Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
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CFOIQ is an exciting video interview series offering the sophisticated guidance and intelligent insights that global CFO’s need to achieve important objectives for their companies and careers. Whether you serve public, private, or private-equity companies, or tax-exempt organizations, CFOIQ delivers timely knowledge, creative ideas, and exciting discussions for growth-minded CFOs and other finance executives. Perfect for both accomplished finance executives, as well as those just starting ou ...
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PEI Group’s ‘Private Equity Spotlight’ podcast illuminates the latest trends in private equity across fundraising, portfolio management, deals, regulation and more. Get a front-row seat with our award-winning journalists from publications including Private Equity International, Private Funds CFO, Buyouts and PE Hub, as they interview the industry’s biggest personalities and dig deep into the dynamics affecting LPs, GPs and service providers. Available wherever you get your podcasts.
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Join Michael Litzner, Broker/Owner of Coldwell Banker American Homes, as he delves into the dynamic world of real estate. In each episode, Michael interviews industry experts to uncover insights, strategies, and trends shaping the business. Whether you're a seasoned professional or just starting, this podcast offers valuable knowledge and inspiration. Tune in to learn from the best in the business and discover how to work hard, play hard, and give back in the ever-evolving real estate industry.
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Strength in Numbers with Marcus Crigler is the #1 podcast for real estate entrepreneurs who make good money but struggle with cash flow, tax planning, and building real wealth. If you're tired of living deal to deal, wondering where your money goes, and paying too much in taxes, this show will transform how you manage your real estate business finances. Host Marcus Crigler, CEO of BEC CFO Services, helps real estate investors escape financial stress by implementing proven wealth-building sys ...
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Are you a CFO, or future CFO, seeking to hear how accomplished CFOs at some of the most innovative companies achieve success and drive outstanding returns? Are you seeking to gain insights into how fast-thinking CFOs have successfully deployed innovative approaches to drive growth for their companies? Then, watch or listen to CFO IQ, and hear CFOs and noted subject matter experts share intelligence on finance, operations, risk, technology, real estate, M&A, turnarounds, career enhancement, a ...
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The Virtual CFO Report podcast is for small business owners and professional practices who want to take more control of their business and increase both their cash flow and profitability. Brian's goal is to help you put more money in your pocket.
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MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your ...
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Welcome to the TRG International Podcast, your go-to spot for unfiltered conversations at the intersection of business, tech, and personal growth. The show brings you candid chats with industry leaders, innovators, mentors, and mischief-makers who aren’t just climbing the corporate ladder—they’re building better ways to live and work. Whether you're a CFO navigating financial transformation, a startup founder chasing clarity, or just someone trying to strike that mythical “work-life balance, ...
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"Real Estate Leadership & Legacy Podcast" is a podcast focused on sharing stories about leadership & legacies, how and why they got started on this path, their greatest successes and lessons learned along the way.
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Welcome to Agent Money: Lessons from 7-Figure Team Leaders with Fractional CFO for real estate teams Michael Kilner. This podcast aims to help successful real estate agents level up their financial skills. On each episode, Michael interviews and showcases top producers to learn about what they're doing well and how you might implement certain strategies into your own life and practice.
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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CFO Plus Services CEO and Scaling For Business Growth podcast host Ellen McIlhenny has been helping businesses save money and plan for the future for over twenty years. As a fractional CFO, she has worked with manufacturers, construction companies, wholesale distributors, and diverse business services. Prior to founding CFO Plus Services, she was a corporate Chief Financial Officer and Controller in mid-size and privately held companies, where she obtained extensive experience in transition ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Eric Tabach and his mom, Irine, have the weirdest, overly open mother-son relationship. Join Eric, a Zillennial ex-BuzzFeed producer, comedian and actor with an IMDb and Irine, a Soviet-born, ex-CFO turned real estate mogul, at their dinner table weekly, as they discuss all things sexy, relevant, and personal from extremely opposite perspectives. Son VS mom, progressive American VS conservative soviet Russian, jobless actor VS wealthy real estate agent. All of this and more every Wednesday! ...
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We’re here to help you know how to finance your business. We will also talk about other financial issues impacting your business and ideas to help you succeed. There is so much noise out there - ”Close your loan today!” ”We’ll fund your business!” ”We’ll get you funded!” The fact of the matter is that getting the attention of lenders is very difficult. This is a no-nonsense podcast to help you know how to get funding. Some sample topics: What funding products are out there, what you need to ...
