related but in particular, enjoys discussing proposals, systems and operations. During the interview we discuss: What a Business Proposal is, and Why You Should Write One What a Good Business Proposal Contains What You Should Avoid Including in a Business Proposal Why Your Business Should Invest in Your Proposal Process How You Can Write Better Business Proposals The Challenges in Writing a Business Proposal, and How to Avoid/Overcome Them What and How to Prepare Before You Start Writing a Proposal How to Maximize Engagement from Prospects After Sending Proposals Resources: https://www.smartpricingtable.com/

Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent. After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT. He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank. During the show we discuss: How to Choose the Right Investment for You Th Good Investments for Those That are Just Starting The Low-Risk Investment Types That Have Decent Returns The Best Investments to Take Advantage of In The Market Right Now The Most Promising Startup Investments to Check Right Now How to Start Investing How to Get Funding for Your Investment The Best Next Steps to Take After You've Made Your Investment Where to Look for The Best Financial Advice in Making Investments Tips/Strategies to be Successful in Investments The Differences Between Traditional and Modern Investments How to Take Advantage of Technology in Making Investments Resources: https://www.wizest.com/

Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don't Eat. Don's cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style. During the show we discuss: The 3P's of Developing Your Sales System Why You Need to Systematize Everything How to Develop the Policies, Processes, and Procedures to Scale Your Company How to Sell When You Suck at Selling How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave The 3P's of the Hiring Process The Best Practices in Team Communication How to Develop New Leaders in Your Organization / Business The 3P's of Training and the Things to Keep in Mind in Training Your Clients and Your Team What Personality Profile Testing is and Why It is Important in Your Business How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans Resources:https://www.donwlong.com/

Stephen Flood is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. He held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold and silver purchasing and storage. During the show we discuss: Why Invest in Gold and Silver How Silver and Gold Investment Works Why Gold and Silver Over Other Metals The Edge of Gold and Silver Over Other Investments Things to Consider Before Investing in Gold and Silver How to Start Investing in Gold and Silver How Long Before You Get ROI on Gold and Silver Investments Metal Bars vs Coins; What's the Difference Investment Wise and Why They Differ in Price Per Unit of Weight How Much a Good Startup Gold and Silver Investment Cost How to Buy Gold and Silver Where to Buy Gold and Silver What to Look for in Gold and Silver Dealers What to Do with Gold and Silver After Purchase Where to Store Gold and Silver After Purchase What to Look For in Gold and Storage Services How to Sell Gold and Silver and Get the Highest Return Resources: https://www.goldcore.com/ http://www.goldintheusa.com

Anna Hall is the founder of The Purpose Equation® LLC, and is the creator of The Purpose Equation®, an evidence-based framework that guides individuals to discover their unique Purpose. The framework she invented is the basis for programs and workshops that are designed to identify purpose, spark joy, and personal growth – at any age and in every moment.Throughout her career, she has witnessed how purpose builds resilience and improves wellness. Her mission has become helping people define and activate their purpose – in life and work. Anna also led Continuing Care Retirement Communities (CCRC) and Skilled Nursing engagement programming for Brookdale Senior Living, the largest senior-living provider in the country. During the show we discuss: The Importance of Knowing Your Life's Purpose How Passion and Purpose are Different How to Determine Your Personal Values The Advantages of Knowing Your Life's Purpose Over Not Knowing It How to Establish Your Top 5 Personal Core Values The Right Time to Start Seeking Your Life's Purpose The First Important Steps to Take in Starting to Discover Your Life's Purpose The Usual Obstacles that Will Hinder You in Finding Your Purpose How to Know if You're on the Right Track in Seeking Your Life's Purpose The Importance of Understanding Your Purpose as an Entrepreneur How to Use the Purpose Equation® to Improve the Quality of Your Life How Purpose Helps You Grow Your Business Faster and Easier Why You Should Help Employees Find Their Purpose The Advantages of Knowing Your Life's Purpose for Your Business Resources:https://thepurposeequation.com/ https://www.linkedin.com/in/annakhall1/

Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life. Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same! During the show we discuss: Why Financial Literacy is the Difference Between Wealth & Poverty The Pillars of Wealth How to Use the Triangle of Wealth 3 Daily Habits You Should Develop to be Wealthy How and Where to Learn About Financial Literacy What Many People Do Wrong with Their Money How to Build Wealth Like the Top 1% The Good Habits That All the Wealthy Possess How to Make Money While Paying Off Debt & Making Debt an Investment Why Getting a Loan is a Good Idea to Build Your Wealth How to Own Real Assets Why Passive Income Should be Greater than Savings + Expenses + Taxes The Passive Income Opportunities That We Can Start Now The Opportunities on Alternative Investing Things You Need to Know About Alternative Investing How to Not Pay Your Taxes & Get Away With It Show resources: https://wealthdynamx.com/ www.jerryfetta.com/b2fpromo

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank". During the show we discuss: What a Note is What Note Investing is Why You Should Invest in Real Estate Notes How Note Investing Works How to Get Involved in Note Investing How to Get Started with a Note Investing Fund How to Fund Your Note Investing How Retirement Account Funds Can Be Used to Invest in Notes Why Invest in "Assets" Techniques to Analyze and Evaluate a Note Best Practices for Risk Management How to Purchase a Note and Properly Manage It During Your Ownership How to Invest In and Evaluate Note Funds as a Passive Investor Strategies in Note Investing How to be Successful in Note Investing Show resources: https://www.fredmoskowitz.com/

Jeremy Cotter is a leading investor in health technology with the YouRise fund. At Google, he won division awards and grew over a dozen high-growth tech companies, as an executive, entrepreneur, and investor. He was on the founding team & employee #1 at AllTrails. He has won international leadership awards and grants for health research. He is a performance athlete and two-time state champion runner. He is also the co-founder of the YouRise Foundation, helping patients with ALS & dementia. During the show we discuss: What Venture Capital is How Venture Capital Works The Stages of Venture Capital The 3 Key Attributes of Venture Capitals to Look For to Decide Which Companies to Invest In Why You Need to Know About the "Power Law" When Raising Money The Early Signs that a Company is Doing Well Versus When It Isn't How Today's Market for Investing in Startups is Why Invest in a Startup Business The Advantages of Working with Venture Capitalist Firms The Best Startup Business Right Now The Companies that Win in this Economy Show resources: https://www.yourise.co/

Tim Redmond is the CEO of Redmond Growth Consulting, an organization designed to help you grow your profits, grow your business and grow your life through Tim's innovative coaching process. With his extensive business experience, Tim and his team will bring you through a process to significantly develop your marketing, lead generation, closure rates, cash flow, leadership, decision-making, team- building skills. He is the accountability partner who will keep you focused on your highest and best use. You and your profits will grow and your business will be a powerful venue to live your purpose. During the show we discuss: Why Building a High-Performance Team is Essential How to Get the Best Performers to Join Your Team How to Set the Culture for Your Company How to Unleash Growth as a Leader Why Your Attitude is the Basis of Your Culture Why Staff Hero Stories Help Establish a Winning Culture How to Develop a Mission and Purpose that Your Team Will Rally Behind How to Avoid Costly Mistakes Even Smart People Make How to Get and Keep Quality Team Members How and Why to Remove Low Performers from Your Team The Best Qualities in Someone to Look for Before You Hire Why You Should Hire for Attitude and Train for Skill The Best Interview Questions to Ask to Attract Winning Team Members How to Retain Top Talent So They Want to Stay Working with You The Missing Ingredient that Mediocre Teams Lack and High Performance Teams Embrace How to Create Huge Results for You & Your Team How to be Effective at Getting Quick and Lasting Results with Business Owners and Their Businesses The Biggest Mistakes Business Owners Make that Stop Their Growth and Reduce Their Profits Show resources: https://redmondgrowth.com/

David Vernich is a commercial lender with more than three decades of experience in the banking industry. In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income. David now owns more than one hundred homes in Tennessee and is passionate about helping others reap the benefits of passive income in their lives. During the show we discuss: What Inspired Money Scoreboard, and What Its Purpose is How to Get the Money You Need to Invest in Real Estate How to Get 100k Credit Lines to Invest in Real Estate How to Invest in Real Estate with Little to No Money Down How to Invest in Real Estate with No Prior Experience The Best Places to Buy Real Estate Short Term or Long Term Real Estate: Where You Should Invest In How to Invest in Real Estate and Not Do All the Work How to Turn 1 Real Estate Investment into 10 Why a Home is Not an Asset, and How It Can Become One How You Can Continue to Save for Your Future While You Pay Your Debt Off Show resources:https://www.moneyscoreboard.com/ https://www.linkedin.com/in/davidvernich/ https://www.amazon.com/Middle-Class-Millionaire-Making-Level-ebook/dp/B0BB1DZW2B

