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The Forensic CFO

Delegate CFO

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Delegate CFO offers virtual and fractional services expertise at fixed rate pricing. Our CFOs focus on strategic planning to help protect profits and manage cash flow. Work with a trusted virtual CFO to grow your company’s wealth today.
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Travis Makes Money

Travis Chappell

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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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Brian Lofrumento reveals everything you need to go from wantrepreneur – or someone who WANTS to own their own business – to a money-making, action-taking entrepreneur. Discover exactly how to start a business and build a raving audience of fans and customers who want to buy your stuff, and learn exactly how to best serve your customers and clients by building a customer-centric line of products and services. Brian has built multiple six-figure businesses, including a six-figure SEO agency at ...
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In this candid and relatable episode, Travis and his producer Eric share personal experiences about starting in podcasting and content creation while grappling with imposter syndrome. They discuss how it's okay not to be an expert at first and how interviewing others can be a powerful way to create valuable content. Travis reflects on his own journ…
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JT Mestdagh shares his extraordinary journey of resilience overcoming multiple complex medical challenges from birth and severe dyslexia to becoming an adventurer and inspirational author. His book No Bad Days: Turning Your Biggest Challenges into Your Greatest Opportunities encourages young adults and everyone to view obstacles as opportunities fo…
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In a world buzzing with fear and hype about AI, Joyce Shin offers a refreshingly optimistic and strategic roadmap for the future of work. This episode dives into how entrepreneurs can move beyond using AI for simple productivity gains and instead leverage it to unlock the core of what makes us human: connection, innovation, and creativity. Joyce ex…
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In this episode, Travis and his producer Eric delve into how Gen Z approaches financial advice, heavily relying on social media platforms for guidance. They discuss the impact of the lack of traditional financial education, how social media has democratized access to financial info, and the risks and benefits of following influencers online. The ep…
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Brandon Steiner, known as the king of sports memorabilia, shares his journey from a sports-crazed Brooklyn kid with $4,000 to a transformative figure in sports marketing. As founder and president of Collectible Exchange and Steiner Sports, Brandon discusses how he revolutionized the memorabilia industry and built a $50 million empire with exclusive…
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As the year winds down, the pressure to find answers and set massive goals ramps up. But what if the key to a successful new year isn't about finding answers right now, but about asking the right questions? In this special Solo Sunday episode, Brian Lofrumento pulls back the curtain on his personal end-of-year process. He shares a powerful list of …
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In this episode, Travis shares a personal story about his experience with a challenging out-of-state real estate flip that resulted in a significant loss initially, but also valuable lessons for long-term investing and property management. He discusses the complexities of managing properties from afar, unexpected costs like property taxes, and the …
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Stefan Feuerstein is a leadership expert recognized by Oprah Winfrey as part of her inaugural Super Soul 100 list of awakened leaders elevating humanity. With over two decades of high-stakes leadership experience in humanitarian and private sectors, Stefan has led thousands globally. He is the author of the book "ABC Delegation," which teaches mana…
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Tired of back-to-back virtual meetings that drain your energy and feel disconnected? This episode is your solution. We're joined by Robert Glenn, a software consultant turned entrepreneur who is tackling the universal problem of "Zoom fatigue" head-on. Robert shares the journey behind building Kopa AI, an enterprise software that acts as a real-tim…
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This episode features a lighthearted and insightful conversation between Travis and his producer Eric, blending humor with practical advice about managing business finances. They discuss the importance of tracking net profit and operating expenses as critical financial metrics, the challenges of cash flow management, and the nuances of personal ver…
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Matt Putra is a fractional CFO and founder of Eightx, specializing in helping e-commerce and consumer packaged goods (CPG) companies scale profitably and sustainably. With over a decade of experience, Matt has supported businesses generating $5 million to $100 million in revenue, expertly managing cash flow, raising capital, and building financial …
