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Episode | Date |
---|---|
Self-Talk: 5 Ways to Master Your Business Mindset to Crush It
|
Apr 30, 2024 |
Employees Suck: Aligning Your Team's Aspirations
|
Apr 23, 2024 |
Making Better Choices: 10 Steps for Better Decision Making
|
Apr 16, 2024 |
Success is Impossible... Unless: The Importance of Setting Goals
|
Apr 08, 2024 |
Poor vs. Rich vs. Wealthy: The Five Levels of True Wealth
|
Apr 01, 2024 |
Tim McGraw Was Right: Running a Business with Vision and Purpose
|
Mar 25, 2024 |
The Power of Persistence: Unlocking Success for Business Owners
|
Mar 18, 2024 |
A Secret of the Rich: Maximizing Wealth through the Art of Delegation
|
Mar 11, 2024 |
Wealthy Business Owners Are Weird
|
Mar 04, 2024 |
Entrepreneur vs. Intrapreneur: Navigating Business Ownership
|
Feb 26, 2024 |
The Real Reason You are Broke: The Battle Within, Understanding Fear and Anxiety
|
Feb 19, 2024 |
Purpose Beyond Profit: Redefining Success in Business and Life
|
Feb 12, 2024 |
What I've Learned in 500 Episodes!
|
Feb 05, 2024 |
How to make your Calendar Reflect your Priorities as a Business Owner
|
Jan 29, 2024 |
How your RIA could bring 8 Figures at it's Sale
|
Jan 22, 2024 |
Optimize your RIA's marketing by tracking these Items Regularly
|
Jan 15, 2024 |
How to Communicate and Track Customer Experience to Gain more Loyal Clients
|
Jan 08, 2024 |
When should I start Niche Marketing my RIA
|
Jan 01, 2024 |
Year End Planning for an 8 figure exit
|
Dec 25, 2023 |
Making the Most of your RIA's Marketing Dollars
|
Dec 18, 2023 |
Return on Investment for RIA marketing
|
Dec 11, 2023 |
Protecting Your RIA’s Intellectual Property for a Higher Multiple
|
Dec 04, 2023 |
Disclosing Litigation During a Business Sale: What RIA Owners Should Know
|
Nov 27, 2023 |
Risk Mitigation for the RIA Owner
|
Nov 20, 2023 |
Marketing & Sales Synergy to drive your RIA's growth
|
Nov 13, 2023 |
What your Sales projections can tell you about your RIA's health
|
Nov 06, 2023 |
The power of No in your Practice
|
Oct 30, 2023 |
Fire yourself as the lead producer in your business Pt 2
|
Oct 23, 2023 |
Fire yourself from being the Lead Producer in your RIA Pt 1
|
Oct 16, 2023 |
10 Steps for Designing an Employee Incentive Program to Fuel the 8-Figure Exit
|
Oct 09, 2023 |
Reducing Compliance Risk through Operational Processes
|
Oct 02, 2023 |
Driving Profitability through your RIA's Governing Documents
|
Sep 25, 2023 |
You can't have a Flat Organizational Chart in a Financial Advisory Firm
|
Sep 18, 2023 |
Key Performance Indicators to drive your RIA's Operational Efficiency to an 8 Figure Value
|
Sep 11, 2023 |
Building a Committed Team for your 8 Figure Exit: Part 2
|
Sep 04, 2023 |
Building a Committed Team for your 8 Figure Exit Part 1
|
Aug 28, 2023 |
Change Management in Preparation for your 8 Figure Exit
|
Aug 21, 2023 |
4 Reasons Clients are Leaving your RIA
|
Aug 14, 2023 |
What Are the Key Drivers of Operational Efficiency in your RIA
|
Aug 07, 2023 |
Pass the Baton: Developing FIrm Leadership for your 8 Figure Exit
|
Jul 31, 2023 |
Inspiring your Firm's Leaders to Make way for your 8 Figure Exit
|
Jul 24, 2023 |
8 Ways to Promote Teamwork in your Senior Leadership Team
|
Jul 17, 2023 |
Is your RIA's Culture Preventing Your 8-Figure Exit?
|
Jul 10, 2023 |
Predictably Planning your 8 Figure Exit
|
Jul 03, 2023 |
Strategically Implementing Technology in your RIA
|
Jun 26, 2023 |
7 Reasons Your “Ideal” Client will prevent your 8 Figure exit
|
Jun 19, 2023 |
Intentional Planning to stay ahead of your Competition in the RIA Industry
|
Jun 12, 2023 |
Maximizing your Business's Financial Performance with KPIs: Insights for Independent RIA Owners
|
Jun 05, 2023 |
Productivity Paradox: How to increase your NOI without burning out
|
May 29, 2023 |
Why you Need a CFO for your Independent RIA
|
May 22, 2023 |
Are you Tired of Feeling Broke as a Financial Advisor?
|
May 15, 2023 |
Independent Financial Advisors: Unlocking Success as Firm Owners
|
May 08, 2023 |
For Your Business’s Sake, Let Your Office Manager Manage YOU!
|
May 01, 2023 |
What you and your spouse should expect After Selling Your Business
|
Apr 24, 2023 |
Pros and Cons of Using a Broker to Sell a Business
|
Apr 17, 2023 |
As an established dentist, Should you Open a New Office location?
|
Apr 10, 2023 |
Should I Merge with Another Practice?