Celyn Brown is the Founder of ShareChange, an initiative to fund life-changing loans to underbanked people around the globe. The ShareChange app offers a convenient way to contribute bit by bit toward making a micro-loan. Celyn started working on ShareChange after completing a Masters in Social Entrepreneurship. She aspires to motivate others to share financial opportunities and to help people to spend less, in order to give more. During the show we discuss: The Main Aim of Financial Inclusion The Factors Affecting Financial Inclusion The Biggest Obstacles in Achieving the Objectives of Financial Inclusion The Impacts of Being "Unbanked" How Financial Services Can Help in the Fight Against Poverty What Can be Done to Improve Financial Inclusion The Part Credit Plays in the Fight Against Poverty The ShareChange App How ShareChange Works, and How the Finding and Screening Process of Borrowers Work How ShareChange Ensures Its Positive Social Impact Other Important Financial Services in Financial Inclusion Examples of Innovations in Space Show resources: https://wesharechange.com/

Dena Patton is the owner and founder of Dena Patton Coaching and Training, and has been an elite business and mindset coach for the last 20 years. She has worked with thousands of world-changing, purpose-driven entrepreneurs to help them become a Great CEO as they build their business, revenue, impact and leadership. She helps business owners to transform 3 key areas of business from good to great: CEO leadership & mindset, Branding/Marketing/Sales Elevation, and Internal systems. During the show we discuss: What a Sales System is and How to Install One in Your Business How to Know the Simple Steps You Should Take to Get People to Buy From You How to Sell Even When You Suck at Sales How to Get Your Mindset Right to Sell More in Your Business How to Master Solving and Serving to Make More Money How to Use Clarity Question to Get in Front of the Right Prospects How to Establish a Greatness Mindset 4 Stories of Top CEO's Who Build Sales Systems to Massively Scale Their Companies Why Use a Script or a Sales Outline to Get Best Results Why Believing in Your Solution is the Best Way to Sell More Why Your Sales System Needs to be Customized for Your Company Show resources: https://denapatton.com/

Patrick Donohue is an entrepreneur and valuation expert who got his start with a lemonade stand at age four and buying shares of Coca-Cola at age ten. As an investor, stock analyst, and advisor to numerous entrepreneurial ventures, he offers unique insights into the dynamics of money and business. During the show we discuss: Why You Should Focus on Building the Value of Your Business from the Beginning How to Create Substantial Value in Your Business The Things in Your Business That Give It the Most Value Why Financial Projections Matter When It Comes to Your Company's Value Why Your Vision is Important to Your Company's Value How to Find What's Most Important to Increase Your Company Value Why Competence Directly Relates to Your Company Value What 3 Factors Matter Most with Your Cash Management What to Know About the Trifecta of Cash Management Why Getting Money Helps Increase the Value of Your Company Why Proper Capitalization of Your Business Really Matters What to Know About Financial Forecasting to Make Your Business Worth More Why to be Thoughtful About the Design of Your Business Show resources: https://www.breakoutvaluation.com/

Are you getting stuck building business credit? Just give me less than an hour of your time, and I'll show you why your business credit doesn't work and how to fix those problems. For your next business loan, go to: https://www.creditsuite.com/business-loans/ During the show we discuss: How a Fundable™ Foundation Could Help You Get Business Credit to Finally Work for You Why Records Consistency Matters What the IRS Has to do with Business Credit How to Save Time, Prevent Errors, and Get Back on the Road to Building Business Credit Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Jay Conner is a National speaker on the topics of private money, business automation (automating your real estate business), and foreclosures. Known as the "Private Money Authority", Jay raised $2,150,000 in private money in less than 90 days when the banks refused to loan him a dime. He is also the best-selling Author of "Where To Get The Money Now". He is a leading expert on private lending, marketing, and business development. During the show we discuss: What Private Money is How Private Money Can Help You Get Real Estate Why Private Money is the Best Way to Get Money to Invest in Real Estate The Advantages of Using Private Money Over the Other Types of Funding Reasons to Consider Private Lending Where to Get Leads of Real Estate to Buy Show resources: https://www.jayconner.com/moneyguide

