Shows
Behind The DoorsGrow Your Portfolio with Baselane with Mathias Korder and Saad DarSend us a textIn this episode of Behind The Doors, Mathias Korder and Saad Dar discuss how Baselane empowers real estate investors to save time and streamline operations with its all-in-one banking and property management platform. They highlight Baselane’s commitment to delivering a seamless customer experience, providing robust educational content to help investors grow smarter, and sharing insights into the platform’s future innovations. Listeners gain practical strategies to scale their portfolios while staying ahead of trends in real estate finance and technology.Mathias Korder is the Co-Founder and CEO of Base...2025-07-3113 min
The MaxLife Podcast with Ben Laws#31: Why High Performers Stay Stuck — And How to Reprogram Your Mindset for Growth with Erik SolbakkenIn this episode, Erik Solbakken, a CPA-turned-Viking philosopher and business coach, unpacks the hidden software running your life. We dive deep into why high performers unknowingly operate from outdated mental programming—and how to start reprogramming your mindset through awareness, identity excavation, and emotional truth.You’ll learn:Why conditioning—not circumstance—is the biggest growth blocker.The power of reframing hard experiences as fuel, not failure.The overlooked role of emotional expression in sustained performance.Why the most effective growth often starts without a “method.”This is a mental...2025-07-281h 31Behind The DoorsTransforming Real Estate Banking with Baselane with Mathias Korder and Saad DarSend us a textIn this episode, Mathias Korder and Saad Dar discuss how Baselane is transforming real estate banking and property management with its innovative platform. We explore key features like multi-user access, renter-focused tools, quick business checking setup in four minutes, and advanced automation that streamlines operations for investors and landlords. The conversation highlights what sets Baselane apart in PropTech, its growing user base, and AI integrations that boost efficiency and decision-making. Mention Easy Street Offers when you set up your account for a special bonus offer and valuable advice for real estate i...2025-07-2839 min
Elevate With ElsnerConfidence, Clarity & Cash Flow, CFO Insights with Laurie ChenIn episode 42 of Elevate with Elsner, Blake Elsner welcomes Laurie Chen, a seasoned CPA and CFO, as she shares her journey from public accounting at a Big Four audit firm to embracing the startup world after obtaining her MBA.Tune in to learn how to make your business financially unshakable and discover the key differences between a hustling business owner and a strategic CEO.TIMESTAMPS[00:03:02] Financial clarity for entrepreneurs.[00:06:25] CEO and CFO relationship dynamics.[00:11:10] Risk Worthy Decision-Making Framework.[00:14:57] Internal controls in startups.[00:19:03...2025-07-2225 min
Grow OrganicallyEP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-FoleyWhat makes wealth management thrive in today’s fast-paced world?
Catchlight’s Dan Gilmartin chats with Marissa Fox-Foley, Chief Marketing and Communications Officer at Choreo, about the art of blending financial strategy with tech-savvy marketing in the wealth management industry. Discover how Choreo fosters rapid growth through strategic partnerships, emphasizes advisor-client connections, and leverages data to enhance client service strategies.
Marissa shares insights on:
Streamlining sales cycles with strategic storytelling [00:02:46]
Choreo’s intentional growth path and origin story [00:10:28]
Building lasting relationships between CPAs and wealth advisors [00:15:32]
The role of data in bridging CPA and wealth...2025-06-2537 min
Real Estate Success DFW with Shaune CorbettFrom CPA to Real Estate: Harrison Sharp's Winning Strategy - EP 21🚀 Want to learn how to build a successful real estate business? In this episode of Real Estate Success DFW, Shaune Corbett talks with Harrison Sharp, a top realtor in the DFW area, about how he transitioned from a finance career to a thriving real estate business. Harrison shares how his background as a CPA gave him a unique edge in real estate, how he grew his business quickly, and his strategies for success.Harrison also talks about how focusing on investors and providing value has been crucial to his business growth. Plus, he shares tips for using soc...2025-04-1132 min
7 Figures Club: A Business Growth Podcast241: Cash Flow is King! (w/ DAN DEGOLIER!)Dan DeGolier is a seasoned financial leader with over 30 years of experience, dedicated to empowering entrepreneurs and high-growth businesses by helping them understand their finances and secure the capital needed for growth. In 2011, Dan founded Ascent CFO Solutions, providing a part-time, flexible approach for fast-growing companies to engage with experienced Chief Financial Officers. Through Ascent CFO Solutions, leadership teams gain a trusted partner to manage their financial strategy, ensuring that their foundations are built right from the start.
