Podcast Episodes
Back to SearchHow to Conduct a Profitability Check (Before Growth Kicks Back In)
Season 2 Episode 24
A simple profitability check can reveal hidden risks and opportunities in your business. Learn how to review KPIs, prioritize problem areas, and iden…
3 months, 1 week ago
The New Year Money Reset: 7 Simple Decisions That Make 2026 Easier
Season 2 Episode 21
Start 2026 with clarity and confidence. Learn seven simple, tax-smart financial habits anyone can adopt to make the year easier — no investment advic…
3 months, 1 week ago
Using a Ghost Preparer? Who Are You Going to Call When the IRS Comes Knocking?
Season 2 Episode 18
As people begin to have their 2025 tax returns prepared, this is a reminder to avoid unethical ghost tax return preparers whose sloppy, uneducated or…
3 months, 2 weeks ago
Big Changes for Pension Catch-up Contributions
Season 2 Episode 19
2025 brought significant changes to pension contributions by introducing an additional catch-up amount for taxpayers aged 60 through 63, followed in …
3 months, 2 weeks ago
Why Profitable Businesses Still Run Out of Cash (And What CFOs Watch Instead)
Season 2 Episode 20
Many small and mid-sized businesses are profitable on paper but still feel cash-strained. Here’s why cash flow behaves differently from profit, and w…
3 months, 2 weeks ago
The Most Dangerous Number in Your Financials (And It’s Not What You Think)
Season 2 Episode 17
Most business owners track revenue closely — but overlook the number that actually determines sustainability. Here’s why gross margin matters more th…
3 months, 2 weeks ago
Received a 1099-K? What You Should Be Concerned About.
Season 2 Episode 16
In recent years, the financial landscape has seen tremendous shifts, with rising participation in the gig economy and increased online sales activiti…
3 months, 3 weeks ago
Why Profitable Businesses Still Feel Broke
Season 2 Episode 15
Your business is profitable, but cash feels tight. Discover how tax timing, debt, owner compensation, and entity structure can quietly drain cash flo…
3 months, 3 weeks ago
Exploring College Athletes' Evolving Income Streams: NIL Earnings and Revenue Sharing from Athletic Events
Season 2 Episode 14
Scholarships and grants are essential for many student-athletes, providing financial support for tuition, fees, and other educational expenses, plus …
3 months, 3 weeks ago
The One Big Beautiful Bill’s Hidden Truths
Season 2 Episode 13
Beneath the surface of the One Big Beautiful Bill Act’s touted benefits lies a complex web of provisions that may not deliver on all political promis…
3 months, 3 weeks ago