Best Financial Copilot Podcasts (2024)

1
712 Onboarding & Offboarding Professionally 53:40

2m ago53:40

53:40

Uncle Marv delves into the complexities of transitioning clients between MSPs, emphasizing the need for professionalism and clear communication. He recounts a recent experience where he was offboarding a client to a larger MSP, highlighting the challenges and misunderstandings that arose during the process. Marv stresses the importance of respectin…

1
#75 - Unlocking Tax Savings: Real Estate Strategies for High-Income Pilots 51:23

33m ago51:23

51:23

Welcome back to Passive Income Pilots! This week, Tait and Ryan are joined by Brandon Hall, a top CPA and founder of Hall CPA, PLLC, to dive into one of the most powerful tax strategies for high-income professionals: real estate professional status. With over 800 clients and a specialization in real estate tax strategies, Brandon breaks down the be…

1
711 Cybersecurity Lawsuits on the Rise: What MSPs Need to Know 29:40

14h ago29:40

29:40

Uncle Marv kicks off the episode by discussing a recent Canalys report highlighting the growth in cybersecurity services and the increasing trend of customers suing their cybersecurity providers. Brad Gross, a seasoned attorney specializing in IT law, offers his expert insights on this developing legal landscape. The discussion covers several notab…

1
Reminiscing about the future of fintech 33:43

5h ago33:43

33:43

Fall is kicking off with a big BANG, with a series of fintech conferences for us to connect with founders and funders. It is also the recruiting season for our friends at the ICBA ThinkTECH Accelerator and the Center for Accelerating Financial Equity (CAFE). In this new episode of One Vision — FinTech Fuse! Theo, Barb, and Stephanie reunite to remi…

1
710 Leadership Insights: Marnie Stockman 1:00:09

6d ago1:00:09

1:00:09

Marnie Stockman shares her recent experiences, including a leadership training program for military personnel from partner countries. The discussion then moves to recap their previous interview, focusing on core values, leadership philosophy, and customer success. Marnie emphasizes the importance of personal leadership and how it applies to everyon…

1
#74 - The Inside Track: Mastering Real Estate Syndications for Long-Term Success 54:10

8d ago54:10

54:10

Welcome to another episode of Passive Income Pilots! This week, Tait and Ryan dive deep into the world of real estate syndications—a game-changing investment strategy for busy professionals, especially pilots. They break down what syndications are, how they work, and the pros and cons of this passive income stream. From navigating the complexities …

1
709 Your Helpdesk Copilot - Giant Rocketship 20:51

3d ago20:51

20:51

Dustin Puryear, a former MSP owner, explains how Giant Rocketship was born out of the need to solve SLA problems and reduce "dead time" on tickets. Unlike traditional ticket management systems that rely on dashboards and human intervention, Giant Rocketship uses AI to automatically assign, schedule, and manage tickets, allowing service managers to …

1
The convergence between traditional finance and decentralized finance 24:31

2d ago24:31

24:31

Are you curious about the future of decentralized finance? Here’s a little secret: The future is already here, but the change is not equally distributed. In our back-to-back episode featuring women in web3, we chat with Rita Martins, author of the brand new book titled “Web3 in Financial Services”, on the past, present, and future of blockchain tec…

1
708 Navigating IT Challenges with Marnie Stockman 38:34

3h ago38:34

38:34

We dive deep into the world of IT management with Marnie Stockman, an experienced IT professional. Marnie shares invaluable insights on overcoming challenges in the IT industry, emphasizing the importance of communication, leadership, and adaptability in today's rapidly evolving technological landscape. Marnie Stockman discusses her journey in IT, …

1
707 AI in IT Contracts: What MSPs Need to Know 54:02

32m ago54:02

54:02

Rob Scott, a legal expert in the IT services industry, shares his insights on the use of AI in contract generation. While acknowledging AI's transformative potential, Scott emphasizes that it should be viewed as a tool to enhance legal services rather than a replacement for lawyers. He highlights the significant gaps between AI-generated contracts …

