Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Strategic Planning Podcasts
Thrive is the podcast for content creators, bloggers, and influencers to learn tactics, strategies, and behind-the-scenes info from the best in the business. We're here to support you with blogging and social media tutorials, workshops, a community, and this podcast. Thrive Founder and CEO Bree Pair interviews content creators, bloggers, YouTubers, and entrepreneurs to get strategic info on how to build a successful business. To stay in touch with all things Thrive head to our website Thrive ...
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Beyond the Prompt dives deep into the world of AI and its expanding impact on business and daily work. Hosted by Jeremy Utley of Stanford's d.school, alongside Henrik Werdelin, an entrepreneur known for starting BarkBox, prehype and other startups, each episode features conversations with innovators and leaders to uncover pragmatic stories of how organizations leverage AI to accelerate success. Learn creative strategies and actionable tactics you can apply right away as AI capabilities advan ...
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A podcast that delves into mindset, visualization, strategic planning, and improving execution in all areas of life.
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Hosted by Max Bergmann and Dr. Maria Snegovaya of the Europe, Russia, and Eurasia Program at CSIS, Russian Roulette explores the politics, history, and complex societies of Russia and Eurasia. Tune in for fascinating interviews and discussions on some of the biggest questions facing the broader post-Soviet space. Produced by Tina Dolbaia and Nick Fenton.
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Showcasing the amazing global speakers at SWP, The Workforce Planning Institutes global strategic workforce planning conference program. SWP brings a truly global perspective to understanding our future workforce requirements.
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The Accidental CEO Podcast is where high-performing entrepreneurs come to scale beyond themselves. Hosted by Nata Salvatori—business coach, multi-business owner, and identity-shifter-in-chief—this show is your space to evolve from over-involved operator to embodied CEO. You won’t find hustle hype or beginner tips here. This is about real leadership, strategic freedom, and the inner work it takes to grow a business that no longer runs on your burnout. Each episode blends sharp strategy with e ...
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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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Welcome to the ITC Tax Podcast, where we cut through the complexity of taxes and help businesses plan smarter, save money, and stay ahead. Each episode we’ll dive into real conversations about things that matter right now: data centers, site selection, incentives, property tax, and more. If your business is growing or planning big projects, you don’t have to navigate it alone. Let’s get into it.
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Host Jenn Wilson speaks with world-leading experts about the future role of business in society, implications for competitive strategy and the management tools needed to lead.
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We interview CEOs, business leaders, and thought leaders to get their perspectives on strategy, leadership, management, and other trends that can support your career and help you run a ”best-in-class” business or non-profit. Be sure to subscribe and tell us what you’re taking away from each episode. About SME Strategy We facilitate strategic planning to help leadership teams get aligned on where they want to go and what they need to do to get there. Learn more at: https://www.smestrategy.net ...
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Colleen Klimczak, CPO, discusses how to create and live Your Organized Life. We cover topics like productivity, time management, strategic planning, and prioritization in your personal and professional life. We explore using organizational coaching, virtual organizing and planning, focus and and accountability to live better lives! Learn more at PeaceOfMindPO.com!
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Aptus Blueprint is a weekly, hour-long radio show hosted by Josh Pick, President of Aptus Wealth Management that includes investment management and strategic wealth planning for those in or nearly retired
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Thomas Edison said, "Genius is 1% inspiration, 99% perspiration." This show interviews hard-working construction company owners and executives who share their wisdom, perspectives, and lessons learned from decades of experience bidding, planning, and building profitable projects. Topics include leadership, strategic planning, conflict resolution, niche identification, succession planning, talent management, business development, and business growth. Industry expert, Eric Anderton also shares ...
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This is your go-to spot for Real Talk with the masterminds of business strategy. Each week, join top entrepreneurs and leaders as they share stories, insights, and lessons learned to help you unlock BIG Growth in your business's strategic plan.
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Because fewer than 7% of Americans have served in uniform, most Americans are unfamiliar with military service and culture. As a result, members of the military and Veteran community are at greater risk for disconnection and lack of belonging with the civilian community. PsychArmor’s mission is to bridge the military-civilian divide by educating and training a Nation. Each week, Duane France, a combat Veteran and Clinical Mental Health Counselor, will dig deep into the stories “Behind The Mi ...
