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Showing episodes and shows of
Dan Rutherford, CPA, MBA
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Podnews Daily - podcast industry news
Laura Mayer has joined Talkhouse
Sponsored by Magellan AI. Half the CPA, higher conversion rates, stronger sales momentum. RedCircle's results speak for themselves. See how they proved performance Laura Mayer has joined Talkhouse as Head of Podcasts. She was the Executive Producer of Podcast Programming at ABC News; and made Shameless Acquisition Target, a podcast acquired by Gilded Audio in Jan 2023. The first inductees for the Podcast Hall of Fame 2026 have been announced. They are: Dan Carlin, the host of Hardcore History; podcasting’s Arielle Nissenblatt, and CEO of Captivate, Mark Asquith. Tickets for the Hall of Fame induction ceremony are available now. Ne...
2025-12-08
05 min
Real Estate Success DFW with Shaune Corbett
The Realtor Mindset Shift You Need Now - EP 48
Host Shaune Corbett talks with Tobi Oluwafemi , a former CPA turned real estate entrepreneur who used his analytical mindset to thrive in real estate. Toby opens up about his journey, lessons learned from failure, and how education, systems, and mentorship transformed his business. Discover how discipline, balance, and consistency can help you win in today’s real estate market.🎧 Hosted by: Shaune Corbett, Founder of Real Estate Success, DFW 🎤 Featuring: Tobi Oluwafemi — Realtor®, Investor & CPA💡 Key Highlights: ✔️ Why Tobi Oluwafemi left corporate America for real estate freedom ✔️ The power of education over hard s...
2025-10-30
37 min
The MaxLife Podcast with Ben Laws
#31: Why High Performers Stay Stuck — And How to Reprogram Your Mindset for Growth with Erik Solbakken
In 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 We dive deep into why high performers unknowingly operate from outdated mental programming—and how to start reprogramming your mindset through awareness, identity excavation, and emotional truth.You’ll learn:Why conditioning—not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...
2025-07-28
1h 31
Elevate With Elsner
Confidence, Clarity & Cash Flow, CFO Insights with Laurie Chen
In 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...
2025-07-22
25 min
Grow Organically
EP 17 – How Strategic Partnerships Drive Growth in Wealth Management with Marissa Fox-Foley
What 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...
2025-06-25
37 min
Real Estate Success DFW with Shaune Corbett
From 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...
2025-04-11
32 min
7 Figures Club: A Business Growth Podcast
241: 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...
2024-07-24
24 min
Best Metrics
Best Metrics for Transportation and Logistics
In 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...
2024-05-28
43 min
The Data Sleuth Podcast
89. Selling Expert Services to Attorneys with Dan Ramey
Today’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...
2024-04-23
43 min
Taxed Enough Already
2 Over 7 Rule & BOI Reg. Changes with Otto Rabe
In 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...
2024-03-13
32 min
Real Returns
Financial Education Access for All | Ali Swart & Samantha Spitzer Sheetz
From 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...
2023-09-20
36 min
Untaming Masculinity
UM 058: REPLAY - Firing Frozen Lemons With Dylan Bain
Emotion – 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...
2023-03-16
43 min
Accounting High
098 Storytellers Guide through a Time Capsule of Travel | #Varsity
Episode 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 ...
2023-02-08
1h 10
The Soul of Enterprise: Business in the Transformation Economy by THRESHOLD
Episode 420 - CPA Comedian Greg Kyte
Ed 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.
2022-12-16
56 min
CFO Weekly
Exploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil Mehta
The 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...
2022-12-13
42 min
Untaming Masculinity
UM 040: Firing Frozen Lemons With Dylan Bain
Emotion – 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...
2022-11-10
43 min
Builders of Authority
Ep #29: Building Businesses to Support Your Passion & Why w/Dan Bensema
Today 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...
2022-09-15
24 min
The River Foundation Podcast
Episode 129 - Absolutely 100% Purely Unique to You
Hello 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...
2022-03-21
17 min
Financial Wellness Hour Show
Divorce, 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...
2021-10-15
48 min
The Profitable Advisor Podcast
Using Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099
If 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...
2021-06-15
36 min
Dads With Daughters
Dads, 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 working toward a...
2020-08-27
57 min