Your Wealth & Beyond: Secrets of Successful Entrepreneurs
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
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The Purpose-Driven Handbook with Carly Pepin
03/21/2025
The Purpose-Driven Handbook with Carly Pepin
Many professionals and entrepreneurs struggle with burnout, imposter syndrome, and the challenge of aligning their daily actions with their true passions. Without a clear vision and strategy, it’s easy to lose momentum and feel disconnected from what truly matters. But today’s guest has a proven track record of helping entrepreneurs and business leaders clarify their purpose and build lives that inspire them. Carly Pepin is the Founder and Senior Advisor at West Coast Growth Advisors, a human behavior specialist, coach, and speaker who has spent years helping individuals and business leaders break through mental barriers and unlock their full potential. With a background in behavioral psychology and mindset coaching, Carly has worked with high-level executives, entrepreneurs, and organizations to refine their leadership, streamline their operations, and amplify their impact. In our conversation, Carly shares actionable insights on overcoming self-doubt, applying core values to your decision-making, and avoiding the comparison trap that holds so many back. Whether you’re looking to take your career to the next level or simply want to feel more fulfilled in your daily life, this episode provides a roadmap to get there. In this podcast interview, you’ll learn: How your personal struggles and voids shape your life’s purpose. The importance of recognizing daily patterns to uncover what truly drives you. Why comparison leads to imposter syndrome—and how to overcome it. How to balance ambition with authenticity in business and life. The role of mission, vision, and values in creating long-term success. How to cultivate a mindset that fuels growth instead of burnout. Interview Resources Carly Pepin on | | |
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Elevating The Customer Experience with Blake Morgan
03/07/2025
Elevating The Customer Experience with Blake Morgan
In a rapidly evolving business landscape, customer experience is no longer just a department—it’s a company-wide mindset. How can leaders create a customer-first culture that drives loyalty, improves engagement, and fuels long-term success? Today’s guest, Blake Morgan, is a globally recognized customer experience futurist, keynote speaker, and best-selling author. She has worked with some of the world’s top brands, helping them redefine the customer journey in an era shaped by technology, AI, and changing consumer behaviors. In our conversation, Blake shared insights from her latest book, The Eight Laws of Customer-Focused Leadership, and explained why customer experience is not just about service—it’s about mindset, culture, and operational efficiency. We also discussed the impact of AI on customer relationships and practical strategies that businesses of any size can implement to stay ahead. In this podcast interview, you’ll learn: How customer experience has evolved over the last 20 years—and where it’s headed. Why CX is a company-wide philosophy, not just a department. The biggest mistakes businesses make in understanding their customers. How AI can enhance, not replace, human connection in customer service. The power of storytelling, content creation, and brand building in today’s digital world. Practical steps small businesses can take to improve CX and stand out in competitive markets. Interview Resources Blake Morgan on | | | |
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Crafting Your Dream Business with Kristin Steele
02/21/2025
Crafting Your Dream Business with Kristin Steele
What does it take to scale a business from the ground up, navigate male-dominated industries, and build a company culture that thrives? As you’ll hear from today’s guest, leaders provide inspiration and remove obstacles to empower their teams. Kristin Steele is a serial entrepreneur and co-founder of and , which are revolutionizing tech solutions for the beverage alcohol industry. With a background in ERP consulting and a keen eye for inefficiencies, she saw an opportunity to modernize an industry still reliant on outdated systems. She took the leap from corporate stability to entrepreneurship, building two companies that transformed operations for craft breweries, wineries, and distilleries across the country. In this episode, Kristin shares how she and her co-founders bootstrapped their companies, the lessons learned while scaling, and why fostering a strong leadership mindset is key to sustainable success. In this podcast interview, you’ll learn: The unexpected path that led Kristin into entrepreneurship. How to identify inefficiencies in an industry and turn them into business opportunities. The power of scrappy, guerrilla-style marketing for early-stage startups. How great leaders inspire their team and remove obstacles. Trends shaping the beverage alcohol industry, from shifting consumer habits to the rise of tequila brands. Interview Resources Crafted Erp on | | Doozy Solutions on | Kristin Steele on
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The Power of Hyperfocus with John Torrens
02/07/2025
The Power of Hyperfocus with John Torrens