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Valuation Podcast.com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a Business Valuation Expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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Clocking In with Haylee Gaffin - Podcast about Podcasting for Podcasters
Haylee Gaffin, Growth Strategist for Podcast Hosts
Clocking In is the podcast for podcasters, entrepreneurs, and professionals making their way in the working world, while building their own personal brand in the podcasting industry. If you're a podcaster (or even just dreaming about launching your own podcast someday), this podcast about podcasting was built to help you merge your love of conversation, education, and business. On this show, you'll discover essential tools for podcasters and explore podcast growth, whether you're just starti ...
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Nonprofit Mission Impact is the podcast for nonprofit leaders who want to build a better world without becoming a martyr to the cause. Hosted vy Carol Hamilton, nonprofit inclusive strategic planning and evaluation design consultant. On this podcast we explore · How to turn down the static and help you stop working at cross purposes - how to make your organization more effective by increasing the strategic alignment within your organization · All for this is for the purpose of creating great ...
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To help middle-income families take control of their financial future through real talk, strategic planning, and actionable insight, one episode at a time. This show exists to strip away the confusion around wealth-building and deliver calm, clear, and trustworthy financial guidance to the people who need it most — the everyday earners with big goals and little time.
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“Obsessed with Success” with Russel Morgan and Kevin Rosenquist is a podcast that combines legal insight with entrepreneurial passion. The show explores the personal stories, strategic decisions, and bold moves that define today’s most successful legal professionals.
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Have you ever sat there and wondered "What am I doing here stuck in the concrete zoo of the corporate world?" Are you itching to get out? Chris Lalomia and his co-host Alan Wyatt traverse the jungle of entrepreneurship. Together they share their stories and help you explore the wild world of SCALING your business. With many years of owning their own small businesses, they love to give insight to the aspiring entrepreneur. So, are you ready to make the jump?
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The go-to podcast for service providers, coaches, and entrepreneurs who want to use astrology to grow a successful, sustainable, and soul-aligned business. Each week, you'll learn how to bring the magic of your birth chart—especially your Midheaven—into your business strategy, offers, and visibility. Subscribe for weekly episodes on business astrology, chart interpretation, and aligned growth strategies.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Speaking C-Suite is a podcast series that dives into the high-stakes conversations between CFOs and other key executives at scaling startups and growth-stage companies. As businesses mature, the role of the CFO becomes increasingly strategic—focused not only on financial oversight, but also on integrating data across teams, driving operational efficiency, and enabling smarter, faster decision-making. Each episode explores how modern CFOs leverage advanced analytics, scalable tech platforms a ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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My platform's core pillar is empowering others to set meaningful goals, think boldly about their future, and create a balanced, fulfilling daily life. It’s about bridging ambition with practicality—helping people dream big while maintaining harmony in all aspects of life. My platform reinforces the belief that success isn’t about sacrificing one area for another, you can add value to multiple areas by providing actionable strategies and insights. It’s about intentional growth, strategic plan ...
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I am Tom Spitale, a Partner at Impact Planning Group - welcome to our Podcast! Along with my colleagues and Partners Mary Abbazia and Sean Welham, we are the authors of "The Accidental Marketer" published by Wiley. Through our book and our consulting practice, we help (mostly B2B) Accidental Marketers create unique and compelling strategies that differentiate their products and services from the competition. Our podcast addresses important B2B strategic marketing issues and is designed to he ...
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The Boardroom Daily Brief is a daily business podcast for executives, board members, and leadership-minded professionals who want fast, strategic insights. Hosted by Ash Wendt, each episode delivers breaking business news, leadership strategy, governance insights, and talent development advice—without the fluff. Whether you're a CEO, investor, or rising leader, you'll get clear, actionable intelligence to navigate boardroom decisions, stay ahead of market trends, and lead with confidence.
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Welcome to the Multiply Your Leadership weekly podcast series sponsored by the Central Pacific District of the Christian and Missionary Alliance. We seek to multiply Christ-Centered, Spirit-filled, healthy, strategic leaders.
