Financial Forward with Jim McCarthy Explore the Future of Consumer Finance, Banking Regulation, and FinTech Innovation Financial Forward is the essential podcast for professionals in finance, compliance, and innovation. Hosted by Jim McCarthy, founding member of the CFPB and expert in regulatory risk management, each episode features in-depth conversations with leaders from banks, credit unions, fintech companies, and regulatory agencies. 🎯 What You’ll Learn: Consumer finance trends and poli ...
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Looking for ways to live your best life and leave a lasting legacy? You're in the right place! Welcome to the Point of Impact podcast, where host Aaron Hale, a former EOD tech, knows a thing or two about overcoming adversity. After a life-altering explosion overseas, Aaron decided to triumph over challenges and build generational wealth for his family through entrepreneurship and real estate investing. Join us in each episode as we chat with industry experts, who'll share their personal stor ...
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I Had The Title, The Paycheck… But No Purpose With Eric Sardina
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1:28:01Disruptor Nation, this one’s for anyone who’s ever felt trapped in success. I had the pleasure of talking with Eric Sardina, former C-suite exec, global consultant, marathon runner, and now purpose-driven coach about what it really means to win in life. After three decades in high-powered corporate roles at firms like Deloitte and EY, Eric made a r…
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AI Governance & Change Management in Financial Services
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56:08Send us a text “AI Governance & Change Management in Financial Services” Guest: Parijat Banerjee, Global Head of Financial Services at LatentView Analytics 🔗 Episode Summary In this episode of Financial Forward, host Jim McCarthy sits down with Parijat Banerjee, a leading expert in financial data analytics and the Global Head of Financial Services …
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Breaking Free from A Cult To Reclaim Your Mind With Lydia Knight
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53:50Disruptor Nation, buckle up because this one goes deep. I sat down with Lydia Knight, founder of The She Center, and what started as a story about leaving the Mormon church turned into a raw and revelatory masterclass in reprogramming your life. Lydia was born into what she now recognizes as a cult, wrapped in layers of religious extremism, patriar…
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Erik Hatch Used Real Estate to Fund His Addiction... Then It Gave him Purpose
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1:04:26Disruptor Nation, today’s guest has lived the highs, the lows, and everything in between and come out the other side not just successful, but transformed. I sat down with Erik Hatch, real estate mogul, leadership mentor, recovering gambling addict, and purpose-driven dad to unpack a story that’s equal parts gut-wrenching and life-giving. From a fra…
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Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman
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48:57Send us a text Episode Title: Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman Guest: Eric Ellman, President of the National Consumer Reporting Association (NCRA) Host: Jim McCarthy 🎙️ Episode Summary: In this episode of Financial Forward, host Jim McCarthy sits down with Eric Ellman, the newly appointed president…
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Mike McCarthy From GoBundance On Overcoming Emptiness After Reaching The Top
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1:02:18Disruptor Nation, today’s guest is someone who lives at the intersection of intentional leadership and authentic legacy. I sat down with Mike McCarthy, Regional Owner of Keller Williams PA and co-founder of GoBundance for a raw and revealing conversation on what it really means to lead your family and business with integrity, purpose, and heart. Fr…
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Cancer Survivor Myles Temple Spent Years In Isolation And Learned To Live Again
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59:42Disruptor Nation, today’s guest is the definition of resilience. I sat down with Myles Temple a cancer survivor, SCID warrior, powerlifter, filmmaker, and storyteller to unpack a story that isn’t just inspirational… It's transformational. Born with Severe Combined Immunodeficiency (SCID) and having fought off cancer, multiple transplants, and menta…
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How Getting Quiet Saved Elaine's Glass Life, The Healing Power Of Inner Work
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1:00:26Disruptor Nation, this episode is your permission slip to pause—and listen. I’m joined by Elaine Glass, healer, retreat leader, and author of Get Quiet, who’s on a mission to help us reconnect with our purpose, peace, and soul-level alignment. From the chaos of single motherhood and burnout to the sacred silence of the labyrinth outside her home, E…
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From Analyst to Luka Dončić’s Double: The Viral Rise of Jacob
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51:01Send us a text 🔍 Episode Summary: In this unforgettable episode of Financial Forward, host Jim McCarthy reconnects with Jacob, the breakout analyst from McCarthy Hatch whose debut podcast went viral. But Jacob's talents go far beyond financial risk modeling — turns out, he was hired as Luka Dončić’s body double in the buzzy new Jordan Brand ad, ‘Th…