What if the thing you thought was holding you back was your biggest strength? We’ve learned that over 62% of successful entrepreneurs have some form of ADHD. Struggling with distraction, impulsivity, and the constant pull of new ideas is something many people deal with on a daily basis, but what if they were the keys to your success? That’s why I’m thrilled to be speaking with John Torrens. John is an entrepreneur, professor, and author of Lightning in a Bottle: How Entrepreneurs Can Harness Their ADHD to Win—to explore how neurodiversity can be a superpower in business. With over 25 years of entrepreneurial experience and a deep passion for teaching, John shares his journey of building successful businesses, coaching the next generation of leaders, and optimizing performance while managing ADHD. In our conversation, you’ll learn how to harness ADHD and hyperfocus as a superpower and build a team that balances your strengths. We’ll also dig into the latest science-backed strategies for improving energy, decision-making, and overall leadership. If you’re a high-achiever looking to level up, you’ll love this episode. In this podcast interview, you’ll learn: The link between ADHD and entrepreneurial success. Why impulsivity can be both a strength and a weakness and how to harness it. The key to balancing visionary thinking with structured execution. How proper nutrition, sleep, and exercise leads to making better decisions. Strategies to manage distractions and avoid burnout. How leveraging the right technology can improve focus and efficiency. Interview Resources John Torrens on |
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From Burnout to Breakthrough with Jodi Hume
01/24/2025
From Burnout to Breakthrough with Jodi Hume
Entrepreneurship is a rewarding yet challenging journey. Entrepreneurs often feel isolated when working long hours, solving problems, and trying to grow their businesses. Many suffer from a lack of sleep and both mental and physical fatigue, which ultimately can lead to burnout. That's why I'm thrilled to have Jodi Hume on the podcast today. Jodi Hume is the Founder and CEO of . For over 20 years, she's used neuroscience and performance psychology to help first-time founders and Fortune 150 companies overcome decision fatigue, leadership challenges, and self-sabotage. Jodi focuses on finding a balance between business goals and personal well-being and empowers leaders to unlock their potential while fostering healthier, more productive work environments. In our conversation, Jodi provides tips and strategies for entrepreneurs to create spaces for reflection. If you're looking for ways to recharge your creative energy, build a cohesive leadership team, or overcome imposter syndrome and self-sabotage, this episode provides actionable advice to help you grow both personally and professionally. In this podcast interview, you’ll learn: How reflection and celebrating wins fuels team motivation and growth. How to overcome decision fatigue by using breaks and routines to recharge. The value in aligning work with personal energy and planning tasks around peak focus times. Collaboration often leads to better strategic decisions and creates buy-in. How retreats allow creativity to thrive when you create time and space to let ideas percolate. Why curiosity is a superpower to combat procrastination and self-sabotage. Interview Resources Jodi Hume on | | |
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The Entrepreneur’s Financial Planning Checklist for 2025 with Andrew Rafal
01/10/2025
The Entrepreneur’s Financial Planning Checklist for 2025 with Andrew Rafal
If you’re an entrepreneur, a typical day can feel like you’re juggling a million things and being pulled in a hundred directions. Dealing with marketing, team building, client acquisition… the list goes on. But if your financial planning isn’t dialed in, all that hard work could be for nothing. In this episode, we’re breaking down —a step-by-step guide to ensuring your business is profitable, your taxes are optimized, your cash flow is strong, and your personal wealth is growing. Today, I’ll walk you through some actionable tips and strategies to take control of your finances, avoid the most common pitfalls, and set yourself up for long-term success. Whether you’re just starting out or have been in the game for years, this episode will help you run your business efficiently, save money, create healthy habits to scale your business, and prepare for your exit when you’re ready to retire. Download your copy of In this podcast interview, you’ll learn: Tax tips and strategies that could save you thousands each year. Tools that can optimize your cash flow management to keep your business and payroll afloat. The smartest way to build wealth beyond your business Manage risk by reviewing your insurance and cybersecurity needs to protect yourself, your business and your clients. Strategies to scale your business and prepare your exit strategy for retirement. Healthy habits that help entrepreneurs avoid burnout. Interview Resources
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How to Train Your Mind & Memory at Any Age with Chester Santos
12/27/2024
How to Train Your Mind & Memory at Any Age with Chester Santos
We’ve all been there: you’re at a business conference or a dinner. You get introduced to a handful of people, you introduce yourself, you hear their names, and within two minutes, you completely forget all of them. One person who hasn’t had this problem for years is . Chester won the US Memory Championship over a decade ago and has spent the last 15 years training individuals, business owners, and executives how to use simple tips and strategies to remember names, information, and even entire presentations without notes. You don’t need any innate talent for memorization to be great at it - you simply need to spend a little bit of time training this muscle. Today, Chester joins the podcast to share and demonstrate tactics you can use right now to improve your mind and your memory. In this podcast interview, you’ll learn: Why anyone can develop a powerful memory with practice - and why Chester says he was merely “above average” when he first learned about the US Memory Championship. The proven framework Chester uses to memorize over 200 names in a matter of minutes when he walks into a room - among many other things. The three principles that make every memorization technique work. How our dependency on digital tools affects our memory and creates a massive business opportunity for people with memory skills. How Chester has pivoted his business (and his techniques) in response to the COVID-19 pandemic. Interview Resources: - $200 off to first 50 listeners who use coupon code “bayntree” at checkout! Follow Chester Santos on , , , &
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Building Brand Authenticity with Veronique James
