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Welcome back to another episode of The Richer Geek Podcast, and today we are joined by business strategist and 7-figure entrepreneur mentor Kareen Walsh! Kareen shares how she transitioned from self-employed consultant to scaling a thriving business that runs on just 10% of her time—while generating massive ROI. She reveals the keys to shifting from a "busyness" trap to true business ownership, leveraging your zone of genius, and implementing smart delegation strategies.
Discover Kareen’s EVOLVE methodology for sustainable growth, the power of automation and AI in scaling, and her groundbreaking Hey Kareen® AI App, designed to provide on-demand coaching. Learn how to identify your role as a CEO—whether you’re a Creator, Entrepreneur, or Operator—and build a business that aligns with your vision while setting yourself up for long-term success.
In this episode, we’re discussing…
Busy-ness vs. Business: Many entrepreneurs are trapped in "busy-ness" rather than actually running a business. The key is shifting from doing everything yourself to strategically leading and scaling.
The Power of Delegation: If a task isn’t worth your time financially or energetically, delegate it. Entrepreneurs often resist letting go, but leadership means oversight, not micromanagement.
Scaling with Strategy: Kareen challenged herself to reach seven figures using only 10% of her time. The shift? Thinking like a business owner rather than a service provider.
The Fulfillment Factor Exercise: List and rank tasks by how much they fulfill you (1-10). Keep tasks above an 8, delegate anything below a 7, and eliminate tasks under a 5.
Leveraging AI & Automation: Entrepreneurs don’t have to do everything manually. Automation, AI, and virtual assistants can free up time to focus on high-impact work.
Coaching & Mentorship is Essential: Even successful business leaders continue learning and hiring mentors to gain perspective and grow.
Scaling Impact with Innovation: Kareen created Hey Kareen® AI App to serve more people without stretching herself too thin, showing that growth comes from innovation, not just hard work.
Resources from Kareen Walsh
LinkedIn | Instagram | Hey Kareen®
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide | Franchise With Bob
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In this episode of The Richer Geek Podcast, we are joined by Adam Callinan, founder of Pentane, an innovative e-commerce profitability system. Adam shares his journey from medical devices to creating the wildly successful BottleKeeper and how those experiences led to the development of Pentane. Discover how Pentane transforms raw e-commerce data into actionable insights, helping businesses of all sizes, especially early-stage consumer brands, achieve sustainable profitability. Learn how to move beyond guesswork and emotion and embrace a data-driven approach to your e-commerce strategy. Adam dives into the critical mistakes many businesses make, including arbitrary ad budgets and the hidden impact of fixed expenses, and how Pentane provides the tools to make informed decisions.
In this episode, we’re discussing…
E-commerce Success Formula – Adam Callinan, founder of Pentane, shares how understanding financial and customer acquisition metrics helped scale BottleKeeper into an eight-figure business with just four employees.
The Power of Real-Time Data – Pentane provides a live dashboard integrating expenses, revenue, and ad spend to help e-commerce businesses make data-driven decisions instead of guessing.
Optimizing Profitability – Businesses can set financial goals (e.g., a 10% net margin) and use Pentane’s system to backtrack the exact ad spend and revenue targets needed to achieve them.
Beyond Trial & Error – Many e-commerce brands operate blindly, throwing money at ads without knowing their impact. Pentane replaces uncertainty with precise, actionable insights.
Who It’s For – Ideal for early-stage consumer brands (
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Tired of the same old real estate investing strategies? It’s time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures.
Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don’t qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits like Section 179 depreciation to maximize returns.
With rising interest rates and a shifting market, creative financing is more important than ever. Whether you're an experienced investor or just getting started, this episode will give you insider knowledge to unlock hidden real estate opportunities and scale your portfolio—without relying on traditional bank loans.
In this episode, we’re discussing…
Lease Options: Unlock the power of lease options to attract renters who aspire to be homeowners—perfect for self-employed individuals or those with credit challenges. Andy explains why this hybrid approach offers flexibility and profitability.
Subject-To Transactions: Learn how to acquire properties by taking over existing mortgage payments—legally and ethically. Andy outlines how to avoid due-on-sale clause issues and structure deals the right way.