Are you looking for a business investor? Just give me less than an hour of your time, and I'll show you how to find business investors that will help you get the funds you need to run and grow your business. For your next business loan, go to: https://www.creditsuite.com/business-loans/ During the show we discuss: Why Work With a Business Investor Types of Business Investors How to Write a Winning Pitch Deck Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Simon Ree is the author of the #1 best-selling book The Tao Of Trading and the founder of taooftrading.com. He has three decades of experience in the financial markets, having previously held senior positions at Goldman Sachs and Citi. His vision is to help people live more creative, joyful and inspired lives by alleviating the burden of financial stress that ways so many people down. His mission is to revolutionize the way finance is taught by shattering long- held myths that have been perpetuated by Wall Street. During the show we discuss: The Big Myths of Wall Street The Things to Learn Before You Enter Trading Our Current Economic and Financial Market Outlook What to Do When the Stock Market Sucks The Strategy to Use to Trade the Market How to Find the Trading Style that Fits Your Personality Where to Invest Your Money When Everything is Expensive How to Analyze the Market How to Generate Consistent Cash Flow From the Stock Market How to Build Abundant Wealth in Any Market Condition How to Approach the Market How to Approach Risk The Most Powerful Tool in Finance for Building Your Wealth AND Managing Your Risk The Simple-to-Learn Techniques that Will Have You Trading the Markets Like a Pro Why the Next Five Years are Likely to Look Very Different for the Stock Market and the Economy From the Last Five Show resources: https://www.taooftrading.com/ty

Mark Myers is the Founder and CEO of Peak Profit Solutions. Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors. Mark is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership and high level consulting experience to the table for the clients and financial advisors he services. His company Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth. During the show we discuss: How to Increase the Profits in Your Business Why Most Business Owners Pay More Than They Should in Taxes Examples of How to Work Within the Tax Code to Take Advantage of Opportunities Why You Need to Tax Action Early to Save a Lot on Taxes The Moves You MUST Make Before Selling Your Business to Avoid Taxes How to Eliminate Long-Term Capital Gains When Selling Assets that Have Risen in Value How to Avoid Long-Term Capital Gains on Sale of Property How to Reduce Long-Term Capital Gains How to Negate Capital Gains Strategies that Help W2 Wage Earners Save on Taxes How Long You Have to Keep a Property to Avoid Capital Gains Tax How to Avoid Paying Capital Gains Tax on a Rental Property How to Avoid Capital Gains Tax on a Second Property How to Roll Capital Gains into Another Property Show resources: https://peakprofitsolutions.com/

Are you wondering if UCC filings can affect your chances of approval for a business loan? Give me less than an hour of your time, and I'll show you how UCC filings can affect approval chances, and what to do about it. For your next business loan, go to: https://www.creditsuite.com/business-loans/ During the show we discuss: What Are UCC Filings? Can UCC Filings Affect Business Loan Approval? What Can You Do About It? Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Drew Richey is a director and financial advisor with the Perry Richey Group. Drew & his Wealth Management Team are based in Bowling Green, Kentucky, and serve clients across the nation. Over the last two decades, they have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value, wealth management experience. Above all else, they believe in wisdom, discipline, humility, and transparency in the wealth management process. They have helped hundreds of clients through a wide range of life transitions, and their mission is to shed light on the biggest challenges people face when hiring a financial advisor. During the show we discuss: The Importance of Having a Financial Advisor When to Seek Financial Advice The Most Common Mistakes When Hiring a Financial Advisor Catalysts for Seeking a New Financial Advisor How to Find the Financial Advisor for Your Needs The Minimum Standards to Look For in a Financial Advisor The Best Qualities of a Financial Advisor Factors to Consider When Hiring a Financial Advisor Red Flags to Look For When Doing a Background Check on a Financial Advisor How to Prepare for Your First Meeting with Your Financial Advisor The Good Questions to Ask Your Financial Advisor How to Compare and Contrast Different Financial Advisors You Talk to What a Financial Advocate is Show resources: https://theperryricheygroup.bairdwealth.com/ https://theperryricheygroup.bairdwealth.com/finding-your-financial-advisor

