Explore every episode of the podcast Strategy Meets Finance
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Here's a Pivot You'll Want to Hear About | Ep 134 | 30 Sep 2024 | 00:09:33 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve takes you behind the scenes and shares a personal story about how the podcast started and how it evolved over time. He also reveals a shift in focus towards his other podcast, Business Strategy and Finance, which combines strategy and finance for entrepreneurs and business owners. If you're looking for deeper insights on how finance can drive business success, you won’t want to miss this conversation. Tune in to discover tools and resources that could transform your business and personal financial journey. _______________________________________ Disclaimer: | |||
| Listen to This to Avoid Growing Yourself Out of Business | Ep 133 | 23 Sep 2024 | 00:13:54 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve discusses a critical yet often overlooked issue for fast-growing businesses—managing capital intensity. He explains how, even with profitability, a business can face bankruptcy if working capital and capital expenditures are mismanaged. Steve shares insights and practical calculations to help entrepreneurs avoid growing their businesses into financial trouble. Tune in to learn how understanding your capital requirements can keep you on the path to sustainable growth. _______________________________________ Disclaimer: | |||
| 5 Most Important Finance Skills You Double Down On | Ep 124 | 22 Jul 2024 | 00:10:37 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, I delve into the five essential finance skills you need to become a value creator in any business. Drawing from my extensive career as a CEO, CFO, and investor, I share practical insights into understanding the fundamentals of finance, analyzing financial statements, forecasting, valuing companies, and strategic thinking. These skills, which transcend any background, are crucial for driving profitability and growth. Join me as I break down complex concepts into a cohesive framework, helping you transform financial data into actionable strategies. Don't miss out—tune in, apply the lessons, and consider joining my mastery program for deeper learning. _______________________________________ Disclaimer: | |||
| Asking for More Money and Increasing Your Income | Ep 70 | 18 Jul 2023 | 00:29:34 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, host Steve Coughran shares unconventional tips for people who want to successfully ask for more money at work and increase their overall income. Drawing on his years of experience in finance and business, Steve provides actionable strategies that can help listeners take control of their earning potential. Steve discusses the importance of focusing on the value that you bring to the table, rather than just your qualifications and experience. He stresses the need to create a plan for increasing your contributions to the company, whether that means taking on additional responsibilities or pursuing new certifications and training. He also talks about the benefits of negotiating non-salary benefits, such as flexible work arrangements or professional development opportunities. Throughout the episode, Steve provides real-world examples of how these strategies have helped others successfully negotiate higher salaries and increase their income. He also emphasizes the importance of doing your research and gathering data to support your request for a higher salary. Whether you're looking to increase your income at your current job or explore other income-generating opportunities, this episode provides valuable insights and actionable tips for boosting your financial IQ. Tune in now to learn how you can take control of your earning potential and achieve financial success. _______________________________________ Disclaimer: | |||
| Financial and Economic News: July 12, 2023 | 12 Jul 2023 | 00:13:32 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app): · More pain ahead for the S&P 500 · The Fed calls for more standardized risk assessment · Is inflation finally falling or do we just not care? · How the Fed plans to achieve their 2% inflation target · How student loan repayments will affect the economy · China’s recovery Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| How to Get Your Financial House in Order | Ep 69 | 11 Jul 2023 | 00:29:55 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Join Steve Coughran, a seasoned finance leader and your host, for an informative and engaging episode focused on taking action to improve your financial life. In this episode, Steve shares his valuable insights and provides listeners with practical steps to get their financial house in order, whether from a personal or business perspective. Steve covers key topics such as budgeting, investing, and managing debt, and shares tips on how to increase your financial literacy. He also provides guidance on how to set specific financial goals and create a plan to achieve them. Whether you're just starting out on your financial journey or looking to improve your current financial situation, this episode is packed with actionable advice that will help you take control of your money and build a solid financial foundation for the future. _______________________________________ Disclaimer: | |||