Joint Venture Partnerships: Discover how strategic real estate partnerships can help you scale faster, whether you’re targeting immediate cash flow, long-term appreciation, or tax benefits.
Tax Benefits & Section 179 Depreciation: Find out how savvy investors use Section 179 depreciation to maximize deductions on HVAC systems, roofs, and even mature landscaping—legally reducing their taxable income.
Navigating the Market: Interest rates are rising, but opportunities still exist. Learn how to negotiate, structure deals, and create cash flow in today’s challenging real estate landscape.
Finding Deals & Creative Financing: Andy reveals where he sources off-market deals—from wholesalers to realtors—and how he secures properties using seller financing, subject-to strategies, and joint ventures.
Compounding Wealth: Understand the power of reinvesting cash flow to grow your portfolio steadily and build long-term financial freedom.
Second-Chance Homeownership: Real estate investing isn’t just about profits—it’s also about helping families achieve homeownership when traditional lenders say no.
Resources from Andy
LinkedIn | The Win3 Team | (520) 539-9591
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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The AI revolution is here, and it's a gold rush. But are you protecting your valuable AI innovations? This week on The Richer Geek Podcast, we talk with Robert Plotkin, a leading AI patent attorney with over 25 years of experience. Robert helps cutting-edge AI companies worldwide secure patents that not only protect their intellectual property but also drive profit.
In this episode, we're discussing...
Patents are more than just legal weapons; they are valuable business assets that can be licensed, sold, and used to attract investment.
Patents provide a crucial deterrent against competitors, even if you never intend to initiate a lawsuit. They also significantly increase your company's valuation for potential acquisition.
AI-assisted creations, including prompts and inventions developed using AI, can be patentable, but the specifics are crucial.
Strategic IP is paramount for AI company success, impacting fundraising, profitability, talent acquisition, and exit strategies.
While copyright and trade secrets offer some protection, patents provide unique and powerful safeguards for AI innovations.
Patent litigation, though often expensive, is increasingly accessible to startups through innovative financing options.
Early consultation with a patent attorney is vital to avoid inadvertently forfeiting patent rights through premature public disclosures.
Resources from Robert
LinkedIn | Blueshift IP | The Genie in the Machine | AI Armor
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Water is becoming one of the most valuable resources of our time, yet the industry remains outdated, centralized, and struggling to meet growing global demands. In this episode of The Richer Geek Podcast, we are joined by Riggs Eckelberry, a nationally-renowned entrepreneur and the founding CEO of OriginClear, who is on a mission to transform the water industry through decentralized solutions and innovative investment opportunities.
With a background spanning technology, nonprofit leadership, and oceangoing navigation, Riggs brings a unique perspective to fixing a broken system. He’s pioneering modular, plug-and-play water treatment systems, creating new ways for businesses and investors to participate in this essential market.
In this episode, we're discussing...
The water industry is facing a crisis: Aging infrastructure and increasing demand are creating a significant funding gap, leading to more frequent water main breaks and other problems.
Decentralized water solutions are key: Treating water at the source (industrial, agricultural) relieves pressure on municipal systems and allows for greater water recycling.
OriginClear's modular systems offer a solution: Their plug-and-play water treatment pods simplify the process for businesses and reduce upfront costs.
Water-as-a-service is a game-changer: This model eliminates the need for businesses to invest in expensive equipment, making water treatment more accessible and affordable. It also creates a recurring revenue stream for investors.
Investing in water is a smart move: The water industry is ripe for disruption, offering a unique investment opportunity with potential for high returns and positive environmental impact.
Multiple investment options exist: OriginClear offers both crowdfunding (Reg A+) and accredited investor opportunities, making it accessible to a wide range of investors.
Water stablecoins are on the horizon: This innovative financial instrument could further revolutionize the water industry by creating a more stable and transparent market.
OriginClear is leading the charge: They are not only developing technology but also creating financial models and partnerships to drive widespread adoption of decentralized water solutions.
