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Money Minute

Marguerita Cheng

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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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The Exit - Presented By Flippa

The Exit - Presented By Flippa

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The Exit - Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on https://flippa.com/the-exit-podcast/
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Understanding money isn’t about being rich or getting rich quick, it is about independence and freedom of choice. You are not alone as you struggle with being the perfect wife, mother, daughter, daughter-in-law, and all the other traditional roles assigned to us by our cultures. These pressures can feel overwhelming, and when we add the demands of a career on top of it all, many women choose to pass on dealing with money issues until they are forced to. And that is not the best time to learn ...
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show series
 
This week on The Exit: Luke Cooper, General Partner at Latimer Ventures, discusses his journey from poverty to law school and eventually becoming a successful entrepreneur and investor. Luke recounts his first major exit with a defense contractor, followed by a challenging acquisition of an ice cream company during the 2008 financial crisis. His bi…
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This week on The Exit: Jordan Dargue, investor and co-founder of Lifted Ventures, began her career in the construction industry before making her way to tech software. Throughout her experiences in various industries, a common theme she noticed was a disproportionately low number of female founders, particularly in venture-backed endeavors.With her…
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This week on The Exit: Donald Thompson, founder and CEO of The Diversity Movement, shares insights from his numerous successful business exits, starting from his role in iCubed, which was acquired by Adobe, to leading multiple spin-outs and acquisitions.Donald recounts how his team at iCubed, post-acquisition, bought back the company, grew it, and …
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This week on The Exit: Anthony Westfall, an expert in business mergers and acquisitions, shares his insights on growth acquisitions and multiple exits. After working at Cisco during the dot-com bubble, Anthony moved to a startup, got laid off, and transitioned to the wine business.His first solo venture was an online wine startup catering to nonpro…
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This week on The Exit: Arijana Kaskarova always knew she wanted to run her own business, but before jumping in full-time, she made it a priority to develop the skills necessary to succeed. She went on to build three businesses, all of which she is now simultaneously running. From helping businesses set up and manage KPIs, to creating digital market…
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This week on The Exit: John duHadway has spent decades advising startups and growth-stage companies, guiding them to the next level and eventual exits. As someone who has exited three companies himself, he shares a few truths that he believes are crucial in getting companies successfully acquired.He emphasizes the importance of business owners surr…
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This week on The Exit: Tina Moser has come a long way since her start in entrepreneurship, which she describes as being like jumping from a plane and building the parachute on the way down.As the owner of multiple businesses and Finance Director at Cultivate Advisors, she shares her evolution from developing financial literacy to successfully exiti…
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This week on The Exit: Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone.She’s worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the b…
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This week on The Exit: Suleman “Suli” Ali was introduced to the world of business M&A when he was just eight years old helping his father find and buy their family’s first business. However, it wasn’t until years later into his early 20s and his first job at Microsoft that he determined that corporate life was not for him and he answered his callin…
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This week on The Exit: After a short stint in politics, Charlie Silver, founder and CEO of Permission.io, shares his 35-year entrepreneurial journey, which started by opening Michigan’s first Jiffy Lube store. 10 years and 17 franchises later, he sold all of his stores back to Jiffy Lube, and founded his next venture, RealAge, a health risk assessm…
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This week on The Exit: John Shufeldt was an ER doctor before embarking on a decades-long career as a serial healthcare entrepreneur with three companies and a health-tech VC firm under his belt.He details the sale of his virtual medicine business, MeMD to Walmart in 2021.He recognizes that, while he happened to sell at a peak valuation, it wasn’t d…
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This week on The Exit: Before the days of YouTube and TikTok, James Creech was creating videos, little did he know this interest would lead him to one day launch a company focused on content creation. In 2016 when influencer marketing and the creator economy was still finding its feet, James and his partners saw a need for tracking and reporting on…
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This week on The Exit: Among everything Sara Hirsh Bordo has done in her career, from being a marketing executive at Paramount Pictures and MGM Studios, the owner of several acquired businesses, and a 15x award-winning filmmaker, she might now mostly describe herself as an impact-focused creator. Through her production company, Women Rising®, which…
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This week on The Exit: Matt Frary got his start in online business during the dot com era. After graduating from business school and being unable to find a job, he went on an entrepreneurial journey that would have him building and selling five different online businesses.One thing he learned about himself was how he knew when it was time to sell. …