| Financial and Economic News: July 5, 2023 | 05 Jul 2023 | 00:12:05 | |
Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app): · US manufacturing hits 3 year low · Yellen heads to China · Treasury yield inverts · Apple backtracks on VR production · Rivian joins the EV race · The rich are getting richer Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Will More Money Make You Happy? | Ep 68 | 04 Jul 2023 | 00:52:52 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Join host Steve Coughran as he interviews Chris Budd, the author of the Four Cornerstones of Financial Wellbeing, in this episode of the podcast. In this thought-provoking discussion, they delve into the question of why so many of us feel dissatisfied and unfulfilled when it comes to money. Chris challenges the conventional wisdom that accumulating more wealth is the key to financial independence, and suggests that true contentment lies in becoming more aware of what truly makes us happy. By focusing on the four cornerstones of financial wellbeing - security, freedom, options, and happiness - we can unlock new opportunities for success and fulfillment in our lives. Tune in to gain valuable insights into how to build a stronger relationship with money and achieve greater financial wellbeing. _______________________________________ Disclaimer: | |||
| Financial and Economic News: June 28, 2023 | 29 Jun 2023 | 00:12:58 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| The Family Money Talk That Changes Everything | Ep 67 | 27 Jun 2023 | 00:46:38 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Have you ever wondered why discussing money can be so challenging, even among family members? Join us in this insightful conversation with our guest, Lori Sackler, the founder and leader of the Evergreen Lane Wealth Management Group, and author of "Money Talk Every Family Needs to Have About Wealth and Their Financial Future." Lori shares her personal journey from a musician to a financial powerhouse, and how her mother's unexpected passing propelled her into the world of finance. We discuss the importance of financial literacy and how overcoming obstacles in our lives can lead to personal growth and better financial futures. _______________________________________ Disclaimer: | |||
| Financial and Economic News: June 21, 2023 | 21 Jun 2023 | 00:14:48 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app): · Eisman's big infrastructure bet · Global stocks slip · ECB warns of recession · Berkshire Hathaway boosts stakes in Japan · SoftBank CEO breaks silence · A win for homebuilders Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| For Those Who Want to Do More With Their Life | Ep 66 | 20 Jun 2023 | 00:28:21 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Do you feel like you can be doing more in your life to fulfill your full potential? Or, perhaps you feel stuck or lack purpose. In this episode, host Steve Coughran recounts his powerful experience traveling to Havana, Cuba, where he was reminded of the importance of living life to the fullest and making a difference. Through his trip, he realized that there is so much more he can do to make a positive impact in the world, both personally and professionally. Join us as we explore the lessons Steve learned on his journey and how they can inspire all of us to strive for more. _______________________________________ Disclaimer: | |||
| Financial and Economic News: June 14, 2023 | 14 Jun 2023 | 00:17:19 | |
Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| 6 Key Financial Concepts You Should Master | Ep 123 | 15 Jul 2024 | 00:10:54 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this week’s episode, I explore critical financial concepts you need to know and understand. While there are countless financial metrics and theories, today, I’m cutting through the noise to focus on the six key concepts essential for maximizing free cash flow and, consequently, company value. Join me as I break down:
By mastering these concepts, you’ll be equipped to drive significant value in your company, avoid common pitfalls, and strategically position your business for long-term success. Tune in for my straightforward, practical guide to transforming your financial acumen and boosting your business performance. Cheers, and enjoy the episode! _______________________________________ Disclaimer: | |||