Resources from Riggs
LinkedIn | OriginClear
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Moshe Popack, a visionary third-generation entrepreneur and the owner and president of YMP Real Estate Management LLC. With a diverse real estate portfolio spanning six states, Moshe is passionate about community well-being, long-term wealth creation, and fostering connections.
Beyond business, he shares his remarkable journey as a father of 11, offering insights into how he navigates entrepreneurship while maintaining a strong family foundation. We also explore his contrarian investment strategies, his take on today’s real estate market, and the mindset shifts that have fueled his success.
In this episode, we’re discussing…
The power of mindset and personal growth in achieving success
Balancing business, family (with 11 kids!), and personal fulfillment
Contrarian real estate investment strategies and market insights
The role of philanthropy in creating lasting impact
Tips for building a strong financial and family legacy
Resources from Moshe
LinkedIn | YMP Real Estate Management LLC | Common Denominator Podcast
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to The Richer Geek Podcast! Today’s guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses.
In this episode, we're discussing...
Why finding a CPA who doubles as a business advisor can transform your financial strategy
The importance of proactive communication and collaboration with your CPA
What to expect during the client onboarding process with a CPA
Proven strategies to minimize taxes and save money as a business owner
Smart investment approaches to build long-term wealth while running a business
Resources from Chase
LinkedIn | Insogna CPA
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, Mike is joined by Paul Deloughery, a seasoned attorney with 25 years of experience in probate and trust law. Paul is the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer and Probate Made Simple.
Paul’s journey into the realm of probate law is deeply personal. After facing the challenges of managing an unexpected inheritance without proper guidance, he recognized the profound need for expert legal support during critical times. This experience inspired him to create Probate Made Simple and shaped his philosophy of offering compassionate, clear, and personalized legal assistance.
In this episode, we’re discussing…
Lessons from Losing Millions: Paul’s journey from inheriting $28M to losing much of it, and the valuable insights he gained along the way.
The Realities of Probate Litigation: Why even well-drafted trusts and wills can lead to family disputes and court battles.
Family Wealth Transfer Myths: Understanding the "shirt sleeves to shirt sleeves" phenomenon and why most financial windfalls don’t last.
Essential Probate Planning Tips:
- The importance of clear communication with beneficiaries.
- How to build trust and prevent disputes before they arise.
- Why documentation is necessary but not sufficient for a smooth wealth transfer.
Breaking Generational Wealth Cycles: Steps families can take to ensure long-term financial stability and harmony.
Resources from Paul
LinkedIn | Sudden Wealth Protection Law | Lasting Wealth: A Revolutionary Method of Family Wealth Transfer | Probate Made Simple
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Join us for another exciting episode of The Richer Geek Podcast as we dive into the transformative world of data and technology with Collin Graves, CEO of North Labs, a leading fractional cloud data analytics firm that has helped over 1,000 organizations unlock their potential through data-driven strategies.
If you're curious about leveraging cloud strategies, unlocking AI's potential, or optimizing your data for success, this conversation is packed with valuable insights you won’t want to miss!
In this episode, we’re discussing…
Collin Graves’ inspiring journey from the Air Force to founding North Labs.
The role of cloud data analytics in driving transformative business success.
Insights on AI adoption: the opportunities, pitfalls, and the strategic approach organizations need.
How North Labs helps businesses unlock the power of data for operational efficiency and predictive insights.
The future of AI and its potential impact on industries.
Resources from Collin
LinkedIn | North Labs | Special Audience Giveaway: Build My Data Blueprint
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Happy New Year, and welcome back to The Richer Geek Podcast! In this episode, Daniel Barnard, host of CapitalFit and experienced investor, shares tips on raising capital, building networks, and growing your business. With 27 years in the industry, Daniel offers practical advice for entrepreneurs on securing funding and attracting the right partners. Join us as we dive into Daniel’s expertise, his work with startups like MedWatch, and his passion for creating impactful ventures.
In this episode, we're discussing...
The Role of a Connector: Learn how Daniel bridges the gap between founders and investors to fuel business growth.
Capital Raising Insights: Explore strategies for raising capital, from crowdfunding to angel investing, and what it takes to succeed.
Reinvention Through Passion: Discover how Daniel pivoted from a 25-year career in finance to building impactful ventures in MedTech and beyond.