12/13/2024
Building Brand Authenticity with Veronique James
Entrepreneurs are always looking for an edge to stand out from their competition. One of the best ways to do this is by attracting and retaining driven talent and building a culture and atmosphere that the teams and customers enjoy working with. And that’s precisely what today’s guest has been doing for over two decades. Veronique James is the CEO and founder of the James Agency, a full-service integrated marketing agency in Scottsdale, Arizona, where she’s worked with clients like USA Pickleball, Northern Arizona University, Travel Costa Mesa, and the Phoenix Children’s Foundation, to name just a few. She prides herself on building a respectful, honest, and ego-free environment and helps clients connect their brand to their audience with authenticity. In our conversation, she shared how she finds moments of calm in her hectic schedule, the hard lessons that helped her build a high-performance luxury agency that retains clients and talent, and the mistakes that so many businesses make when trying to find their ideal customers. In this podcast interview, you’ll learn: How Veronique’s first job at a marketing agency showed her what not to do as she started to build and grow her business. Why the James Agency avoids churning employees, stays lean, and maintains a strong culture even when scaling. Why customers are hungrier than ever for authenticity. How Veronique is using AI as a supplement–not a replacement–at work. What Veronique did during the COVID pandemic to avoid cutting a single employee, maintain culture, and keep up morale during what was otherwise a very challenging year for her business. How to screen prospective clients early on–and help a client that isn’t a good fit leave on their own. Interview Resources The James Agency on | | | Veronique James on | |
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Designing Spaces, Building Dreams with Dala Al-Fuwaires
11/29/2024
Designing Spaces, Building Dreams with Dala Al-Fuwaires
In some ways, building the business of your dreams is like building your dream home. It starts with a concept and vision to create a place where everyone can relax, enjoy themselves, and make great memories in a beautiful space they can't wait to return to. But how do you turn your vision and your story into reality? That's where a professional like today's guest comes in to help. Dala Al-Fuwaires is responsible for some of the most iconic spaces you'll see here in Arizona and around the world. She's the founder, CEO, and principal designer of , an interior design firm in Phoenix that Dala describes as "experience design" that activates all five senses, helping clients become a go-to hospitality space. Their mission revolves around crafting an accessible form of luxury with an intangible vibe that's ethereal and elusive, all achieved through the medium of impeccable interior design. In our conversation, Dala shares how House of Form has set itself apart from typical design firms and how she helps her clients tell their stories through design. You'll also hear how her clients become clients for life instead of a "one and done" and what she's doing to inspire others, especially women with a passion for entrepreneurship. In this podcast interview, you’ll learn: How a chance encounter with a fortune teller as a child inspired Dala to follow her passion for architecture and design. The unconventional technique Dala uses with new clients to help them design spaces based on intuition and feeling. How Dala uses equity, “reverse reviews,” and team research trips to build a loyal team and company that can grow and scale together. How Dala’s experience with the gender pay gap prompted her to take the leap into entrepreneurship in 2015. The activities and competitions Dala hosts to empower innovators in the Valley. Interview Resources House of Form on | | | | | Dala Al-Fuwaires on | | |
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Building a Superfan Base with Brittany Hodak
11/15/2024
Building a Superfan Base with Brittany Hodak
One of the best ways for a business owner to obtain new business is through referrals. It’s really hard to put a value on marketing from word of mouth. Now, imagine the possibilities if most of your clients were singing your company’s praises like fans at a Taylor Swift concert. And that’s why I’m thrilled to share this conversation with Brittany Hodak. Brittany has spent her entire career building superfans. She’s an award winning entrepreneur, author of Creating Superfans, a former Shark Tank participant, Guinness World Record holder, and someone who has helped countless business owners connect with their clients and customers on a deeper level. In today’s episode, you’ll learn all about Brittany’s journey from the music business to corporate branding, what it really means to be a superfan, and her powerful model for creating deep connections that instill confidence to drive referrals, repeat business and growth. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: In this podcast interview, you’ll learn: Lessons every business owner can learn from Taylor Swift. Key differentiators that create deep brand loyalty for companies like Trader Joe’s. Three things that define a superfan–and why these people are most likely to turn people into more customers. The big mistakes that so many business owners make when it comes to finding and nurturing customers–and how AI and automated personalization can make them worse. The power of intentionally elevating the customer experience. Interview Resources: Brittany Hodak on: | | | |
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What the Grateful Dead can Teach us about Business with Brian Mohr
11/01/2024
What the Grateful Dead can Teach us about Business with Brian Mohr
