Shows
Run the NumbersThe $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable’s Nick RoseNick Rose, CFO of Enable, joins CJ to discuss one of the most overlooked yet powerful levers for growth, trust, and alignment in B2B commerce: rebates. They talk about how rebates are often dismissed as accounting clean-up or mistaken for discounts, but they are actually critical pricing incentives that foster long-term relationships. Nick describes how he first came to Enable as a customer and how it helped him uncover more than $7 million in missed rebates. He breaks down how rebates differ from discounts, how they can exceed net profit, and why manual rebate systems are so complex and...2025-04-2458 min
Run the NumbersScaling Google Ads: Lessons from an $80B Journey with Sanjay DattaSanjay Datta, CFO of Upstart and former senior finance exec at Google, joins CJ to discuss leadership, scaling, and the future of lending with AI. Sanjay spent 12 years at Google, helping grow it into an $80B global ads business. He sheds light on Google’s monetization model, the simplicity of its forecasting, and the power of centralized analytics. He also reflects on scaling Upstart from $10M to $500M, going public, managing investor and employee expectations, and staying agile through macroeconomic shifts.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CF...2025-04-071h 04
Run the NumbersTaking Criticism Like a Pro: Airtable's Ambereen Toubassy on Investor Feedback and CuriosityAmbereen Toubassy, the CFO of Airtable, has experience as an advisor, an investor, and an operator. In this episode, she joins CJ to talk about how this experience informs her role as a CFO. The two delve into the complexities of navigating investor feedback and how to take criticism without getting defensive. They also discuss how to build the right advisory network, red flags to watch for, and the importance of scaffolding your weaknesses with external expertise. The episode also highlights the value of specificity in the role of a finance leader. Ambereen shares insights from her extensive career...2025-03-1359 min
Run the NumbersHow Upwork CFO Erica Gessert Drove 20 Points of EBITDA Growth in Just 3 QuartersErica Gessert, CFO of Upwork, and former Senior Vice President of Finance & Analytics at PayPal, joins CJ for this episode. They discuss Erica's experience with forecasting models at PayPal, emphasizing the need for adaptable models that change with economic conditions. Delving into her role at Upwork, Erica explains the company’s approach to customer acquisition costs, the significance of network effects in marketplace businesses, and Upwork’s take rate strategies. The conversation covers Upwork’s investment in R&D, how the company maintains platform trust in the face of bad actors, and the impact of AI. Apart from explaining how Up...2025-02-1056 min
Run the NumbersA CFO’s Guide to Raising Take Rates and Increasing Gross Margins, with Kapil AgrawalIn this episode, CJ is joined by Kapil Agrawal, CFO at Outschool, former CFO of Poshmark, and former Global Head of Pricing and Finance Business Partner at Uber. Kapil shares insights on Uber's pricing strategies and the use of promotions to drive customer growth. He discusses the multiple North Star metrics used at Uber before explaining his role in changing the company’s take rate. He also talks about his role at Poshmark and how he raised the company’s gross margin. The conversation explores the advantages and challenges of marketplace models versus subscription models and highlights the potential of c...2025-02-061h 00
Financial Fridays with Bob GustafsonBalance Saving for Your Child's Education and RetirementLearn practical strategies on saving for college and planning for retirement simultaneously—without sacrificing one for the other.2024-10-2012 minFinancial Fridays with Bob GustafsonSmart Strategies for Building Wealth in Your 20s and 30sBuilding wealth might sound intimidating, especially when you're just starting your career and possibly juggling student loans. But here's the good news—it’s not as hard as it sounds. With some smart strategies and consistency, young people can set themselves up for financial success.
2024-09-2412 minFinancial Fridays with Bob GustafsonEssential Tips to Become Financially IndependentMany people ask their financial advisors how to become financially independent. For many, it is a goal many aspire to, but the path can seem daunting. It’s more than just saving money—it's about creating a financial strategy that allows you to live life on your terms.