The Power of Intentional Networking: Hear how focus, prayer, and alignment help attract the right opportunities and people at the right time.
Resources from Daniel
LinkedIn | CapitalFit | CapitalFit Podcast
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Merry Christmas and welcome back to another episode of The Richer Geek Podcast! Today, we have a special guest, Joseph LoPresti, a seasoned founder of Arlington Wealth Management with over 39 years of experience in the financial services industry. Joseph is passionate about helping business owners achieve financial security and prosperity. In this episode, Joseph shares his insights on the unique challenges business owners face when it comes to financial planning. He discusses the importance of having a personal CFO, creating a proactive planning team, and leveraging virtual family offices for expert advice. Joseph also talks about his co-authored book, "Exit by Design," which provides a roadmap for business owners to design their ideal exit strategy.
In this episode, we’re discussing:
The Importance of a Personal CFO: Business owners need a dedicated financial strategist to coordinate their personal and business finances, identify overlooked opportunities, and guide them towards their financial goals.
Proactive Exit Planning: Don't wait until the last minute to plan your business exit. Develop a comprehensive exit strategy early on, considering your personal goals, desired lifestyle, and potential transition options.
Leveraging a Virtual Family Office: Gain access to a team of specialized advisors, including tax experts, wealth managers, and legal professionals, without the high cost of a traditional family office.
Achieving Financial Freedom: Define your "freedom point" – the point at which you have accumulated enough wealth to live your ideal life without financial constraints.
Resources from Joseph
LinkedIn | Arlington Wealth Management | "Exit by Design”
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, we have a very exciting guest, Kevin Davis. Kevin's journey began as a recording artist signed with Warner Brothers Records, but his passion for finance led him to Wall Street, where he gained experience as a stockbroker. Seeing a need for accessible investment education, he created Investment Dojo, a gamified stock simulator app that helps people of all ages build confidence in investing. In this episode, Kevin shares his inspiring story, discusses the importance of understanding your investments, and explains how Investment Dojo is empowering families to learn about the stock market together.
In this episode, we're discussing:
Challenging Start: Kevin was kicked out of his house at 17, living place-to-place while juggling part-time work at UPS and college.
Wall Street Entry: Inspired by the movie Trading Places, Kevin began his Wall Street career at Stratton Oakmont after a serendipitous conversation with a neighbor.
Research Skills: Kevin mastered stock research by focusing on free cash flow and business models—skills that became the cornerstone of his success.
Founding Investment Dojo: During his retirement, Kevin recognized the lack of accessible financial education. He founded Investment Dojo to teach others how to research and build wealth.
Education-First Approach: Kevin emphasizes teaching people how to analyze stocks and make informed decisions rather than relying on stock picks.
Resources from Kevin
LinkedIn | Investment Dojo | Who's Your Daddy by Kevin Davis
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Greg Mohr, author of "Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth." Greg dives deep into the world of franchising, exploring its different forms, investment levels, and how it can be a path to financial freedom.
In this episode, we're discussing:
Diverse Franchise Models: Franchising is not confined to traditional brick-and-mortar brands like McDonald’s or Taco Bell. It spans essential services (e.g., HVAC, plumbing, senior care), boutique fitness centers, and innovative e-commerce or cloud-based franchises.
Investment Ranges and Risks: Initial investments vary significantly. Brick-and-mortar franchises often require $250K+ with higher overhead, whereas service-based or home-run models may start around $150K. Each option presents unique risks and rewards.
Tailored Involvement: Franchising offers flexibility for different involvement levels. Semi-absentee owners typically spend 10–15 hours per week managing finances and overseeing teams. However, thoroughly vetting managers and franchise systems is critical.
Post-COVID Shifts: Investors are increasingly drawn to essential services like home maintenance or tutoring, which remain in demand during economic shifts, rather than high-overhead, location-dependent franchises.
Due Diligence and Strategy: Passion alone doesn’t guarantee success. Prospective franchisees should analyze financial projections (pro forma), assess market potential, and consult existing franchisees about profitability and risks. Collaborating with a franchise consultant, like Greg, can align business goals with the right opportunities.
