show episodes
 
This show is (mostly) a bi-weekly podcast that explores the likely repertoire of eighteenth and early nineteenth century bagpipers, using historic music collections (written for bagpipes or not), performed on Uilleann pipes, Highland pipes and whistles. Every episodes notes include links to the historic sheet music when available. For information about my Albums Oyster Wives Rant, and Pay the Pipemaker go here: https://www.wetootwaag.com/albums For information about Jeremy and the instrument ...
  continue reading
 
CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
  continue reading
 
Artwork
 
Keep What You Earn is a podcast for entrepreneurs of all levels to start using their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the mundane and complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confide ...
  continue reading
 
Welcome to the Wisdom and Wealth podcast. A series of conversations designed to equip our listeners with the helpful insights necessary to simplify life's critical decision points. We believe "true wealth is the thing money cannot buy and death cannot take away." Furthermore, we also believe our calling is to enable others to fulfill their own and to that end we endeavor. 1780 Hughes Landing | Suite 570 The Woodlands, TX 77380 Phone 281.719.0036 Investment advisory services offered through C ...
  continue reading
 
Welcome to REI Marketing Secrets, the podcast where we dive deep into the world of real estate investor marketing. I'm your host, Trevor Oldham, founder of Podcasting You. Each week, we bring you exclusive interviews with successful real estate investors who have mastered the art of marketing their real estate businesses. Whether you're a seasoned investor or just starting in the real estate industry, this podcast is your gateway to unlocking the secrets behind effective real estate investor ...
  continue reading
 
Your host John Piper talks with guests from all areas of the game to bring insights and stories about developing players, success on and on the field, College recruiting, Coaching, the business side of baseball and special guests! Tune in weekly starting March 29th.
  continue reading
 
Loading …
show series
 
One of our last interviews from the 2024 ABCA convention was supposed to be with USA Baseball National Team Head Coach RJ Farrell but we wound up with an added bonus to the show by inviting Georgia Gwinnett College Head Coach Jeremy Sheetinger to join in. Now, RJ would be an unbelievable conversation on his own but having Sheets join us made it tha…
  continue reading
 
In today’s episode, we decode the balance sheet's mysteries and show you how this tool can guide your business decisions. You'll learn to check solvency, properly understand your assets, and ensure you're not just filling holes with bank loans. By the end, you'll have the confidence to use this info to your advantage. What you'll hear in this episo…
  continue reading
 
Summary In this episode, I look at the relationship between politics and the stock market. Please do not get caught up in the news cycle. You'll find that even though our current form of politics tends to be zero sum we are resilient people at the end of the day. I also provide some data about returns over time and walk through some of the events t…
  continue reading
 
In this episode, Shannon breaks down the common challenges that entrepreneurs face when seeking financial help as their businesses grow. She addresses the issues of financial support being seen as a luxury, the high cost of hiring financial professionals, and the lack of engagement in community forums due to the shame around asking money-related qu…
  continue reading
 
Today, Shannon delves into the topic of business boredom. She addresses the common struggle of feeling bored with a successful business and offers insight into why this feeling may arise. Shannon encourages business owners to consider the true purpose of their business and explores the idea that the way to make the most money may not always be the …
  continue reading
 
Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice ofPricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. The ambition to broaden his horizon and a hunger for new challenges led him to make a bold move to the United States, landing him first New York …
  continue reading
 
Today we have the honor of chatting with Jeremy Race, president and CEO of Junior Achievement of Southwest New England. Together, we'll delve into the vital role childhood financial education plays in shaping future generations. Jeremy will share his passion for providing young students with the financial knowledge they need to succeed through Juni…
  continue reading
 
In this episode of Keep What You Earn, Shannon delves into the topic of how to read your tax return. She emphasizes the importance of understanding and taking responsibility for your tax return before signing off on it. Shannon breaks down the key components of the tax return, simplifying the process and empowering listeners with the knowledge they…
  continue reading
 
In today's episode, we chatted with Ed Mathews, Principal at Clark Street Capital. Ed discusses his background in real estate investing and his focus on value-added multifamily apartment buildings. He explains why multifamily investing is attractive and provides stable cash flow. Ed emphasizes the importance of property management in creating a pos…
  continue reading
 
Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. This principle of concentrate…
  continue reading
 
Justin Sherman is the founder of Justintime Baseball, an independent baseball training, softball training, and coaching business located in Westchester, NY. They partner with little leagues, recreation programs, private groups, and individuals throughout Westchester and Connecticut. They believe in building and developing fundamental skills in base…
  continue reading
 
