Shows
Entrepreneur StrategiesFrom Humble Beginnings to Entrepreneurial Success in E-Commerce; Jonathon Jonas, Decent StartupJoin us on the Entrepreneur Strategies Podcast as we sit down with the insightful Jonathon Jonas, Founder of Decent Startup. In this episode, Jonathon shares his fascinating journey from humble beginnings to entrepreneurial success, navigating ups and downs, twists, and turns. Discover how networking and an early dive into e-commerce played pivotal roles in shaping his path to success. Tune in for valuable insights and inspiration for your own entrepreneurial journey. You can find out more about Jonathon at his website and LinkedIn: Decent Startup LinkedIn2024-05-101h 05
Entrepreneur StrategiesUncovering Business Owner Tax Secrets; Paul Olsen SummaryIn this conversation, Mike Metzger, CFP®, and Paul Olsen discuss the importance of treating staff well and teaching and delegating effectively. They also explore the concept of automating, eliminating, and delegating tasks to improve efficiency. The conversation then shifts to common mistakes in tax planning and the value of proactive tax planning throughout the year. They emphasize the importance of good accounting and its impact on tax and financial planning. The discussion also covers entity structure, payroll strategies, and the benefits of filing for S corporation status. Paul shares insights on the Augusta rule and paying children through the business, h...2024-03-0736 min
Entrepreneur StrategiesBusiness Valuation As a Catalyst For Growth; Ken SanginarioSummary Ken Sanginario, owner of Corporate Value Metrics, shares insights on creating value within businesses and turning around distressed companies. He emphasizes the importance of focusing on valuations early on and understanding the pitfalls of chasing revenue. Ken also discusses the process of developing a standardized approach to assess companies and create future state visions. He provides examples of scaling and creating value in small businesses, as well as the decision-making process between acquiring competitors or building from scratch. Ken highlights the need for business owners to prioritize valuation and institutionalize their knowledge base for long-term success...2024-02-161h 02
Entrepreneur Strategies6 Business Owner Financial Strategies to Catapult Your Wealth and Reduce TaxationSummary In this episode, Mike Metzger, CFP®, shares six financial strategies for business owners to grow their wealth and reduce taxes. The strategies include choosing the right entity structure, utilizing retirement plans, strategically purchasing large ticket expenses, taking advantage of accelerated depreciation, and implementing installment sales. Each strategy is explained in detail, highlighting the benefits and considerations for business owners. These strategies can help business owners maximize their financial growth and minimize their tax liabilities. Takeaways Choosing the right entity structure is crucial for maximizing financial strategies. Retirement plans can provide tax d...2024-01-1620 min
Entrepreneur StrategiesEntrepreneur Strategies; Choosing Business Owner Retirement PlansSummary In this episode, Mike Metzger discusses the importance of balancing business growth with family and personal health. He introduces the topic of retirement plans for small business owners and provides insights into different options available. The main focus is on SEP IRA, Solo 401k, Safe Harbor 401k, and Traditional 401k plans. Mike explains the eligibility, contribution limits, and benefits of each plan. He also highlights the importance of considering factors like the number of employees and the desire to attract and retain employees when choosing the right retirement plan. Takeaways Balancing business...2024-01-1217 min
Entrepreneur StrategiesDevelop Strategic Influence and Leave a Legacy - Insights From Gary LaneyGary C. Laney is CEO of Success Masters, author, and serial entrepreneur of 20+ businesses. Industries include business networking, online media, e-commerce, and intellectual property. A dynamic speaker, Gary has been recognized as a top presenter, motivating tens of thousands of entrepreneurs, professionals, and salespeople. Prior to his entrepreneurial run, Gary spent 25 years as an executive in corporate high-tech and commercial publishing. He is known for his ability to turn around businesses and create dramatic revenue growth. Gary has a triple major MBA from Northwestern Kellogg in finance, marketing, and policy. In this episode of Entrepreneur S...2023-11-1436 min
Entrepreneur StrategiesBuilding a Personal Brand for Success in Business with Paul BarnhurstPaul Barnhurst is a Finance Professional with 12+ years of finance and FP&A experience. He Earned a bachelor's from BYU, an MBA specializing in finance, and a Master of Information Management from Arizona State University. Paul recently launched his own business called The FP&A Guy providing FP&A consulting services for small and midsized companies, FP&A Training, and FP&A content creation (Webinars, blogs, sponsored LinkedIn Posts). He resides in the Salt Lake City, Utah area with his wife and daughter. On LinkedIn, he goes by the moniker The FP&A Guy. In t...2023-10-2445 min