1
706 Inspired by Ted Lasso - Marnie Stockman 39:10

14d ago39:10

39:10

Marnie Stockman's journey from high school math teacher to CEO of Lifecycle Insights is a testament to her adaptability and problem-solving skills. She explains how her experience in education led her to customer success in the ed-tech world, eventually culminating in the creation of Lifecycle Insights, a company focused on improving quarterly busi…

1
#73 - From Market Cycles to REITs: What Every Pilot Investor Should Know with Glenn R. Mueller, PhD 47:29

26m ago47:29

47:29

Welcome to another insightful episode of Passive Income Pilots! This week, Tait and Ryan are joined by Dr. Glenn Mueller, a seasoned economist and real estate professor with over 40 years of experience. Dr. Mueller explores the current economic landscape, the real estate market, and the fascinating REIT world. Whether you're curious about market cy…

1
705 Internet in a Box: Rythmz's 5G Solution Explained 24:09

3d ago24:09

24:09

Steve Copeland introduces Rythmz as a carrier-agnostic solution that combines up to seven SIM cards to create a bonded aggregate network. This approach offers both increased bandwidth and redundancy, making it suitable for various applications including disaster recovery, business continuity, and event support. The technology acts as an SD-WAN for …

1
The path to a more financially inclusive future 26:32

1h ago26:32

26:32

With five generations of customers using the banking system, whose needs are we truly serving and how can we best fill the gaps? In our first episode back from a short summer break, we welcome Cleve Mesidor, Executive Director of the Blockchain Foundation, a 501c3 nonprofit leading an industry-wide crypto education campaign. Credit unions and commu…

1
704 ThreatLocker and Zero Trust: A Conversation with CEO Danny Jenkins 28:26

6d ago28:26

28:26

Danny Jenkins provides insights into ThreatLocker's zero-trust framework and how it helps businesses implement the principle of least privilege. He explains the company's unified bundle, which combines allow listing, network controls, threat detection, and managed response services. Jenkins emphasizes the importance of shifting the security paradig…

1
703 TechCon Unplugged: You In? 54:01

7d ago54:01

54:01

Uncle Marv introduces TechCon Unplugged, an annual conference for IT business owners and managed service providers, scheduled for September 12-14 in Hanover, Maryland. The conference, now in its fifth year, originated from a desire to create a more inclusive and supportive environment for smaller IT professionals. ** Need a discount code for Techco…

1
702 MSP Mindset - Insights from Damien Stevens 45:51

8d ago45:51

45:51

In this episode of the IT Business Podcast, host Uncle Marv sits down with Damien Stevens, founder and CEO of Servosity, to discuss the challenges and opportunities in the managed service provider (MSP) industry. Damien shares insights from his MSP Mindset podcast, which features interviews with successful entrepreneurs, authors, and coaches. The c…

1
#72 - Cleared for Takeoff: Updated FAA Mental Health Regulations with Joe LoRusso 24:09

41m ago24:09

24:09

In this week's episode of Passive Income Pilots, Tait and Ryan are thrilled to have Joe LoRusso back on the show for an essential update on the evolving landscape of pilot mental health regulations. Since his last appearance, significant changes have been implemented by the FAA, including new guidelines for mental health treatments and expanded med…

1
701 Business Continuity and Resilience with ShadowHQ 21:00

10d ago21:00

21:00

Nick Scozzaro discusses the inception and evolution of ShadowHQ, a platform initially built to address cyber threats but now also used for other scenarios like natural disasters. Drawing from his background in secure communications at BlackBerry, Nick emphasizes the need for a digitized approach to incident response. ShadowHQ offers a comprehensive…

1
700 Attack Surface Management with ThreatMate 19:16

10d ago19:16

19:16

Uncle Marv kicks off the episode by introducing Anup Ghosh and ThreatMate, a company focused on improving cybersecurity for IT networks. Anup shares insights into the company's approach to attack surface management, emphasizing the importance of viewing security through an adversarial lens. Unlike traditional vulnerability management tools, ThreatM…