Resources from Greg
LinkedIn | Franchise Maven | Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used For Building Wealth
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! We hope you had a wonderful Thanksgiving last week filled with gratitude, good food, and great company. As we dive into December, we're bringing you an exciting discussion about the power of gold in today’s economy.
Today, we’re joined by Dean Heskin, President and CEO of Swiss America Trading Corporation, to explore why gold remains a top safe haven investment. With nearly three decades of expertise, Dean shares his insights on why gold is expected to experience significant gains in the coming years, despite financial instability.
Be sure to check out FAQs About Gold Investing for everything you need to know about making smart decisions in this gold rush.
In this episode, we're discussing:
Soaring National Debt: The U.S. national debt continues to climb, with daily interest payments reaching a staggering $3 billion.
Gold's Bullish Outlook: Economic uncertainty and rising debt are driving predictions of significant growth for gold in the coming years.
BRICS Challenge to the Dollar: The BRICS alliance, with its new gold-backed currency, is poised to disrupt the global financial landscape.
Safeguarding Wealth: As inflation and debt concerns persist, gold is emerging as a popular safe-haven investment for individuals and institutions alike.
Timing Your Gold Investment: Learn why experts believe now is an opportune moment to consider adding gold to your investment portfolio.
Resources from Dean
LinkedIn | FAQs about gold investing
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, we’re diving deep into the transformative world of co-living with Grant Shipman, a leading authority in this booming real estate niche. As the founder of Livingsmith, Grant has achieved an extraordinary 97% lifetime occupancy rate and an average tenant stay of 25.2 months. He shares how a chance discovery and lessons from intentional living communities catapulted him from delivering pizzas to achieving financial freedom in just 15 months.
Discover what co-living truly means, why it’s not just "renting by the room," and how this model combines the best of single-family and multifamily investments. Plus, learn the essentials for creating healthy, thriving shared spaces and how you can turn your properties into cash flow powerhouses.
In this episode, we're discussing:
The Basics of Co-living: Understanding the concept and its advantages over traditional rentals.
Building a Thriving Co-living Community: Tips for fostering positive relationships among residents.
Maximizing Your Investment: Strategies for selecting the right properties and optimizing rental income.
Navigating Legal and Regulatory Hurdles: Staying compliant with local laws and regulations.
Leveraging Technology: Tools and platforms that streamline co-living operations.
Resources from Grant
LinkedIn | The Livingsmith Podcast | LivingsmithPro.com | Co-Living 5 Day Challenge
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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On today’s episode of The Richer Geek Podcast, we have the extraordinary David Drebin, a multidisciplinary artist working in various art forms, producing limited edition works including Photographs, Lightboxes, Neon Light Installations, Diamond Dust works and more.
David shares his unique approach to empowering individuals to uncover their hidden potential. From his early days as a photographer to his current mission of inspiring others, he offers valuable insights into creativity, self-discovery, and the transformative power of human connection.
In this episode, we're discussing...
The Power of Self-Understanding: David emphasizes the importance of knowing oneself as a foundation for understanding others.
The Creative Process: He discusses the importance of fear and discomfort in the creative process, and how to embrace them to produce groundbreaking work.
Unleashing Your Superpower: Learn how David helps people identify their unique talents and passions through insightful conversations and intuitive understanding.
The Impact of Human Connection: Discover the transformative power of genuine human connection and how it can inspire and empower individuals.
From Park to Broadway: The vision for a global, interactive platform to inspire and uplift.
Resources from David
Instagram | Website
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast. Today, we talked to Kevin White, co-founder of Exbo Group, a firm specializing in finance operations, strategy support, and M&A diligence for growth-stage companies. Kevin shares valuable insights on fundraising strategies, financial operations, and M&A diligence.
In this episode, we’re discussing...
The Changing VC Landscape: Learn how the VC landscape has shifted post-pandemic, with a focus on profitability and cash efficiency.
The Role of the Modern CFO: Discover the essential qualities of a modern CFO and how Exbo Group helps companies build strong financial teams.
Fundraising Strategies: Gain practical tips on crafting compelling pitch decks and navigating the fundraising process in a challenging market.