Entrepreneur StrategiesGrowing a Home Inspection Business from the Ground Up with Andrew JolleyThis episode features home inspector Andrew Jolley and focuses on his career path and day-to-day work in the industry. He discusses how he got started in home inspections by maintaining foreclosed properties, and how he eventually became certified and started his own successful business. Andrew also provides valuable insights into the home inspection process and what buyers and sellers should expect. Additionally, this episode touches on some of the challenges of the job as well as how Andrew prioritizes health, family time, and work-life balance as a busy entrepreneur. "For myself, I think it's more i...2023-10-1035 minEntrepreneur StrategiesHustle and Sweat Equity: Sarah McNamara’s Strategies for SuccessBorn and raised near Buffalo, New York, Sarah McNamara obtained her Bachelor's degree in Education. Seeking cultural adventure, she opted to complete her final teaching internship on the Navajo Indian Reservation in New Mexico. Sarah considers that internship to be the best, most life changing opportunity she’s had to date. Sarah moved to Florida shortly thereafter to begin teaching and obtained a Masters degree in School Counseling. After working in Education for nine years, Sarah ultimately decided that Real Estate was her calling. It was a smooth transition, as her desire to educate her clients on the real es...2023-09-1935 minEntrepreneur StrategiesBeyond the End Zone: Crafting the NFL's Digital Narrative with Michael WieblerMichael Wiebler is a new-media executive with over 15 years of tangible entertainment strategy, marketing and production experience. He currently leads content strategy in the Club Media Group at the NFL as the Director of Content and Media Strategy. In episode 4, we sat down with Michael Wiebler, the director of content and media strategy for the NFL. With a rich professional background in film and marketing, Michael shed light on his unique journey to the NFL and his role in amplifying its digital content for both clubs and the league. He demystified the essence of digital s...2023-08-2934 minEntrepreneur StrategiesInside the Mind of Mike Metzger | The Importance of Health, Wealth & Family Well-BeingIn this episode we focus on Mike Metzger’s journey as an entrepreneur and the many facets that contributed to his success in the financial planning field. Starting his career in finance in Santa Barbara, Mike faced a nonlinear path, transitioning from working in a large bank to starting his own firm, LifePoint Financial Design – a challenging leap of faith taken without a guaranteed income. With the support of his wife and guidance from mentors and self-development books, such as Tim Ferriss's "The Four-Hour Workweek," he navigated the initial difficulties. The podcast also delves into the importance of building a st...2023-08-1541 minEntrepreneur StrategiesCreating a Life of Freedom: The Entrepreneur's Path with Kim NmeziKim is co-founder and co-owner of TidyBooks LLC, an outsourced accounting and bookkeeping firm, alongside her partner and long time friend, Heidi Hansen. Over the span of three years, Kim and Heidi have grown their portfolio of businesses from 3 to over 50 clients across e-commerce, financial, and wellness industries. TidyBooks has grown their average monthly revenue by 40x, exclusively through word-of-mouth referrals In this episode, Mike interviews Kim Nmezi, the co-founder of Tidy Books LLC, an outsourced accounting and bookkeeping firm. Kim shares her journey of starting the business from home while being a stay-at-home mom...2023-07-2532 min
Entrepreneur StrategiesMastering the Art of Delegation with Gina CotnerGina Cotner is the founder and CEO of Athena Executive Services, a firm that pairs virtual Executive Assistants around the United States with busy business owners, entrepreneurs and executives. Her team of high-caliber Executive Assistants work part-time, from home, taking many administrative tasks and projects off the plate of successful people, leaving them free to spend their time where they are needed most. In this episode Gina Cotner joins Michael to discuss how relinquishing control and embracing a partnership mindset can accelerate growth and productivity. They share valuable insights on the importance of delegation and letting go...2023-07-1143 min
Model FA PodcastServing Real Estate Professionals with Mike MetzgerMike Metzger is a certified financial planner and the founder of Lifepoint Financial Design, a financial services firm dedicated to helping clients live a more purposeful life through financial planning. Mike–a real estate investor and spouse of a realtor—believes in the potential of real estate as an asset class and is on a mission to support realtors by providing them with creative financial planning services. Before founding Lifepoint, Mike served as the Vice President and Senior Financial Advisor of UnionBanc Investment Services and as a financial advisor for Merrill Lynch. He attended the University of Iowa and hold...2023-04-0439 min
StunningMike MetzgerWe have Mike Metzger with us today in the studio. Mike is a financial advisor and owner of Lifepoint Financial Design. His background working with real estate agents and financial planning helps clients diversify their investments to have a holistic portfolio that encompasses many asset classes.2021-08-2033 min