Financial Management Episodes

In this powerful episode, Brian sits down with Noelle Curtis, a visionary leader and "connector of dots" who has navigated everything from agriculture and fashion to finance and SaaS. Noelle unpacks the uncomfortable but esse...

Tired of the soul-crushing complexity of payroll? In this episode, we sit down with Lorenzo Di Stefano, a seasoned entrepreneur who turned his biggest business headache into a revolutionary tech company. After running a multi...

Feeling anxious, guilty, or just plain confused about your business finances? You're not alone. This episode tackles the money taboo head-on with fractional CFO and financial wellness consultant, Kelly Goode. Kelly breaks dow...

Financial wellness expert Peter Waitzman joins the show to completely reframe how you think about money on your entrepreneurial journey. He reveals why the generic financial advice we’ve all heard is holding founders back and...

What if you could build an AI powerful enough to beat the stock market—and retire because of it? That’s exactly what Rick Cockerham did. In this episode, Rick shares how he built ANNIE, his custom-built AI stock trader that m...

In this episode, we dive into the intersection of AI, fintech, and financial literacy with John Kanalakis, founder and Head of AI at Tendi. With experience at Netflix and Roku, John now leads Tendi—a revolutionary platform th...

EPISODE STACK : https://stackl.ist/4kc1uTN Nicholas Cook has worn many hats—financial advisor, teacher, blogger, real estate investor, and founder of Money 101 Academy—but what ties them all together is his passion for helpin...

EPISODE STACK: https://stackl.ist/45kwa1D In this episode, Vadim Voss, founder of Next Level DeFi, reveals how everyday entrepreneurs can create passive income streams using decentralized finance (DeFi) strategies — without n...

EPISODE STACK : https://stackl.ist/4mv6ju0 What if investing wasn’t confusing or intimidating, and instead it was simple, smart, and accessible? Eugene Yashin is on a mission to make that a reality through Holistico, a revolu...

Send us a text EPISODE STACK : https://stackl.ist/4bDKQtS Curious about how a mindset of learning and experimentation can propel entrepreneurial success? Justin Merritt, co-founder of TwinSix, shares his journey from managing...

EPISODE STACK: https://stacklist.app/c/podcast/stack/i7BswnJJngBYpYSbwI6J?cardId=V6gP8ARjE8oibGYChYa9 What if you could gain more than just tax savings this year-end? Join our host, Brian Lofrumento, as we explore the art of ...

EPISODE STACK: https://stacklist.app/c/podcast/stack/ZyD6JSl3Ea1P7RHE3UYq Unlock the secrets of financial resilience and entrepreneurial success through our engaging discussion with Chris Hardy, founder of Samson Financial an...

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...

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...

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 ...

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...

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...

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 ...

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...

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...

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 to ...

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 moth...

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...

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...