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From Ranger To Strongman: How Discipline Built An Unbreakable Life With Joseph Luplow
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1:23:48
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1:23:48Disruptor Nation—this one hits different. I sat down with Joe Luplow, former Army Ranger turned elite trainer and entrepreneur, to pull back the curtain on what it really takes to build a body, a business, and a life that reflects the legacy you want to leave. Joe’s story is forged in adversity—from childhood challenges to military discipline, and …
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Why Thousands Of Veterans Are Escaping The U.S. For A Better Life Abroad With John Davis
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37:06Disruptor Nation, today’s episode is a game-changer—especially if you’re a veteran or know someone who is. I sat down with John Davis, a combat-tested Army veteran, Harvard grad, and globe-trotting advocate for veteran wellness and financial freedom. His message? You don’t have to stay in the system to succeed. John unpacks why more and more vetera…
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The Wealth Strategy the Ultra-Rich Don’t Want You to Know With Dave Wolcott
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55:33Disruptor Nation, buckle up—because today’s episode pulls back the curtain on how the top 1% build and preserve wealth without Wall Street, and how you can too. I'm joined by Dave Wolcott, Marine Corps veteran turned elite investor and the visionary behind Pantheon Investments. Dave’s mission? To arm you with the tools, mindset, and strategies the …
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American Fintech Council - Ian Moloney Talks the Future of Our Industry
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1:01:41Send us a text Guest: Ian Moloney, Head of Policy & Regulatory Affairs, American Fintech Council Host: Jim McCarthy, Chairman of McCarthy Hatch and Founding Member of the CFPB Podcast: Financial Forward 🔑 Key Topics: What the American Fintech Council Stands For Ian describes the AFC's role as a bridge between regulators and innovators, ensuring fin…
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Change The Way You Think About Taxes With Brett Swarts
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1:00:17In this episode of The Point of Impact, I sit down with Brett Swarts—CEO of Capital Gains Tax Solutions, serial entrepreneur, and a man on a mission to flip the script on how we think about taxes, wealth, and legacy. From humble beginnings at The Cheesecake Factory to helping clients unlock over half a billion dollars in transactions, Brett drops p…
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Banking-as-a-Service Unplugged: A Conversation with Steve Bishop, Founder of Ambassador
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1:06:29Send us a text In this episode of Financial Forward, Jim McCarthy sits down with Steve Bishop, one of the leading voices in Banking-as-a-Service (BaaS) and founder of Ambassador. If you're in banking, fintech, or regulatory circles—you’ve heard Steve’s name. And if you haven’t yet, you will. From humble beginnings on a gravel road in Missouri to be…
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The Hard Truth: You Can’t Win At Life If You’re Losing At Home With Randy Gravitt
1:11:46
1:11:46
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1:11:46Welcome back, Disruptor Nation! Today’s episode is packed with insights you don’t want to miss. I sit down with Randy Gravitt—leader, coach, and author of Winning Begins at Home. Randy shares his journey of balancing work, family, and leadership, emphasizing that true success starts with the relationships we build and the values we uphold. Randy sh…
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What The Military Taught Devin Ramos To Succeed As An Entrepreneur
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1:22:13Welcome back, Disruptor Nation! Today’s guest is Devin Ramos, a powerhouse entrepreneur with an incredible journey from the battlefield to the boardroom. In this episode, we dive deep into his story, uncovering the key lessons he’s learned along the way. Devin opens up about: His military background as a Green Beret and the leadership principles he…
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Fintech & Consumer Regulations in the New Trump Administration (Rebroadcast from The Bates Group)
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1:02:06Send us a text In this special Financial Forward rebroadcast, we’re sharing an essential panel discussion originally produced by The Bates Group, examining how the return of the Trump administration may reshape consumer financial protection, fintech regulation, and compliance strategies across the industry. Recorded live, this expert panel dives in…
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Getting Started In Self-Storage And Finding Your Niche In Real Estate with Joe Evangelisti
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53:39Welcome back, Disruptor Nation! Today’s episode is packed with insights you don’t want to miss. I sit down with Joe Evangelisti, a high-performance coach, CEO, and entrepreneur, whose journey from construction and flipping to self-storage and coaching is nothing short of inspiring. Joe opens up about his transition into real estate, the challenges …