| How Bank Financials Work | Ep 65 | 13 Jun 2023 | 00:35:51 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Financial statements are important documents that provide information about the financial performance and position of a business. While the basic principles of financial statements apply to all businesses, there are significant differences between the financial statements of banks and corporations. Banks have unique accounting and regulatory requirements that make their financial statements distinct from other corporations. For instance, banks generate revenue mainly through interest income, which is different from traditional corporations that typically earn revenue through sales of goods or services. Banks also hold different types of assets and liabilities on their balance sheets as they deal with loans, securities, deposits and other financial instruments. Additionally, banks have to follow specific accounting standards, such as generally accepted accounting principles (GAAP), that are tailored to the banking industry. Finally, bank financial statements have more detailed disclosures about risks and uncertainties due to the nature of the banking business. Understanding these differences can help stakeholders, investors, and regulators better interpret bank financial statements and make informed decisions. Join Steve Coughran for this episode where he’ll walk you through an example from JP Morgan Chase & Company and help you to feel more comfortable with the nuances of bank financial statements. _______________________________________ Disclaimer: | |||
| Financial and Economic News: June 7, 2023 | 07 Jun 2023 | 00:14:25 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| 4 Financial Levers that Drive Profitability | Ep 64 | 06 Jun 2023 | 00:35:52 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Did you know that when it comes to driving profitability, most business leaders and consultants get it completely wrong and end up destroying the long-term value of their companies? Using the right financial levers is crucial in driving sustained profitability for any company. By focusing on the four key drivers of profitability – price premiums, revenue, cost of goods sold, and operating expenses, businesses can make informed decisions that optimize their financial performance. Effective management of these levers can help companies achieve long-term growth, increase shareholder value, and remain competitive in a dynamic market. Failure to use the right financial levers could lead to increased operating costs, lower profit margins, and reduced cash flows, all of which can adversely affect a company's bottom line. Therefore, it is important for businesses to have a solid understanding of their financial performance and leverage the appropriate financial levers to drive profitability and ensure sustainable business growth. Join Steve Coughran for this episode to learn more about how you can drive high profits that will ultimately increase firm value. _______________________________________ Disclaimer: | |||
| Financial and Economic News: June 1, 2023 | 01 Jun 2023 | 00:14:22 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Unlocking the Power of a Fractional CFO With Dan DeGolier | Ep 63 | 30 May 2023 | 00:41:06 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth As a business grows, so do its financial complexities. That's where a fractional CFO comes in - a part-time, outsourced Chief Financial Officer who can provide strategic financial guidance and help drive growth. In this episode, we explore the benefits of working with a fractional CFO and how they can unlock the power of financial data to drive business success. Our guest expert, Dan DeGolier, Founder of Ascent CFO Solutions, is an experienced fractional CFO who has worked with businesses of all sizes and industries. We discuss the key responsibilities of a fractional CFO, including strategic thinking, cash flow management, forecasting, and more. We also talk about some common challenges business owners face when managing their finances and how a fractional CFO can help overcome these challenges. Throughout the episode, we share real-world examples of businesses that have successfully leveraged the expertise of a fractional CFO, and the impact it had on their bottom line. We also discuss how to find the right fractional CFO for your business and what to look for in a potential candidate. By the end of this episode, you'll have a clear understanding of the value a fractional CFO can bring to your business, and how to start unlocking the power of your financial data to drive growth and success. _______________________________________ Disclaimer: | |||
| Financial and Economic News: May 25, 2023 | 25 May 2023 | 00:19:48 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| How to Revamp Your Business Budgeting Process | Ep 62 | 23 May 2023 | 00:42:56 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Did you know that when it comes to building and leveraging a repeatable business budgeting process, most organizations get it wrong? Revamping your business budgeting process is critical to the financial success of your organization. An effective budgeting process can help you identify inefficiencies, ensure accuracy, support decision-making, enable agility, and promote accountability. By evaluating and updating your current budgeting methods, you can gain a better understanding of your financial situation, make more informed decisions about resource allocation, and adapt to changing market conditions—especially when it ties back to your strategy. Join Steve Coughran for this informative episode where he walks you through the process of revamping your budgeting process to help you reduce costs, improve your bottom line, and position your business for long-term success. _______________________________________ Disclaimer: | |||