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Maui Mastermind presents The Business Coach Podcast. Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com
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A podcast from BWBR, for those with a craving to take their organizations and spaces to new heights, with a side of design. We explore topics and issues affecting how we heal, learn, work, research, play and pray with those whose passion and expertise centers on the spaces that enable us to do all of that.
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Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life. At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.
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Hosted by Max Bergmann, director of the Stuart Center and the Europe, Russia, and Eurasia Program, and Donatienne Ruy, director of the Abshire-Inamori Leadership Academy at CSIS, “The Eurofile” looks at Europe through a Washington lens. We will discuss, debate, and dissect the big issues consuming Europe with some of the leading voices from the transatlantic community. We’ll try to make sense of developments in Brussels, break down European elections, and discuss all the issues roiling trans ...
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Who is it For? Founders of CPG start-ups. What is It? Zero B.S. perspective on running your start-up well, understanding the biases of industry stakeholders and getting the industry to work for you, not the other way around. When? Every month. Your Host: Dr. James F. Richardson of Premium Growth Solutions, LLC www.premiumgrowthsolutions.com If you want to take my founder's Quiz to see if you are ready for exponential growth, please visit : www.premiumgrowthsolutions.com/founder_resources and ...
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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If you are building a brand with the potential to lead a category, this is your new favorite place. The Business Growth Podcast is where consumer brands scale toward household name status with growth frameworks, expert insight, and powerful founder stories. Hosted by Madison Paige, TEDx speaker and strategic advisor to 500+ product based companies across industries. Conversational, actionable, and rooted in experience. Together we turn your potential into strategy, clarity, and scale.
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So you've built a business helping others plan their future. But what's the plan for yours? Your future deserves the same attention you give your clients every day. It's time to protect what you've built and prepare for what's next. Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veteran financial advisor Tyson Ray and co-host Kim Cochenour, each episode will help you navigate th ...
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Own Your Impact equips experts and leaders to transform their expertise into meaningful influence. Host Macy Robison reveals how successful thought leaders use deliberate systems—not luck or volume—to amplify their authentic voice and create lasting impact. Through practical frameworks and strategic guidance, you'll discover how to build a self-reinforcing ecosystem of Core Resonance, structured Content, a Central Platform, strategic Connections, and intentional Commercialization. Whether yo ...
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Your nonprofit has million-dollar potential. So why are you still operating like a broke startup? If you're tired of being told to "do more with less" while for-profit companies always seem to find the resources they need to grow, this podcast is for you. I'm Lisa Avila, and I help visionary nonprofit leaders stop shrinking their vision and start scaling organizations that change their communities and the world. No more martyrdom. No more winging it. No more apologizing for wanti ...
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The beauty industry has changed dramatically in the last 10 years. The days of hoping your good reputation and referrals was enough to grow or maintain your clientele died out and successful stylists today need a real marketing strategy. It's actually never been easier to grow a clientele as a hair stylist or a business as a salon owner, yet stylists are giving up or struggling more often than they are thriving in this incredible industry. When I was first building my clientele, I realized i ...