1
699 Star Trek Picard and Shanna 48:46

14d ago48:46

48:46

Uncle Marv and Shanna Utgard kick off the episode with a lively exchange, reminiscing about Shanna's journey from nearly falling victim to a ransom attack to becoming a respected figure in cybersecurity. The discussion quickly shifts to a pressing news story involving a dispute between Microsoft, CrowdStrike, and Delta Airlines. Delta has accused t…

1
#71 - 5 Creative Ways To Find Investment Cash 26:39

7d ago26:39

26:39

Welcome back to another episode of Passive Income Pilots! Today, Tait and Ryan dive into five unconventional ways to unlock cash for your next investment. Whether leveraging home equity, rolling over an old 401k, or borrowing against your stock portfolio, this episode is packed with actionable strategies to help you soar to new financial heights. T…

1
698 User Verification with MSP Process 17:50

1M ago17:50

17:50

Marvin and Chris kick off the discussion by exploring the core functionalities of the MSP Process platform. Chris explains how the platform helps MSPs verify the identity of end-users and technicians, thereby preventing unauthorized access and AI voice phishing attacks. The platform's unique technician verification feature is particularly emphasize…

1
697 Democratizing Threat Intelligence: Blackpoint Cyber's MacKenzie Brown 1:04:40

28d ago1:04:40

1:04:40

In this engaging episode, Uncle Marv and MacKenzie Brown explore the critical role of threat intelligence in modern cybersecurity. MacKenzie explains the dual nature of her role at Blackpoint Cyber, balancing threat research with enabling their SOC team to respond effectively to cyber threats. She emphasizes the importance of understanding both aca…

1
696 Rob Rae on the Future of MSPs: Community, Marketplaces, and Growth 26:22

23d ago26:22

26:22

Rob Rae, known as the "godfather of the channel," shares insights from his extensive experience in the MSP industry. He discusses the significance of building relationships and fostering community within the IT sector, emphasizing how these factors contribute to long-term business success. Rae reflects on his early experiences with ASCII events and…

1
#70 - Leveraging Life Insurance for Passive Income with Rod Zabriskie and Blake Brogan 44:42

28d ago44:42

44:42

Welcome to another enlightening episode of Passive Income Pilots! Today, Tait and Ryan welcome Rod and Blake from Money Insights. Previously featured in episode 47, Rod and Blake are experts in leveraging life insurance for wealth-building. In this deep dive, we uncover how to use a specialized life insurance strategy to enhance investment returns,…

1
695 Uncompromized: The Future of Identity Protection for MSPs 16:17

23d ago16:17

16:17

In this episode, Ted and Woody explain the functionality of Uncompromized, which provides identity theft protection, dark web monitoring, and internet privacy for individuals. They detail how the service allows MSPs to invite clients to subscribe easily, offering them immediate monitoring and protection against identity theft. The discussion also t…

1
694 MSP Growth Strategies with Dori Spade 12:03

23d ago12:03

12:03

Uncle Marv sits down with Dori Spade, who has over 17 years of experience in the MSP industry, having worked with MSPs ranging from $8 million to over $100 million in value. Dori discusses her transition from managing MSPs to founding Call to Action, a consulting firm that helps MSPs navigate common challenges such as role clarity and scaling. She …

1
693 Owning a Data Center Transformed This MSP Business 11:13

23d ago11:13

11:13

Uncle Marv welcomes Corey Tapper, a new ASCII member and owner of Techevolution, to the IT Business Podcast. Corey shares his experience attending ASCII events over the years before finally becoming a member, citing the emotional impact of seeing Frank Abagnale speak and the valuable networking opportunities. Techevolution, Corey's company, has bee…

1
692 Vendor Booth Interviews - ASCII Boston 2024 11:43

23d ago11:43

11:43

Uncle Marv begins by interviewing Eric Pinto from SocSoter, who discusses their new reporting platform designed to help MSPs prepare for audits and compliance checks. Pinto emphasizes the importance of providing evidence for services offered to customers, especially in the context of 24/7 coverage. Next, the host speaks with Dave Cava, partner at E…