In this episode of Controllers Classified, host Erik Zhou is joined by Katie Slattery, VP of Accounting and Corporate Controller at Fivetran. The conversation begins with Katie’s start in Ireland at KPMG Dublin as an auditor, and traces her path from auditor to accountant. Fun fact: Katie has been the first controller/accounting hire at several hig…
  continue reading
 
Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family. We discusses the impact of mentors and the value of direct investment in the Christian community, the significance of family meals and economi…
  continue reading
 
Tunes: Barry Shears: The Hen's March over the Hill, John MacColl's Favourite O'Farrell: The Hen's Concert Several other tunes played by Barry Shears Check out Barry's New Edition of Gathering of the Clans here: https://capebretonpiper.com/content/gathering-clans-collection-volume-1-anniversary-edition 1806: The Hen’s Concert from O’Farrell’s Pocket…
  continue reading
 
In this episode, Shannon discusses what to do if you're behind on doing your taxes. As the tax deadline approaches, Shannon provides a detailed blueprint for handling the situation, covering various scenarios and offering valuable advice for business owners. She emphasizes the importance of taking ownership of the communication with your accountant…
  continue reading
 
In this episode, Shannon discusses the mindset shift from valuing productivity to prioritizing profitability in entrepreneurship. She shares personal experiences and insights on how to focus on tasks that generate real results and revenue for your business. Shannon emphasizes the importance of understanding your profit drivers and making strategic …
  continue reading
 
In this episode of Keep What You Earn, Shannon continues her conversation with Tori Kruse, a personal stylist and founder of a mindset and confidence coaching company. Tori shares her journey from competing in Miss USA to founding her company, emphasizing the importance of internal discovery and personal development. Together, they discuss the powe…
  continue reading
 
Back in 2016, Mitch Peipert stood at a crossroads. With a career foundation deeply rooted in the precision and rigor of public accounting, Peipert had navigated his way through the financial landscapes of various companies, honing his CFO leadership and operational prowess. Yet, nothing could have prepared him for the arrival of a new, enigmatic fo…
  continue reading
 
Today, Shannon interviews Tori Kruse, founder and CEO of Tori Kruse Enterprises. Tori shares her expertise in helping female speakers and leaders align their internal power with their external image. They discuss the importance of confidence in wardrobe choices and how it can impact one's performance on stage. Tune in as they unpack the deeper mean…
  continue reading
 
In this episode of Keep What You Earn, Shannon discusses the common dilemma faced by business owners of not knowing who to ask for important business and financial advice. She addresses the challenges of finding the right professionals to answer questions about setting up a business bank account, forming an LLC, and handling personal finances. Shan…
  continue reading
 
In today's episode, we chatted with Scott Lewis, from Spartan Investment Group. Scott discusses the advantages of investing in self-storage compared to other asset classes. He explains that self-storage is easy to maintain, evict tenants, and offers dynamic pricing. Scott also mentions that self-storage has not been as affected by the economic down…
  continue reading
 
Back in September of 2021, Jeremy Johnson, Senior Vice President of Finance at Ceridian (now Dayforce), decided it was time to test his mettle—a decision that led him far from where he began, only to return with a leadership perspective somewhat different from what he expected. Determined to challenge himself and expand his horizons, Johnson left t…
  continue reading
 
Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! Please check out and subscribe to my You…
  continue reading
 
Tunes: John Sutherland Manuscript: The Lady’s Favourite, Paddy Whack, Kiss about the Hay Stacks, Salt Beef and Dumplings, The Peasant’s Dance, The Nosegay, Duncan Davison, Nancy Larson, Balty Horah, Trip it Up Stairs, Cock and the Hen, Fanny’s Fancy, The Witches, David Young: Tail Todle, Collar Reel, Macfarlane’s Reel, Inverara Reel, The Wood of Fy…
  continue reading
 
This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…
  continue reading
 
In this episode of Keep What You Earn, Shannon breaks down the complex topic of S Corp salary in a way that's easy for anyone to understand. She explains the important requirement for S Corp owners to pay themselves a reasonable salary and delves into the internal and external factors that come into play when determining this salary. Shannon shares…
  continue reading
 
Today, Shannon shares three simple steps to ease tax season anxiety. She emphasizes the importance of proactive bookkeeping and offers practical tips to make it more manageable. Additionally, she discusses the significance of organizing tax-related documents and suggests strategies to effectively communicate with your tax professional. Dive into th…
  continue reading
 
What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing? How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! Please…
  continue reading
 
In this episode of "Keep What You Earn," Shannon continues her insightful conversation with franchise expert Liz Leonard on the intricacies of being a successful franchisee. They delve into the challenges and experiences of franchise owners, including the importance of working capital and building a strong team. They also discuss the support provid…
  continue reading
 