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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How to Plan Your Next 90 Days Using Astrology
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12:21In this episode, Blu breaks down how to use astrology for your 90-day goal setting. Join the Midheaven MethodBy Blu Cameron
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Answering Your 2025 Financial Questions (Part 2)
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17:29As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks about taking on a mortgage heading into retirement, another wonders whether rolling multiple 401(k)s into one IRA hurts diversification, and a third is concerned about minimizing taxes when leaving money …
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Episode 79 - Vincent Barat - Albert - Bonus Episode
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32:05In Episode 79 (bonus episode), I sit down with my good friend Vincent Barat, founder and CEO of Albert, for a conversation that almost didn’t happen this year. Vince joins me fresh off an unexpected medical drama that forced him to miss his SWP London session — and yes, we get into that story to start. From there, we dive into the material he never…
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What 2025 Taught Us About Investing (And Why “Normal” Matters)
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39:02For first-time listeners, welcome! In this opening episode of the year, Paul Merriman—founder of the Merriman Financial Education Foundation—looks back at 2025 to uncover what the markets taught us and how those lessons can help do-it-yourself investors make better decisions going forward. Despite endless predictions about what markets should do, P…
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The Legacy Audit: Why Every Lawyer Needs a Yearly Check-In on Their Own Business and Life Plan
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19:00Episode Summary: Attorney Russel Morgan, founder and CEO of Morgan Legal Group, shares why every lawyer should perform annual and quarterly reviews — not just for their firm’s performance, but also for personal growth and balance. He explains how to measure key performance indicators (KPIs), maintain profitability, prevent burnout, and set specific…
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2026 Tax Season: What to Know & How to Prepare
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15:04Tax season may still feel far away, but major changes are coming—and early preparation will be key. In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide…
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99: The Death Folder Every Entrepreneur Needs (But No One Wants to Talk About)
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25:37What happens to your business if you're suddenly unavailable - tomorrow, next month, or forever? This week, Nata Salvatori gets real with Julie Fried, the upbeat genius behind the Entrepreneur’s Death Folder. They talk about the uncomfortable but necessary truth: you are the bottleneck in your business. Whether it’s death, disability, or a surprise…
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Digital Agency Owner Brook Shepard on Measuring what Matters in your Marketing
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26:14
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26:14In a marketing landscape increasingly obsessed with dashboards, efficiency, and short term ROI, many organizations are unknowingly measuring themselves into slower growth. In this episode, we explore what it really means to measure what matters in marketing and why focusing too narrowly on efficiency can quietly undermine long term results. In this…
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45. Money, Mission, and the Middle Ground
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13:38Happy New Year! I'm watching something shift. Successful women are finished choosing between wealth and impact. Finished with scattered giving. Finished with guilt. And they're building something different. In this episode, I introduce the 4 P's of Philanthropic Profit™ - my framework for designing nonprofits that support both your life and your mi…
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From Service to Skilled Trades: Creating Real Jobs for Veterans | Marty Strong
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52:53Send us a text 🎧 The Small Business Safari Title: From Service to Skilled Trades: Creating Real Jobs for Veterans Too many veterans leave the military with discipline and grit—but no clear civilian pathway. Marty Strong is fixing that with real skills, real employers, and paid apprenticeships. Summary: We sit down with Marty Strong, founder of Warr…
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Physical Progress vs. Financial Reporting in Construction Projects
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23:46The field says the job is further along. Accounting says it's not. In this episode, Eric Anderton and Kathe Barrington, CPA explain why that disconnect exists—and why both sides are right. The field measures physical progress. Accounting measures financial reporting. When those systems fall out of sync, WIP becomes unreliable, billing lags, and cas…
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The Five-Part Kickoff Meeting Framework Used by High-Performing Advisory Teams
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16:17In this episode of Building the Billion Dollar Business, Ray Sclafani explores why New Year’s resolutions fail inside advisory firms and what high-performing advisory teams do differently when designing kickoff meetings. Drawing on behavioral research and real-world coaching experience, Ray explains that the early breakdown of resolutions is not a …
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197: Audit Your Podcast Profitability with this Traffic Light Exercise
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8:11