| Financial and Economic News: May 18, 2023 | 18 May 2023 | 00:18:54 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Driving Value In Corporate Finance | Ep 61 | 16 May 2023 | 00:57:06 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, we talk to industry experts about how companies can drive value in corporate finance by integrating strategy and finance. We explore how organizations can increase firm value by aligning their financial goals with their overall business objectives. Our guests, Sebastian Guiterrez, Business Manager for Latin America Payments and Commerce Solutions at JPMorgan Chase & Co and Robert Checchia, VP of Finance at Magnify, share insights on how to create a financial roadmap that supports a company's strategic initiatives, including how to measure the success of these efforts. They discuss how to identify key performance indicators to track progress towards long-term financial goals and the importance of staying flexible and agile during times of uncertainty. Whether you're a CFO, finance leader or any professional interested in driving value in corporate finance, this episode will provide you with actionable insights to help you integrate strategy and finance to increase firm value. Join us for an engaging conversation on the future of corporate finance and how you can play a role in driving your organization's success. _______________________________________ Disclaimer: | |||
| Financial and Economic News: May 10, 2023 | 10 May 2023 | 00:10:21 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Don't Make This Mistake with Your Financial Literacy | Ep 122 | 08 Jul 2024 | 00:07:21 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Are you entrusting your financial future to someone else without understanding the basics? Learn why this approach can be a critical error and how you can avoid it. In this episode of "Boosting Your Financial IQ," I explore the necessity of financial literacy in business and personal finance. Reflecting on past financial disasters like the 2008 housing crisis, I highlight the dangers of blind trust in financial experts. Just as you wouldn't let a doctor make uninformed decisions about your health, you shouldn't let others manage your finances without grasping the fundamentals. _______________________________________ Disclaimer: | |||
| Navigating the World of Private Equity With Rich Sexton | Ep 60 | 09 May 2023 | 00:52:06 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Navigating the world of private equity can be a complex and challenging task, but for investors, it is a potentially lucrative opportunity. Private equity involves investing funds in privately held companies in exchange for equity ownership, with the goal of generating above-average returns. To navigate this world, investors must carefully evaluate potential investments and conduct thorough due diligence to ensure they align with their investment goals and risk tolerance. Private equity investments require a long-term perspective, as they often take years to mature and generate returns. Investors must also be comfortable with the level of risk involved in this type of investment, as returns are not guaranteed, and there is a higher level of volatility compared to more traditional investments. Join me for this episode as I talk with Rich Sexton, Partner at LDR Growth Partners, about these important concepts of Private Equity. _______________________________________ Disclaimer: | |||
| Financial and Economic News: May 5, 2023 | 05 May 2023 | 00:13:51 | |
Important Financial and Economic News Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Overcoming Adversity and Financial Hardship as a Single Mom With Gloria Dixon | Ep 59 | 02 May 2023 | 00:47:17 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Overcoming financial hardship as a single parent can be a challenging and emotionally taxing experience. Many single parents struggle with balancing the needs of their children with their own financial responsibilities, leading to stress and anxiety. However, it is possible to overcome these challenges and achieve financial stability. Check out this episode where I talk with my mom, Gloria Dixon, about the hardships she experienced and overcame while raising me and my six siblings. We’ll talk about her amazing journey of courage and fortitude and how she managed her cash with the envelope system, looked for ways to reduce expenses, sought additional sources of income, and instilled a culture of love within her household. _______________________________________ Disclaimer: | |||
| Financial and Economic News: May 1, 2023 | 02 May 2023 | 00:11:51 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| Financial and Economic News: April 26, 2023 | 26 Apr 2023 | 00:08:56 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Check out what's happening in the economy and world of finance by watching this week's special edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| The Secrets to Launching a Successful Career in Finance | Ep 58 | 25 Apr 2023 | 00:58:04 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Do you want to know how to launch a successful career in finance and grow professionally? Do you ever wonder what separates the average worker from the high performer? Well, there is no need to guess because in this episode, I talk with my former colleague and assistant controller of a successful FinTech company, Heidi Ardia. In this show we’ll be discussing topics such as education, learning from others, and building the right skillsets to lead with impact and accelerate one’s career. You'll also learn about the importance of staying up to date on emerging technologies and industry trends, as well as the value of building a strong professional network to help you succeed in finance. If you are interested in pursuing a career in finance or looking to take your finance career to the next level, then this episode is definitely for you! So, sit back, relax, and join us as we explore the secrets to launching a successful career in finance. _______________________________________ Disclaimer: | |||
