Financial Management Episodes
1002: Cash flow, SMARTER decisions, and entrepreneurial GROWTH w/ Jus…
Send us a text Curious about how a mindset of learning and experimentation can propel entrepreneurial success? Justin Merritt, co-founder of TwinSix, shares his journey from managing a childhood lawn mowing business to innova...
987: ACTION SATURDAY (strategic year-end investments!)
What if you could gain more than just tax savings this year-end? Join our host, Brian Lofrumento, as we explore the art of making smart, strategic investments in your business before the clock runs out on 2024. This Action Sa...
981: Empathy meets BUSINESS and FINANCE for entrepreneurial success w…
Unlock the secrets of financial resilience and entrepreneurial success through our engaging discussion with Chris Hardy, founder of Samson Financial and a former Bentley University alum and classmate of host Brian Lofrumento....
945: TRADING and investing as an entrepreneur to GROW YOUR NET WORTH …
Ever wondered if you should be actively trading or just letting your investments sit? Find out as we welcome Rod Casilli, the brains behind tradersdevGROUP. Rod's journey from traditional finance roles to becoming a leading t...
937: ACTION SATURDAY (establish a GROWTH FUND!)
Have you ever wondered how setting aside just a small percentage of your income could revolutionize your business? Brace yourself for an Action Saturday episode that could change the way you think about business growth foreve...
870: THIS one strategy can transform your life, business, and PROFITA…
Discover the financial strategies that took Lori Hartke from a solo IT managed service provider to a thriving entrepreneur, savoring success from the shores of Maui. Our esteemed guest Lori, not only pilots her Arizona-based ...
790: CASH, profit, and long-term business growth w/ Alyssa Lang
In today's episode, Brian Lofrumento sits down with special guest Alyssa Lang, a financial strategist and bookkeeping consultant for entrepreneurs and business owners, and founder of Magnetic Bookkeeping & Consulting. Togethe...
757: ACTION SATURDAY (get your money right!)
In today's episode we'll talk about the importance (and the how-to!) of taking inventory of your financial situation from last year AND looking forward to this year. If you want to go way deeper into this topic, check out "Pr...
741: The TRUTH about SCALING, passive income, and financial leverage …
In today's episode, host Brian Lofrumento sits down with guest John Schenkelberg to explore the world of Amazon FBA (Fulfillment by Amazon) and financial leveraging. John, the founder, and CEO of Xcelle Ecom and Court Street ...
709: FORWARD-looking financial strategies to set you up for tax savin…
Today we have a special guest, Susan Bryant, a trailblazer in the field of accounting and the CEO of Unboxed Advisors. In this episode, we dive deep into the world of tax efficiency and financial strategy for entrepreneurs. W...
666: Removing RISKS and giving you a SAFETY NET to help you launch an…
We have a very special guest joining us today: Sondre Rasch, the co-founder and CEO of SafetyWing. SafetyWing is an incredible company that aims to build a global social safety net for digital nomads and remote workers. Sondr...
662: ACTION SATURDAY (time to review your expenses!)
Today's action is something that is extremely quick and easy to do, but will be GUARANTEED to benefit your LIFE and your BUSINESS! It's easy to let expenses and monthly subscriptions get out of hand, so today I invite you …
590: Getting AHEAD of tax season throughout the year to SAVE w/ Jazmi…
Jazmin Cicotti, EA (Enrolled Agent) is the owner of Avid Accounting and Tax LLC. She holds a Bachelor’s in Accounting and an EA, which takes three tests through the IRS to specialize in tax preparation. She is a wife and …
586: Profit recovery, retirement planning, and strategic long-term th…
Adam Struss is a Pennsylvania life insurance agent and founder of Struss Consulting. He has worked at a director level in three successful start-up laboratories. These experience gave him insight into some of the common finan...
584: Financial clarity to GROW (BEYOND just bookkeeping!) w/ Sarah Ro…
Sarah Romer is the founder of Avocado Ventures, a boutique advisory firm that provides strategic and financial insights to visionary founders and business owners as they grow. After more than a decade in corporate roles at co...