Though many simply think of them as a jam band, the Grateful Dead are one of America’s longest-enduring, most unique, and best-performing businesses. Throughout a career that has lasted over five decades, they have created a culture, a highly profitable business, and a mindset out of organized chaos. Furthermore, they have survived as a leaderless organization and cemented their legacy in the decades following the death of founding guitarist and effective bandleader Jerry Garcia in 1995. If you want to look at numbers for proof, consider the fact that the band made over $50 million almost exclusively from touring and merchandise sales in 1994. Also consider that Dead & Co., the band’s current incarnation led by John Mayer, grossed over $40 million from ticket sales in 2019 and recently wrapped up a residency at the Las Vegas Sphere that grossed over $130M in gross revenue. Joining me on today’s podcast is fellow Deadhead Brian Mohr. Brian is on the national Board of Directors of Conscious Capitalism, Inc., and is the co-founder of anthym, where they use music to help culture-driven organizations create and nurture meaningful relationships amongst their people. So, even if you’ve never connected with their music, throw your preconceived notions out the door as we dive into a conversation about how to develop prestigious brands, create customers for life, and build small businesses thinking seriously about conscious capitalism into massive, life-changing organizations. In this podcast interview, you’ll learn: Why the Grateful Dead letting fans tape and share recordings of their concerts was an early and extremely effective form of content marketing. How Jerry’s death and the subsequent infighting between band members mirrors when founders exit - and how John Mayer has stepped into Jerry’s role in a leaderless way while breathing new life into the band and its business. How the Grateful Dead used their mailing list to create an extraordinarily effective marketing machine that fostered a massively inclusive community and treated them right. Why psychological safety and feeling connected is crucial to being vulnerable enough to take risks and achieve the biggest successes in business. How technology leaves us feeling both more connected and isolated than ever before - and what business leaders and managers can do to address these issues. Interview Resources anthym on | | Brian Mohr on
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Purpose, Passion and Pajamas with Genevieve Piturro
10/18/2024
Purpose, Passion and Pajamas with Genevieve Piturro
Over the last 30 years, Genevieve Pitturo has had an extraordinary journey. She established herself as a television executive in New York City, but soon found herself looking to do something more with her life. This led her to create the , a nonprofit that helps kids that are facing tremendous adversity with housing insecurity and ensures they have equitable access to healthy sleep so they can thrive. Since 2001, they have provided pajamas and books to more than 8 million kids nationwide. In our conversation, you’ll hear why Genevieve’s career in television was leading to feelings of emptiness and why she made the leap to charitable work, how she built a network around her to turn her vision into a thriving charity, and the beauty of giving back to our communities. In this podcast interview, you’ll learn: How a little voice in her head inspired Genevieve to look for something more in life, break from her workaholic lifestyle, and follow her passion by giving back. How Genevieve bootstrapped her charity from the ground up–and the critical mistakes she made along the way. The four truths leaders need to embrace when pursuing their passion. How Genevieve balanced purpose and profit as she transitioned out of her television career and launched the Pajama Program. The difference between having–and being–a boss. Interview Resources Pajama Program on | | | Genevieve Piturro on | |
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Soulful Entrepreneurship with Lexi Godlewski
10/04/2024
Soulful Entrepreneurship with Lexi Godlewski
Discover how to build a thriving business while cultivating a life of purpose and joy. In this episode, I sat down with Lexi Godlewski, a successful entrepreneur who traded the corporate world for the beaches of Oahu. Lexi's journey is a compelling blend of personal transformation and business acumen, offering valuable insights for anyone seeking a more fulfilling path. From overcoming crippling anxiety and self-doubt to building a thriving, values-driven business, Lexi shares her inspiring story with honesty and practical advice. Lexi is a TEDx speaker, a trained business coach, and a certified master marketer who works with business owners to develop a "soultpreneur" mindset. She shares actionable strategies for authentic marketing, building strong communities, and navigating the inevitable challenges of entrepreneurship. Her insights extend beyond the business world, offering a blueprint for a life filled with purpose, joy, and adventure. Lexi's story and practical advice will inspire you to create a life and business you truly love. Her story shares with us a roadmap for a more fulfilling and intentional life and business. In this podcast interview, you’ll learn: How Lexi moved from a seemingly successful corporate career to a life driven by purpose and passion. Why community is essential for support and growth. Lexi's strategies for marketing a business authentically, focusing on storytelling and building genuine connections with your clients and community. The “Soulpreneur” mindset and how leading with your soul in all you do can bring success and purpose. Insights on overcoming common entrepreneurial obstacles, offering practical advice for navigating fear, self-doubt, and the pressure of external expectations. Interview Resources: | | |
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Legal Tips for Entrepreneurs with Andy Contiguglia
09/20/2024
Legal Tips for Entrepreneurs with Andy Contiguglia