|
Apr 03, 2023 |
Buying another Dental Practice: The Pros and Cons
|
Mar 27, 2023 |
Growing your Dental Practice; Reinvestment is Key
|
Mar 20, 2023 |
Selling A Business to Start Another - Is the Time Right?
|
Mar 13, 2023 |
Is Trying to Exceed Expectations Dangerous to Your Business?
|
Mar 06, 2023 |
Your Business Sold - Can You Handle Being an Employee?
|
Feb 27, 2023 |
Communicating your Company's Core Values to Customers
|
Feb 20, 2023 |
Telling the Future - the Power of the Pro Forma in Small Business
|
Feb 13, 2023 |
3 Ways to Quickly Implement Extreme Ownership Principles to Your Team
|
Feb 06, 2023 |
Succession Planning vs. Exit Planning - The Difference is Critical
|
Jan 30, 2023 |
3 Ways to Determine Your Ideal Client and Use the Results
|
Jan 23, 2023 |
The Psychology of a business owner (in transition) with Dr. Yvonne Kinney
|
Jan 16, 2023 |
How to Build a Pivot Strategy for Your Business
|
Jan 09, 2023 |
Increasing Business Profits by Adding Recurring Revenue Models
|
Jan 02, 2023 |
Upskilling Staff into Team Leadership Roles through Mentoring
|
Dec 26, 2022 |
Dealing with Internal Conflict in a Second Generation Business
|
Dec 19, 2022 |
Pitfalls of Your Kids Taking Over the Family Business
|
Dec 12, 2022 |
Ways Your Business Can Benefit from Economic Uncertainty
|
Dec 05, 2022 |
Ways to Use FIT (frequency, impact, and trust) in Relationship Marketing with Luke Acree
|
Nov 28, 2022 |
How to Raise Prices Without Losing Customers
|
Nov 21, 2022 |
Why should small businesses avoid price wars with competitors?
|
Nov 14, 2022 |
How to Invest as a Business Owner
|
Nov 07, 2022 |
Getting Employee Buy In
|
Oct 31, 2022 |
5 Ways to Keep Good Employees
|
Oct 24, 2022 |
How to Know When is the Best Time to Sell My Business
|
Oct 17, 2022 |
Not a Good Fit...What to Do When You Hired the Wrong Person
|
Oct 10, 2022 |
When to Phase Out a Service or Product
|
Oct 03, 2022 |
How Your Business Can Increase Profit Margins During Inflation
|
Sep 26, 2022 |
Sales Department: Beware of Recentralization
|
Sep 19, 2022 |
The Relationship Between Sales and Marketing
|
Sep 12, 2022 |
Filling the Holes in Your Exit Plan Today
|
Sep 05, 2022 |
Filling the Holes, Selling to an Open Market
|
Aug 29, 2022 |
Filling the Holes, Selling Your Business to a Key Employee
|
Aug 22, 2022 |
Filling the Holes, Selling Your Business to a Family Member
|
Aug 15, 2022 |
Filling the Holes in Your Exit Plan
|
Aug 08, 2022 |
Standard Operating Procedure Deep Dive
|
Aug 01, 2022 |
How to Build and Implement Impactful Business Processes
|
Jul 25, 2022 |
Complexities in HR; How to Investigate the Conflict
|
Jul 18, 2022 |
The Wealth Game: Home Plate
|
Jul 11, 2022 |
The Wealth Game: The Trap of Third Base
|
Jul 04, 2022 |
The Wealth Game: Moving from Second to Third Base
|
Jun 27, 2022 |
The Wealth Game: Safe at Second
|
Jun 20, 2022 |
The Wealth Game: Stealing from First to Second
|
Jun 13, 2022 |
The Wealth Game: Getting to First
|
May 30, 2022 |
Intro to the Wealth Game
|
May 23, 2022 |
The Power of Video for Your Marketing
|
May 16, 2022 |
The Power of Video for Your Team
|
May 09, 2022 |
A Small Business Sale: A Coach's Perspective
|
May 02, 2022 |
Business Owner Self Sabotage
|
Apr 25, 2022 |
Lessons I Learned from Selling My Business
|
Apr 18, 2022 |
Interviewing the Buyer with Patrick Brewer
|
Apr 11, 2022 |
I've Sold!
|
Apr 04, 2022 |
Attitude = Success Part 2 The Owner's Determination
|
Mar 28, 2022 |
Attitude = Success? The Owner Controls the Business's Destiny
|
Mar 21, 2022 |
The Emotions of Making the Ultimate Sale
|
Mar 15, 2022 |
Roadblocks to Closing - What's Stopping the Business Sale
|
Mar 07, 2022 |
Decentralization: Mapping Your Sales Process
|
Feb 28, 2022 |
How to Create the Perfect Buyer Persona
|
Feb 21, 2022 |
Selling a Business: A Buyer's Assessment of The Business Assets - Part 3
|
Feb 13, 2022 |
Selling a Business: A Buyer's Assessment of your Clients, Vendors, & Teams - Part 2
|
Feb 07, 2022 |
Selling a Business: A Buyer's Assessment of You, The Owner - Part 1
|
Jan 31, 2022 |
Key Financial Ratios for Monitoring Your Business
|
Jan 24, 2022 |
How to Use Business Revenue to Prepare for the Next Crisis
|
Jan 17, 2022 |
Predictable Success - Interview with Author Les McKeown
|
Jan 10, 2022 |
The Five Stages of Leadership
|
Jan 03, 2022 |
The Reality of Change, with Paul Metler
|
Dec 27, 2021 |
Understanding Risk in Retirement
|
Dec 20, 2021 |
Cybersecurity 101 for Small Business Owners
|
Dec 13, 2021 |
Retirement Myths Business Owners Believe, with Jeff Jeter
|
Dec 06, 2021 |
Are You Ready to Sell Your Business: Series Wrap Up
|
Nov 29, 2021 |
The Legalities of Selling Your Business, with Mital Patel
|
Nov 22, 2021 |
Selling Your Business Yourself, with Dr. Grace Yum
|
Nov 15, 2021 |
Investment Banking and Business Transition, with James Pugh
|
Nov 08, 2021 |
The Business Process: Transitioning, Selling, and Buying, with Matteo Valles
|
Nov 01, 2021 |
Estate Planning, with Julie Eisenhower
|
Oct 25, 2021 |
Introduction to Legal: Is Now the Right Time to Sell Your Business?