| Financial and Economic News: April 21, 2023 | 21 Apr 2023 | 00:16:36 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Check out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):
Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. | |||
| How to Invest Using Your Spare Change With Dmitiri Love | Ep 57 | 18 Apr 2023 | 00:46:07 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth What if you could use your spare change to begin investing in stocks, cryptocurrency, and other financial assets? Join me for this special episode where I talk with the Founder of Bundil, Dmitri Love, about the app he created to turn loose change into an investment portfolio. In this show we’ll talk about his journey into FinTech, how he got on the T.V. show SharkTank, and how he works hard to help people invest in a brighter future. _______________________________________ Disclaimer: | |||
| Debt Free or Die Trying With Marcus Garrett | Ep 56 | 11 Apr 2023 | 00:40:28 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Getting your financial house in order can have a huge impact on your life. A strong financial foundation will provide you with greater economic stability and security, allowing you to save and invest money for the future while also managing debt responsibly. Financial freedom means having the ability to choose how you want to live and work and empowers you to fulfill your purpose in life. With good financial management, you can make plans that allow you to take advantage of opportunities when they arise and provide yourself with a cushion if anything unexpected happens. Join me for this episode where I talk with Marcus Garrett, the author of D.E.B.T. Free or Die Trying, about his journey to paying off debt and pursuing the life he truly loves. _______________________________________ Disclaimer: | |||
| Build Your Business Using the Private Equity Playbook with Adam Coffey | Ep 55 | 04 Apr 2023 | 01:08:10 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Globally, there is currently about a half of trillion dollars in dry powder, or capital that has been committed by investors but has not been invested or allocated, according to S&P Global Market Intelligence. This means there is a tremendous amount of opportunity for business leaders who are looking to grow their business portfolio or sell their company via the private equity asset class. However, to be effective at maximizing value in the private equity space, business leaders need to have a playbook and understand exactly how it works and who are the players. That's why I'm looking forward to my conversation with Adam Coffey, a CEO who has two decades of experience building businesses for private equity companies. Adam is an inspiring and authentic leader who creates high-performance cultures and drives transformative growth. Over the past 21 years, he has had the honor of serving as President and CEO of three national private equity-backed service companies, each in different industries. Adam is an active mentor to MBA candidates and is a regular guest speaker at UCLA. With a diverse background, he has led several commercial and industrial service businesses, is a licensed general contractor, a pilot, a former GE executive, an alumnus of the UCLA Anderson Executive Program, and a veteran of the US Army. Adam’s first book, The Private Equity Playbook, was released in 2019 and became an instant #1 Amazon Best Seller and private equity cult classic. _______________________________________ Disclaimer: | |||
| How to Read a Statement of Cash Flows Like a CFO | Ep 121 | 01 Jul 2024 | 00:17:57 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Unlock the secrets to mastering cash flow analysis and elevate your financial savvy to the level of a CFO. In this enlightening episode of Boosting Your Financial IQ, I dive deep into the critical importance of cash flow for any business, revealing why even profitable companies can face bankruptcy without proper cash management. I'll unpack the structure of the statement of cash flows, providing you with the tools to interpret cash inflows and outflows strategically. You will gain a clear understanding of a company's liquidity and overall cash position with expert tips and secret hacks tailored for comprehensive analysis. _______________________________________ Disclaimer: | |||