No matter how big or small your business is, if you’re an entrepreneur, at some point or another, you’re probably going to need a lawyer. It’s easy to overlook important details as you build and scale a business, especially when focused on growing and scaling quickly. Today’s guest, Andy Contiguglia, is a seasoned business attorney from Denver. He has tons of experience working with entrepreneurs of all sizes, and, as an entrepreneur himself, he brings a unique perspective to the value a great attorney can add to your team. In this episode, we get into why you need a great lawyer on your side, the common mistakes entrepreneurs make as they chase their dreams, and how these issues play out across a wide variety of stories from Andy’s 20+ years in this field. In this podcast interview, you’ll learn: Why so many entrepreneurs are scared of bringing on lawyers–and how Andy works to allay these fears from the first time he meets with a client. How a lawyer can help you build your business properly from the ground up and protect you from intellectual property, patent, naming, and other potential issues before they ever arise. The questions Andy asks potential clients before he takes them on. How legal counsel can help to resolve a wide array of common conflicts that arise as a business grows and achieves success. What aspiring entrepreneurs should know about buying a retiree’s business. Interview Resources Contiguglia Law Firm on | Andy Contiguglia on |
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Transforming Your Brand with Jamie Windell
09/06/2024
Transforming Your Brand with Jamie Windell
When entrepreneurs launch their businesses, their branding and website often leave little to be desired. Creating a website that is functional and is both pleasing to the eye and easy to navigate takes a lot of time and resources that many business owners don’t have when they first get started. And after a few years, the website can start to feel stale and dated. That’s when it’s time for a refresh and to reach out to a professional, like today’s guest. Jamie Windell is the Founder of KHULA™ & Fractional Design PM & Consultant. A self-taught brand and web designer, Jamie has successfully guided over 100 business owners worldwide in transforming their brand image and online presence into something they can be proud of. His goal is to impact and assist 1000 small business owners in their transformation and thrive. In our conversation, you’ll learn the steps that KHULA walks their clients through when it’s time for a brand transformation, some do’s and don’ts for anyone who attempts to create or manage their own website, and why he believes in helping business owners migrate and transfer their domain so they take ownership and improve the security of their website. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: In this podcast interview, you’ll learn: Why taking a DIY approach to branding and web design is often a mistake. The key steps that KHULA uses to help clients with a branding refresh. Jamie’s advice for finding the right balance of text/copy on your website. How Webflow has been a game changer for former Wordpress users. The biggest mistakes that entrepreneurs make with CTA on the website. The importance of owning your own domain and improving the security of your website. Interview Resources KHULA on | Jamie Windell on
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The State Forty Eight Journey with Michael Spangenberg
08/23/2024
The State Forty Eight Journey with Michael Spangenberg
In today's episode, I'm thrilled to be joined by Michael Spangenberg, CEO and co-founder of State Forty Eight–one of Arizona's most recognizable local apparel brands. Since 2013, Michael and his partners have been sharing clothing for all, inspired by Arizona, through collaborations, screen printing, embroidery, art & branding, and their work. In our conversation, Mike and I dig into the "why" behind his brand, his love for Arizona, and how this side gig turned into a full-time pursuit with fans in Bruce Arians and the Arizona Cardinals, the Diamondbacks, and the Suns organizations. You'll also hear what he's doing now with the State Forty Eight Foundation to empower everyday people with dreams like his. Enjoy! In this podcast interview, you’ll learn: How Michael and his friends turned business partners envisioned their brand, quickly learned how to tell their story, and used unconventional methods to quickly build momentum. The moment Mike realized this side hustle could become a full-time career. Why it’s so important to invest–and keep investing–in yourself as an entrepreneur. What inspired the State Forty Eight Foundation–and what they’ve learned since helping to fund 32 businesses in their community. The toughest challenges State Forty Eight faced as they built and scaled their business. Interview Resources State Forty Eight on | | | | State Forty Eight Foundation on | | Michael Spangenberg on | | Stephen Polando on
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Merging AI & Authenticity to Tell Your Story with Dan Curran
08/09/2024
Merging AI & Authenticity to Tell Your Story with Dan Curran
When building a brand, everyone talks about the power of storytelling. These days, however, it’s not as simple as starting a blog and expecting your audience to explode overnight. That’s why people turn to today’s guest, Dan Curran. Dan is a founding partner at , where he works to eliminate the anxieties of book writing through a process that helps people finish manuscripts in 100 days or less, connect with amazing editors, and preserve their wisdom for generations to come. Dan has over a decade of experience working with editorial teams for large financial institutions, especially with financial advisors, and has a deep understanding of how to bring new life to so-called unsexy topics in this complex field. In today’s episode, Dan and I discuss the chaotic state of modern content marketing, how to stand out in a world where everyone has 10,000 notifications and zero attention span, and the technology–including AI–he’s using to help people share their stories and grow audiences right now. In this podcast interview, you’ll learn: How content marketing has changed over the last decade. Why authenticity matters–and why so many people are scared to be authentic. Why there’s a place for entrepreneurs over the age of 40 on TikTok. How Chapters is using a combination of AI and human talent to kickstart books when the words don’t just magically flow from an author’s fingers. Ways to get your story told without running the gauntlet of the traditional publishing model. How to craft a legacy book for your loved ones. Interview Resources Dan Curran on Chapter.io on | | |