|
Oct 18, 2021 |
Social Media for Business Owners
|
Oct 11, 2021 |
Social Media & Digital Marketing Misconceptions
|
Oct 04, 2021 |
5 Trends to Make Your Marketing More Effective
|
Sep 27, 2021 |
5 Elements of Marketing
|
Sep 20, 2021 |
Financial Readiness
|
Sep 13, 2021 |
Personal Exit Readiness Assessment
|
Sep 06, 2021 |
Is Your Business Exit Planning Ready? Part 2
|
Aug 30, 2021 |
Is Your Business Exit Planning Ready?
|
Aug 23, 2021 |
Determining your Business's Attractiveness
|
Aug 16, 2021 |
What it is Like to Work with a Value Growth Advisor
|
Aug 09, 2021 |
Understanding Imposter Syndrome as a Business Owner
|
Aug 02, 2021 |
New Child Tax Credit - Updates for 2021
|
Jul 26, 2021 |
How Much Does it Cost to Hire a Business Advisor
|
Jul 19, 2021 |
How Much Does it Cost to Hire a Comprehensive Financial Planner
|
Jul 12, 2021 |
What is the Average Cost of Hiring an Investment Advisor to Manage $1,000,000 or More
|
Jul 05, 2021 |
How to Prepare for Your 6 Month Strategic Planning Meeting
|
Jun 28, 2021 |
Four Easy Steps to Creating a Small Business Budget
|
Jun 21, 2021 |
Is Inflation Lurking Around the Corner?
|
Jun 14, 2021 |
Should Business Owners Go 'All In' On Crypto Currency?
|
Jun 07, 2021 |
When You Leave The Shore, Expect To Hear Some Noise
|
Jun 03, 2021 |
Sometimes You Have to Fight The Shark
|
May 31, 2021 |
The Business Cycle
|
May 24, 2021 |
Formal vs. Informal Valuation
|
May 17, 2021 |
Leadership In Business - Insights with Go Giver Author Bob Burg
|
Apr 05, 2021 |
How a Business Owner Can Relinquish Control of Their Company
|
Mar 15, 2021 |
How to Keep Effective Meeting Minutes
|
Mar 11, 2021 |
How Small Business Owners Can Build a Schedule for Maximum Efficiency
|
Mar 08, 2021 |
How to Use Technology to Accelerate Your Operations Manual
|
Mar 04, 2021 |
How to Stop Stress as a Business Owner
|
Mar 01, 2021 |
Life as a Business Owner Has Wrecked My Personal Finances
|
Feb 25, 2021 |
7 Reasons Small Businesses Fail (You Can Be Proactive)
|
Feb 22, 2021 |
Can You Cast Vision as a Business Owner?
|
Feb 18, 2021 |
The Power of Two to Influence One
|
Feb 15, 2021 |
Business Owners and Wall Street: The Love-Hate Relationship
|
Feb 11, 2021 |
Why Business Owners Hate Investing in Wall Street
|
Feb 08, 2021 |
What Does a Financial Planner Do For Business Owners?
|
Feb 04, 2021 |
How Much Disability Insurance Does a Business Owner Need?
|
Feb 01, 2021 |
How Much Life Insurance Does a Business Owner Need?
|
Jan 28, 2021 |
Stimulus: Should a Business Owner Pay Off Debt or Invest?
|
Jan 25, 2021 |
How Much Should Business Owners Pay for a House?
|
Jan 21, 2021 |
How Much Cash is Necessary in a COVID World?
|
Jan 18, 2021 |
How to Calculate Your Lifetime Savings Results and Why It Matters
|
Jan 14, 2021 |
How to Calculate Your Income Savings Rate
|
Jan 11, 2021 |
The Financial Software We Use to Help Your Business
|
Jan 07, 2021 |
How to Set Business Goals You Can Actually Achieve in 2021
|
Jan 04, 2021 |
My Christmas Message
|
Dec 24, 2020 |
Business Lessons from 2020: Using What We’ve Learned to Take on 2021
|
Dec 21, 2020 |
What Can Santa’s Operation Teach Us About Business Value Growth?
