Gideon Pfeffer is the visionary CEO and Managing Partner of the GSH Group and a trailblazer in opportunistic real estate investing . With over a decade of experience in the industry, Gideon has become a leading expert in passive investing as a means to create and increase wealth. His expertise extends to real estate investing , where he has successfully overseen the acquisition and renovation of thousands of single-family homes in the Midwest and Southeast. Under Gideon's remarkable leadership, ...
May 05, 2025•39 min•Season 7Ep. 36
Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs. As an independent division head, Doug created, trained, and present...
May 03, 2025•1 hr•Season 7Ep. 35
Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures. Ed’s passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about. After more than a decade as a financial adv...
May 02, 2025•34 min•Season 7Ep. 34
Mike Andes is the founder of Augusta Lawn Care that has 170+ franchise locations across the United States and Canada.He is dedicated to helping home service business owners make their businesses more profitable and better work environments.Founder of CopilotCRM.com and other companies shown at MikeAndes.com
May 01, 2025•38 min•Season 7Ep. 33
Louis O’ Connor, Founder, and Principal of Strategic Metals Invest. They are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals.
Apr 30, 2025•33 min•Season 7Ep. 32
Retain provides on-demand HR for startups and small businesses that need access to core Human Resources services without having to hire full-time HR staff. Retain was founded by Lisa-Maree Blumenfeld who has 20+ years of HR experience and was most recently VP of People at Expa, where she lead a centralized HR and Recruiting team that worked on behalf of 20+ startups. Prior to Expa, Lisa has worked with fast-moving startups (Lyft, NinthDecimal, Aria Systems) as well as with larger Fortune 500 com...
Apr 29, 2025•31 min•Season 7Ep. 31
Carlos Samaniego EA is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and st...
Apr 28, 2025•36 min•Season 7Ep. 30
Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. With a career rooted in precision and innovation, Janna’s journey began in December 2021 when her accounting clients raised concerns about the accuracy and reliability of existing crypto tax solutions. Driven by her commitment to excellence, she embarked on a rigorous two-year research initiative, collaborating with lea...
Mar 19, 2025•45 min•Season 7Ep. 29
Meet David Steele, founder & CEO of One Wealth Advisors, an independent RIA firm handling over $1.1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a yoga studio owner, artist, philanthropist, and more.
Feb 26, 2025•42 min•Season 7Ep. 28
KATHY ROBERTS is CEO of Switch Reward Card - a blockchain finance ecosystem. Switch Reward Card isn’t just a card; it’s a comprehensive system that aligns with the ever-evolving world of digital finance. Join us, and experience the future of trading. Kathy started her career with Sears and then transferred over as an early executive (or Dawner as they called them) when Sears started Discover Card. Kathy went on to become the President of Discover Bank and served as the first female Chair of the ...
Jan 15, 2025•36 min•Season 7Ep. 27
Dr. Harms transforms the often daunting task of end-of-life planning into a compassionate journey, helping people navigate the emotional aspects of planning personal finances. She has witnessed death up close many times throughout her life, including the loss of her mother and her son to suicide and, eventually, her husband from a broken heart after their son’s death. These events shaped her views on finding meaning in grief, and she set out on a mission to end the stigma around end-of-life plan...
Jan 01, 2025•29 min•Season 7Ep. 26
Jim is a partner at Southern Impression Homes, a company that specializes in building rental portfolios for individual investors and institutional buyers in Florida’s high-growth markets. With a strong focus on the Build-to-Rent niche, Southern Impression Homes provides new construction, low-density properties such as single-family homes, duplexes, and quads with property management in place. Jim’s experience in real estate investment extends beyond his partnership with Southern Impression Homes...
Dec 18, 2024•23 min•Season 7Ep. 25
Named one of the most influential “Female Pioneers in Technology”, Elizabeth Bieniek is an author, founder, and Fortune 100 leadership veteran focused on “good peopling” as the secret to exceptional execution. After turning corporate innovation on its head with her own unconventional success story, Elizabeth now helps leaders tap into the individual genius within their teams to unlock unrivaled innovation and uncover joy in the journey. Book Link: Cake on Tuesday: 25 Lessons to Unlock Corporate ...
Dec 04, 2024•28 min•Season 7Ep. 24
Alex Chompff, a serial entrepreneur, seasoned investor, and U.S. Marine Corps veteran who is reshaping the venture capital landscape. As Co-Founder and Executive Director of Evolution Ventures and Lead General Partner of MinervaFund , Alex focuses on investing in women and entrepreneurs of color—groups often overlooked by traditional investors. Alex and his partners recognize that smart capital, when quickly deployed, can address these oversights and build diverse portfolios positioned for eleva...
Nov 20, 2024•54 min•Season 7Ep. 23
Lou Scatigna, CFP® has worked in the financial field for more than 36 years. During this time, he has helped a number of people manage their financial problems. This includes helping people plan for retirement and create budget plans. Additionally, Lou is a certified financial planner and tax accountant. A little over 20 years ago, Lou decided to go a step further and began a weekly radio show entitled The Financial Physician , and he has since transitioned to making the show available more freq...