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Finding Purpose in Every Pint with Megan Greenwood
07/26/2024
Finding Purpose in Every Pint with Megan Greenwood
Today, I’m talking to Megan Greenwood, founder of Greenwood Brewing, where she’s making woman-owned, woman-inspired real beer for all. Megan was an enthusiast and a homebrewer before venturing on her own as an entrepreneur. So, how did she get from Boston to Phoenix and from 8 taps in a garage to 14 taps downtown? In this episode, Megan shares the story of her entrepreneurial journey, the challenges she faced along the way, and why beer has to be better than good to succeed in an ever-crowded industry. Key takeaways: How homebrewing went from a hobby to a profession for Megan–and why her backgrounds in industrial engineering and manufacturing proved hugely helpful. The steps Megan took to get her product into bars and to customers when she didn’t have her own facility. How Megan found power in telling her business’s unique story in a male-dominated industry. What happened when Megan was finally ready to open at the height of the COVID pandemic. How Megan navigated growing pains as her business grew, manages an ever-growing staff, and continues to create opportunities for herself and her staff. Interview Resources Greenwood Brewing on | | | Megan Greenwood on |
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Becoming a Persuasive Speaker: Insights from Terri Sjodin
07/12/2024
Becoming a Persuasive Speaker: Insights from Terri Sjodin
Please enjoy this relaunch of one of our favorite episodes with Terri Sjodin. Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you. Fortunately, there are self-proclaimed speech geeks like Terri Sjodin out there in the world to help us improve. Terri has spent the last 30 years working to help people and businesses build and deliver more polished, persuasive, and effective presentations – and, since March, has focused her work on the tools and technologies you can use right now to forge more authentic connections. Today, Terri and I are talking about the shocking mistakes that tons of professionals make when they speak in public, as well as sharing some techniques you can use right now to become a better speaker, no matter where or how you’re meeting. In this episode you’ll learn: Everyone can benefit from improving their presentation skills, even if you don’t work in sales or ever have to get up on a stage The three benchmarks people use to measure the effectiveness of a presentation Why storytelling is such a big component of almost every successful presentation Three things you can do right now to improve your presentations - and the tools and technology that can help you deliver higher-quality virtual presentations What makes someone a great presenter. Interview Resources
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Prioritize your Time Like a Celebrity with Tarra Stubbins
06/28/2024
Prioritize your Time Like a Celebrity with Tarra Stubbins
When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge. In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars. You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: Key Takeaways: How Tarra launched her career by hopping on a tour bus with Kenny Rogers and doing the behind-the-scenes work that needed to be done. Tarra’s approach is to build trust and credibility with VIP clients and ultra-high-net-worth individuals. Why is no celebrity or CEO’s daily routine going to be the single thing that makes you as successful as they are, and how can you meaningfully start taking back your time? The power of controlling your schedule, building discipline in your practice, and simply showing up. How remote, hybrid and virtual executive assistants can continue to add value without being in the same place as their clients. Interview Resources: Tarra Stubbins on |
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Building Wealth for You & Your Employees with Brian Hartstein
06/14/2024
Building Wealth for You & Your Employees with Brian Hartstein
Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place. In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees. We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: Key takeaways The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls. Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes. How a third-party administrator can fit into your business structure to help meet your financial goals. The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees. Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now. Interview Resources Bayntree Wealth Advisors on | | |
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From Perfectionism to Progress with Andrew Rafal
05/31/2024
From Perfectionism to Progress with Andrew Rafal
Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail. So, today's episode is all about the obstacles that most entrepreneurs face in 2024 and the strategies I've used to overcome them. I'll focus on navigating the relentless bombardment of information overload, overcoming perfectionism, and preventing the fear of failure from limiting growth in your business and stunting progress. You'll learn how confronting challenges and being adaptable and resilient are critical to entrepreneurial success in today's fast-paced economy. Key takeaways Stay focused and organized when dealing with information overload with emails and social media. Overcome perfectionism and embrace progress. Waiting for perfection limits business growth. Resist the temptation to chase new technologies like AI and ensure new tech is a fit for your business. Never be afraid to fail. Embrace failures as learning opportunities. Adapting to economic uncertainty and focus on the things within your control. Comparison is the thief of joy. Creating a great culture will retain top talent. Interview Resources