1
691 Brianna Rubino: Live from ASCII 9:41

24d ago9:41

9:41

Uncle Marv hosts the IT Business Podcast live from ASCII Edge in Boston, featuring guest Brianna Rubino, Director of Events for the ASCII Group. Brianna shares insights on ASCII's 40th anniversary celebration and the ongoing event series. The ASCII EDGE event series includes nine events across North America, with eight in the U.S. and one in Canada…

1
690 Cybersecurity Simplified - Ann Westerheim at ASCII Edge 23:27

1M ago23:27

23:27

In this episode of the IT Business Podcast, Uncle Marv interviews Ann Westerheim from Ekaru at the ASCII EDGE event in Boston. Ann discusses her book "Cybersecurity for Main Street, Cyber Fit in 21 Days," which aims to simplify cybersecurity concepts for small businesses. She emphasizes the importance of basic security measures like multi-factor au…

1
689 Dawn Sizer on Community and Growth in ASCII 10:47

24d ago10:47

10:47

Uncle Marv interviews Dawn Sizer at the ASCII event in Boston, marking their first in-person meeting. Dawn shares her experience speaking at the event about automation and the positive response from attendees. They discuss the challenges of remote work verification, particularly in light of deepfake technology, and explore potential solutions such …

1
688 Cavelo: Data Risk Management for MSPs 19:35

24d ago19:35

19:35

Uncle Marv welcomes Kris Shoemaker from Cavelo to discuss their data risk management platform. Cavelo positions itself under the attack surface management umbrella, offering a comprehensive solution for MSPs that includes data discovery and classification, vulnerability management, identity access management, and asset discovery. Kris explains that…

1
Charting a better world at the intersection of business and nonprofits 27:59

23d ago27:59

27:59

In this episode of One Vision, Theo chat with Alice Korngold, C-Suite and board advisor, speaker, and published author, on the value of collaboration between companies and nonprofits in finding innovative solutions to social challenges. Purpose and profits do and should co-exist; when we work together, we thrive — together. From hiring intentionall…

1
687 From Quarterback to Convict: Damon West at ASCII Edge 24:19

1M ago24:19

24:19

Damon West, the keynote speaker at ASCII Edge in Boston, joins Uncle Marv to discuss his extraordinary life story. West begins by praising ASCII Edge for their exceptional client relationships and event organization. West recounts his past as a Division 1 starting quarterback at the University of North Texas, whose career was cut short by injury. T…

1
#69 - Sky-High Returns: Discover Off-Market Real Estate Gems with Sean O'Toole 40:39

21d ago40:39

40:39

Welcome aboard another episode of Passive Income Pilots! This week, Tait and Ryan are joined by Sean O'Toole, PropertyRadar.com founder, to discuss how pilots can find and invest in off-market rental properties. Sean shares his insights on leveraging public records, innovative strategies for contacting property owners, and the benefits of seller fi…

1
Digital transformation in the banking ecosystem and the next big opportunity 33:24

1M ago33:24

33:24

From acting as a silent back office partner to being an enabler of banking services and new business models, technology has transformed not only the partnership between the CIO, CTO, and lines of business, but also the customer experience. What is the next big opportunity when it comes to the future of banking? What role will technology such as art…

1
686 CrowdStrike: A Look Back 15:57

1M ago15:57

15:57

Uncle Marv kicks off the episode by acknowledging the sponsor, SuperOps, and dives into the major news of the CrowdStrike incident. A faulty sensor configuration update from CrowdStrike led to widespread computer outages affecting about 8.5 million Windows machines globally. Marv explains how he managed client concerns and highlights the critical n…

1
685 Boost MSP Efficiency with Strategy Overview 18:58

1M ago18:58

18:58

Boost MSP Efficiency with Strategy Overview Website: https://www.strategyoverview.com/ In this episode, Uncle Marv sits down with Alex Markov to delve into Strategy Overview, a software platform tailored for MSPs to optimize their strategic planning and client management. Alex explains how the platform's powerful and flexible template engine allows…