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8:11Is your podcast actually profitable, or is it just busy? In today’s episode, I’m sharing a sneak peak of the Podcast Profits Workshop. This workshop is designed to help you better align your podcast with your business goals, and make the necessary tweaks to see more conversion and revenue from your podcast. Clocking In with Haylee Gaffin is produce…
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422: Less is More Scalable: This Rule is the Only Strategy You Need to Live By
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27:10LISTEN TO THIS EPISODE IF YOU WANT TO SIMPLIFY YOUR LIFE & ACTUALLY GROW FASTER If scaling your business feels heavier instead of easier, this conversation will shift how you think about growth entirely. Today we’re breaking down why most founders stall not because they’re doing too little… but because they’re doing too much. This episode is about …
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Succession Planning, Legacy, and Letting Go: The Story Behind the Total Succession Book
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21:35Tyson Ray's new book, Total Succession, actually didn't start as a book idea… but as a responsibility. Kim Cochenour turns the mic on her co-host Tyson, to explore why succession is about far more than just retirement, and how identity, control, and legacy shape the decisions advisors struggle to make. Tune in to hear the personal moments, hard-ear…
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BTM250 – Michael Bailey – The George W. Bush Institute, Pluralism, and America 250
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33:14Show Summary On today’s episode, we’re featuring a conversation with Michael Bailey, Deputy Director of Leadership Programs for the George W. Bush Institute. We talk about some of the initiatives of the Bush Institute, including the Veteran Leadership Program, the Democracy is a Verb initiative and the Bush Institute's efforts to celebrate America …
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Why Goal Setting Works (and Resolutions Usually Don’t)
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17:39New year, new you? Maybe this year take a different approach. Colleen Klimczak, CPO, discusses organizing home offices & small businesses, paper & time management, using home spaces in their best possible way, and creating time with family in this weekly podcast. Learn more at PeaceOfMindPO.com!By Colleen Klimczak
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Why AI Gets People Wrong: The Real Source of Insight with Anthropologist Mikkel B. Rasmussen
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56:22Mikkel B. Rasmussen brings a rare lens to the AI conversation. As an applied anthropologist, he has spent decades helping companies like LEGO uncover what is really going on beneath the surface. In this episode, he shares how deep insight often begins with being wrong, why surprise is the clearest sign you have found something meaningful, and how t…
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Teaser: What We Learned From Anthropologist Mikkel B. Rasmussen About Why AI Gets People Wrong
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8:26In this teaser, Jeremy and Henrik debrief their conversation with Mikkel B. Rasmussen, founder of the Human Activity Laboratory. They expected a conversation about AI’s limitations, but got a rethinking of insight itself. They explore Mikkel’s definition of insight as the gap between how we think the world is and how it actually is, why surprise is…
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Tensie Whelan is Distinguished Professor of Practice at NYU Stern School of Business. Her 25 year career spans journalism, environmental nonprofits, and academia, and she's dedicated to proving that sustainability drives financial value. In this episode, she joins Jenn to explain why we need to reframe decarbonisation as innovation. The transformat…
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Scaling Past $10 Miillion in Revenue Part 1 | The Business Coach - Episode 92
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28:37Download Your Free Business Growth Toolkit: https://mauimastermind.com/toolkit To effectively grow your business, it's essential to move beyond brute force and embrace smarter strategies. This video offers crucial business tips for entrepreneurs looking to simplify operations and enhance efficiency. Learn how strong leadership and effective busines…
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Built for Community: Five Years of Impact at Regions Hospital Birth Center
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38:35What does it take to create a birth center that truly serves its community—clinically, culturally, and emotionally? The Regions Hospital Birth Center was designed with this question in mind, taking a family-centered approach that integrates the latest care choices with the multicultural needs of mothers in the Twin Cities. In this episode of Side o…
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Reflecting on 2025 and Planning for 2026: Exit Planning Insights from Poised for Exit
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20:45In this annual recap episode of Poised for Exit, I reflect on 2025, share what stood out over the past year, and look ahead to what is coming in 2026. I also revisit how the show began during the early days of the pandemic, how it has grown over the past five years, and why exit planning conversations continue to resonate with business owners and a…
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#419 - 7 Numbers Most Stylists Aren't Tracking But Should Be
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24:09Are you tired of just worrying about whether you made enough to pay the bills this month? Are you ready to stop operating on gut feelings and start building a genuinely predictable, profitable business? This episode is for the stylist who is serious about scaling their income and finally overcoming the money shame and overwhelm that holds 95 percen…