2024-08-3012 minFinancial Fridays with Bob GustafsonLiving Trust vs. Irrevocable Trust vs. Will: Pros and Cons
When it comes to estate planning, understanding the differences between a living (revocable) trust, an irrevocable trust and a will is crucial. Each option serves a unique purpose and comes with its own set of advantages and disadvantages. Dive into the specifics to help you decide which one might be the best fit for your needs.
2024-07-2210 minFinancial Fridays with Bob GustafsonHELOC or Home Equity Loan - What's the Difference?When it comes to tapping into your home’s equity, you’ve got two popular options: a Home Equity Line of Credit (HELOC) and a Home Equity Loan. Both can provide you with the funds you need, but they work in different ways. 2024-06-2508 minFinancial Fridays with Bob GustafsonCommon Retirement Planning Mistakes to AvoidRetirement planning is like navigating a ship through uncharted waters. You need a solid plan to steer clear of hidden obstacles and reach your destination smoothly. We explore some common retirement planning mistakes and how to avoid them.2024-05-2813 minFinancial Fridays with Bob GustafsonTips to Help Your Savings Last Through RetirementIt’s really important you have enough money for retirement. The last thing anyone of us wants is for our money to run out during our retirement years. So, here are our top tips for ensuring your savings last through retirement.2024-04-3012 minFinancial Fridays with Bob GustafsonRoth IRA Conversion: Is It Right for You?If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, most of which include managing taxes. But should you go that route?
2024-03-2508 minFinancial Fridays with Bob GustafsonCharitable Giving through Estate PlanningCharities rely on donations and for many donors, charitable giving is important to them. Many include charitable donations as part of their estate plan. So, whether you want to donate to an organization or cause that you are passionate about or help your school or university, there are steps you can take to ensure your money actually gets to them.2024-02-2805 minFinancial Fridays with Bob GustafsonThe Impact of Aging on Financial Decision MakingAs humans get older, our bodies aren’t what they used to be, and neither are our minds. When it comes to financial decision making, it’s up to you to recognize the need for a transition plan.2024-02-2512 minFinancial Fridays with Bob GustafsonPros and Cons of Long Term Care InsuranceIf you think you may need long term care insurance to provide for personal care and wellness in the future, learn more before you invest.2024-02-0910 minFinancial Fridays with Bob GustafsonActive vs Passive: Which Investing Strategy is Best?The debate of active vs passive investing has been raging since the 1970s. Proponents on both sides offer up what they believe to be objective evidence that supposedly supports their respective positions. If you are not that familiar with the active vs passive debate, let me briefly explain. 2024-01-2411 minFinancial Fridays with Bob GustafsonFactors to Consider Before You Invest in Real EstatePeople often wonder if they should invest in real estate. Depending on who you ask, opinions will vary. Real estate investment can be a lucrative and rewarding venture, but it's essential to tread carefully and thoughtfully because not everyone is cut out to own real estate.
2023-12-2010 minFinancial Fridays with Bob GustafsonFiduciary Financial Advisor: Client-Centric Financial GuidanceWhen it comes to financial planning and wealth management, you want an advisor that has expertise in financial advice and investment strategies. But, more valuable is a financial expert who is also bound by a legal and moral duty to prioritize your best interests. 2023-11-2712 minFinancial Fridays with Bob GustafsonExploring Your Options: Choosing the Best College Savings PlanFinding the best college savings plan is a crucial step towards securing your child's educational journey. With the rising costs of tuition and other expenses, it's never too early to start planning for the future.