|
Dec 17, 2020 |
How to Bonus Employees at Year-End
|
Dec 14, 2020 |
How to Avoid Christmas Conflict
|
Dec 10, 2020 |
How to Use Tax Brackets to Reduce Your Effective Tax Rate
|
Dec 07, 2020 |
How to Calculate Your Effective Tax Rate
|
Dec 03, 2020 |
20 Ways to Reduce Your 2020 Taxes
|
Nov 30, 2020 |
What the First Thanksgiving Can Teach Us About Socialism
|
Nov 26, 2020 |
How to Measure Value Improvement
|
Nov 23, 2020 |
How to Bridge the Profitability Gap and Make More Profit
|
Nov 19, 2020 |
Thoughts From The Rockies
|
Nov 16, 2020 |
What is the Profitability Gap?
|
Nov 12, 2020 |
10 Benefits of Using an Organizational Chart in a Small Business
|
Nov 09, 2020 |
Year End Tax Power Plays - Chris Mahan
|
Nov 05, 2020 |
John Riley- End of Year Marketing
|
Nov 02, 2020 |
How to Bridge the Value Gap
|
Oct 29, 2020 |
What is the Value Gap
|
Oct 26, 2020 |
The 5 Stages of Value Maturity
|
Oct 22, 2020 |
Identity Theft in 2021 - New Scams to Watch For
|
Oct 19, 2020 |
Don Pippin- The Main Street Lending Program
|
Oct 15, 2020 |
The Wealth Gap Formula
|
Oct 12, 2020 |
What ROI Should I Assume When Calculating My Wealth Gap
|
Oct 08, 2020 |
How to Calculate the ROI of Your Investment Property
|
Oct 05, 2020 |
What is the True Value of My Business
|
Oct 01, 2020 |
Do Taxes Matter?
|
Sep 28, 2020 |
Calculating the ROI of Your Business
|
Sep 24, 2020 |
Could the CARES Act Cause Inflationary Concerns to Our Retirement Wealth Gap
|
Sep 21, 2020 |
Should I Normalize My Income?
|
Sep 17, 2020 |
The Wealth Gap
|
Sep 14, 2020 |
The Fears and Anxieties Business Owners Face
|
Sep 10, 2020 |
Treating Yourself to a New Toy
|
Aug 31, 2020 |
Business Owners on Vacation
|
Aug 27, 2020 |
Caution: Don’t Stop!
|
Aug 20, 2020 |
Networking: Grow Your Business Connections
|
Aug 17, 2020 |
How to Shoot Video for Small Business Marketing
|
Aug 13, 2020 |
What Insurance Policies Do Business Owners Need And Why?
|
Aug 10, 2020 |
The Shortstop Legal Advisor, with Joe Strazzeri
|
Aug 06, 2020 |
Building a Success Team: Legal Team
|
Aug 03, 2020 |
Will We Ever Get To Business As Normal
|
Jul 30, 2020 |
Buy Or Lease A Vehicle - What To Do As A Business Owner?
|
Jul 27, 2020 |
Having a Forward-Thinking CPA on Your Success Team
|
Jul 23, 2020 |
How to Leverage Business Debt
|
Jul 20, 2020 |
PPP Forgiveness Application 3508EZ
|
Jul 16, 2020 |
What is Factor Investing and Why Do So Many Use This Strategy?
|
Jul 13, 2020 |
Pivoting During a Sudden Change - How to Take Action
|
Jul 09, 2020 |
The Emergency Injury Disaster Loan (EIDL)
|
Jul 06, 2020 |
The PPP Loan Forgiveness Application - How to Fill it Out
|
Jul 02, 2020 |
What is Dollar Cost Averaging?
|
Jun 29, 2020 |
Is It Possible To Beat The Stock Market?
|
Jun 25, 2020 |
Building Your Success Team: 1st Base, the CPA
|
Jun 22, 2020 |
HR Issues During COVID-19 - Finding Solutions
|
Jun 18, 2020 |
Should Business Owners Adjust Their Investments Using The 4% Rule?
|
Jun 15, 2020 |
How COVID-19 Affected the Social Security Trust Fund
|
Jun 11, 2020 |
COVID-19: Paycheck Protection Program Extension
|
Jun 08, 2020 |
How Much Risk Should You Take as a Business Owner in Your Portfolio
|
Jun 01, 2020 |
Do You Have the Required Members of Your Success Team?
|
May 28, 2020 |
Why is the Stock Market Going Up with Such Bad News in the Media?
|
May 25, 2020 |
David Stein: Money For The Rest of Us
|
May 21, 2020 |
How To Conduct A SWOT Analysis
|
May 18, 2020 |
What is The Difference Between an NQ, IRA, and ROTH, and How to Pick
|
May 14, 2020 |
Why Do Business Owners Dislike Financial Advisors?
|
May 11, 2020 |
Ask Justin feat. David Kent: 5 Things You Need to Know to Successfully Manage a Team
|
Apr 30, 2020 |
Ask Justin feat. Chris Steward: What’s Up and Down and Up with Oil?
|
Apr 27, 2020 |
Ask Justin feat. David Kent: The Strategic Planning Process
|
Apr 24, 2020 |
Ask Justin featuring Jennifer McConnell: The Cares Act and Qualified Plans
|
Apr 23, 2020 |
Ask Justin featuring Steve Waldrop: Having Trouble Sleeping? Let’s Talk Insurance!