Are you looking for the best way to manage your business cashflow? Is cashflow management even really that important? Give me less than an hour of your time, and I'll show you just how crucial business cashflow management is, and share some tips on how to handle it more efficiently. For your next business loan, go to: https://www.creditsuite.com/business-loans During the show we discuss: A New Way to Do Things Jump In To The Cash Pool Money Management Tools Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Jim is an entrepreneur and investor dedicated to creating shared prosperity by unlocking economic opportunity where it's needed most. He is the Founder and CEO of Untapped Global, a global investment company that offers profitable, data-driven opportunities for investors to finance high-growth businesses in emerging markets. Untapped Global uses a technology-backed approach that reduces risk, and increases scalability and profitability. As of August 2022, Smart Asset Financing has financed 9,000 productive assets deployed across 13 African countries, with a default rate of less than 1%. In addition, Jim founded a social enterprise in Haiti that provides clean water to over 200,000 people in underserved regions through hundreds of local entrepreneurs. He is on multiple non-profit boards, including Watering Minds, a US public charity supporting youth in emerging markets, and MCE Social Capital, a non-profit impact investment firm. During the show we discuss: How Investment Changed Over Time What Investment Opportunities Digitization is Creating in Emerging Markets How to Start Investing How to Get Funding for Your Chosen Investment The Good Business Models Recommended for Beginners How to Choose or Find the Best Investment Model for You How to Change How Investment and Financing in Emerging Markets is Done How to Connect Web3 with Real-World Assets Conscious Investments with Lower Risk and Higher Impact Why Decentralization of Finance is Important and What Role Emerging Markets are Playing In It How to Capture the Opportunities that Traditional Investment Models Miss How to Build a Better World Through Innovative Investment Models The Advantages and Disadvantages of Building Your Own Investment Model Best Strategies to Make Your Investment Work for You Tips to Investment Success Show resources: https://untapped-global.com/

Mikkel Thorup is the world's most sought-after expat consultant. He focuses on helping high-net-worth private clients to legally mitigate tax liabilities, obtain a second residency and citizenship, and assemble a portfolio of foreign investments including international real estate, timber plantations, agricultural land and other hard-money tangible assets. Mikkel is the Founder and CEO at Expat Money™, a private consulting firm started in 2017. He hosts the popular weekly podcast, the Expat Money Show, and wrote the definitive #1-Best Selling book Expat Secrets - How To Pay Zero Taxes, Live Overseas And Make Giant Piles Of Money. During the show we discuss: The Most Recent Developments in Financial Asset Protection How You Can Use Social Media to Spread the Word About Your Expertise in Financial Asset Protection The Elements that Could Have an Impact on How Financial Assets are Protected How You Can Protect Your Financial Assets How to Safeguard Your Private and Corporate Assets Some Instances of Securing Property How the Rich Protect Their Possessions The Safest Type of Financial Asset How You Can Secure Your Real Estate The Type of Trust that Secures Your Assets How the Millionaires Evade Taxes How to Conceal Financial Assets How You Can Safeguard Your Funds The Technological Advancements You Can Use to Safeguard Your Assets How You Can Manage Everything While Owning Nothing How You Can Legally Hide Money from the Government Show resources: https://expatmoney.com/ https://www.youtube.com/c/ExpatMoneyShow https://www.instagram.com/expatmoneyshow/ https://www.facebook.com/ThorupMikkel https://twitter.com/ThorupMikkel https://www.linkedin.com/in/mikkelthorup/

Are you wondering how to use business credit as a startup? Just give me less than an hour of your time, and I'll show you how to get and leverage business credit in the startup phase to help your business grow and thrive. To take your business credit building to the next level, go to: https://my.creditsuite.com/ During the show we discuss: How Startups Can Benefit from Business Credit Business Credit for the First 30 Days Business Credit for 60-90 days Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

James L. Cunningham, Jr. has been an attorney for more than two decades in the areas of estate planning, probate, trust administration, elder law, disability/special needs planning, and much more. He is one of the few attorneys certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law. As founder of Cunningham Legal, he oversees six offices, along with a team of attorneys and professionals focused entirely on estate issues. James is a California native, a devoted husband, and the father of three children. During the show we discuss: What Estate Planning Entails What Happens When You Don't Get Estate Planning Right What Should Be in a Will What a Living Will Can Do for You What Advantages Estate Plans Offer Factors You Should Take into Account in Setting Up a Trust Why the Government Wants to Take All Your Money When You Die How Often You Should Update a Trust How Divorce for You or Your Kids Affects Your Estate How a Local Estate Planner Can Get Started Elements that Make Up Estate Planning How to Choose an Executor Elements that Constitute an Effective Estate Plan Key Papers for Estate Planning Elements of Estate Planning that are the Most Crucial The Issues Covered by Estate Planning The Best Way to Get Ready for Estate Planning Why Estate Planning is So Crucial Who Needs to Prepare Their Estate The Various Estate Planning Strategies and What They Accomplish Show resources: www.cunninghamlegal.com