2023-10-2712 minFinancial Fridays with Bob GustafsonAre You Saving Too Much for Your Retirement?Is it even possible to save too much for retirement? This question is a popular one in the media right now. Experts are weighing in and the topic is being discussed in a lot of different places.2023-09-2112 minFinancial Fridays with Bob GustafsonBest Retirement Plans for the Self-EmployedRetirement planning is a crucial aspect of securing your financial future, especially if you're self-employed. Unlike employees who may have employer-sponsored retirement plans, self-employed individuals need to take proactive steps to create their own retirement nest egg. Fortunately, there are some excellent retirement plan options tailored to the needs of self-employed individuals.2023-08-2508 minFinancial Fridays with Bob GustafsonMutual Funds or ETFs - Which is Better for Your Portfolio?Investors are always looking for ways to diversify their portfolio. To do this, they often look to various types of funds that can provide this diversification without having to buy individual securities. Mutual funds or exchange traded funds (ETFs) are two of your options.2023-08-1807 minFinancial Fridays with Bob GustafsonWhat is a Real Estate Investment Trust (REIT)?A REIT, or Real Estate Investment Trust, is a company that owns or finances real estate properties. A REIT lets you be involved in the real estate market without having to actively manage a property.2023-08-1507 minFinancial Fridays with Bob GustafsonSelf-Directed IRA - Is It a Good Investment Option?A self-directed IRA is a specialized retirement account for investing in alternative investments that are not allowed in a traditional IRA. Learn about the pros and cons of this type of investment option.2023-08-1104 minFinancial Fridays with Bob GustafsonShould You Reduce Portfolio Risk Near Retirement?If you follow financial industry information, you may have read that it’s best to reduce risk in your portfolio as you near retirement. That’s a very valid concern. And the advice is generally true. But there is another way to reduce risk and still achieve your long-term goals.2023-08-0905 minFinancial Fridays with Bob GustafsonWhat to Do With an InheritanceMany people think getting a large lump of money may last longer than it really does. Unfortunately, most inheriting a large sum of money won't know how to put it to good use. But with some planning and understanding of your financial needs, you can make sure your inheritance can help you reach your financial goals, maybe a bit quicker than you had expected.
2023-08-0404 minFinancial Fridays with Bob GustafsonCommon Retirement Planning Mistakes to AvoidSome financial planning experts believe retirement could be the longest phase of your life. Whether it is or not, all experts would agree retirement planning is important. But there are a few common retirement planning mistakes that many people make that you could easily avoid. 2023-07-3110 minFinancial Fridays with Bob GustafsonTiming Your Small Business Exit Strategy: Preparing for SuccessIf you own a small business, it’s important to make preparations to sell the business sooner rather than later. In fact, many experts will agree the day you start or buy a business is the time when you should prepare your exit strategy. So, whether you're years away from considering an exit strategy or just around the corner from putting your business on the market, understanding the best time to prepare for this significant milestone can make all the difference.2023-07-2612 minFinancial Fridays with Bob GustafsonInflation Impact on Retirement PlanningFew things can cause as many problems for your retirement outlook as the impact of inflation. You know that when the average inflation rate increases, things get more expensive. But did you know that the types of goods and services used by the elderly are affected more by inflation than the goods and services used by younger people?2023-07-1509 minFinancial Fridays with Bob GustafsonTop 5 Investing Myths and Misconceptions That Can Be CostlyThere are many common investing myths that can be very costly, leading you to be too conservative, too risky or avoid investing completely. We’d like to steer you away from some of the most common investing misconceptions that can significantly injure your investment power and financial strength.2023-07-1410 minFinancial Fridays with Bob GustafsonFixed Annuities: Are They Right For Your Retirement Plan?Fixed annuities will provide a guaranteed pay-out at a rate of return over a period of time. The rate of return usually mimics current interest rates. What could ever be bad about that? Let's find out whether a fixed annuity is right for your retirement portfolio.2023-07-1208 minFinancial Fridays with Bob Gustafson5 Most Common Investment Mistakes to AvoidSome people just aren’t financially savvy. Instead of calling an expert for investment advice, they try to figure it out on their own. This is never a good idea. See below for the most common investment mistakes to avoid. Learn from others’ failures and don’t fall into these traps!2023-07-1011 minFinancial Fridays with Bob GustafsonFinancial Tips for College Graduates For a Strong Financial FutureIf you’re among the many recent college graduates, you’re likely thinking about your future. You may even have a pretty impressive list of things you plan to do, like buying a car, taking a fabulous trip abroad or buying your first house. 