|
Apr 22, 2020 |
Ask Justin featuring David Kent: 10 Moves for a Proactive Business Turnaround
|
Apr 21, 2020 |
Ask Justin featuring Brandon Jordan: Getting Business Back to Normal
|
Apr 20, 2020 |
Ask Justin featuring David Kent: Turnaround Strategies
|
Apr 17, 2020 |
Ask Justin featuring Andy Huddleston: Loss of Income Insurance Policies
|
Apr 16, 2020 |
Ask Justin featuring Chris Steward: Market Volatility
|
Apr 15, 2020 |
Ask Justin featuring Andy Brasfield: Networking and Making Connections
|
Apr 14, 2020 |
The Dental Guys featuring Justin Goodbread and Chris Mahan: Update on CARES Act 7a and 7b-What Do We Know and What Should We Do Now?
|
Apr 13, 2020 |
Ask Justin featuring Scott Cagle: Perspective Amidst Crisis
|
Apr 06, 2020 |
Ask Justin featuring Gavin Baker: Small Business Marketing During the COVID-19 Pandemic
|
Apr 03, 2020 |
Ask Justin featuring Allen Brown: SBA Disaster Loans for Small Business Owners
|
Apr 01, 2020 |
Ask Justin: How Are Others Handling the Crisis in Dental Offices?
|
Mar 30, 2020 |
Ask Justin featuring Gerri Detweiler: Managing Debt and Credit When Financing a Business
|
Mar 26, 2020 |
Ask Justin featuring Kathryn Cimera: The Families First Coronavirus Response Act
|
Mar 25, 2020 |
Ask Justin featuring John Riley: How to Weather the Storm With the Right Marketing Strategy
|
Mar 24, 2020 |
Ask Justin featuring Biren Patel: How to Run a Business with a Remote Workforce
|
Mar 23, 2020 |
Ask Justin featuring Paula Harriss: Business Leadership
|
Mar 22, 2020 |
Ask Justin featuring Michael Gamboli: How Does the Family First Act Affect Small Business Owners as Employers
|
Mar 21, 2020 |
Ask Justin featuring Brandon Jordan: What About the Business Owner Who Wasn’t Prepared?
|
Mar 20, 2020 |
Ask Justin: Advice to Medical Entrepreneurs During the COVID-19 Crisis
|
Mar 19, 2020 |
Ask Justin: Chris Steward: Market Fluctuations due to the Coronavirus
|
Mar 16, 2020 |
Ask Justin: Why Does the Coronavirus Outbreak Effect the Markets?
|
Mar 12, 2020 |
Ask Justin: How Much Money Do I Need to Retire?
|
Mar 09, 2020 |
Ask Justin: Is $500 per Month Enough for an Investment Saving Plan?
|
Mar 05, 2020 |
Ask Justin featuring Scott Snider: What is it Like to Work in a Family Business as the Second Generation?
|
Mar 02, 2020 |
Ask Justin: How Should I Prioritize Excess Income When Starting a Business, and Can I Grow My Savings at the Same Time?
|
Feb 27, 2020 |
Ask Justin feat. Jonathan Mills Patrick: Should I Become an Entrepreneur?
|
Feb 24, 2020 |
Ask Justin: Do I Make Enough to Necessitate Wealth Management Services?
|
Feb 20, 2020 |
Ask Justin: I’ve Inherited a Family Business, Should I Sell It or Grow It?
|
Feb 17, 2020 |
Ask Justin: How Does the Stock Market React During a Presidential Election Year?
|
Feb 13, 2020 |
Ask Justin: How Do You, Justin, Handle The Stresses Of Being a Business Owner?
|
Feb 10, 2020 |
Ask Justin: What Steps Should I Take To Decide If I Should Accept An Offer To Buy My Business?
|
Feb 04, 2020 |
Ask Justin & Jeff: How Do I Determine How Much I Need To Retire?
|
Jan 30, 2020 |
Ask Justin: What Should I Be Doing Right Now in My Business Finances?
|
Jan 23, 2020 |
Ask Justin: What Should I Be Doing Right Now in my Personal Finances?
|
Jan 20, 2020 |
Ask Justin: The HRA - What They Are and How They Work
|
Jan 16, 2020 |
Ask Justin: Starting an Investment
|
Jan 13, 2020 |
Ask Justin: Q&A Session
|
Jan 09, 2020 |
A Wrap Up to Season 2
|
Dec 17, 2019 |
How to Minimize Taxes When Selling Real Estate: Part 2
|
Dec 12, 2019 |
How to Minimize Taxes When Selling Real Estate
|
Dec 09, 2019 |
How Can You Pay For Investment Real Estate?
|
Dec 05, 2019 |
Should You Use Your IRA to Buy Investment Property?
|
Dec 02, 2019 |
How to Purchase Real Estate Without Real Property Headaches
|
Nov 25, 2019 |
Investors Must Focus on Cash-on-Cash Return
|
Nov 21, 2019 |
Why Should You Invest in Real Estate
|
Nov 18, 2019 |
Investing in Real Estate - When It Makes Sense
|
Nov 14, 2019 |
The Different Types of Real Estate Investing
|
Nov 11, 2019 |
Should I Invest in Active or Passive Funds & ETFs?
|
Nov 07, 2019 |
Picking Mutual Funds
|
Nov 04, 2019 |
Understanding Mutual Funds
|
Oct 31, 2019 |
Should I DIY My Own Investing or Hire a Professional
|
Oct 28, 2019 |
Why Should We Invest: Compound Interest
|
Oct 24, 2019 |
What is Diversification?
|
Oct 21, 2019 |
Why Should a Business Owner Invest in Assets Outside of Their Business
|
Oct 17, 2019 |
What is Timing the Market, and Does it Work?