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Join us as we interview real estate investors from across the U.S. and Canada, diving into their insights, experiences, and success stories—all while having a great time on our podcast!
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Succeed at Growing and Scaling Your Entrepreneurial Business. Join executive coach, consultant and founder of Awareness Strategies, Michelle Nedelec, while she interviews CEO's and Experts in Business to bring you their proven wisdom on how you can grow and scale your business. If you’re an entrepreneur with a brilliant idea who’s looking for mentors with practical solutions to your problems this show is for you.
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Scaling a business is one of the major accomplishments for any entrepreneur. Among other things, it allows them to earn much higher revenue. However, many believe that they can never reach this stage because of their lack of knowledge and connections. That's why they choose to remain stuck where they are. They become content with their comfort zones, with no hope of growing at all. Time to end this mindset right here as we reveal Underground Wealth Secrets! Find out how to level up your busi ...
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Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
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What if it's about more than just your credit score? Merrill Chandler has nearly 30 years of Fundability expertise and dives into funding secrets and shares what’s happening now in fundability, landmines to watch out for, and strategies that can help you get money that you never could before from top-tier banks. Merrill was one of the original cofounders of Lexington Law—the largest credit repair law firm in the US. He is now the Founder of The Fundability Movement, CEO of GetFundable.com (t ...
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Episode 28: Your Turnover is Killing Your Profit (And Here's How to Fix It)
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11:25Most business owners think turnover is just part of the game. Most people don't know, this mindset is quietly destroying profitability. For this episode, Marcus Crigler shares a real, behind-the-scenes look at how core values drive hiring, firing, culture, and long-term retention inside his own company. He explains why peer-driven accountability is…
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Ep 47: How to Lose Millions by Winning a Million
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20:09At some point, almost everyone faces a financial decision that looks simple on the surface but carries consequences that stretch decades into the future. These are the choices where intuition feels comforting, guarantees sound appealing, and the real tradeoffs aren't immediately obvious. Today's episode uses a seemingly straightforward scenario to …
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What to Expect from an M&A Advisor | JT Schroeder | Full Episode
1:08:43
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1:08:43In this episode of Charting Opportunities, Portus Wealth Advisors sits down with JT Schroeder, a seasoned M&A advisor from Atlanta, to discuss the high-stakes world of business acquisitions. Most business owners sell a company only once in their lives, while professional buyers might close dozens of deals a year. This "imbalance of power" puts the …
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Episode 27: The Simple Rehab System That Frees Up Your Time (And Makes More Money) with Ryan (Rotty) Garcilazo
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46:11Most real estate investors don’t lose money on the deal; they lose it in the rehab. For today's episode of the Strength in Numbers Podcast, Marcus Crigler sits down with Ryan “Rotty” Garcilazo to break down the simple rehab system he uses to save time, protect profits, and keep projects moving without constant supervision. Listen as he breaks down …
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Episode 26: Exclusive Training - The 4-Phase Formula That Gets You to $5M in 10 Years (Not 30)
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41:25Most business owners don’t fail because they don’t work hard. They fail because they grow in the wrong order. In this exclusive training, Marcus Crigler breaks down the exact 4-phase framework he uses to help real estate entrepreneurs and small business owners build real wealth. Listen as he shares why most investors get stuck grinding for decades,…
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Ep 46: Self-Directed IRAs for Real Estate: Why "Advanced" Doesn't Mean "Better"
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18:04There's been a surge in interest around self-directed IRAs (SDIRAs), especially for real estate investments. With younger investors seeking alternatives to traditional markets, and social media amplifying the success stories, it can seem like a compelling option. But while the idea of using an SDIRA to invest in real estate sounds attractive, the r…
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Charitable Giving as Part of Your Financial Planning
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29:23In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial…
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How PE markets evolved in a volatile 2025
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22:24Join senior editor Adam Le, Hong Kong Bureau Chief Alex Lynn and America's correspondent Hannah Zhang in our end of year Private Equity Spotlight episode looking back at the biggest trends in the PE market in 2025. From tariffs to trade wars, semi-liquid funds to the 401(k) opportunity and the resurgence of China, our editorial team dissects how LP…
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Episode 25: How Successful Investors Think Different About Profit and Structure with Brandon Rickman
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44:46
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44:46Most people wait until they “know enough” before they start. But that hesitation is exactly what keeps them stuck. In this episode of Strength in Numbers, Marcus Crigler sits down with real estate investor and builder Brandon Rickman to unpack what drives long-term success in real estate. From flipping Brandon’s first house nights and weekends to s…