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How Doing Less For My Kids Made Them Do More with Kathy Fettke
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1:03:27Welcome back, Disruptor Nation! Today’s episode is packed with game-changing insights. I sit down with Kathy Fettke, a real estate investing expert, author, and host of The Real Wealth Show. Kathy shares how she overcame limiting beliefs around wealth, the strategies she uses to identify profitable markets, and why understanding economic cycles is …
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A Conversation About Caregiving & Self-Care with Mario & Linda Straub Jones
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1:06:19Send us a text In This Episode: In a departure from our usual finance and regulation discussions, this special episode of Financial Forward focuses on the emotional, financial, and personal challenges of caregiving. Whether you're a parent of a child with special needs, caring for an aging family member, or supporting a loved one through difficult …
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What 9/11 Taught him About Resilience and Wealth
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55:57
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55:57Welcome back, Disruptor Nation! Today’s episode is one you won’t want to miss. I sit down with Whitney Sewell, an Army National Guard veteran turned real estate investor, entrepreneur, and philanthropist. Whitney shares his journey from law enforcement to real estate, building Life Bridge Capital, and using his success to support adoption and make …
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Bank Automation Summit 2025 - Bank Automation News
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1:05:01Send us a text Finding Financial Success in the New Regulatory-Mandated Open Banking Episode Description: In this special episode, we rebroadcast a panel discussion from Bank Automation Summit 2025, where industry leaders explore the evolution of embedded finance, how financial institutions can ensure modern, compliant, and seamless payment process…
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Why Grandpa Beck Wants You To Put Down Your Phone And Pick Up A Card Game
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57:35Welcome back, Disruptor Nation! Today, I sit down with Brent Beck, founder of Graphibex Games, to explore the creative and entrepreneurial journey behind his best-selling card games. From his early experiences in aviation to building a successful family-run business, Brent shares the lessons he’s learned about innovation, perseverance, and making a…
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Crowdfunding for Small Businesses with George Cook of Honeycomb Credit
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48:37
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48:37Send us a text At McCarthy Hatch, we believe in lifting up voices that deserve to be heard. That’s why we’re offering free ad space on our Financial Forward podcast for women-owned and disadvantaged businesses—because supporting diverse entrepreneurs isn’t just the right thing to do; it’s the smart thing to do. This month, we’re thrilled to spotlig…
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The Only Woman In The Room With Ashley Wilson
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1:03:28
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1:03:28Welcome back, Disruptor Nation! In today’s episode, I sit down with Ashley Wilson—real estate investor, entrepreneur, and author—to break down her journey of building a thriving investment business. From her early experiences in short-term rentals to leading teams and coaching others, Ashley’s insights are invaluable for anyone looking to make an i…
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Why Our Society Is So Divided with Bill Whittle
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1:12:18Welcome back, Disruptor Nation! Today, I sit down with Bill Whittle—political commentator, author, and speaker—to talk about the pressing issues shaping our society. From the impact of A.I. and the responsibility of individuals to the future of leadership, Bill delivers powerful insights on the challenges we face today. We discuss: Mastering Your O…
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The Future of the CFPB: A Surprising Conversation with Banking Expert Ron Shevlin
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1:00:34Send us a text Episode Summary: The Trump Administration wants to shut down the Consumer Financial Protection Bureau (CFPB)—a move that has divided the financial industry. Is it a necessary rollback of overreach or a dangerous erosion of consumer protections? To unpack this, Jim McCarthy sits down with Ron Shevlin, a nationally recognized expert on…
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Using Mobile Homes To Get Into The Real Estate Business With Ryan Narus
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1:16:10Welcome back, Disruptor Nation! Today, I sit down with Ryan Narus, a real estate investor and entrepreneur who started with no money, no connections, and no experience—but didn’t let that stop him. From struggling with social anxiety to mastering the art of negotiation and business leadership, Ryan shares his unconventional path to success in mobil…
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The Future of Consumer Finance & Regulatory Risk