|
Oct 14, 2019 |
Dollar-Cost Averaging
|
Oct 10, 2019 |
Introducing Portfolio Rebalancing and Target-Band Rebalancing
|
Oct 07, 2019 |
Investing 101: Overview Part 2 - Risk Tolerance
|
Oct 03, 2019 |
Investing 101 Part 1 - The Overview of Asset Types
|
Sep 30, 2019 |
Non-Qualifying Investments
|
Sep 26, 2019 |
Adding a Cash Balance Plan to a 401k Plan
|
Sep 23, 2019 |
Exploring the Safe Harbor and Profit Sharing Provisions of a 401k
|
Sep 19, 2019 |
The Basics of the 401(k)
|
Sep 16, 2019 |
Solo 401k - The Small Business Owner’s Guide
|
Sep 12, 2019 |
Which to Choose: a SIMPLE 401k or SIMPLE IRA or Regular 401k Plan?
|
Sep 09, 2019 |
SEP IRAs in All Their Coolness!
|
Sep 05, 2019 |
SIMPLE IRA - What is It and When Should You Use It?
|
Sep 02, 2019 |
IRAs and ROTHs - A Business Owner’s Guide
|
Aug 29, 2019 |
4 Types of Investments - Overview for Business Owners
|
Aug 26, 2019 |
The Exhaustive List of Trusts Used for Planning
|
Aug 22, 2019 |
The 9 Basic Types of Trusts
|
Aug 19, 2019 |
Other Key Estate Planning Documents
|
Aug 15, 2019 |
Key Points You May Want to Consider in Your Last Will and Testament
|
Aug 12, 2019 |
The Key Point of a Last Will and Testament
|
Aug 08, 2019 |
Group Health Insurance for Businesses
|
Aug 05, 2019 |
Michael Crane Expert Interview - Individual Health Insurance
|
Aug 01, 2019 |
How to Pay For Long-Term Care
|
Jul 29, 2019 |
Long-Term Care - What is It and How Do You Plan for It?
|
Jul 25, 2019 |
Business Overhead Disability Insurance
|
Jul 22, 2019 |
What is Disability Insurance And Why Does it Matter?
|
Jul 18, 2019 |
Should I Purchase a Life Insurance Policy to Fund My Retirement?
|
Jul 15, 2019 |
Life Insurance 101 For Business Owners
|
Jul 11, 2019 |
What is an Umbrella Policy And Why Do You Need One?
|
Jul 08, 2019 |
Home Owners Insurance 101
|
Jul 03, 2019 |
Auto Insurance 101
|
Jul 01, 2019 |
How Business Owners Can Reduce Their Insurance Expenses
|
Jun 27, 2019 |
What Type of Mortgage Should a Business Owner Have?
|
Jun 24, 2019 |
How Much Should a Business Owner Pay for a House?
|
Jun 20, 2019 |
What is The Cheapest Way to Buy a New Car?
|
Jun 18, 2019 |
Should a Business Owner Lease or Buy a Car? Weighing the Pros and Cons
|
Jun 13, 2019 |
Should a Business Owner Depreciate Their Car or Take a Mileage Deduction?
|
Jun 10, 2019 |
49 Possible Tax Deductions for Small Business Owners
|
Jun 06, 2019 |
How to Pay 0 Taxes on Capital Gains Tax
|
Jun 03, 2019 |
How to Lower a Business Owner’s Taxable Income
|
May 30, 2019 |
How to Retire Before Age 59.5 and Not Pay The 10% Penalty
|
May 27, 2019 |
When Should a Business Owner Start Social Security?
|
May 23, 2019 |
A Business Owner’s Employed Spouse Receives a Bonus: How Should We Deal With It?
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May 20, 2019 |
Should I Pay My Special Needs Child From My Business?
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May 16, 2019 |
I Have an Old Pension, What Should I Do With It?
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May 13, 2019 |
What Should I Do With an Inheritance?
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May 09, 2019 |
How To Help Your Family - Make Quick Income
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May 06, 2019 |
How Often Should I Evaluate My Budget?
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May 02, 2019 |
Can I Really Rent My House to My Business?
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Apr 29, 2019 |
Should I Pay My Children From The Business?
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Apr 25, 2019 |
Should I Put My Spouse on the Business's Payroll?
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Apr 22, 2019 |
What Can You Do With The Extra Money Each Month In Your Budget?
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Apr 18, 2019 |
How Can I Build a Budget That I Can Actually Keep?
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Apr 15, 2019 |
How Do I Determine How Much to Pay Myself?