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This week on The Exit: Srishti Kawatra describes her journey from founding her food distribution nonprofit while working at her corporate job in India, to being acquired by one of India’s largest food-tech companies, Zomato. She discusses how what started as a partnership inquiry turned into the offer, and what specifically made Zomato so intereste…
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This week on The Exit: John Rood, author of "Beyond the Exit", shares his journey of exiting his test prep business, Next Step Test Preparation, and the challenges he faced post-exit, including uncertainty, depression, and illness. He discusses the importance of planning for your future beyond the exit, highlighting the need for entrepreneurs to en…
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This week on The Exit: Pallavi Golla, serial entrepreneur and mother of two young boys, walks us through her journey of building and selling her bamboo fabric baby activewear business, Lark. She details the challenges faced during the sale process, including the sudden withdrawal of a key investor in 2022, as well as how she leveraged her social me…
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This week on The Exit: Ben Faw has gone through two exits, one of which closed for a $100M valuation.In this conversation, Ben discusses how he selected the business to build, his criteria for finding an M&A advisor at the beginning of the exit process, and some metrics the buyer was looking at that ultimately led to closing the deal.In regards to …
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This week on The Exit: “If you can’t make a sale, you have no business…but with sales comes rejection.”David Perez is a seasoned entrepreneur who has sold two companies, generated millions from Fortune100 customers, and has served as an advisor for founders and businesses.Through the rollercoaster ride of his business journey, one constant that he …
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In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses? We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It's so easy to fall into fear and worry about money. Why is this a probl…
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This week on The Exit: Jon Caldwell, an entrepreneur who transitioned from the army to business, shares his journey from starting a pet supplements brand on Amazon to its successful exit. He highlights the importance of pricing strategies, noting how testing different price points was crucial for his product's success. Despite facing challenges lik…
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In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following: Tell us about Senate Bill 9, also known as the HOME Act, and how it works? How much can a homeowner make selling their yard? The origin of Yardsworth-the story about how this company came about. What determines how m…
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This week on The Exit: Collin Mitchell, Managing Partner at Leadium, shares insights from his entrepreneurial journey with three successful exits, one business which he and his wife grew from zero to $5M in only 26 months.Collin discusses the importance of sales, scaling teams, and the preparedness needed for exits. From starting in sales to foundi…
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In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions: What are your and your team's backgrounds? What is Luci? Why did you start Luci? How is Luci different f…
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This week on The Exit: Jill Faherty Lloyd is a financial advisor who is truly influential when it comes to financial advisory for women. Jill shares her experience with liquidity events, the importance of being prepared for them, and what you need to know. Having always worked in predominantly male financial services firms, Jill realized that the i…
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During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your mon…
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This week on The Exit: Raja Skogland is the perfect example of why timing can be so important. Raja has had multiple exits but her most successful exit all came down to timing. Starting an online accelerator program for early stage companies was always a good concept, but Raja never would have expected the huge growth that came during COVID when ev…
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In this episode, Josh Thompson, COO of Kordis answers the following questions: What's the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn't? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fraction…
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This week on The Exit: From selling her own company to mentoring other women entrepreneurs. This episode of the exit is a full circle entrepreneurial story from starting a business, building it into a successful company, to exiting and becoming an investor helping other women grow their businesses. Robbie tells how timing is everything, she was in …
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This week on The Exit: From developing the world's first voice analytics-driven sales enablement application to working at the UN in championing women’s empowerment and entrepreneurship, Alysia Silberg has had a remarkable career and she’s not slowing down. When Alysia built Acceleforce, an AI voice analytics company and the first of its kind in th…
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This week on The Exit: Founder and Managing Partner of the Celestial Group, Jennifer Pereira, shares her goals for achieving financial freedom and why you need to change your mindset about investing in and acquiring cash flowing businesses to be successful. Early on in her career, Jennifer knew she wanted to reach financial freedom and not be tied …
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In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned ab…