2023-07-0708 minFinancial Fridays with Bob GustafsonFinancial Tips for Gig Economy WorkersMore and more workers are leaving their full-time jobs and becoming part of the gig economy. Whether you are starting a consulting business working from home, a handyman service for seniors or creating an internet business, you are part of the gig economy.2023-07-0511 minFinancial Fridays with Bob GustafsonFinancial Tips for Young AdultsDo you have a child who recently entered the workforce? As a parent, you should still offer advice and guide them on their financial journey. Check out the following ten financial tips to help your young adult find financial success.2023-07-0310 minFinancial Fridays with Bob GustafsonFinances and Divorce: Surviving the Financial NightmareGoing through a divorce is never fun. Not for you, and definitely not for your children (if you have them.) Add the finances to the divorce discussion, and results of a heated, adversarial divorce can be catastrophic – both financially and emotionally for you. 2023-06-3010 minFinancial Fridays with Bob GustafsonPortfolio Diversification: Shielding Assets from Market VolatilityWhen you hear the term ‘portfolio diversification’ with regard to your investments, you might believe you’ve got a clear concept of it: don’t put all your eggs in one basket. But there are many categories and degrees of risk that each of your ‘eggs’ can encompass2023-06-2709 minFinancial Fridays with Bob GustafsonPortfolio Rebalancing: Achieve the Optimal Risk-Return BalanceWe are familiar with the old adage that to be a successful investor you must buy low and sell high. I’m not sure anyone would argue this fact but unfortunately for most people this is a rather elusive concept. Why?2023-06-2507 minFinancial Fridays with Bob GustafsonLife Insurance Protection when Approaching RetirementContrary to many financial advice, there are times when you may want to continue life insurance coverage as you approach and enter retirement. There can be many reasons to keep life insurance coverage so don’t be too quick to pull the trigger on getting rid of your life insurance as you approach retirement.2023-06-2408 minFinancial Fridays with Bob GustafsonThe Quest for the Magic Number in Retirement SavingsIn the realm of retirement planning, there is a perpetual quest that captures our imagination and fuels our financial aspirations: the magic number. Let's discuss how you can determine your magic number amidst the ever-changing landscape of personal finances and economic uncertainties.2023-06-2311 minFinancial Fridays with Bob GustafsonSocial Security Benefits - What To Consider Before ApplyingSocial security is not as straight forward and easy to understand as some people may believe. There are things you need to think about before signing up for the benefits.2023-06-2210 minFinancial Fridays with Bob GustafsonIntergenerational Financial PlanningIntergenerational Financial Planning is a strategy that aims to integrate financial planning among generations. It’s where grandparents, parents, and children work together to maximize overall family wealth.2023-06-2110 minFinancial Fridays with Bob GustafsonPros and Cons of College Savings AlternativesWhat is the best way for you to save for your child's education? Learn about the different college savings alternatives to understand what is available to you.2023-06-1911 minFinancial Fridays with Bob Gustafson6 Money Habits to Teach Your KidsTeaching kids to be financially savvy is a critical life skill. Money affects quality of life, relationships, marriages, children and what you can do for others. Remember, the more money you have, the more you can give to others and do good in the world!
2023-06-1611 minFinancial Fridays with Bob GustafsonTax-Deferred Annuity ExplainedAn annuity is a financial product used to save tax-deferred for retirement or to generate regular income payments once in retirement. There is a lot of confusion around annuities as a retirement investment. Learn what a tax-deferred annuity is and whether it is right for you.2023-06-1211 minFinancial Fridays with Bob GustafsonHow to Invest in Real Estate – 4 Investment Strategies to ConsiderInvesting in real estate is another way to diversify your portfolio. Learn about 4 strategies if you want to invest in real estate.
2023-06-0908 minFinancial Fridays with Bob GustafsonComprehensive Financial PlanningComprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. It is only through comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended.2023-06-0512 minFinancial Fridays with Bob GustafsonEstate Planning for Blended FamiliesEstate planning is hard for families to begin with. Given the dynamics of blended families, estate planning sooner than later is important for your peace of mind.
2023-06-0208 minFinancial Fridays with Bob GustafsonThe Crucial Role of Budgeting for Retirement PlanningRetirement planning is a significant aspect of ensuring financial stability and peace of mind in our golden years. While various factors contribute to a successful retirement planning, one element stands out as essential: budgeting.