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Apr 11, 2019 |
How Should I Pay Myself & How Frequently Should I Pay Myself from the Business
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Apr 08, 2019 |
Personal Cashflow - Where Should the Money Go
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Apr 04, 2019 |
Behavioral Finance - Emotions that Drive Our Financial Decisions
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Apr 01, 2019 |
Financially Simple: Season 2 - Personal Finance for Small Business Owners
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Mar 28, 2019 |
Buying Cars and Auto Loans - The Scoop from an Insider
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Mar 25, 2019 |
Additional Business Insurance Your Company May Need
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Mar 21, 2019 |
Insurance to Protect from Lawsuits
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Mar 18, 2019 |
Litigation and the Effect on a Company’s value
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Mar 14, 2019 |
Intellectual Property
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Mar 11, 2019 |
Contracts: The Basics
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Mar 07, 2019 |
Financing Considerations for Value Growth
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Mar 04, 2019 |
The Employee Handbook & Additional Documents
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Feb 28, 2019 |
The Employment Agreement
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Feb 25, 2019 |
The Risk Management Department: Entity Selection
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Feb 21, 2019 |
The Risk Management Department
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Feb 18, 2019 |
5x5x5 for Business Value Growth
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Feb 14, 2019 |
How to Build Financial Stability in a Small Business for Maximum Value
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Feb 11, 2019 |
The 11 Different Taxes a Small Business Owner Could Pay
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Feb 07, 2019 |
The Financial Reports Business Owners Must Examine
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Feb 04, 2019 |
How to Build a Custom Pro Forma
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Jan 31, 2019 |
Zero Based Budgeting vs. Incremental Budgeting
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Jan 28, 2019 |
How to make Your P&L tell a Story
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Jan 24, 2019 |
Tips for Managing Accounts Payable
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Jan 21, 2019 |
Tips to Manage Accounts Receivable
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Jan 17, 2019 |
How Much Cash Should My Business Hold?
|
Jan 14, 2019 |
The Role of a CFO/CPA
|
Jan 10, 2019 |
An Introduction to Best-in-Class Finance Departments for Maximum Business Value
|
Jan 07, 2019 |
The Elements of a Good Operations Management System
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Dec 20, 2018 |
What is Lean Management and Continuous Improvement?
|
Dec 17, 2018 |
The History of Operations Management
|
Dec 13, 2018 |
The Top 3 Operational Problems
|
Dec 10, 2018 |
The Operating Elements of a Service Business
|
Dec 06, 2018 |
Operations Department vs. Operations Systems
|
Dec 03, 2018 |
The Employee Systems needed for Maximum Value
|
Nov 29, 2018 |
How to Conduct a Performance Review with Your Team
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Nov 26, 2018 |
How to Use Performance Reviews for Value Growth
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Nov 22, 2018 |
How to Retain Your Team Forever
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Nov 19, 2018 |
12 Ways to Grow Your Employee Team
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Nov 15, 2018 |
How to Affect Cultural Change
|
Nov 12, 2018 |
The 3 Key Areas to Address for Maximum Value Alignment
|
Nov 08, 2018 |
How to Build the Best Company to Work For: Part 2
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Nov 05, 2018 |
How to Build the Best Company to Work For
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Nov 01, 2018 |
How to Build a Great Team
|
Oct 29, 2018 |
Is Marketing Worth It?
|
Oct 25, 2018 |
Branding Your Business Using the "4-C's"
|
Oct 22, 2018 |
One Hundred Episodes!
|
Oct 18, 2018 |
Market Positioning
|
Oct 15, 2018 |
Utilizing Marketing to Its Fullest Potential
|
Oct 11, 2018 |
So Many Ps - The Basic Elements of Marketing
|
Oct 08, 2018 |
Managing Your Sales Team
|
Oct 04, 2018 |
Creating a Best in Class Sales Compensation Plan
|
Oct 01, 2018 |
Building a Best in Class Sales Team
|
Sep 27, 2018 |
What is a Best-in-Class Sales Team?
|
Sep 24, 2018 |
What is a Best-in-Class Sales Funnel? The Modern Sales Process
|
Sep 20, 2018 |
What is a Best-in-Class Sales Structure?
|
Sep 17, 2018 |
Ways Great Leadership Adds Value to Your Company
|
Sep 13, 2018 |
How to Train Leaders in All Areas of Your Business
|
Sep 10, 2018 |
The Personal Qualities of Small Business Leaders
|
Sep 06, 2018 |
The Top 10 Things Leaders Do to Drive Up Value
|
Sep 03, 2018 |
What is Leadership in the Small Business Setting?
|
Aug 30, 2018 |
How Planning can Increase the Value of Your Company
|
Aug 27, 2018 |
The Business Planning Cycle & Challenges to Business Planning
|
Aug 23, 2018 |
Tactics & Actions in Strategic Planning
|
Aug 20, 2018 |
Strategies Within the Context of Strategic Planning
|
Aug 16, 2018 |
Setting Strategic Objectives
|
Aug 13, 2018 |
SWOT Analysis in Strategic Planning
|
Aug 09, 2018 |
A Business Owner's Values - The Effect on Strategic Planning
|
Aug 06, 2018 |
Vision vs. Mission in Strategic Planning
|
Aug 02, 2018 |
The Strategic Planning Outline: Long-term Planning for Increased Business Value
|
Jul 30, 2018 |
Business Planning 101
|
Jul 26, 2018 |
The Flaw in the Dupont Company Formula
|
Jul 23, 2018 |
The 8 Key Areas of Business
|
Jul 19, 2018 |
The Key Language to Understand in Value Growth
|
Jul 16, 2018 |
Understanding Time Value Money and why it is the Key to High Value Companies
|
Jul 12, 2018 |
Basic Valuation Approaches and Why They Matter
|
Jul 09, 2018 |
What Exactly is Business “Value”?