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38:19Send us a text 🔹 Host: Jim McCarthy 🔹 Guest: Angela Nibbs CEO Maven PR https://www.maven-pr.com/ https://www.linkedin.com/in/angelanibbs/ JP Snow Founder/Principal Customer Catalytics https://customercatalytics.com/ https://www.linkedin.com/in/jpsnow/ Linda Straub Jones https://www.linkedin.com/in/linda-straub-jones/ Asaf Buchner https://www.linked…
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The Secrets To Thriving in Real Estate With Michael Zuber
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48:13Welcome back, Disruptor Nation! Today’s episode is packed with game-changing insights. I sit down with Michael Zuber, seasoned real estate investor and author of One Rental at a Time, who proves that financial freedom isn’t just for entrepreneurs—it’s for anyone with a strategic plan. Michael takes us behind the scenes of his journey, from corporat…
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Ryan Stewman Shares How Failure Can Shape You Into Success
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1:09:54
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1:09:54Welcome back, Disruptor Nation! Today’s episode is all about resilience, reinvention, and refusing to quit. I sit down with Ryan Stewman, Creator of Hardcore Closer and Apex, bestselling author, and sales expert who turned adversity into unstoppable momentum. Ryan’s story is a testament to the power of mindset, grit, and taking massive action. From…
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Send us a text Episode Title: The Speed of Risk: Bridging the Gap Between Compliance Models Podcast: Financial Forward – A McCarthy Hatch Podcast Duration: 43:33 Episode Summary: In this episode of Financial Forward, host Jim McCarthy explores the evolving dynamics of risk management in the financial sector. Drawing on his expertise as a former fou…
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The Obstacle Is The Path To Success With Olivia Atkin
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1:16:16Welcome back, Disruptor Nation! Today’s episode is packed with insights you don’t want to miss. I sit down with Olivia Atkin, a dynamic entrepreneur, author, podcast host, and consultant dedicated to helping people and businesses achieve success. Olivia opens up about her journey—from managing a call center to running her own business and podcast. …
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Why Your Podcast Is Not Growing With Trevor Oldham
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1:01:13Show Notes: Welcome back, Disruptor Nation! Today’s episode is packed with insights and inspiration as I sit down with Trevor Oldham, founder of Podcasting You. Trevor shares how he turned his passion for storytelling into a thriving business, helping real estate professionals amplify their voices through podcasting. Beyond podcasting, Trevor dives…
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Creating Your Purpose With Jordan Grumet And The Purpose Code
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1:04:17Welcome back, Disruptor Nation! Today’s episode is one that will shift your perspective on life, wealth, and happiness. I sit down with Dr. Jordan Grumet—physician, author, and financial educator—whose unique journey from hospice care to financial independence teaches us how to live intentionally and purposefully. Jordan’s life took a transformativ…
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Turning Problems Into Opportunities With Kimberly Spencer
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1:11:02
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1:11:02Welcome back, Disruptor Nation! Today’s episode is packed with insights you don’t want to miss. I sit down with Kimberly Spencer, a transformational coach, entrepreneur, and mom, whose story is nothing short of inspiring. Kimberly opens up about her journey of resilience and reinvention, from overcoming an eating disorder to embracing vulnerability…
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Battling Addiction And Discovering Yourself With Dave Frank
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1:09:22
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1:09:22Welcome back, Disruptor Nation! In today’s episode, I sit down with Dave Frank, a content creator, strategist, and mental health advocate who’s reshaping the way we understand ADHD, addiction, and recovery. Dave opens up about his life with ADHD, the challenges of addiction, and the moments that defined his path to recovery. From his childhood stru…
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Stories Of Combat, Williams Yeske's Experience On The Front line
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1:43:25
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1:43:25Welcome back, Disruptor Nation! Today, I’m thrilled to introduce William Yeske: a combat veteran, author, and entrepreneur who’s taken the lessons of war and turned them into a blueprint for life and business success. William shares his incredible journey from Airborne School to Afghanistan, where he experienced both the camaraderie and challenges …
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Unpacking Dodd-Frank 1034(c): Compliance, Consumer Protection, and Data Collection