| Building Wealth One Step at a Time With Peter de Silva | Ep 54 | 28 Mar 2023 | 00:48:46 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Building wealth is critical because it can give you the freedom and security to live life on your own terms. With enough wealth, you'll be able to make choices without worrying about the financial implications. You can put money into investments that benefit you in the long-term such as retirement accounts or real estate investments. Wealth also allows you to pursue opportunities that may not have been available before and make a positive impact on the world in ways beyond just money. However, as you pursue the path to financial independence it's important to take the time to reflect on the key decisions and experiences that have shaped your life up to this point. In this episode I talk with financial expert, Peter de Silva, about how people can evaluate their life's purpose, career, and relationships to ensure they find lasting joy beyond the money. You won't want to miss this episode because we are going to dive into Peter's 10 life and leadership principles from his newest book Taking Stock, which I found to be extremely helpful. _______________________________________ Disclaimer: | |||
| What You Need to Know About Recent Bank Failures | Ep 53 | 21 Mar 2023 | 00:18:21 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Are you worried about the banking system? Do you want to learn more about the government’s recent move to shore up banks and provide liquidity in the system. What we are witnessing right now with central banks and their commitment to provide “unlimited liquidity” to mitigate a crisis has massive inflationary consequences. Join me for this special episode where I’ll discuss Silicon Valley Bank, Signature Bank, the UBS-Credit Suisse merger, and the other 190 banks on the brink of failure. _______________________________________ Disclaimer: | |||
| What You Need to Know About Working in FinOps | Ep 52 | 21 Mar 2023 | 00:47:49 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Working in accounting and finance can offer numerous benefits to employees. The profession can help employees develop a number of related skills such as problem-solving, analytical thinking, communication, and organization. Accounting and finance can also offer competitive salaries along with the potential for career advancement. Tune in to this episode where Steve talks with a few of his old FinOps team members—Heidi, Reid, and Joseph about their personal journey and experience working for a financial technology company. _______________________________________ Disclaimer: | |||
| How to Get Your Hands on Tax Incentives With Ryan Maddock | Ep 51 | 14 Mar 2023 | 00:39:36 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Businesses can maximize their money through tax credits by taking advantage of different programs that are available for various activities and expenses. For example, the research and development (R&D) credit allows businesses to claim a credit for certain wages and costs associated with developing new products or services. Additionally, businesses investing in renewable energy resources may be eligible for the Renewable Electricity Production Tax Credit (PTC). By researching and utilizing all of the credits that are available to them, businesses can reduce their overall tax burden while also making investments in their future. Join me in this episode where I talk with Ryan Maddock, Managing Partner of GMG Savings, about how companies can tap into these credits to invest in new equipment, hire more employees, and fund research and development projects. _______________________________________ Disclaimer: | |||
| Increase Your Power of Persuasion Using the Duarte Method With Nancy Duarte | Ep 50 | 07 Mar 2023 | 00:46:28 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth We’ve all been there, listening to a presentation that just doesn’t drive your interest, or seem to deliver the tools that you need in order to take action. What’s even worse is when you are the person giving that presentation. Our guest today, Nancy Duarte, helps us expound on the idea that the role of a presenter is to mentor, with the main purpose of transferring information to your audience that they did not have before. In order to deliver, she discusses the Duarte Method, where communicating your ideas as three-act stories will only strengthen your power of persuasion. Nancy is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, Cosmopolitan, LA Times, and on CNN. Her firm, Duarte, Inc., is the largest communication firm in Silicon Valley, one of the top woman-owned businesses in the area and is the global leader behind some of the most influential visual messages in business and culture. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. Nancy has won several awards for communications, entrepreneurship, and her success as a female executive. On the list of top 250 Women in Leadership, Duarte ranks #67 and on World’s Top 30 Communication Professionals for 2017, Duarte ranked #1. She has been a speaker at conferences and a number of Fortune 500 companies, and counts many more among her firm’s clientele. Her TEDx talk has over two million views. She speaks at business schools and has lectured at Stanford University several times, and has written six best-selling books, five of which have won awards. _______________________________________ Disclaimer: | |||