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In this episode, we’re simplifying the way we approach the new year. Instead of overwhelming resolutions, long goal lists, or perfectly curated vision boards, we focus on something more meaningful and sustainable: making one promise to yourself. I share why a single, intentional promise can serve as a compass for your decisions all year long—and ho…
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See omnystudio.com/listener for privacy information.By Aptus Blueprint
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The Future of Leadership: Self-Awareness, Authenticity, and Human Connection
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1:05:45The Future of Leadership: Self-Awareness, Authenticity, and Human Connection with Emily Bouchard and Akasha Welcome back to ValuationPodcast.com, where we explore business, valuation, and the human side of leadership. In this episode, Melissa Gragg, financial mediator and valuation expert, is joined by Emily and Akasha for a powerful conversation o…
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421: Goodbye Small Business Growth… (plus my reflections & takeaways)
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35:01HELLO HELLO SMALL BUSINESS GROWTH FAM — we have an announcement, some takeaways, & some changes happening here & today’s episode is going to dive in to the what, the why, & the how. Today I’m walking you through decision-making in business. How to evaluate when something no longer fits, how to trust your instincts as you grow, and how to move forwa…
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390 | What's Working for Influencers Featuring Real Wins from Creators You Love
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11:14What actually moved the needle for influencers in the last year? For this episode, I asked four incredible content creators to share the one thing that made the biggest difference in their businesses last year. From shifting mindsets to embracing imperfection, these creators opened up about the real strategies that worked (not just the highlight re…
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Episode 157 - Four Proven Ways To Accelerate Your CPG Brand
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9:28These four tips derive straight from my best-selling business book, referred to by many as “The CPG Bible” for founders new to the industry - Ramping Your Brand. It’s about discipline. The discipline to work on the business and on yourself. Check it Out! Your Host: Dr. James F. Richardson of Premium Growth Solutions, LLC www.premiumgrowthsolutions.…
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Pediheart Podcast #366: A Focus On Financial Health With Mr. Paul Merriman
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43:09The following are Dr. Pass’ note to his podcast: This week we end 2025 with a Pediheart tradition - an episode on personal finance for medical professionals with noted authority on index investing and personal finance, Mr. Paul Merriman. Paul is a retired investment advisor who now has a popular podcast "Sound Investing" and website in which he off…
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#52: Direction Over Destination: Planning Your Thought Leadership Year Ahead
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17:26You don't need to see the entire path to start moving. You just need to know your direction. When you have clarity about where you are headed, decisions get simpler. Not easy, but simpler. In this final episode of 2025, I build on last week's conversation about thought leadership as an infinite game and offer you a practical framework for thinking …
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98: You Are Not Your Hustle: Healing the High-Achiever Business Pattern with Renee Bowen
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37:50In this raw and real episode, Nata Salvatori is joined by trauma-informed coach and photographer Renee Bowen for a conversation that cuts through the surface. They unpack what’s hiding beneath your to-do list: nervous system dysregulation, unconscious money stories, and the invisible weight so many high-achieving women carry. Renee shares her journ…
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The Consensus Trap: Why Unanimous Votes Produce Weak CEOs
9:20
9:20
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9:20Unanimous board votes feel responsible, but they often produce the weakest CEOs. This episode exposes how consensus-driven hiring quietly shifts boards from choosing leaders who can transform the business to selecting candidates everyone can tolerate. By unpacking the real mechanics of CEO searches, including search firm incentives, veto dynamics, …
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The Double Exit Trap: Why Replacing the CEO and CFO Together Backfires
11:30
11:30
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11:30Replacing the CEO and CFO at the same time often looks decisive to boards, but it quietly strips a company of both its operating and financial memory. This episode explains why simultaneous CEO–CFO exits trigger capital risk, erode lender and investor confidence, and slow execution through internal paralysis. A clear warning for boards under pressu…
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The ambition doesn't go away when you hit seven figures. It doesn't disappear when you build the team or check all the boxes. It just changes direction. It's no longer asking "How do I make more money?" It's asking "What do I want to be remembered for?" In this episode, I talk about what happens when your drive evolves from revenue to legacy: Why t…
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[Re-release] Grounded presence for nonprofit leaders in chaotic times with Danielle Marshall
49:57
49:57
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49:57Explore how nonprofit leaders can cultivate grounded presence, clarify their sphere of control, and stay anchored in mission and values while leading through ongoing uncertainty and disruption. As nonprofit leaders continue navigating unprecedented levels of uncertainty, this "learning out loud" episode of Nonprofit Mission: Impact, host Carol Hami…