Nov 13, 2024•1 hr 16 min•Season 7Ep. 22
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies complex financial concepts and provides personalized insights and recommendations to help users make informed investment decisions. Prior to Moola, Jason successfully built and exited a previous business, demonstrating his entrepreneurial prowess and ability to build successful...
Oct 30, 2024•30 min•Season 7Ep. 21
YEMA, inspired by East African lineage and Bay Area’s urban street wear, is a high end clothing brand located in Tiburon, CA. The brand weaves history, culture, tradition and diversity with high-quality garments. Hawi and Yema take great pride in their heritage and aim to tell a story of the two countries with every design. As they expanded their clothing brand they began to focus on providing high end fashion and bold expressive looks. With Ethiopian Fidel and art, Kenyan colors and patterns th...
Oct 23, 2024•37 min•Season 7Ep. 20
Jose Bernard is a real estate investor whose origins in a humble Dominican community profoundly shape his philanthropic endeavors. Having moved to the United States at the age of 12 and growing up in the Bronx, New York, Jose understands the challenges faced by those in underserved areas. Inspired by his father, who passed away last year, he has founded a charitable organization dedicated to improving educational opportunities for children in the Dominican Republic. Jose's philanthropy focuses o...
Sep 11, 2024•35 min•Season 7Ep. 19
Co-founder of Paradigm Shift Financial, Thomas Blottenberger, CFP, ChFC, ABFP, is not your average financial planner. He is an American Dream Experience Leader, guiding individuals to actualize their American Dream by aligning their mindset and financial investments with their greater purpose! Thomas entered the world of financial planning in 2010, eagerly anticipating his opportunity to make a difference in his clients’ lives. To his disappointment, he discovered that the finance industry was c...
Sep 04, 2024•55 min•Season 7Ep. 18
In this episode, we sit down with Jamari Thorne , a trailblazing entrepreneur who is making a significant impact in the world of insurance. Jamari's journey from a young professional to a successful insurance broker is a story of resilience, determination, and an unyielding commitment to her community. We explore how Jamari navigated the challenges of breaking into an industry where minority representation is still limited, and how she has leveraged her expertise to empower others. Jamari shares...
Aug 28, 2024•51 min•Season 7Ep. 17
Adam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business where he could significantly impact others’ lives. His professional journey began just 10 days before t...
Aug 21, 2024•48 min•Season 7Ep. 16
Kevin Davis, a native of Brooklyn, New York, spent much of his childhood reciting original poems and rhymes, influenced by the hip hop craze like any other inner-city child in the 80’s. In 1989, he was signed as a rapper to Warner’s Brothers Records. At the age of 23, he had his first hit record called, “Stomp” and toured the world for five years. He became a stockbroker in 1995, inspired by the Eddie Murphy movie, “Trading Places,” when the music career fizzled out. This led him into the jaws o...
Jun 26, 2024•1 hr 6 min•Season 7Ep. 15
Mark is the founder of TaxWise Partners and a Tax Savings Architect. He brings over 20 years of successful business operation and high level consulting experience to the table for the clients and financial professionals he services. Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corp Sergeant in Bravo Company 4th Marine Division. Semper Fi! TaxWise Partners and its affiliate partners have helped thousands of individuals incre...
Jun 19, 2024•38 min•Season 7Ep. 14
Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience. With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience. At ICONOMI, he sets the vision an...
Jun 05, 2024•44 min•Season 7Ep. 13
John-Mark Young understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor & Chief Investment Ocer for Whitaker-Myers Wealth Managers he puts his clients, and their needs, first. John-Mark is committed to helping you achieve your financial goals by oering a wide range of investment services...
May 22, 2024•50 min•Season 7Ep. 12
Jessica helps young adults, professionals and entrepreneurs live the lifestyle they WANT by introducing foundational principal of personal finances and wealth building, they were never taught. As a licensed Social Worker, Jessica brings a unique holistic approach to helping clients identify the root to their poor financial habits in order to have peace and confidence, mentally and financially. website: theewealththerapist.com...
May 15, 2024•39 min•Season 7Ep. 11
Kimberly Ann Flynn, CFA is a highly accomplished President and partner at XA Investments, where she leads product and business development initiatives. Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in developing over 40 closed-end funds and raising approximately $13 billion in capital . Her broad expertise extends to various investment vehicles, ...
May 08, 2024•36 min•Season 7Ep. 10
Dr. Daniel Daniel is the crypto trainer that entry level investors deserve. With a keen focus on breaking down the barriers to entry, Dr. Daniel is committed to demystifying crypto investing and stopping the gatekeeping of knowledge that can make investing in crypto seem impossible to those who are beginners. Drawing on his extensive experience in teaching, training and a deep understanding of cryptocurrency investment, Dr. Daniel has developed "The Crypto Investing Program". He strips away the ...
May 01, 2024•44 min•Season 7Ep. 9
Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial Officer for an INC 5000 company and is the fractional CFO of various companies with annual revenues from...
Apr 24, 2024•50 min•Season 7Ep. 8
GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 14,000 clients protect their assets and maintain their entities, especially under the new Corpora...
Apr 17, 2024•35 min•Season 7Ep. 7