2023-05-2510 minFinancial Fridays with Bob GustafsonThe Impact of Socially Responsible Investing and ESG StrategiesSocially responsible investing (SRI) is an investment strategy that gives the individual options to allocate capital towards companies whose practices align with their personal beliefs and values, and exclude companies that are not congruent with their social, moral, environmental, political, and/or religious beliefs. Learn how SRI and ESG strategies could impact your investment portfolio.
2023-05-1910 minFinancial Fridays with Bob GustafsonInsurance Needs for Empty NestersOnce the kids are out of the house (and it’s just you and your spouse), how do your insurance needs change now that you are empty nesters? Listen as we discuss the various policies and how your coverage may need to adjust. 2023-05-1011 minFinancial Fridays with Bob GustafsonRoth IRA vs. Traditional IRA - Which Retirement Account is Better?If you’re planning for retirement, you should be looking at putting money in an IRA. But, it’s important to know the difference between various types of IRAs. They differ with regard to how they’re funded and how they will be taxed when you’re ready to withdraw money. Let's compare a Roth IRA to a traditional IRA on four important areas.
2023-05-0104 minFinancial Fridays with Bob GustafsonUnderstanding Investment Risk for Financial Success
Investment risk refers to the possibility of losing some or all of the money you have invested in a particular asset or security. The higher the risk we are willing to take, the higher the return we can expect to receive and vice versa.2023-04-2811 minFinancial Fridays with Bob GustafsonWhat is Asset Allocation?Asset allocation is an investment strategy that attempts to balance risk versus reward. It aims to do this by adjusting the percentage of each asset in the investment portfolio according to the investor’s risk tolerance, goals and time frame.2023-04-2111 minFinancial Fridays with Bob GustafsonThe Role of Digital Marketing in Business Succession PlanningMost businesses understand the importance of business succession planning. But many fail to realize the role that digital marketing plays in the business succession planning process.2023-04-1930 minFinancial Fridays with Bob GustafsonDevelop A Strategy to Minimize Taxes in RetirementThe goal is to not pay more taxes than you have to. It starts with you understanding how retirement income is taxed. Put together a strategy before retirement that will put you in the best position to minimize your taxes.2023-04-1310 minFinancial Fridays with Bob GustafsonHow to Prepare Financially for the Death of a SpouseIt's never an easy conversation to have, but you and your spouse need to prepare financially in the event you are faced with the unexpected death of your spouse.2023-04-1010 minFinancial Fridays with Bob GustafsonBenefits of Having a Systematic Savings PlanA systematic savings plan is a process or system of automatically saving a portion of your income on a regular basis. Automatically having money moved to a savings account removes the temptation to divert funds to something less important. 2023-03-3111 minFinancial Fridays with Bob GustafsonCommon Financial Mistakes to Avoid During RetirementPeople make various financial mistakes during their retirement years. But some are more common than others. Read below to learn the four most common financial mistakes made during retirement that you should avoid.2023-03-2810 minFinancial Fridays with Bob GustafsonPros and Cons of Living in a Multigenerational HouseholdLiving in a multigenerational household spans from being wonderful to a complete disaster. If you’ve made the decision to try this living arrangement, then it’s critical to plan for it. In our experience, the people who have really thought through this strategy, analyzed the details, and spelled out a plan have the best chance for success.2023-03-2312 minFinancial Fridays with Bob GustafsonWhy Some People Never Achieve Financial SuccessIn life, most people aren’t financially savvy. Everyone has a different skill set and some people just aren’t naturally prone to being good with money. As a result, too many people in our country never achieve financial success.2023-03-1711 minFinancial Fridays with Bob GustafsonEstate Tax vs. Inheritance Tax - Are They the Same?Estate tax and inheritance tax sound like they may be the same thing. An estate is what you leave to your beneficiaries as an inheritance, right? But in reality these two taxes are not the same.2023-03-1008 min
