The Richer Geek
Welcome back to another episode of The Richer Geek Podcast! Today, we're exploring a revolutionary banking strategy that's completely changing how Americans save, invest, and conquer debt. Forget everything you thought you knew about traditional banking – it's time for a major financial upgrade. Our guest, Bill Westrom, co-founder and CEO of TruthInEquity.com, brings 30 years of invaluable banking and lending experience to the table. He's here to expose how the traditional financial system often fails families and, more importantly, how to fix it. Bill will explain his innovative "credit...
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Welcome back to The Richer Geek Podcast! Today’s guest is Stephen Petasky, CEO and Founder of The Luxus Group. For the past 17 years, Steve and his team have helped deliver over 20,000 luxury vacations across North and Central America, the Caribbean, and Tuscany. Steve shares how The Luxus Group creates a high-end, consistent travel experience and works with global luxury brands to deliver real value.Whether you're a real estate investor, a vacation rental owner, or just love traveling in style, this episode gives you real insights into the future of luxury travel and hospitality. In this...
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Looking to turn your career experience into real estate success? In this episode of The Richer Geek Podcast, Casey Gregersen shares how he went from working in the oil fields to building wealth through real estate. How did Casey make the leap from a corporate job to owning fitness studios and launching Bighorn Capital Fund? You’ll learn why he chose Wyoming as his market, how his engineering background gives him an edge, and how passive investing can help you reach financial freedom. Curious how you can get started too? Tune in and find out! In this episode, we’re discussing… From...
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Welcome to another episode of The Richer Geek Podcast! It's June already, can you believe we're almost halfway through the year? If you're feeling that mid-year slump, perhaps even dreaming of building a life you don't need a vacation from, then get ready to be inspired and gain ideas from this conversation. We're joined by Jeremy Beland, a real estate investor and co-founder of REI Freedom. At 40, Jeremy boldly sold his townhouse, downsized, and used the equity to begin his wholesaling journey, ultimately achieving 450+ off-market acquisitions and $10 million in gross profits. Now, managing...
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Welcome back to The Richer Geek Podcast! Today, we’re switching things up with a powerful conversation on redefining wealth and lifestyle. Our guest is Bri Conn, Chief Experience Officer at Childfree Wealth®, a life and financial planning firm dedicated to helping childfree and permanently childless people design a life they love. Bri shares her journey into this unique space, the principles behind their approach, and how the FILE (Financial Independence, Live Early) philosophy encourages living fully, now, not just in retirement. It’s time to rethink what financial freedom really means....
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Want to learn how to make big money in real estate? Join us as Christian Osgood shares his simple steps to buying over 300 rental properties in just three years. Find out how he retired his wife and built his dream home. Get easy tips on seller financing, fixing tough properties, and what mistakes to avoid. Tune in for clear, actionable advice on growing your own real estate business! In this episode, we're discussing... Fast Growth: Christian quickly moved from small duplexes to bigger multifamily deals, realizing this was essential to reach financial freedom quickly after a personal...
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Ever wondered how a Super Bowl champion pivots from the gridiron to the world of finance and venture capital? Join us as we dive deep with former New Orleans Saints superstar Marques Colston, co-founder of Champion Venture Capital. Discover the secrets behind his unlikely transition, the mistakes athletes and everyday individuals make in wealth management, and his how-to guide for building a lasting legacy. Marques shares his unique perspective on identifying game-changing opportunities in sports tech, real estate, and beyond, and reveals how CVP is democratizing access to this traditionally...
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Feeling stuck, burned out, or like you’ve hit a ceiling in your career or business? You’re not alone, and more importantly, you don’t have to stay there. Welcome back to another episode of The Richer Geek Podcast. Today, we are joined by Ryan Crittenden, Ph.D., of XL Coaching to explore the importance of coaching for both entrepreneurs and professionals. With a Ph.D. and years of experience in strengths-based leadership coaching, Ryan explains why going it alone can lead to stagnation, and how expert guidance can help you move forward with clarity and purpose. In this episode, we're...
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Think pre-IPO investments are just for billionaires? Think again. Welcome back to another episode of The Richer Geek Podcast! Today’s guest is Mike Ivancie, CMO at UpMarket, an alternative investment platform that’s opening the door for accredited investors to access private market opportunities once reserved for the ultra-wealthy. Since 2019, UpMarket has helped individuals invest over $150 million into assets like pre-IPO shares in SpaceX, Neuralink, Stripe, and OpenAI, as well as hedge funds, private equity, and real estate. Mike’s mission is to break down barriers and grow the...
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Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round. Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key. Whether you're a real...
info_outlineIn this episode of The Richer Geek Podcast, we are joined by Adam Callinan, founder of Pentane, an innovative e-commerce profitability system. Adam shares his journey from medical devices to creating the wildly successful BottleKeeper and how those experiences led to the development of Pentane. Discover how Pentane transforms raw e-commerce data into actionable insights, helping businesses of all sizes, especially early-stage consumer brands, achieve sustainable profitability. Learn how to move beyond guesswork and emotion and embrace a data-driven approach to your e-commerce strategy. Adam dives into the critical mistakes many businesses make, including arbitrary ad budgets and the hidden impact of fixed expenses, and how Pentane provides the tools to make informed decisions.
In this episode, we’re discussing…
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E-commerce Success Formula – Adam Callinan, founder of Pentane, shares how understanding financial and customer acquisition metrics helped scale BottleKeeper into an eight-figure business with just four employees.
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The Power of Real-Time Data – Pentane provides a live dashboard integrating expenses, revenue, and ad spend to help e-commerce businesses make data-driven decisions instead of guessing.
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Optimizing Profitability – Businesses can set financial goals (e.g., a 10% net margin) and use Pentane’s system to backtrack the exact ad spend and revenue targets needed to achieve them.
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Beyond Trial & Error – Many e-commerce brands operate blindly, throwing money at ads without knowing their impact. Pentane replaces uncertainty with precise, actionable insights.
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Who It’s For – Ideal for early-stage consumer brands (<$20M revenue) looking for clarity in their financial and marketing strategies.
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No Long History Needed – While lifetime value metrics require 12 months of data, most of Pentane’s insights can be leveraged immediately with accurate financials.
Resources from Adam
Resources from Mike and Nichole