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Good Money: Derrick Kinney's Journey From Planner to Podcaster
05/17/2024
Good Money: Derrick Kinney's Journey From Planner to Podcaster
Today's guest is Derrick Kinney. For over 20 years, Derrick has been helping people build wealth and find purpose in life by being better with money. He's the author of the bestseller Good Money Revolution, host of the Good Money Podcast, and creator of the Good Money Framework, where he shares seven easy steps to help people earn more, save more, and give more money to the causes they care deeply about. In the conversation, Derrick shares his story of starting his own financial planning business at the age of 26, the hard lessons he's learned over the 20+ years he's been in the financial industry, and what's changed since shifting his focus to coaching other financial advisors over the last four years. Key Takeaways The difference between scarcity and abundance mindset – and why there’s no reason to reinvent the wheel when something works. Why it’s good to be misunderstood as an innovator or entrepreneur. How Tik-Tok, LinkedIn, and Instagram influencers are misleading us when it comes to how hard it is to achieve real success. Why your core values matter when you build a business and choose who you want to work with. What Derrick learned from his conversations with Daymond John and Matthew McConaughey–and why he’d never consider canceling on someone, even if they don’t have A-list status. Interview Resources Good Money Framework - | | | Derrick Kinney - | | | |
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Chef to CEO: Aaron Chamberlin's Recipe for Success
05/03/2024
Chef to CEO: Aaron Chamberlin's Recipe for Success
Today, I’m talking to my good friend and serial entrepreneur Aaron Chamberlin. Aaron is a well known chef here in the Phoenix area who has owned a number of restaurants, including Saint Francis, Taco Chelo, and Phoenix Public Market, diversified across industries, and achieved success in a field notorious for its extraordinary challenges. In our conversation, Aaron shares lessons from his 37 years in the restaurant business. You’ll hear the story of how he honed his skills under Jean-Georges Vongerichten, why it’s so common for “successful” restaurants to barely turn a profit, and the hard lessons he learned that helped him experience remarkable growth, personally and professionally, since 2018. Key takeaways: How Aaron discovered his passion for cooking and survived 70+ hour weeks while earning very little money in New York City. What inspired Aaron to open Saint Francis in his home state of Arizona, why the business was an immediate public success, and what drove him to sell it. How Aaron shifted his mindset as he opened Taco Chelo and the Phoenix Public Market to improve his profit margins and his growth. What Aaron has done to diversify his investing, share his passion with his family, and weather the storms along the way. More interview resources can be found on the episode page: Interview Resources: Aaron Chamberlin on | | Taco Chelo on |
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Into the Storm: Navigating The Entrepreneurial Journey with Ryan Madrid
04/19/2024
Into the Storm: Navigating The Entrepreneurial Journey with Ryan Madrid
Today, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the area's top 1% of mortgage lending. In this conversation, Ryan talks about his entrepreneurial journey with deep family roots, how Bison Ventures’ corporate culture has helped them become one of Phoenix’s leading mortgage companies, and the power of building a culture to create great client experiences. Key takeaways: Why incredible customer service is key to weathering tough times in any industry. The advice Ryan’s uncle gave him to help him leave corporate America and find his true calling. How Ryan survived tough personal times, left the corporate world, found his business partner, and got on a new track to success. What differentiates Bison Ventures from other mortgage firms. The humbling business challenges Ryan has faced in the last several years–and how he got through them. Interview Resources Bison Ventures on | | Ryan Madrid on | | Into the Storm Podcast on | | |
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Meditation, Mindfulness and Living with Intention with Elizabeth Winkler
04/05/2024
Meditation, Mindfulness and Living with Intention with Elizabeth Winkler
If you’re growing a business and a family, you’re probably more than a little familiar with moments of chaos. And if you’re listening to this podcast, you probably know how it feels to have too much on your plate and perhaps wondered how to make positive, powerful shifts in the face of big challenges. Today, I’m excited to introduce you to my friend and mentor Elizabeth Winkler. Elizabeth is a Licensed Marriage and Family Therapist and Certified Meditation Teacher, and her work has helped thousands of people all over the world. In today’s episode, we dig into the power of mindfulness, how to start (and stick to) a meditation practice of your own, and how to use these incredible tools to declutter your mind, tap into your superpowers, and approach everything in your life in flow. Key takeaways: What it means to practice mindfulness and live with intention. What stops people from having a meditation practice. How to help unwind the Type-A mind to harness your energy more effectively. Why fear is at the root of your perfectionism–and what to do about it. Why there’s never been a better time to start meditating than right now. Interview Resources Elizabeth Winkler on | | |
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How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings
03/29/2024
How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings