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This week on The Exit, host Steve McGarry sits down with marketplace expert Elias Chavando. The two discuss the intricacies that come with scaling a marketplace and how the strategies used by Elias can be applied to any type of business. Elias is more than qualified to provide wisdom on marketplace businesses, having founded both Progresando.com an…
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In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annu…
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This week on The Exit: Mark Samuel shares his extensive background in consumer product-related industries, spanning over two decades. His first successful exit involved a meal management venture for sports’ enthusiasts. Mark meticulosly scaled the business over a six-year period, cultivating a small yet reliable team of four. Faced with the pivotal…
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This week on The Exit: Seth’s entrepreneurial career started very early. By the age of 20 he had already founded and sold his first digital company, a marketplace for plugins and templates for blogs. After leaving law school, Seth started and exited numerous other companies in content and marketing niches, exiting successfully a number of times, af…
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This week on The Exit: This is an incredible story of Dr Steve Fox bringing together some of the best minds in the country to change the world of teeth hygiene forever. Raising $70 Million, Dr Fox created a patent to remineralise, restructure, harden and strengthen teeth, improving oral care all over the world. He released 68 patents, took the comp…
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This week on The Exit: Steffi Baker has pushed herself not only in her career as a co-founder and investor, but also as a competitive figure skater, skating in the opening ceremony of the olympics. After the olympics, Steffi moved to London to complete her MBA where she found herself meeting women who were looking to grow their wealth but were cons…
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During this episode, Lawrence answers the following questions: How Important Mindset is on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today? Lawrence Delva-Gonzalez …
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This week on The Exit: Diego Sampaio’s career started at an early age. At 12 he was building websites and coding for friends and family. At 16 he initiated a web hosting service for Brazil. By 18 he founded his first company, marking the beginning of a remarkable ascent. Diego has been part of numerous exits in his entrepreneurial journey, includin…
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This week on The Exit: Redg’s career started with a role at an eBay startup, where he witnessed the dynamic nature of startups firsthand. Having played a pivotal role in propelling the company from zero to $1M in revenue within a few months, Redg caught the startup bug as he calls it. His journey continued with the creation of a pioneering Apple da…
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In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is Aging in place? Why caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. …
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This week on The Exit: Helene Guillaume is focused on changing the world. A big sports person competing in triathlons, playing rugby, swimming and now an amateur surfer, Helene quickly recognised the pain points for women in sport and wanted to do something to improve women’s experiences. Helene founded Wild AI, an organization dedicated to researc…
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This week on The Exit: Eric Marcoullier went through college wanting to be a DJ, but when he bought a copy of Wired magazine, a lightbulb went off for Eric, he knew that the internet was where he would make his money. Eric moved into online publishing and was part of the team to launch IGN, a video game and entertainment website which was where he …
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In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. He address the following questions: Why is mindset important to how we think about money? Why is it important to empower people rather than telling them what to do? Why are weekly actions items helpful? H…
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This week on The Exit: From the Japanese ice cream industry to US Federal Defense, Sascha Mornell has worked in vastly different industries, but throughout his career, achieving an exit has been the common denominator. Sascha has been a part of three exits, the first of which occurred when he joined a startup called Register.com where he was the fi…
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This week on The Exit: Embark on an extraordinary journey with Adam Lippin. His path to success is a tale of passion and innovation, his story a testament to his ability to launch and thrive in diverse industries, achieving two incredible exits along the way. First, he introduced authentic Buffalo wings to New York City with Atomic Wings, expanding…
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This week on The Exit: Jaime’s journey into entrepreneurship began out of necessity. Dissatisfied with her corporate job, she left it all behind and began crafting products in her own kitchen. First it was Kombucha, then it was hot sauces. After finding out she was pregnant, Jaime’s focus shifted. She started creating skincare products for herself …
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In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. She answers the following…
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This week on The Exit: What do you do when you’ve spent years scaling your company with the goal of an exit but the acquiring company falls through? This is what happened to Greg Sloan who started his financial services business one year before the Global Financial Crisis (GFC). After getting through the GFC, Greg decided it was time to build the b…
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