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51:07Send us a text Episode Summary: In this episode of Financial Forward, host Jim McCarthy, chairman of McCarthy Hatch, joins forces with Brandi Reynolds, Chief Growth Officer at Bates Group, to break down Section 1034(c) of the Dodd-Frank Act. This pivotal regulation emphasizes transparency and responsiveness in consumer complaint management, a corne…
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Becoming A Smart Investor And Making An Impact On The World With Devin D. Thorpe
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1:05:46Welcome back, Disruptor Nation! Today’s episode is one you won’t want to miss. I sit down with Devin D. Thorpe, bestselling author, renowned new-media journalist, and crowdfunding expert, whose work is changing how we think about impact investing. Devin has dedicated his career to promoting social good through smart investments, and today, he share…
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Send us a text Show Notes: Financial Forward – Rebroadcast of Behind the Vault Episode Title: The Future of Banking: Listening to Customers, Leveraging Data, and Ensuring Stability Episode Description: In this special rebroadcast of Behind the Vault, Jim McCarthy dives into a powerful conversation about the state of the financial industry and where…
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Rethink Your Relationship With Wealth And Money With Sarah McMcrum
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1:03:23
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1:03:23Welcome back, Disruptor Nation! Today’s episode is one you’ll want to hear twice. I sit down with Sarah McCrum, a groundbreaking author and energy master, whose work is reshaping how we think about money. After a painful business failure, Sarah experienced an extraordinary moment—a letter “written” by the energy of money itself. That experience tra…
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No Losses, Only Lessons: Becoming An Effective Leader With David Kitchen
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1:03:03
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1:03:03Hey Disruptor Nation, In this episode of The Point of Impact, I sit down with David Kitchen, a.k.a. Coach Kitch, founder of Edge Leadership Academy and a transformational leader in mindset, performance, and culture. After spending over a decade as a Division 1 strength and conditioning coach, David transitioned from developing physical strength to …
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Bridging Financial Health and Innovation: A Conversation with Keshava Dasarathy
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42:22Send us a text In this episode of Financial Forward, host Jim McCarthy talks with Keshava Dasarathy, Founder of Finvizia, about the consumer journey in financial services and how firms can go beyond providing products to fostering financial health. Keshava shares his extensive experience in leadership roles at Fannie Mae, Capital One, and Boston Co…
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The Story Of How Army Veteran Brian Conwell Learned To Live Again After Losing His Legs
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1:06:26In this episode, I sit down with Brian Conwell, a former Army Sergeant and a true example of resilience. Brian opens up about his life before and after his service, detailing the pivotal moment when a car accident left him with the loss of his left leg and a severely injured right leg. Despite the overwhelming physical and mental hurdles that follo…
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The Future of Financial Risk Management with FSAi (Part 2)
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30:51Send us a text In Part 2 of this special series, Jim McCarthy, Asaf Buchner, and JP continue the conversation on the transformative power of real-time data in financial regulation. They discuss how the regulatory landscape is shifting, and what this means for banks looking to stay compliant while managing risk effectively. This episode goes deeper …
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The Future of Financial Risk Management with FSAi (Part 1)
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29:37Send us a text In this episode of Financial Forward, Jim McCarthy sits down with Asaf Buchner, CEO of McCarthy Hatch, and JP, lead strategist, to explore how financial institutions are embracing 21st-century regulatory technology. They dive into the groundbreaking FSAi model and how real-time data analysis is helping banks stay ahead of regulatory …
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How Sean Swarner Overcame The Impossible In His Battle with Cancer
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1:12:19What does it take to climb Mount Everest with one lung? How do you turn life’s toughest challenges into stepping stones for success? Sean Swarner, the first cancer survivor to summit Everest, shares his story of survival, resilience, and pushing beyond the limits. In this episode of The Point of Impact Podcast, I have the privilege of speaking with…
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The Evolution of Consumer Protection in Debt Collection with Abbas Kazerounian
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35:10Send us a text In this episode of Financial Forward, host Jim McCarthy is joined by Abbas Kazerounian Esquire, a leading attorney in consumer protection and co-founder of Kazerouni Law Group. They discuss the challenges, stories, and recent developments in consumer finance, focusing on the impact of the Consumer Financial Protection Bureau (CFPB) o…
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