For many people, election years bring a lot of stress. That’s especially true in the most recent elections. Media coverage is 24/7, and there are new polls and promises in the headlines, which can cause uncertainty among investors. So today, I’m jumping on the mic with John Gengle, a Financial Advisor at Bayntree Wealth, to discuss what history has taught us about previous election years and what to expect from this one. In our conversation, you’ll hear how changes to which party is in power rarely lead to a significant impact on the economy, how fixed-income investments have been undervalued, and how Congress plays a more critical role in our tax laws and economy than a new President. Key takeaways: What to expect if a Democrat or Republican President is elected. Why campaign promises don’t always lead to sweeping economic changes. The benefits that a divided congress has on economic policy. How fixed income investments have been undervalued in recent years. 🎯 Are You on Track for Retirement? Take Our Free Quiz to Find Out 🚀 Download Your Free Dream Plan Retire Toolkit 📞 Schedule a 15-Minute Call & Start Planning for the Retirement of Your Dreams Music: The Whole World Crashes Down – Astral Orange
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Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman
03/22/2024
Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman
Building a successful career in an incredibly competitive real estate market doesn’t happen by accident, especially when your area of expertise is luxury residential real estate. Today’s guest has climbed to the top and is recognized as one of Arizona’s top real estate advisors. As you’ll hear, tremendous success doesn’t happen without developing great partnerships and long-term relationships. Adrian Heyman is a Real Estate Advisor at The Agency, a luxury real estate firm in Scottsdale, AZ. Adrian was The Agency’s top-producing agent from 2018-2021 and reclaimed the title in 2023. In addition to succeeding in Arizona’s real estate markets, he’s also passionate about the Surfrider Foundation and has built a thriving 25-year partnership with his wife. In this conversation, Adrian shares the story of how he came from Australia’s fitness industry to American real estate, how he achieved success in an incredibly competitive industry with a very high failure rate, and what lies ahead in Arizona’s hot luxury real estate market. Key takeaways: How Adrian kept his business growing and his family stable even through brutal market downturns and cross-continental moves. How a huge real estate deal in Paradise Valley in 2017 changed the trajectory of Adrian’s career. The critical mistakes Adrian sees homeowners and agent advisors make that stop them from getting top dollar. How technology has transformed the landscape for home buyers and sellers. Factors that attract high-end homebuyers to the Paradise Valley. Interview Resources Adrian Heyman on | | The Agency on | | | |
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Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen
03/08/2024
Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen
Making the entrepreneurial leap and leaving Corporate America to create your own business is more than a leap of faith. Most new business owners face trials and tribulations along the way. But those who stick with it and believe in themselves can achieve the growth that makes them a success story worth celebrating. Today’s guest is Shannon Breen, and he has a success story that is definitely worth celebrating. Shannon is the Co-CEO and founder of , a digital logistics partner powered by technology and built on trust and transparency. In this conversation, Shannon tells the story of how he fell in love with logistics, the two core components that have led to rapid and exponential business growth, and the power of building a great culture with employees who are empowered to be authentic on social media. Key takeaways What makes the logistics industry so uniquely fragmented and complicated. Why Shannon took the entrepreneurial leap and left corporate America. The importance of trust, transparency and authenticity in a company with a great culture. Why some people can launch their company as a side business, why Shannon needed to go all-in, and why so many entrepreneurs fail to even take the first step. Shannon’s advice on creating a thriving company culture and the benefits of empowering staff to be authentic at home and at work. Interview Resources FreightVana on | | | | Shannon Breen on
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Unlocking the Wealth Mindset to Create the Future You Want with Anne Lester
02/23/2024
Unlocking the Wealth Mindset to Create the Future You Want with Anne Lester
It’s very easy to rack up credit card debt. It’s much more difficult to pay it off and considerably tougher to set yourself up for long-term financial success, to make good long-term decisions, or to avoid falling into classic pitfalls managing debt–especially for younger generations entering the workforce. I’m thrilled to share this conversation with Anne Lester. Anne is a retirement expert, speaker, media commentator, and author of a new book titled How to Save Smart Now for the Future You Want. Anne was the Head of Retirement Solutions for JPMorgan Asset Management for 20 years, where she traveled the country and spoke to tens of thousands of investors. In this episode, Anne shares how she fell in love with the world of finance, why poor financial decisions are often made, and the importance of automating your savings with a 401(k) and creating an emergency savings plan. Key takeaways: How we’re programmed to spend, spend, spend–even when we already have debt we need to pay off and don’t need more stuff. Why we’re so afraid of getting it wrong when it comes to retirement planning–and how doing nothing sets us up for failure most of all. Why now’s a great time to build a robust emergency fund. How to get your credit cards under control, centralized, and easily tracked. How our peers’ luxury spending tricks us into spending more on things we don’t need. Simple things you can do right now to start bringing down your spending. Interview Resources: Anne Lester on | |
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