1
684 SaaS Security with Overe: An Interview with Paul Barnes 19:50

1M ago19:50

19:50

Revolutionizing SaaS Security with Overe Website: https://www.overe.io/ In this episode, Uncle Marv welcomes Paul Barnes, co-founder and CEO of Overe, to discuss their SaaS security platform and its role in the IT Nation Pitch It Accelerator program. Overe focuses on providing automated security analysis and continuous monitoring for SaaS applicati…

1
683 Align Spending with Business Goals - Tim Coach 58:12

2M ago58:12

58:12

Uncle Marv welcomes Tim Coach to discuss strategic spending in IT businesses. Tim emphasizes the importance of aligning spending with business goals and market demands. He advises against arbitrary budget cuts, instead recommending a focus on ROI and strategic investments. Tim highlights the significance of investing in both technology and talent. …

1
#68 - Cruising to Success: Optimizing Your Short-Term Rentals with Airbnb Insider Daniel Rusteen 55:18

28d ago55:18

55:18

Welcome to another exciting episode of Passive Income Pilots! This week, Tait and Ryan are joined by Daniel Rusteen, a former Airbnb employee turned short-term rental expert. Daniel shares his insider knowledge on optimizing Airbnb listings to maximize revenue. From selecting the perfect market to managing properties remotely, Daniel’s unique persp…

1
682 Solo Tech Success: TorqueNet LLC 45:43

2M ago45:43

45:43

In this episode of the IT Business Podcast, host Uncle Marv interviews William Hibbard, owner of TorqueNet LLC. The two discuss Bill's journey from Air Force cyber operations officer to running his own Managed Service Provider (MSP) business. Hibbard shares insights on transitioning from a hobby to a full-fledged business, his approach to cybersecu…

1
681 Boosting VCIO Services with GetInSync 21:34

2M ago21:34

21:34

Stuart Holtby introduces Get In Sync as a comprehensive platform that helps businesses uncover their IT strategy. He uses the analogy of a treasure map to explain how the tool works, assisting organizations in putting together all their applications, information, projects, and processes to visualize their overarching strategy. The platform goes bey…

1
The future of payments and expense reporting 15:35

30d ago15:35

15:35

Just as the pandemic has accelerated the acceptance of digital payments in retail for consumers, it has sped up similar changes in the financial operations of organizations, enabling improved compliance and spending controls while reducing complexities. In this episode of One Vision, Theo chats with Chris Juneau, SVP, Head of SAP Concur Product Mar…

1
680 Unlock Hidden Revenue Opportunities with MyITspend 42:42

2M ago42:42

42:42

Uncle Marv interviews Kevin Lancaster and Matt Solomon from Channel Program about their new product, MyITspend. The guests introduce the tool as a client management solution designed to help MSPs optimize their client relationships and boost revenue. Kevin explains that MyITspend grew out of the need to solve big problems in the MSP industry and ma…

1
679 Dawn Sizer's Secrets to MSP Success 50:27

2M ago50:27

50:27

Dawn Sizer, CEO of Third Element Consulting, joins Uncle Marv to discuss the success of her MSP business. She attributes their success to working closely with her husband and having a strong leadership team. Dawn shares insights on adopting AI tools like Copilot, emphasizing the importance of skilled workers to effectively use these tools. The conv…

1
#67 - Protecting Your Wings: What Pilots Need to Know with Dr. Dan Monlux 44:16

1M ago44:16

44:16

Welcome back to Passive Income Pilots! In this special "Friday for Flyers" episode, we're diving into a critical topic for every pilot – medical certifications and aeromedical issues. Today, we have the honor of hosting Dr. Dan Monlux, an experienced AME, former F-18 pilot, and founder of Wingman Med. Dr. Monlux brings a wealth of knowledge and exp…

1
678 The Evolution of RMM: NinjaOne 35:16

2M ago35:16

35:16

Joe Lohmeier, NinjaOne's new channel chief, joins the IT Business Podcast to discuss the company's recent developments and growth. NinjaOne, formerly known as NinjaRMM, has expanded its offerings to become a unified endpoint management platform serving both MSPs and internal IT departments. The conversation covers NinjaOne's rebranding, its recogni…

Podcasts Worth a Listen

Financial Copilot Podcasts

Podcasts Worth a Listen

Quick Reference Guide