Financial Fridays with Bob GustafsonBenefits of Downsizing Your HomeYour primary residence should not be viewed as an investment but should be valued as a quality of life for you and your family. Downsizing your home and ultimately your lifestyle takes you off that stressful treadmill and gives you more time and money to enjoy the things you want to do.2023-03-0910 minFinancial Fridays with Bob GustafsonInheritance or Trust: Which is Better for Beneficiaries?A common question in the financial planning world is: which is better for beneficiaries an inheritance or a trust? The best answer is that it depends on the situation. Read on to learn more. Then you can decide what will work best for you.2023-03-0307 minFinancial Fridays with Bob GustafsonCommon 401(k) Plan Questions and AnswersA 401(k) plan is a defined-contribution retirement account, which allows you to save a portion of your pre-tax salary to the plan. But many people have questions about their 401(k) plans that we answer in this podcast.2023-02-2619 minFinancial Fridays with Bob GustafsonHow to Budget for Home Maintenance CostsHome maintenance costs are some of the most common surprises for first-time home buyers. When they contemplate whether or not they can afford a new home, they typically consider whether they have enough money for the monthly mortgage payment, which normally includes taxes and insurance. Unfortunately, most people fail to add money to their monthly payment estimate to cover maintenance.2023-02-2509 minFinancial Fridays with Bob GustafsonLong Term Disability - What You Need to KnowHealthy people think disability is something that happens to other people. We get up every day and go to work. We are able to care for our family without a lot of stress. But becoming disabled, even for a short period of time, is more common than you may think. This is where you need to have short- and long-term disability insurance.2023-02-2406 minFinancial Fridays with Bob GustafsonShould I Do a Roth IRA Conversion?If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, including managing taxes and avoiding required minimum distributions (RMDs) when you reach the qualifying age. But should you go that route?2023-02-1708 minFinancial Fridays with Bob GustafsonRevocable vs Irrevocable TrustThere are two basic types of trusts. We will define and discuss revocable or living trust vs irrevocable trust. Learn more about each and how to choose the right one for you.2023-02-1308 minFinancial Fridays with Bob GustafsonShould I Sell My Small Business?Selling a small business can be a complicated process and one that needs time to do it right. Learn what you need to consider before you start the process.2023-02-0410 minFinancial Fridays with Bob GustafsonEstate Planning, What You Need to KnowNo one likes to talk about estate planning. Many people may feel they don't really need it or they are too young and feel they have a lot of time to plan. Or you may feel a simple will is enough, right? Not really.2023-02-0310 minFinancial Fridays with Bob GustafsonSmall Business Retirement Plan Options - Which is Best for You?If you’re a small business owner, it’s a necessity today to offer a retirement plan for your employees. If you want to attract good talent, it’s critical to provide a retirement plan. But there are several retirement plan options available for a small business that can cater to your needs.2023-01-2910 minFinancial Fridays with Bob GustafsonPros and Cons of AnnuitiesAnnuities can serve an important role within a portfolio. You just need to be careful how you’re using them. Learn more about the pros and cons of annuities and how they may fit into your retirement portfolio.2023-01-2410 minFinancial Fridays with Bob GustafsonWhat is a 1031 Exchange and How does it Work?If you are thinking about selling an investment property, non-owner occupied property or vacant land, you should consider structuring the transaction as a 1031 Tax Deferred Exchange. 2022-12-3004 minFinancial Fridays with Bob GustafsonReverse Mortgages - Benefits and RisksReverse mortgages are a relatively new product to the financial industry. A reverse mortgage can be very beneficial especially for seniors who have run out of assets to draw from to maintain their standard of living. 2022-12-2018 minFinancial Fridays with Bob GustafsonPros and Cons of Investing in a 401(k) Retirement PlanA 401(k) is the dominant retirement plan scheme that most people in the U.S. will use to provide an income once they retire. But many wonder if there are pros and cons of using a 401(k) retirement plan to save for your retirement.2022-12-1111 minFinancial Fridays with Bob GustafsonReverse Budget or Traditional: Which Should I Use?Budgeting your money is an invaluable aspect of personal finance. Some people are good at creating a budget and sticking to it and others are not. However, it is something that you should not ignore. And if you find yourself having a hard time saving money, you should consider implementing