If you need a business loan fast then this is the training for you! Check out our top picks for FASTEST business loans available. Join us to get all your questions answered. Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Joseph is the CEO of Uvaro, a tech sales career accelerator. A graduate of the University of Waterloo's Computer Engineering program, Joseph's a five-time technology Founder & CEO, and with multiple successful exits, and speaks frequently on the topics of sales leadership, diversity, and corporate social responsibility. He is the host of The Seller's Journey podcast, has launched multiple grassroots community programs, and is an active early-stage investor who ensures that the majority of his investments are into women-led companies. Joseph also sits on the board of Communitech and led Uvaro's commitment to Pledge 1%, where the company has donated a portion of its equity to charities focused on diversity & inclusion. During the show we discuss: The Brand Strategy and Business Model behind Uvaro How to Redefine Your Startup Success The 5 Key Elements of a Startup Success The Most Important Factor in the Startup Industry The Top 3 Sales Practices You Should be Practicing Why a Company's Culture is Important How to Create a Startup Culture The Keys to Defining & Scaling a Successful Startup Culture What Sales Generational Change is What You Need to be Successful in Sales Today How to Boost Your Employees' Productivity How You Can Elevate Sales with Productivity Tools or Platforms That Will Help Redefine Your Startup Success How to Maximize Your Marketing Strategies How to Choose the Future of Your Startup (Scaling or Sale) Show resources: https://uvaro.com/

Eric Youngstrom is a startup executive with a proven record of success exceeding business goals in multinational and start-up technology companies and a leader in early-stage software startups that have since generated more than $400M in shareholder returns through successful exits. He has proven ability to conceive and build revenue-generating businesses from the ground-up across the consumer, SMB, and enterprise markets. He has expertise in each aspect of the product life cycle from strategic direction, product concept and development, marketing, business development, and operational implementation. He has demonstrated success in building creative solutions and developing teams to penetrate new markets that transform P&L results. During the show we discuss: Issues that Most eCommerce Businesses Face with Cashflow Issues that eCommerce Businesses are Facing with Supply Chain Disruptions What eCommerce Entrepreneurs are Doing to Overcome Supply Chain Issues What to Do to Overcome an Increase in Costs and Still Maintain High Profit Margins How to Get the Money You Need to Buy Inventory for an eCommerce Business Why Most Small Business Owners Struggle to Get the Money They Need How to Get the Money You Need Even in the Early Stages of your Business How Software Can Help Solve the Cash Access Problem How New eCommerce Businesses Can Get Money How to Avoid Predatory Lenders So You Can Get GOOD Financing The Biggest Financial Challenges Small Businesses Face and How to Overcome Them How to Deal with Capital Shortage How to Increase a Company's Working Capital How to Increase Negative Working Capital Show resources: https://www.onrampfunds.com/

You can get better rates on all your business insurance premiums by having a great business credit score. Join us as we show you how to leverage your business credit to keep your hard earned money! Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization. During the show we discuss: What Financial Leakage is and How to Prevent it What Tax Optimization is and How it Can Save You a Ton of Business Which Financial Experts Should be on Your Team Instances of Economic Leakage What Income Leakage Analysis is Causes of Revenue Leakage in the Continuous Flow of Money Causes of Profit Leakage What to Look for in How Your Business is Spending Money How to Reduce Expenses Now to Radically Increase Profits Causes of Financial Leakage Importance of Avoiding Financial Leakage How to Prevent Economic Leakage How a Company Can Prevent Leakage Show resources: https://www.empoweredfinancialplanner.com/

Business Financing is a strategic way to prepare for uncertain market conditions. Join us for a Special Webinar where we show you all the steps you need to take to maximize your loan approvals. Take an hour out of your day to prepare your business for the funding it needs. Resources: Website: https://CreditSuite.com 27 Ways to Fund Your Business: https://utm.io/ud4Om Business Credit Building Guide: https://crdt.st/udFBj

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