| How to Start Building Wealth While Young | Ep 49 | 21 Feb 2023 | 00:55:18 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Investing in your future while you're young is important for several reasons. First, by starting early, you cab take advantage of the power of compounding, which means that your money has more time to grow and earn returns. This can result in a significantly larger portfolio when you reach retirement age. Second, investing at a young age allows you to take greater risks with your money, as you have more time to recover from any potential losses. Regardless of your current financial position, by starting early you can develop good financial habits and discipline that will serve you well throughout your life. Join me for this special episode where I talk with my friends--Trevor, Karina, and Coleman and answer pressing questions on the minds of college students. You'll learn how investing in your future while you're young can help provide a sense of financial security and freedom later on in life. _______________________________________ Disclaimer: | |||
| The Profit First Approach to Business | Ep 48 | 14 Feb 2023 | 00:46:25 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Profit is the amount of money that's left over after all the expenses of running a business have been paid, such as salaries, rent, and supplies. Without profit, a business can't grow or invest in new products or services. It also can't reward its employees or shareholders for their hard work and investment. Profit is also important because it helps a business stay competitive. If a company is consistently making more profit than its competitors, it can reinvest that money into research and development, marketing campaigns, and other initiatives that promote growth and increase firm value. However, most companies look at profit backwards, taking the left overs after paying all costs. In this episode I talk with Rocky Lalvani, a Chief Profitability Adviser for business owners, about a contrarian approach to putting profit first. Join me for this conversation and learn how you can increase profitability in your business by putting first things first. _______________________________________ Disclaimer: | |||
| How to Improve Your Relationship with Money | Ep 47 | 07 Feb 2023 | 00:45:44 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Having a good relationship with money is important for multiple reasons. First, it allows us to feel more in control of our finances and make better financial decisions. Second, it can help alleviate stress and anxiety related to money matters. Additionally, having a healthy relationship with money can lead to greater financial stability and security in the long run. Join me for this special episode where I talk with my friends Bobby, Natalie, and Sai about techniques for improving our relationships with money so we can use our resources more effectively and achieve our most important financial goals. _______________________________________ Disclaimer: | |||
| Spreadsheets Made Simple with Taimur Abdaal | Ep 46 | 31 Jan 2023 | 00:45:14 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Life is becoming a lot less predictable, meaning businesses need to start evolving their preparation for the future by turning unforeseen circumstances into something they already saw coming. However, with Excel spreadsheets really requiring a master of both the program and finance to undertake such a project, many are deterred away from including uncertainty in their number crunching. Our guest today, Taimur Abdaal, introduces his product, Causal, a clearer way to tackle those frustrating spreadsheets, and reasons for why every employee should be up to speed with the finances at hand. Taimur is a graduate of the University of Oxford with a degree in Mathematics and Statistics. He’s been awarded the OxTALENT Student Innovation Award, for his online arthritic game Speedsums, as well as the CREST Gold Award. He currently serves as the founder and CEO of the start up Causal, an all-in-one FP&A tool for modern finance teams. _______________________________________ Disclaimer: | |||
| Simplify Your Life and Achieve More with Greg McKeown | Ep 45 | 27 Dec 2022 | 01:00:45 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In this day and age, we are bombarded with to do’s, to haves, and a ton of noise that distracts us from what truly matters most. In life, it's not that we don't know what's good for us to pursue, rather it’s knowing what to cut in order to focus on the most essential activities. However, once we strip our lives down to the most essential things, the demands on our time and energy can still be overwhelming. That’s why I’m excited to have today's guest on the show, Greg McKeown. What you’ll learn about today is not only how to pursue the most essential, but also, how to give yourself permission to take the path of least resistance at times to achieve your most meaningful goals. Greg McKeown has dedicated his career to discovering why some people and teams break through to the next level—and others don’t. He is the CEO of McKeown Inc. whose clients include Adobe, Apple, Google, Facebook, Pixar, Salesforce.com, Symantec, Twitter, VMware