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From Bank Teller To CEO: Building Teams That Thrive | Courtney De Ronde
52:42
52:42
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52:42Send us a text 🎧 The Small Business Safari Podcast Title: From Bank Teller to CEO: Building Teams That Thrive What if clarity—not hustle—was the real growth lever in your business? Summary: We unpack how clarity, boundaries, and respect transform a stressful, travel-heavy audit model into a high-retention, highly profitable practice—and how those s…
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420: Business Trends & Predictions of 2026
29:25
29:25
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29:25LISTEN TO THIS EPISODE IF YOU WANT MY PREDICTIONS FOR 2026 OF WHAT WILL BE HOT, NECESSARY, & OUT If you’re planning for 2026 using the same strategy that got you here, this episode will shift how you think about growth. The market is changing quickly, and the brands that adapt early will be the ones that stay relevant. Buyer behavior is evolving. T…
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How to Grow in 2026 Without Losing the Team That Got You Here
12:58
12:58
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12:58As advisory firms close out a strong year and look ahead to 2026, many leaders are focused on hiring, capacity, and AI-driven efficiency. In this episode of Building the Billion Dollar Business, Ray Sclafani challenges leaders to pause and ask a more important question: How does growth actually feel to the people doing the work? Drawing on research…
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Mental Health in Construction: The Safety Issue Nobody Wants to Talk About (But Everyone Lives With)
45:36
45:36
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45:36Dan Lester returns to Construction Genius for Episode 2 — and the numbers are getting louder. Clayco's latest Combating Stigma findings show 64% of construction workers report anxiety or depression in the last 12 months, up from 54% the year prior. Eric and Dan go upstream: schedules, client expectations, leadership culture, and why "awareness" isn…
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A Message to Podcasters Ready for More: Why 2026 Is the Year to Go All In on Your Podcast
3:22
3:22
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3:22Before you start planning out your next quarter of podcast content, I want you to pause. Take a deep breath. And remember that your podcast isn’t just a marketing task on your checklist—it’s a platform with the power to transform your business. In this episode, I’m reflecting on the courage it takes to podcast, the progress you’ve already made, and…
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Should You Sell Your Advisory Practice? How to Handle Unsolicited Offers
28:06
28:06
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28:06When a buyer comes calling, it can feel flattering, urgent, and surprisingly emotional, but an offer is NOT a succession plan. Tyson Ray and Kim Cochenour break down how advisors should think about succession when acquisition conversations start, from asking the right questions to understanding what you may be giving up beyond the numbers. You'll l…
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M&M’s With Obstacles: A Trail Mix Approach to Review 2025 and Plan 2026
13:08
13:08
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13:08Colleen must have been hungry when she recorded this podcast. Learn what trail mix has to do with your annual review and your 2026 planning. Colleen Klimczak, CPO, discusses organizing home offices & small businesses, paper & time management, using home spaces in their best possible way, and creating time with family in this weekly podcast. Learn m…
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Innovation Secrets Business Owners Must Master with Rosario Londono | The Business Coach-Episode 91
52:41
52:41
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52:41Download Your Free Business Growth Toolkit: https://mauimastermind.com/toolkit ----- Links Website: mauimastermind.com/ Facebook: facebook.com/MauiMastermind/ Instagram: instagram.com/mauimastermind/ LinkedIn: linkedin.com/company/maui-mastermindBy Maui Mastermind
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Preparing for a Clean Exit: Legal Lessons from Real-World Business Transitions
24:03
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24:03In this episode of Poised for Exit, we welcome James Olsen, Partner at Seiler Law PLCC, for a practical discussion on the legal realities business owners face when preparing for a sale or transition. James shares insights from advising Main Street and lower middle-market business owners, highlighting common legal pitfalls that can delay or derail a…
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#418 - The Second Job You Need If Clientele Is Building Slowly....
23:26
23:26
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23:26Are you working 60-hour weeks, juggling chair time with a second job, and still feeling like you're just hanging on by a thread? Stylists everywhere are asking if they're the only ones having to pick up a side hustle just to get by, and today, I want to shed light on what's happening right now in our industry and what exactly is going on. In this e…
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Part of Me - Marriage & The New Year with Special Guest Keenen Reynolds
30:07
30:07
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30:07This episode invites couples into a thoughtful, pressure-free conversation about preparing for the year ahead, together. Through open discussion around shared direction, finances, family life, and ongoing check-ins, we explore the kinds of questions every marriage should pause to ask at the start of a new season. Rather than focusing on resolutions…
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