Dan's extensive career spans various industries, including Technology & SaaS, manufacturing, e-commerce, professional services, financial services, construction, and real estate...2024-07-2424 min
Best MetricsBest Metrics for Transportation and LogisticsIn this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of staying on top of receivables, labor costs, and repair and maintenance expenses while leveraging technology and processes to improve efficiency in a highly competitive market.(00:00) - Best Metrics for Transportation and Logistics
(00:26) - Introduction and Welcome Dan Rutherford to the Show
(01:25) - Spotlight on...2024-05-2843 min
The Data Sleuth Podcast89. Selling Expert Services to Attorneys with Dan RameyToday’s episode with Dan Ramey is about how to sell to clients - specifically attorneys. In this episode, Dan and Leah discuss: Types of services that fall under forensic accountingHow to sell forensic accounting service to attorneysHow to avoid the sales-y feelingConsiderations when starting a forensic accounting practice as a solo practitioner or within a public accounting or consulting firmIn this season of the Data Sleuth Podcast, join Leah Wietholter as she discusses the business of forensic accounting with successful professionals who have done just that! As part of thi...2024-04-2343 min
Taxed Enough Already2 Over 7 Rule & BOI Reg. Changes with Otto RabeIn this episode of Taxed Enough Already we asked the CEO of Mountain View CPAs, Otto Rabe, to give us some insight into 2 profoundly relevant topics:A phenomenal but underutilized taxed strategy referred to as the 2 over 7 ruleAnd the new regulation that was passed this year; the Beneficial Ownership Information Reporting Rule, also referred to as the BOI Reporting requirementsMt. View CPAs website and contact info: www.mtvcpas.com Mt. View CPAs Contact Page: www.mtvcpas.com/contact Mt. View CPAs Phone: (360)807-5829Ronald S. Jankowitz...2024-03-1332 min
Real ReturnsFinancial Education Access for All | Ali Swart & Samantha Spitzer SheetzFrom humble beginnings to managing fortunes, Ali Swart and Samantha Spitzer Sheetz of Waldron Private Wealth join Dan and Andrew to unravel the financial journeys that led them to the pinnacle of wealth management. Ali and Samantha share their unique financial literacy and stewardship paths, discussing how their personal backgrounds have shaped their professional journeys. They describe how they make an impact beyond their firm by creating a podcast called Wealth Simplified to spread financial knowledge to the masses. They emphasize the importance of staying up-to-date with industry trends, including reading the Wall Street Journal, a...2023-09-2036 min
Untaming MasculinityUM 058: REPLAY - Firing Frozen Lemons With Dylan BainEmotion – a feeling such as happiness, love, fear, anger, or hatred, which can be caused by the situation that you are in or the people you are with.This week we revisit one of our favorite episodes – an interview with the host of Fiscally Savage, Dylan Bain! We hope you guys enjoy it and look forward to getting back to new episodes next week!The relationship men have with money can be a difficult one. Limiting self-beliefs prevent so many men from doing more than they are currently doing. Their financial well-being is on t...2023-03-1643 min
Accounting High098 Storytellers Guide through a Time Capsule of Travel | #VarsityEpisode 98 | Recorded January 24, 2023
Sponsored by AppStream powered by The GrowthLab
Don't be tardy to the Coach Mackenzie party. That's right. You're listening to VarsityTips formerly known as NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session.