The Importance of Financial Discipline: Understand the critical role of financial discipline in securing investments and achieving long-term success.
The Power of M&A: Explore the strategic advantages of mergers and acquisitions and how to execute them successfully.
The Future of Venture Capital: Gain insights into emerging trends and opportunities in the VC industry.
Resources from Kevin
LinkedIn | Exbo Group | Email
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based, fee-only registered investment advisory firm. Jonathan shares his expertise on behavioral finance and the techniques he uses to help clients make rational, well-informed financial decisions—even under stressful market conditions.
Jonathan breaks down the psychology behind wealth management, explaining why many investors struggle with emotional decisions and how he guides his clients to avoid common pitfalls. He shares powerful insights on the difference between currency and money, a fundamental concept that can reshape how you view wealth and investment.
Whether you're just starting your wealth journey or looking to refine your approach, this episode is packed with actionable advice that can help you navigate financial decisions with confidence.
In this episode, we’re discussing…
The distinction between "currency" and "money" and why it matters for financial planning.
Emotional Investing is Harmful: Emotional responses to market fluctuations can lead to poor decision-making and significant financial losses.
Focus on Long-Term Goals: Prioritize long-term financial goals over short-term market noise.
Diversification is Key: A diversified portfolio can help mitigate risk and improve overall returns.
Professional Advice: Consider consulting with a financial advisor to develop a personalized financial plan.
Educate Yourself: Continuously learn about personal finance and investing to make informed decisions.
Resources from Jonathan
LinkedIn | Fusion Family Wealth
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to The Richer Geek Podcast! In today's episode, we are joined by Eric Fiegoli, co-founder of Exbo Group. Since 2017, Exbo has supported over 50 growth-stage companies across industries like software, education, and healthcare. Eric shares his journey from being a senior product manager at Amazon to helping startups scale by offering financial, operational, and strategic expertise. Tune in to learn when to hire a CFO, the benefits of fractional CFOs, and how Exbo guides startups through fundraising and financial planning.
In this episode, we’re discussing…
Eric’s career shift from Amazon to co-founding Exbo Group
Financial Planning for Growth: Understand the importance of financial planning, budgeting, and forecasting for startups at various stages.
The Role of a Fractional CFO: Learn how a fractional CFO can provide valuable expertise and support to growing businesses.
Balancing Growth and Profitability: Discover key metrics to track and strategies to optimize for sustainable growth and profitability.
Navigating the Current Economic Landscape: Get insights into the current state of the VC market and potential trends for 2025.
Building a Strong Financial Foundation: Understand the importance of financial operations and how to avoid common pitfalls.
Resources from Eric
LinkedIn | Exbo Group | Email
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
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Welcome back to The Richer Geek Podcast! In today’s episode, we’re joined by Nicholas Spezio, M&A advisor at Exbo Group, to explore the world of mergers and acquisitions (M&A) for FinTech businesses. Whether you're a founder considering selling your startup or curious about the current M&A landscape, this episode is full of valuable insights you won’t want to miss.
Why You Should Listen:
Are you wondering if now is the right time to sell your FinTech startup?
Confused about how the current M&A environment is affecting valuations?
Worried about navigating the complexities of financial due diligence?
In this episode, we also discuss:
Uncertainty is Always Present: Learn how to adapt and embrace flexible deal structures to mitigate risks in M&A.
Tax and Legal Support is Crucial: Navigate complex tax liabilities and negotiate favorable terms with expert guidance.
Quality of Revenue Matters: Prioritize recurring revenue streams to achieve higher valuations in the sale of your business.
Manage Seller Expectations: Understand current market realities and consider earnouts to maximize future growth potential.
Financial Due Diligence Uncovers Risks: Identify potential tax exposures and negotiate settlements before closing the deal.
Fractional CFOs for Founders: Offload accounting tasks and gain valuable financial insights by utilizing a fractional CFO.
Right Buyer, Right Time: Focus on strategic alignment with buyers to ensure a smooth and successful exit.
Resources from Nicolas
LinkedIn | Exbo Group | Email
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide
- Visa fler