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TRG Talk x Digital: Episode 23 From Corporate to Entrepreneurial Leap: Lessons in Leadership & Impact
1:03:46
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1:03:46In this powerful episode of "TRG Talk x Digital," Rick sits down with Michele Wee, the visionary Founder and CEO of Who says I can't Pte Ltd. Michele, a former CEO of Standard Chartered Bank Vietnam, uncovers the journey of a seasoned financial leader who dared to redefine success. Discover the captivating story of a former CEO's 30-year career in …
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How to Hire Executives - John Pezoulas - 7-8 Figure Special Series
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36:43What if hiring leaders didn’t take months? In this episode of 7-8 Figure Special Series, I interviewed John Pezoulas. Over the past 15 years, John has excelled in the recruitment industry, from scaling an Exec search firm, a staffing recruitment office or managing 14 National offices. In highly competitive markets in Executive Search (Marketing/Sal…
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Episode 24: Why Paying Zero Taxes is the Dumbest Thing You Can Do with Kaden Hackney
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41:48
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41:48You save the money, you find the money, and then you invest it because we all owe it. But it's the opportunity to invest those savings that will ultimately generate long-term wealth through a tax strategy. In this episode of Strength in Numbers, Marcus Crigler sits down with BEC CFO tax partner Kaden Hackney to explain why the mindset of paying zer…
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Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze
32:46
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32:46In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of the corporate and securities practice at Dechert, to unpack key findings from the law firm's 2026 Global Private Equity Outlook. The survey results, gathered from 100 senior-level executives at global P…
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Ep 45: New Year, New Limits — What 2026 Means for Your Retirement Strategy
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18:13
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18:13The new year is coming up fast, and 2026 is bringing some major updates to retirement saving rules. These aren't small tweaks—many limits are jumping in ways we haven't seen in a long time. That's great news if you're intentional about your planning because more room to save means more room to reduce taxes and grow wealth. Let's walk through the bi…
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S3E5 - Sandra Caruso: Leadership, Growth, and Building from the Ground Up
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41:29In this episode of Work Hard, Play Hard, and Give Back, Mike Litzner sits down with Sandra Caruso, Regional Manager of the Mount Sinai and Wading River offices for Coldwell Banker American Homes. Sandra shares what it really takes to lead 100+ agents across two distinct markets, how her experience as an agent shapes her leadership style, and why un…
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Finance As A Growth Engine With Gary Piscatelli of Astor Chocolate
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31:57
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31:57Gary Piscatelli has earned a reputation as a transformational and pragmatic leader in a global confectionary industry driven by factors including rising disposable incomes, urbanization, and innovative products. That market's valued at approximately $269 billion in 2024, and projected to reach around $468 billion by 2034 with a huge annual compound…
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Episode 23: His Bookkeeper Cost Him $300K in Taxes on Money He Never Made
13:58
13:58
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13:58It is the boring part of the business that has to be done, and has to be done successfully, as it could destroy every other part of the business: bookkeeping. In this episode of Strength in Numbers, Marcus Crigler explains why ignoring the “boring” side of your business can quietly destroy everything you’re building. He also walks us through a real…
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How to Stay Ahead of Wage Trends - Cary Sparrow
32:42
32:42
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32:42People aren’t leaving for culture only— they’re leaving for better pay. What if compensation data could predict hiring problems before they happen? In this episode of The Business Ownership Podcast, I interviewed Cary Sparrow. Founder, CEO at WageScape - A former US Navy officer who served on several nuclear submarines, turned Entrepreneur. With 35…
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This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk and first appeared on Secondaries Investor's Second Thoughts podcast. In 2024, GP-led deals hit a record of $71 billion in transaction volume, accounting for 44 percent of the total secondaries market volume of $160 billion, according to Evercore’s FY 2024 Secondar…
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Episode 22: What My 12-Year-Old Taught Me About Running a Million-Dollar Business
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11:19Sometimes the clearest lessons come from right inside your own home. In this episode of Strength in Numbers, Marcus Crigler shares a story about his 12-year-old son, Carter, a tough, hard-working seventh grader who decided to try wrestling for the first time. What started as a new sport turned into a reminder about consistency, discipline, and doin…
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Ep 44: Last Call for Tax Savings: What MedSpa Owners Must Do Before the Year Ends