and Yahoo!. As the author of New York Times and Wall Street Journal bestseller, Essentialism: The Disciplined Pursuit of Less, his writing has appeared or been covered by The New York Times, Fast Company, Fortune, HuffPost, Politico, and Inc. Magazine. He is among the most popular bloggers for the Harvard Business Review and LinkedIn’s Influencers group: averaging a million views a month. An accomplished public speaker, he has spoken to hundreds of audiences around the world. He serves as a Board Member for Washington D.C. policy group Resolve and as a mentor with 2 Seeds, a non-profit incubator for agricultural projects in Africa. Prior to this, McKeown collaborated in the research and writing of Multipliers: How the Best Leaders Make Everyone Smarter and worked for Heidrick & Struggles’ Global Leadership Practice assessing senior executives. His newest book, , Effortless: Make It Easier to Do What Matters Most, delves into the simple principle that not everything has to be so hard. _______________________________________ Disclaimer: | |||
| How to Read a Balance Sheet Like A CFO | Ep 120 | 24 Jun 2024 | 00:18:08 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Join me on this enlightening episode, where I dive into the cornerstone of financial analysis: the balance sheet. As a CFO with years of experience navigating financial landscapes, I am taking you on a guided tour through the intricate world of financial statements. In this episode, I strip away the complexity surrounding balance sheets and reveal the essential insights every business leader should grasp. From deciphering assets and liabilities to understanding shareholder equity, I am breaking down each component with clarity and real-world examples. Whether you're a seasoned entrepreneur, a budding investor, or simply curious about financial fundamentals, this episode equips you with the knowledge to confidently interpret a balance sheet. Learn how to spot financial health indicators, assess risk, and make informed decisions that drive your business forward. Tune in as I share insider tips and practical advice gleaned from years at the helm of financial strategy. Gain a CFO's perspective on reading between the lines of balance sheets and harness this essential skill to empower your financial acumen. Don't miss out on this enriching conversation that promises to demystify the balance sheet and elevate your understanding of corporate finance. Whether you're at the helm of a startup or steering a multinational corporation, mastering the balance sheet is key to navigating the financial waters with confidence. _______________________________________ Disclaimer: | |||
| How to Not be Foolish With the Stock Market With Gil Baumgarten | Ep 44 | 19 Dec 2022 | 00:47:05 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm’ that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance’ is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System. _______________________________________ Disclaimer: | |||
| Take Control of Your Personal Finances With Alok Deshpande | Ep 43 | 17 Dec 2022 | 00:51:22 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth Be it the cost of living continuing to climb while salaries remain stagnant, or the hope of owning a house and retiring becoming more far fetched, managing our personal finances feels like an incredibly daunting task. We are told we need to prepare for the future with its abundance of confusing options while trying to also account for unforeseen circumstances. But with the lack of early education, few of us actually come into this system knowing anything about it. That’s why our guest today is here to ease the stress. Alok Deshpande educates us on how with baby steps, one can grab hold of their finances with better understanding of their decisions and capitalism as a whole. After earning degrees at Emory and Harvard University, Alok began working at Bain & Company as a consultant and later manager. Recognizing that only 4 of 50 states require financial education to graduate from high school, he eventually left his job to follow his passion of teaching personal finance. Inspired by his mother, who immigrated to the US, and watching her grow her $8 into a million, Alok published his own system called Financial Fuel and the 7-Tank System, which has since transformed into what is today SmartPath, where he is Co-Founder and CEO. _______________________________________ Disclaimer: | |||
| Navigating Digital Finance With Max Nurov | Ep 42 | 11 Dec 2022 | 00:35:34 | |
Want to grow your business? Download your free roadmap today: coltivar.com/growth As talk about digital currency continues to make its way into headlines, many investors are debating the viability, feasibility, and longevity of this new form of money. As a speculative investment, with the potential to replace currency as we know it, individuals need to carefully navigate this new environment from both a finance and legal perspective. In this episode of Strategic Financial Leadership, Steve talked with Max Nurov, the CEO and founder of Digital Finance, LLC and an expert in the digital asset space. Maxim has over 15 years of diverse experience in banking & finance. _______________________________________ Disclaimer: | |||