|
Jul 05, 2018 |
6 Principles which make a Business more valuable to the Potential Buyer
|
Jun 28, 2018 |
Understanding the Cost of Capital and Risk Relationship
|
Jun 25, 2018 |
Business Value and Profitability are Two Separate Things
|
Jun 21, 2018 |
You Have Lost Objectivity in Your Business
|
Jun 18, 2018 |
Growing the Value of Your Business
|
Jun 14, 2018 |
Learning is Multiplicative
|
Jun 11, 2018 |
Dan Hall with Elite Mortgage Services Interview - Home Mortgages
|
Jun 07, 2018 |
How Business Owners Can Evaluate Their Credit Card Providers
|
Jun 04, 2018 |
Using Digital Marketing for Small Businesses
|
May 31, 2018 |
Taxes - Creative Planning and Reduction Ideas
|
May 28, 2018 |
How to Increase Sales in Your Business
|
May 24, 2018 |
Quality Control to Protect Your Product or Service
|
May 21, 2018 |
Time Management for the Small Business Owner
|
May 17, 2018 |
Advertising or Marketing - Promoting Your Start-up
|
May 14, 2018 |
How to Negotiate with Vendors and Suppliers
|
May 10, 2018 |
Understanding the Legal Aspects of Business Entities
|
May 07, 2018 |
How to Hire the Best Employees
|
May 03, 2018 |
The Types of Insurance a Business Needs to Have
|
Apr 30, 2018 |
The Basic Management Systems of a Start-Up Business
|
Apr 26, 2018 |
Funding - How to Find Money When Starting a Business
|
Apr 23, 2018 |
Business Entities - The Five Types of Business Structures
|
Apr 19, 2018 |
Your Business' Advisory Team - Your "Dream Team"
|
Apr 16, 2018 |
Preparing Your Personal Finances for Starting a Business
|
Apr 12, 2018 |
Jonathan Mills Patrick Interview - Startups & Funding
|
Apr 09, 2018 |
The Business Plan - Part 2
|
Apr 05, 2018 |
The Business Plan - Part 1
|
Apr 02, 2018 |
Traits of Successful Business Owners - Do You Have a Business Personality?
|
Mar 29, 2018 |
Starting a Business Series - Assessing Your Big Idea
|
Mar 26, 2018 |
Ben Wells Interview - ESOPs: Employee Stock Ownership Plans
|
Mar 22, 2018 |
Chris Snider Interview - Exit Planning Institute
|
Mar 19, 2018 |
What is a Value Gap?
|
Mar 15, 2018 |
What to do with the Proceeds of the Business Sale
|
Mar 12, 2018 |
What to Expect at a Business Closing
|
Mar 09, 2018 |
Preparing for the Unexpected - Reasons a Buyer Backs Out of the Sale of a Business
|
Mar 08, 2018 |
What is a Re-Trade and How Can I Possibly Avoid It?
|
Mar 06, 2018 |
Due Diligence Process in selling a Business
|
Mar 05, 2018 |
The Purchase Agreement
|
Mar 02, 2018 |
The Sale Documents and the Terms Found in a Purchase Agreement
|
Mar 01, 2018 |
How to Minimize Taxes When You Sell Your Business
|
Feb 27, 2018 |
Ways You’ll be Paid When Selling Your Business
|
Feb 26, 2018 |
Letter of Intent, the First Step in a Formal Business Sale
|
Feb 23, 2018 |
Can I Get a Bid? Selling your Business by Auction
|
Feb 22, 2018 |
The Sales Presentation - Pitching Your Business
|
Feb 20, 2018 |
The Offer - Building the Pitch Book
|
Feb 19, 2018 |
Determining How Much Your Business is Worth
|
Feb 16, 2018 |
Who is Your Customer? Who Will Be Buying Your Business?
|
Feb 15, 2018 |
Picking a Business Broker, M&A Advisor, or Investment Banker
|
Feb 13, 2018 |
There are No Mulligans When You Sell Your Business
|
Feb 12, 2018 |
Protecting Yourself - Lawyers, Chainsaws, and Documents
|
Feb 09, 2018 |
Know Your Business's Minimum Sale Price
|
Feb 08, 2018 |
This message will self-destruct… (Life after the Sale of the Business)
|
Feb 06, 2018 |
Duck! - Not Having an Exit Plan Can Cost You in the End
|
Feb 05, 2018 |
Readdressing Marketing Systems - The Law of Sowing and Reaping
|
Feb 02, 2018 |
Employee Agreements – Don't Share the Corn Seed, Share the Harvest
|
Feb 01, 2018 |
Employee Incentive Programs – What's the Best Fit Your Business?
|
Jan 30, 2018 |
Business Risk Assessment - Listen to Your Good Angel
|
Jan 29, 2018 |
Clear and Up-to-Date Financial Reporting Entices Buyers
|
Jan 26, 2018 |
What Type of Business Entity Should I Choose?
|
Jan 25, 2018 |
Owner-Employee Relations - Love People and Use Things
|
Jan 24, 2018 |
Vision Statement - How's Your Vision?
|
Jan 22, 2018 |
Sticking with It - A Business Owner's Personal Sustainability
|
Jan 19, 2018 |
Business Sustainability - Your Cash Reserves
|
Jan 18, 2018 |
Staff - How Strong is Your Team?
|
Jan 16, 2018 |
Business Scalability - Size Matters
|
Jan 15, 2018 |
The Mastery of Competitive Advantage
|
Jan 12, 2018 |
A Business Plan: Surprising Purposes When Building a Sellable Business
|
Jan 11, 2018 |
Planning the Sale of Your Business MUST Start at the End
|
Jan 10, 2018 |
Building A Sellable Business Podcast - The Who and Why
|
Jan 08, 2018 |