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17:27As we head into the final stretch of the year, this episode is about the conversation many MedSpa owners end up having with us in April—when it's too late to change the outcome for the prior year. The goal today is to shift that conversation into the present, while you still have time to make meaningful adjustments. There are several strategies tha…
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The Speed of Sound! How Tariffs, Supply Chain & Extreme Competition are Changing the Global Aerospace Industry
54:13
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54:13For almost every industry in 2025, tariffs have become a way of life and something that almost every CFO has had to contend with. But what are the global ramifications when an entire industry spreads its "wings" in a mass race to piece together the perfect supply chain puzzle in a marketplace where tariffs on thousands of parts can change with a si…
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Episode 21: He Built a Massive Rental Portfolio By Accident — Here’s What He Did Different with Jimmy Vreeland
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47:02
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47:02Most real estate entrepreneurs chase cash flow, flip for quick money, and think a high bank balance means they are rich. In this episode, Marcus Crigler sits down with Jimmy Vreeland to unpack how he built his rental portfolio backward and why that wrong path taught him the most valuable lessons. Jimmy shares how he went from buying rentals while d…
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Feeling stuck in your career? What if your “secure job” isn’t actually secure? In this episode of The Business Ownership Podcast I interviewed Maja Taylor. Maja Taylor is a Career Ownership Coach with The Entrepreneur’s Source where she helps people explore opportunities outside of the traditional job market including entrepreneurship and business …
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Episode 20: Why Most Real Estate Partnerships Fail (And How to Make Yours Succeed)
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14:42Partnerships are one of the most common ways real estate businesses get started and one of the biggest reasons they fall apart. In this episode, Marcus Crigler breaks down why most partnerships fail, what causes the friction, and how you can protect yourself before emotions get involved. Marcus explains why partnerships often work during the startu…
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Ep 43: Your Personal Finance Reset: What Every MedSpa Owner Should Review Before Year-End
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17:26Here we are again — the final stretch of the year. Whether you're running holiday promotions, closing out treatment packages, or taking a moment to breathe between clients, the end of the year naturally creates a pause — the kind that invites you to take inventory of your personal financial life, not just the numbers, but the habits and behaviors b…
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S3E4 - David Innocenzi: From Rome To Real Estate Leadership
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49:13Thank you for listening Stay connected with us: Facebook: facebook.com/cbamhomes Instagram: instagram.com/cbamhomes Twitter: twitter.com/cbamhomes LinkedIn: linkedin.com/company/cbamhomes Visit our website: cbamhomes.com Interested in a career in real estate? Join our team: careers.cbamhomes.com Need to get licensed? New York Real Estate Salesperso…
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10x Your Business Selling to ESOP | John Lesnik | Full Episode
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59:25What happens when a founder has the ultimate leverage... but chooses differently? In this rare, unfiltered story from Charting Opportunities, founder John Lesnik of Lending Science DM shares his journey of building a 10X value business that caught the attention of top-tier Private Equity firms. He was weeks away from cashing a massive check when he…
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EP 8 Bank Capital and AI Trends with Ethan Heisler
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33:19
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33:19In this episode, host Jeff Bogan speaks with Ethan Heisler, Editor of The Bank Treasury Newsletter, about how bank treasurers are managing liquidity, regulation, and risk today. Heisler explains how instant payments and weekend settlement gaps are pushing institutions to hold higher reserves, changing traditional strategies. Heisler considers stabl…
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Episode 19: The Alternative Investments Generating $20K+ Monthly (Without Deals) with Chris Miles
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1:01:26It is not about working harder or smarter; it is about working right. Working hard is important, but if you are doing bad habits, it doesn't matter. In this episode of the Strength in Numbers Podcast, Marcus Crigler talks with Chris Miles, founder of Money Ripples, cashflow expert, and the man known as the Anti-Financial Advisor. Chris has retired …
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TRG Talk x Digital: Episode 22 Unpacking Fiduciary Financial Planning & Family Wealth
1:10:31
1:10:31
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1:10:31Unlock the secrets to truly personalized financial planning in this compelling episode of "TRG Talk x Digital." We sat down with Robin Copley, Independent Financial Planner, to redefine what it means to manage your wealth. Forget generic advice! Robin cuts through the jargon, explaining why a fiduciary financial planner is your ultimate advocate, f…
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How to Teach Kids Real-World Skills: Mini Titans - Kids in Business
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29:04Want to teach your kids confidence, money skills, and resilience — all at once? Entrepreneurship isn’t just for adults. It’s how kids learn life skills. In this episode of The Business Ownrship Podcast, I interviewed Mike Mammel. Mike is here to talk about Mini Titans. Mini Titans is a character-building program that uses entrepreneurship as a powe…