a reverse budget.2022-11-2906 minFinancial Fridays with Bob GustafsonWhen to Take Social Security BenefitsMany people struggle with identifying the optimal age for claiming their social security benefits. Rather than analyzing your social security on its own, it’s best to view it as one piece of your retirement puzzle. And to solve the puzzle, you must analyze the big picture. Learn what factors come into play that will help you make the best decision!2022-11-1804 minFinancial Fridays with Bob GustafsonUmbrella Insurance - What Is It and Why You Need ItUmbrella insurance policy is additional personal liability coverage supplementing home/auto insurance to protect you from a variety of risks. Learn more about what it is and why you need to carry an umbrella policy to protect your valuable assets.2022-10-2711 minFinancial Fridays with Bob GustafsonHow to Develop a Financial Success MindsetFinancially successful people have one standout quality in common: their financial success is a state of mind. Simply put, if you want it badly enough, you’ll make it happen. You just have to set the right thought patterns, show up, do the work and earn your success. Learn what it takes for you to develop this financial success mindset. 2022-09-2107 minFinancial Fridays with Bob GustafsonFinancial Surprises People Face in RetirementEven with the most careful and forward-thinking retirement planning, there are still some financial surprises you may face. Those extra costs and financial drains can make quite a dent into your portfolio, as well as in your everyday savings and money on-hand. Learn what you can do to ensure you can minimize these surprises.2022-08-2511 minFinancial Fridays with Bob GustafsonAchieve Your Financial Goals with a Solid Written Financial PlanIf you’d like to increase the likelihood of following through and achieving your carefully analyzed and planned financial goals, then you should create a written financial plan!2022-07-1511 minFinancial Fridays with Bob GustafsonBusiness Succession - Maximize Business ValueAs a business owner, if you think that one day you may want to sell your business, one of the things you need to consider is how do you maximize business value so your business will be attractive to a buyer. One may think that maximizing the value of a business sounds like a simple proposition but that is not necessarily true. You will need to determine areas that need help and dedicate resources of both time and money to make it happen.2022-06-2111 min
The Everyday Dad Podcast with Bob & JeremyEveryday Dad - Bob GustafsonBob Gustafson is a lifelong learner and a gifted teacher (he currently is a professor at Moody Bible Institute). But as you’ll hear in this episode, fathering can be particularly challenging for any of us. Discover some of Bob’s hard-earned fathering wisdom.2022-05-2329 minFinancial Fridays with Bob GustafsonHow to Choose a Financial AdvisorA financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first. Listen to this episode to learn how to make the right, informed decision when you ultimately choose your financial advisor.2022-05-2004 minFinancial Fridays with Bob GustafsonWhy it's a Good Idea to Hire a Financial AdvisorThere’s a significant number of people out there who are financially savvy. And it’s understandable some of those individuals disagree that hiring a financial advisor is beneficial. But there are many reasons why those people (and of course the less financially sophisticated folks) should hire a financial advisor.2022-04-2210 min
Financial Fridays with Bob GustafsonHow to Minimize Taxes in RetirementThe goal is to not pay more taxes than you have to. It starts with you understanding how retirement income is taxed. Put together a strategy before retirement that will put you in the best position to minimize your taxes.2022-02-1105 min
Financial Fridays with Bob GustafsonWhich is Better for Beneficiaries: Inheritance or a TrustA common question in the financial planning world is: which is better for beneficiaries an inheritance or a trust? The best answer is that it depends on the situation. Learn more about the pros and cons of each. Then you can decide what will work best for you.2021-09-1705 minFinancial Fridays with Bob GustafsonCommon Retirement Planning Mistakes to AvoidSome financial planning experts believe retirement could be the longest phase of your life. Whether it is or not, all experts would agree retirement planning is important. But there are a few common retirement planning mistakes that many people make that you could easily avoid.2021-08-1305 minFinancial Fridays with Bob GustafsonFinancial Tips for Young Adults and Money Habits to Teach Your KidsTeaching kids to be financially savvy is a critical life skill. Money affects quality of life, relationships, marriages, children and what you can do for others. If you have a child who recently entered the workforce, or a younger child that is learning about money, here is come advice and guidance for them on their financial journey. 