132. Exit Planning for Your Business wit...

Matt launched his first company, Commercial Fleet Financing, Inc. (CFF), in 1995 with a phone, a folding table and the unyielding confidence of a single client, a trucker. Fast forward 25 years and CFF has funded over $1 billion in transportation equipment with annual business of ... Show More

In 2018 , Shane Foss launched Hooray Health, an unconventional health insurance company dedicated to providing affordable basic and urgent health care alternatives to high-deductible health plans. Through Hooray Health, Foss and his team focus on offering peace of mind to lower-i ... Show More

Weldon Long is one of the nation's most powerful speakers and a driven motivator who teaches the Sales and Prosperity Mindset philosophies that catapulted him from desperation and poverty to a life of wealth and prosperity. Mr. Long developed and used his success system to overco ... Show More

Meet Ashley, a meal planning, money managing, motivating mommy on a mission to help inspire millennials and moms like herself to build a solid financial footing while dumping consumer and student loan debt! MORE ABOUT ASHLEY She has a career in construction project management whe ... Show More

Over the past three years, Charles Lowrey, chairman and CEO of Prudential Financial, has led a transformation of the 150-year-old insurance and investment management company, a journey that has also spanned the entire pandemic. He joins Dame Vivian Hunt, a senior partner in our L ... Show More

Last year, Mike Beckham donated 1 million dollars. This year, he's setting his sights even higher.He wants to give away 50% of his annual income. And that's not all—his company, Simple Modern, with a valuation of around 350 million dollars, also allocates 10% of its profits each ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Christine Hurtsellers, the chief executive officer of Voya Investment Management LLC. The firm manages approximately $252 billion in assets across fixed income, senior loans, equities, multi-asset strategies and solutions, pr ... Show More

Finance should not be the most complicated part of your business so let this show help simplify it for you. In this show, we dive into some of the most pressing questions that small business owners have when it comes to the finance and accounting side of their business. Each epis ... Show More

When Maria Manrique stepped into her first role as a CFO, she did so knowing that her finance leader mentor was still in the building—in fact, he was occupying the CEO office. “It would be unfair of me to not say that this was critical—being able to step into the role and have so ... Show More

My guest today built his firm as a support platform for independent advisors. Jeff Concepcion is the founder and CEO of Stratos Wealth Partners, a corporate RIA and super OSJ under the LPL platform that oversees over $13 billion of assets under advisement across nearly 300 adviso ... Show More

Dann Ryan is a Managing Partner at Sincerus Advisory, an RIA based in New York City that oversees approximately $165 million in assets under management for nearly 150 client households. Despite 17 years in the financial advisory business, Dann's persistent imposter syndrome fuels ... Show More

Rob Williams, managing director of financial planning for Charles Schwab, discusses the firm's 2023 Modern Wealth Survey, which showed that Americans feel they need $2.2 million to actually 'be wealthy,' but just $560,000 to 'feel wealthy,' noting that the difference involves lif ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Scott Sperling, who is co-CEO of private equity firm Thomas H. Lee Partners (THL), and a member of the firm’s management and investment committees. He previously spent more than a decade as managing partner of the affiliate o ... Show More