This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he…
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GMB Ep 223: Everything You Need to Know About SBA Lending With “SBA Ray,” Ray Drew
This week’s episode of Grow Money Business features Ray Drew. Ray is a top-producing SBA 7a Lender, podcast host, and SMB investor. He is currently working as the Managing SBA Business Development Officer at Fund-Ex…
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GMB Ep 221: Profit First with Rocky Lalvani
In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit…
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Ep #188: Asset Protection Strategies Using LLCs With Lee Phillips
This week’s episode of Grow Money Business features Lee Phillips. Lee is a US Supreme Court counselor and Federal Tax Court attorney, specializing in asset protection using business structures like LLCs. He is the founder…
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Thinking About Selling Your Business? A Quick Guide to Getting the Most Value
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale…
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GMB #184: How & When to Take Cash Out of Your Business
Today’s episode of Grow Money Business is all about cash. Many business owners are looking for guidance on how to pay themselves, and how to do it in a tax sensitive manner. This week, Grant…
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GMB #178 – Managing Your Mindset For Small Business Success With Alicia Cramer
So much of running a successful business is related to an entrepreneur’s mindset. This week on Grow Money Business, we are joined by Alicia Cramer, who is a business mindset expert, a certified hypnotherapist, and…
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GMB #176: Navigating the Financial Side of Divorce With Rachael Burns
In this week’s episode of Grow Money Business, we are joined by Rachael Burns. Rachael is the proprietor at True Worth Financial Planning, a certified financial planner, and a certified divorce financial analyst who helps…
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GMB Ep #175: Using Creative Trusts & Estate Planning to Minimize Taxation with Dohn Thornton
On this week’s episode of Grow Money Business, we are joined by Dohn Thornton. Dohn is a specialist in estate planning and joined us today to share his specific strategy to help business owners and…
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The Business Owner’s Financial Order of Operations
Fundamentally, the best way to build wealth consistently is to spend a little less than you earn. The more you earn and the less you spend, the more money you have left over at the…
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