2021-07-1606 minFinancial Fridays with Bob GustafsonHow to Budget for Home Maintenance CostsHome maintenance costs are some of the most common surprises for first-time home buyers. When they contemplate whether or not they can afford a new home, they typically consider one thing: If they have enough money for the monthly mortgage payment, which normally includes taxes and insurance. Unfortunately, most people fail to add money to their monthly payment estimate to cover maintenance.2021-06-0405 minFinancial Fridays with Bob GustafsonBenefits of Having a Systematic Savings PlanMost people need a systematic savings plan to reach your financial goals. Find out what it is and how it can help you save for your future.2021-03-2604 minFinancial Fridays with Bob GustafsonWhy You Need Written Financial GoalsIf you’d like to increase the likelihood of following through and achieving your carefully analyzed and planned financial goals, you need to write them down and keep them visible as a reminder of what the vision of your life will be.2021-02-2603 min
The Being Virtual Podcast - with Bob CooneyEP81 Bob Cooney's Virtual Reality Deep Dive - Pete Gustafson of AAMA and Amusement Expo (Part 3)The American Amusement Machine Association (AMMA) is the trade organisation for the amusement industry’s manufacturing and distribution companies. Founded in 1981, they organize the industry’s largest trade show dedicated to arcades and family entertainment centers. The 3-day program brings new technologies and networking possibilities under one roof.
In this episode, Bob will be talking with Pete Gustafson, Executive Vice President of AAMA. They will discuss and define the growing ecosystem of operators, manufacturers, suppliers and distributors, they will talk about how the AAMA can help VR Arcade owners and developers connect with the broader amusement industry, and...2020-06-2115 minThe Being Virtual Podcast - with Bob CooneyEP80 Bob Cooney's Virtual Reality Deep Dive - Pete Gustafson of AAMA and Amusement Expo (Part 2)The American Amusement Machine Association (AMMA) is the trade organisation for the amusement industry’s manufacturing and distribution companies. Founded in 1981, they organize the industry’s largest trade show dedicated to arcades and family entertainment centers. The 3-day program brings new technologies and networking possibilities under one roof.
In this episode, Bob will be talking with Pete Gustafson, Executive Vice President of AAMA. They will discuss and define the growing ecosystem of operators, manufacturers, suppliers and distributors, they will talk about how the AAMA can help VR Arcade owners and developers connect with the broader amusement industry, and...2020-06-2121 minThe Being Virtual Podcast - with Bob CooneyEP79 Bob Cooney's Virtual Reality Deep Dive - Pete Gustafson of AAMA and Amusement Expo (Part 1)The American Amusement Machine Association (AMMA) is the trade organisation for the amusement industry’s manufacturing and distribution companies. Founded in 1981, they organize the industry’s largest trade show dedicated to arcades and family entertainment centers. The 3-day program brings new technologies and networking possibilities under one roof.
In this episode, Bob will be talking with Pete Gustafson, Executive Vice President of AAMA. They will discuss and define the growing ecosystem of operators, manufacturers, suppliers and distributors, they will talk about how the AAMA can help VR Arcade owners and developers connect with the broader amusement industry, and...2020-06-2117 min
Labrador Leadership023 Frank Gustafson Looks Right Down the Barrel of LeadershipFrank Gustafson, recently named one of the top influencers among business podcasts and host of Lead Like a Marine and The Leader's Bookshelf sits down with Bob to share his experiences and compare notes on leadership.2015-12-0926 min
Labrador Leadership023 Frank Gustafson Looks Right Down the Barrel of LeadershipFrank Gustafson, recently named one of the top influencers among business podcasts and host of Lead Like a Marine and The Leader's Bookshelf sits down with Bob to share his experiences and compare notes on leadership.2015-12-0926 min
Labrador Leadership Podcast With Bob Nolley023 Frank Gustafson Looks Right Down the Barrel of LeadershipFrank Gustafson, recently named one of the top influencers among business podcasts and host of Lead Like a Marine and The Leader's Bookshelf sits down with Bob to share his experiences and compare notes on leadership.2015-04-0926 min