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Financial Management Episodes

Nov. 22, 2024

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....

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Oct. 2, 2024

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...

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Sept. 21, 2024

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...

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June 19, 2024

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 ...

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Feb. 28, 2024

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...

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Jan. 13, 2024

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...

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Dec. 22, 2023

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 ...

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Nov. 6, 2023

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...

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Sept. 8, 2023

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...

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Sept. 2, 2023

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 …

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May 24, 2023

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 …

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May 19, 2023

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...

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May 15, 2023

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...

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May 12, 2023

581: Trusting your numbers, cutting costs, and growing SMARTER w/ Mis…

Misa is the Founder & CEO of Perfectly Kept Books®. After spending years climbing the corporate ladder, she left to pursue her true passion, helping female business owners understand their numbers and demystify bookkeeping so...

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May 6, 2023

577: ACTION SATURDAY w/ Shannon Kuykendall (PROFIT FIRST!)

Shannon Kuykendall is the founder of Up Automation, where she offers LinkedIn Lead Generation & Content Creation services for female founders who want to get their time back and scale their businesses. With her help, entrepre...

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