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The next frontier for real assets: Why multi-product managers have a head start to 2030
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31:16This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space. It isn’t always easy, however, for managers to grasp hold of these opportunities. As assets like data cente…
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Real estate credit finds its footing as markets recalibrate
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23:30This episode is sponsored by Bravo Capital and first appeared on The PERE Podcast The lending landscape is shifting, and private credit is taking center stage. In this episode, Bravo Capital founder and CEO Aaron Krawitz discusses how his firm is navigating a market defined by bank pullbacks, rising regulation and persistent demand for rental housi…
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Episode 18: How He Built a Business That Closes 50 Deals Per Month with Adam Devine
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33:46What does it take to quietly build one of the most consistent, disciplined, and competitive real estate operations in the country without bragging, without noise, and without burning out your team? In this episode of Strength in Numbers, Marcus Crigler interviewed Adam Devine, founder of PurchRock, to unpack the mindset and mechanics behind a busin…
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Ep 42: What MedSpa Owners Need to Know About a Potential Recession
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19:43Economic chatter has been getting louder, and whether it's on the news, on podcasts, or in group chats, the word "recession" gets thrown around a lot. But for MedSpa owners, economic shifts don't just show up in the stock market — they eventually show up in bookings, memberships, retail product sales, staffing decisions, patient financing behavior,…
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College Preparation Tips & Tricks: Part Two
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18:29
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18:29In this episode, Shaun and Benji navigate listeners through all things college. From 529 plans to the financial surprises that come with attending college, there is a lot of great information that you won't want to miss! Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives…
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Episode 17: Compound Effect – How Proper Tax Planning Can Add Six Figures (or More) to Your Bottom Line
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12:40Most real estate entrepreneurs underestimate how much money slips through the cracks simply because they don’t plan. In this episode of Strength in Numbers, Marcus Crigler breaks down why year-end planning, specifically tax planning, can easily be a $10,000-an-hour activity for anyone buying and selling real estate. The decisions you make right now…
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Safety Compliance for Businesses - Elizabeth Lecerf
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26:27Are you treating workplace safety as a checklist—or a growth strategy? What would happen if your business had to prove its safety program tomorrow? In this episode of The Business Ownership Podcast, I interviewed Elizabeth Lecerf. Elizabeth, the founder of SafetyComply. With a background in working for large single trade companies and years of expe…
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Episode 16: Why Your Business Growth Has Hit a Wall (And How to Break Through It) with Felipe Bossans
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37:17Most real estate entrepreneurs think they need more rentals, more revenue, or more marketing to break through. But often the real issue is hiding in their numbers. For today's episode of Strength in Numbers Podcast, Marcus Crigler sits down with Felipe Bossans, co-founder and head of sales at 8020 REI, to talk about why so many investors stall out.…
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Ep 41: The Real Work Behind Wealth: Serving the Humans Who Run MedSpas
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11:58
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11:58There's a version of this job that would be a lot simpler. The kind where you manage portfolios, check performance once a quarter, and call it a day. No tax forms, no life events, no late-night texts — just markets and models. It sounds peaceful, almost efficient… until you realize that real people don't live their lives in neat, quarterly incremen…
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Dealmaking: Is a rebound around the corner?
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44:23This episode is sponsored by Francisco Partners and Platinum Equity Dealmakers had high hopes for 2025, expecting the year to deliver a welcoming environment for M&A. Instead, uncertainty about tariffs and other issues stopped them in their tracks mid-year, and deal volume dropped. Exits have been especially challenging. But now as the year draws t…
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Episode 15: The Tracking System That Built a Sellable Business (While He Was Having Heart Surgery) with Nathan Brooks
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44:25There are many CEOs with a big heart. They want their people to be successful, have this big vision, and drive within them, but they don't hold themselves accountable. There is a big difference between being a jerk and being accountable. In today’s episode of the Strength in Numbers Podcast, Marcus Crigler sits down with Nathan Brooks, entrepreneur…
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Episode 14: How to Transition From Wholesaling to Fix and Flip Without Going Broke with Caleb Pearson
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41:10When South Carolina shut down wholesaling overnight, many investors were caught off guard. Caleb Pearson was one of them. Practically overnight, he had to rebuild his entire business model and deal with the cash flow chaos that came with it. In this episode, Marcus Crigler talks with Caleb about what it took to survive that shift, the lessons learn…
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