In the heart of a bustling paper mill, where the scent of fresh pulp intermingled with the hum of machinery, Bob Houghton kicked off his finance career. Fresh out of college and a number of states removed from his Minnesota roots, Houghton understood the intricate dance of departments working in unison to produce everyday paper essentials. It was h…
  continue reading
 
In this episode, Shannon dives into the world of franchise businesses with expert Liz Leonard. They explore the lesser-known side of franchising, beyond the typical fast food and restaurant models, and discover the wide range of opportunities available in home services, healthcare, education, and more. Liz shares her expertise as a franchise adviso…
  continue reading
 
In this episode of Keep What You Earn, Shannon delves into the internal voices that entrepreneurs must silence in order to succeed. She identifies three key voices: comparison, overwhelm, and the fear of making someone feel bad. Through personal anecdotes and reflections, Shannon provides insights on the impact of these voices and strategies to sil…
  continue reading
 
In today's episode we chatted with Jeremy Roll. Jeremy is founder and president of Roll Investment Group. He shares his insights on investing in real estate and businesses. He discusses his reasons for starting in 2002, the importance of conservative underwriting, and the qualities to look for in sponsors. Jeremy also emphasizes the need for thorou…
  continue reading
 
Back in 2009, with a law degree in hand along with some frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom would not only challenge and m…
  continue reading
 
We wrap up our recordings from the 2024 ABCA Convention by catching up with Anthony Pla. These conversations have become an annual occurrence and are just one of the many reasons that I look forward to the beginning of January at the ABCA each and every year. One last thing... I would not be a good father if I didn't thank my son, Vinny Filingeri, …
  continue reading
 
In a special episode of CFO Thought Leader, host Jack Sweeney converses with Evan Goldberg, Founder and Executive Vice President of Oracle NetSuite, during this month's SuiteConnect conference in NYC. Goldberg reflects on the company's 25 year journey, emphasizing its foundational vision that championed a unified business management suite. Goldberg…
  continue reading
 
In this episode, Shannon dives into the complex world of tax estimates and how they apply to entrepreneurs. Addressing a question from CFO On Demand, Shannon breaks down the intricacies of paying estimated taxes throughout the year as an S corporation, emphasizing the need to understand the practicalities beyond traditional accounting advice. She o…
  continue reading
 
In this episode, Shannon shares her insights on what to consider when investing in businesses. She breaks down the essential questions to ask and factors to evaluate when approached for investment opportunities, providing valuable perspective for both potential investors and business owners seeking capital. From understanding the team and their exp…
  continue reading
 
Today, Shannon is into the second part of her enriching conversation with Lindsey Pollak, a renowned career and workplace expert. Shannon and Lindsey continue unraveling the complexities and opportunities of cross-generation communication within your business. Last time, Lindsey gave valuable insights into the shifting career landscape, and today s…
  continue reading
 
Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer…
  continue reading
 
From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you ha…
  continue reading
 
On this episode of the Hassett Insurance Podcast, Patrick and Ted welcome someone we have wanted to get on the show for a long time, one Mr. Jeremy David Schachter. Jeremy is an expert in all things mortgage. He does the research on how rates are going to fluctuate so you don't have to! Listen in as he is grilled on all the important questions of t…
  continue reading
 
In today’s episode, Shannon dives into the intriguing world of generational differences with guest Lindsey Pollak, a renowned career and workplace expert. Together, they explore the impact of cross-generational communication and the various challenges that arise from miscommunication. Discover the official definitions of different generations accor…
  continue reading
 
Today, Shannon dives into the often overlooked aspect of bookkeeping - the customization and organization of accounts in QuickBooks Online. She shares valuable insights on how to create a chart of accounts tailored to your business, including tips on tracking income and expenses more effectively. As the episode unfolds, Shannon reveals key strategi…
  continue reading
 
In this episode, we chat with Sam Wilson, the founder and CEO of the Bricken Investment Group. Sam discusses his focus on the laundry space and the reasons why he believes it is a cash-flowing, recession-resistant business. He explains the process of acquiring and renovating laundromats, including removing quarters as a payment method. Sam also sha…
  continue reading
 
In today's episode, we chat with Brian Burke, the President and CEO of Praxis Capital. Brian shares his journey into real estate investing and explains why he chose to focus on multifamily properties. He discusses the current market conditions and how his company navigated them. Brian also talks about his approach to finding investors and the impor…
  continue reading
 
In today's episode, we chatted with Lauren Wells. Lauren a seasoned real estate investor and senior consultant, discusses the unique investment opportunity offered by 7E. The company specializes in fixing and flipping mortgage notes, providing investors with passive income and low volatility. Mortgage notes are a $14 trillion market with significan…
  continue reading
 
Loading …

Quick Reference Guide