ABC Appness
Storytelling
Colonoscopy and Spicy Foods
Escapades and being away from the office
GPAC, Park City, Denver, Being with friends
Business people in Accounting
Snowmobiles and sledding and music video
...2023-02-081h 10
The Soul of Enterprise: Business in the Transformation EconomyCPA Comedian Greg KyteEd and Ron are supposed to discuss the controversies surrounding behavioral economics—including some of Dan Ariely’s research—and we probably will. But with Greg, you never know where the conversation will go. What you do know, is it will be entertaining, hilarious, and possibly even educational. Don’t miss this episode with one of the funniest CPA/MBA comedians out there, and Ron’s hero, Greg Kyte.2022-12-1656 min
CFO WeeklyExploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil MehtaThe CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team.Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital...2022-12-1342 minUntaming MasculinityUM 040: Firing Frozen Lemons With Dylan BainEmotion – a feeling such as happiness, love, fear, anger, or hatred, which can be caused by the situation that you are in or the people you are with.The relationship men have with money can be a difficult one. Limiting self-beliefs prevent so many men from doing more than they are currently doing. Their financial well-being is placed on the back burner due to fear, complacency, or simply feeling unworthy. Taking the leap of faith and showing courage is far too often neglected, and the results can be devastating.In this episode of Untaming Masculinity, Da...2022-11-1043 min
Builders of AuthorityEp #29: Building Businesses to Support Your Passion & Why w/Dan BensemaToday we have another great episode lined up for you. He and I originally connected on LinkedIn. After a few back and forth messages, I knew that he was going to be a great guest for the show. I’m excited for the audience to hear his story, and discuss what he has going on. We connected for a pre-podcast call a few weeks back, and I know you will get value from this episode. He has a background in M&A, business strategy, and is both a CPA & CFA.My guest today is Dan Bensema. He is...2022-09-1524 min
RockTalk the PodcastGraniterock's new CFO Dan Lindsey positive amid economic uncertaintyWe are happy to introduce Graniterock’s new Vice President and CFO Dan Lindsey.Dan joined the Company February 2022, after five years at Flatiron Construction as Vice President of finance and corporate controller.He was based at Flatiron’s corporate headquarters near Denver, Colo.Dan is a CPA and has 12 years of experience in the construction industry and nine years in public accounting.He earned a degree in finance from Florida State University, an accounting degree from University of Central Florida and an MBA at University of Florida.Dan is a...2022-07-2218 min
The River Foundation PodcastEpisode 129 - Absolutely 100% Purely Unique to YouHello and welcome to The River Foundation Podcast! Today Dan is joined by his good friend Joe Johnson, CPA, MBA, who not only works on the Accounting team at First Southern but has also quickly become a strong and confident leader of River Foundation’s mission trips, all at the age of 25. Here, he shares how his Christian upbringing and sense of personal duty have driven him to achieve great things in the name of God both inside and outside of work, and how he strives to use his unique blend of skills and life experience to encourage others to do...2022-03-2117 min
Financial Wellness Hour ShowDivorce, Mortgages, & You! Guest, Doug Katz, MBA, CDLP, CCRS®Do you need a clearer understanding of Divorce, Mortgage and finances after divorce? Then listen to Divorce, Mortgages, & You with Guest, Doug Katz, MBA, CDLP, CCRS® and Host, Hirsch Sherman on the Financial Wellness Hour. WGSN-DB Going Solo Network 24/7 Live Streaming Radio, TV & Podcasts - #1 Internet Singles Talk Network (www.goingsolomedia.com) for a Complete Singles Connection (www.goingsolonetwork.com) & Going Solo Community (www.goingsolocommunity.com).Contact - Hirsch Serman, MBA, CPA - (312) 985-6648 - Hirsch@lifecycle.financial - https://lifecycle.financial/More about Doug Katz...Some call him a renaissance man. O...2021-10-1548 min
The Profitable Advisor PodcastUsing Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The holdup for people is not having a comprehensive understanding of tax code. But that’s where a CPA comes in. The role an advisor plays works in conjunction with a CPA and together they can really benefit a client. That...2021-06-1536 min
Dads With DaughtersDads, Listen Up!This is a special episode of a webinar that we had on our Fathering Together Facebook Page with a discussion on the impact we have on our daughter’s career aspirations! Panelists: Linda Brennan’s career has spanned management and engineering positions at Philip Morris, IBM, the Quaker Oats Company, and the Coca-Cola Company; consulting in dozens of industries, and teaching leadership, management, and strategy to audiences from undergraduates to executives. Her passion is to help others to help themselves for maximum impact. Working with ambitious and dedicated professionals, she stresses the importance of wo...2020-08-2757 min