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In this powerful episode, Elke Wong, founder and CEO of TomorrowToday, shares her inspiring journey from pre-med to becoming a serial tech entrepreneur who is now transforming the education landscape. Elke unpacks how a single conversation with a friend revealed a massive operational inefficiency in schools, sparking the idea for a platform that em…
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This episode features a candid conversation between Travis and his producer Eric, diving into the realities of investing in organic content creation for business growth. They unpack the costs, strategies, and mindset shifts required to build a successful content engine, using real-world examples from comedians and entrepreneurs to illustrate the im…
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Julee Gracey is a certified business coach, speaker, and author specializing in building confidence, overcoming self-doubt, and empowering entrepreneurs to unlock personal and financial freedom. Her background spans international modeling, TV hosting, and multimillion-dollar real estate deals, bringing an edge and authenticity to her work with high…
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If you feel like you're constantly working in your business instead of on it, this episode is your roadmap to freedom and scale. We're joined by Joel Perso, a 5-time Inc. 5000 COO who has guided companies through triple-digit growth and eight-figure acquisitions. Joel breaks down the critical difference between a good company and a great one, revea…
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In this episode, Travis and Eric break down the viral news about Donald Trump’s floated idea of introducing 50-year mortgages. They unpack the financial realities, the math, the pros and cons, and why this proposed change sent shockwaves through social media—especially in the real estate world. From bank incentives to equity timelines to whether lo…
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Today’s guest is Ben Zweig — economist, data scientist, founder of Revelio Labs, and NYU Stern professor specializing in the future of work. With a PhD in economics and a career spanning IBM’s Chief Analytics Office, hedge fund strategy, and groundbreaking research on labor markets and occupational mobility, Ben brings a rare blend of academic rigo…
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Ever feel like you’re flying blind with your business finances? You’re not alone. In this episode, we sit down with Chris Dargin, founder and CEO of Echelor, a groundbreaking startup building an "agentic CFO" powered by AI. Chris shares his incredible journey from the Navy and working in the trades to building a tech solution that provides real-tim…
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On this episode, Travis sits down with Sebastien Page, author of The Psychology of Leadership and Chief Investment Officer at T. Rowe Price. With over 20 years of experience managing $500 billion in assets, Sebastien brings deep insight into finance, leadership, and performance psychology. He combines academic research, practical investing experien…
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Ever feel like your brand’s incredible story is trapped inside your head? Adam Belmont, the founder of A to B Strategies, is here to show you how to unleash it. After 15 years in the big agency world, Adam took the leap into solopreneurship to help brands of all sizes create “scroll-stopping” campaigns that forge genuine connections with customers.…
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In this episode, Travis Chappell is joined by his producer Eric. Together, they break down some of the wildest viral success clips on the internet—from astrology-based basketball theories to Grant Cardone proclaiming you “can’t live” on $400K a year—and explore the real lessons hiding underneath the noise. On this episode we talk about: Why absurd …
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Tired of simply chatting with AI? It’s time to put it to work. In this episode, we move beyond basic chatbots and dive deep into the world of agentic AI—intelligent systems that don't just talk, they act. This conversation is a masterclass for any entrepreneur looking to leverage cutting-edge technology to automate processes, accelerate sales, and …
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Nelson Repenning and Don Kieffer are longtime collaborators and professors at the MIT Sloan School of Management. With nearly 30 years of combined research, leadership experience, and hands-on work inside major organizations, they specialize in fixing broken systems, developing leaders, and helping teams operate at peak performance. They are co-aut…
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Ever pride yourself on being the one who gets things done? The person clients can always count on to deliver, no matter what? In this Solo Sunday episode, Brian pulls back the curtain on a hard-learned lesson he calls “The Finisher’s Trap” — the dangerous paradox where the very skill that makes you valuable at the start becomes the single biggest o…
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In this episode, Travis and producer Eric break down the modern “buy back your time” culture—everything from viral clips glamorizing $400/month haircuts to outsourcing every basic task. Eric brings his media and production perspective, while Travis adds years of entrepreneurial insight, creating a practical, funny, and eye-opening look at what actu…
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