Manage Your Money and Run Your Business like a Boss with Finance Expert Cheryl Heller
Release Date: 02/16/2024
Living Your Success with Catherine Bassick
Pursuing Freedom
Sometimes living your success means silencing your insecurities and abandoning your comfort zone in order to embrace the opportunities you’ve always dreamt of pursuing. What you will learn in this episode: What it took for Catherine to become one of the most successful luxury agents on the west coast How she became one of the first people EVER to sell a single property for over a hundred million dollars How she generated over $400,000 in commissions during her very first year as an agent Why she decided to leave her successful business on the west coast to come back to the...
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3 Small (but Challenging!) Changes to My Schedule that Transformed My Life & Business
Pursuing Freedom
Listen in as Erin shares: The #1 thing fulfilled successful people have in common What holds most people back The 3 small changes she made to her schedule that transformed her life as well as her business The reason she jokes that “busyness is laziness disguised as productivity” How many people are basically shooting themselves in the foot when it comes to take the wheel ourselves, our energy and our emotions The “Success Sandwich” and how you can create your own How to curate “vacation energy” …and much more! About Erin...
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A Deep Dive on the Power of Mindset to Change Your Life with Kelly Resendez
Pursuing Freedom
Listen in as Erin and Kelly discuss: How a customer who walked into the bank Kelly had been working at for 16 years changed everything and then 13 years ago she made another pivot while at the top of her game How Kelly’s mom getting sick set her on a path of getting present and prioritizing her emotional and physical wellbeing How Kelly’s theme of the year for 2007 supported her in continuing to build throughout 2008 Incorporating strong boundaries such as sending all calls to voicemail in order to keep focus The...
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World Travel, Adventures, and RE Investing with MTR Queen Sarah Weaver
Pursuing Freedom
Listen in as Sarah and I discuss: How she quit her job as an agent and got started in real estate investing while traveling the world; How, as a conservative investor, she plans her MTR property purchases; Why learning and listening to podcasts isn’t enough and what many investors are missing in order to be successful; How she “buys boring buildings in boring markets” in order to maximize profitable cash flow …and much more! ...
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How a Tragedy Triggered Transformation and the Path to Early Financial Independence with Diana Ossa and Josh Dobken
Pursuing Freedom
Listen in as Diana and Josh share: How each of their father’s passings triggered transformation and a life change How Diana was able to leave her W-2 job in a few short years How, when the real estate industry changed, Josh and Diana pivoted and found ways to use their skills in ways adjacent to real estate that still help them get to their goals How they embrace an attitude of constant learning in order to consistently move forward …and so much more! ...
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The Strategic (and FUN!) Approach to Early Financial Freedom with Catie Lawrence
Pursuing Freedom
Such a fun and informative episode with Catie. We discussed: The importance of mindset Why assessing your tolerance for risk is so important How Catie set herself up to leave her W-2 How Catie and her husband built Happy Homes organically Sharing what you do/offer with everyone you know and networking via events, social media or… …and so much more. About Catie Lawrene with Happy Homes, Ltd - living and working in the Denver Metro - is a Real Estate Agent, Real Estate Investor, A Marketer, Airbnb Super Host, House Hacker Fix and Flipper and Financial Freedom Advocate,...
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How to 1031 Exchange an Under-Performing Rental Property into a Cashflowing Passive Investment with Troy Eckard
Pursuing Freedom
Listen in as Troy gives us an education on 1031 Exchanges with mineral rights, including: How to use your money to create income as you wind down your career The three pieces of every piece of real estate How using mineral rights as part of a 1031 Exchange is a win for all His 3 premises when focusing on mineral rights The simplicity of 1031 in 180 days, first revenue check in 6 months, monthly checks on the 25th of each month for the next 25 to 75 years and a 1099 of the income you receive…no liability, no holding cost, no property tax … and much more About Troy Eckard With...
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Retire Rich with Rentals: Why Real Estate Investing is Still the Best Path to Wealth with Kathy Fettke
Pursuing Freedom
Listen in as Kathy and I discuss: How Kathy, a radio show host, got involved in real estate investing over 20 years ago after her husband’s cancer diagnosis How she not only survived, but thrived during the 2008 crash The story of Real Wealth Network and how it always starts with education The difference between real estate agents, investors and property managers when you’re looking to buy and hold properties How what was true 20 years ago is still true today when it comes to market selection How to become a passive...
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How Conviction plus Innovation took Laura Witte from $2M in volume to $86M in volume, in 2023!
Pursuing Freedom
Show Notes Listen in as Laura and I discuss: How she started 2023 with a $2M in volume month and, when everyone was saying it would be a bad year, decided not for her and ended it with $86M in volume How, after becoming a loan officer to help get her first loan, Laura left to form her own company: Truth and Lending Why her team doesn’t need to ask for business Her Personal Affordability Initiative How Tetris and mortgages are similar… … and so much more! ...
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From $3M to $300M with Nick Stageberg
Pursuing Freedom
SUCH a great episode with Nick… listen in to discover: How Nick started out in homeless shelters and did his first house hack at age 12 How he and his wife created huge wealth for themselves in a relatively short amount of time with the Burr business model How Nick never planned to sell a house to someone else when he got his real estate license and what changed that His joint venture approach to investment The Lemonade Stand Model What Nick and his team do instead of cold calling… The impact of being, or...
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Listen in as Cheryl and I discuss:
- KPIs — what they are and their importance in any business, regardless of size
- Why knowing your cash flow and break even are just two pieces of the equation and it’s the third piece that many business owners miss to their detriment
- KPIs to measure across your entire business
- Why some business owners can’t get through a barrier of financial or business growth
- The strategic relationships with banking institutions you use
- The importance of managing your business and personal finances in tandem
- …and so much more!
About
Cheryl Heller is Managing Principal of Pillar One Consulting, which provides Fractional CFO and Strategic Advisory support to small businesses and start-ups, and is a Partner in Clipper Ship Ventures, a private equity firm targeting emerging growth companies in the fintech and business services technology space.
Ms. Heller has built her career by leading organizations through financial, operational, and cultural transformations. She has deep knowledge and expertise in finance but at the same time, understands the importance of corporate culture and the impact it has on the ability to achieve strategic objectives. She has managed P&Ls and has been responsible for financial forecasts for both large and small organizations. Her specialty lies in creating and overseeing complex, cross-functional programs to achieve corporate objectives. Her experiences, which range across organizations from Strategy to Finance to Operations to Human Resources, make her a valuable leader and advisor with a diverse set of experiences on which to draw.
Her previous experience consists of PWC, Aetna and over twenty years at Capital One in a variety of roles including CFO of the Retail Bank. Ms. Heller has served on The Holton Arms School Board of Trustees and the Boards of Directors of the Junior League of Washington and the Metropolitan Ballet Theatre and Academy.
Ms. Heller has a BS from the University of Connecticut, an MST from the University of Hartford and is a CPA. She volunteers with the Montgomery County (MD) Humane Society and The Leadership Foundry.
How to Connect With Cheryl
- Website: https://PillarOneCFO.com
- LinkedIn Profile: https://www.linkedin.com/in/cherylaheller/
- Instagram: https://www.instagram.com/cherylaheller/