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Dec. 11, 2023

1005: Overcoming Adversity and Achieving Financial Freedom

1005: Overcoming Adversity and Achieving Financial Freedom

Overcoming Adversity and Achieving Financial Freedom Rod Khleif, RodKhleif.com – The Sharkpreneur podcast with Karl McKinnie Episode 1005 Rod Khleif Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate and giving back. As one of the country's top real estate and…

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Dec. 11, 2023

Episode 133: The Art of Fee-Only Financial Advising

Episode 133: The Art of Fee-Only Financial Advising

The Art of Fee-Only Financial Advising – The RIA Podcast with Karl McKinnie Episode 133 Ed Mahaffy Ed Mahaffy founded ClientFirst Wealth Management, LLC. in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and independent…

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Dec. 11, 2023

Episode 132: Building Passive Wealth Using Innovative Real Estate Investments

Episode 132: Building Passive Wealth Using Innovative Real Estate Investments

Building Passive Wealth Using Innovative Real Estate Investments – The RIA Podcast with Karl McKinnie Episode 132 Mustafa Ladha With a firm foundation in the real estate realm and a commitment to ethical investing, Mustafa Ladha stands out as a distinguished Real Estate Fund Manager, emphasizing investing in ground-up construction…

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Dec. 10, 2023

Ep 131: Leadership and Navigating Change

Ep 131: Leadership and Navigating Change

David Hamra is a principal and founder of Gordian Advisors, LLC, a fee-only financial planning firm. After earning his BA in Economics, magna cum laude, from Washington & Lee University, Dave spent several years in retail bank management. He earned his Master’s degree in Business Administration from Harvard University’s Graduate…

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Dec. 5, 2023

Ep131: Managing Institutional Investments

Ep131: Managing Institutional Investments

David Hamra is a principal and founder of Gordian Advisors, LLC, a fee-only financial planning firm. After earning his BA in Economics, magna cum laude, from Washington & Lee University, Dave spent several years in retail bank management. He earned his Master’s degree in Business Administration from Harvard University’s Graduate…

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Dec. 4, 2023

Ep130: Navigating Retirement Planning

Ep130: Navigating Retirement Planning

Joe Schmitz has built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisors use tax-efficient strategies, investment management, income planning, and proactive health care planning to help clients feel confident in their financial future – and…

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Dec. 4, 2023

1004: Turning Aspiring Entrepreneurs into Successful Business Owners

1004: Turning Aspiring Entrepreneurs into Successful Business Owners

Turning Aspiring Entrepreneurs into Successful Business Owners Sophie Howard, Aspiring Entrepreneurs – The Sharkpreneur podcast with Karl McKinnie Episode 1004 Sophie Howard Sophie Howard has started, scaled, and sold six and seven-figure online businesses. She knows what works when it comes to growing an online business. She wants to help…

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Dec. 4, 2023

1003: Email Marketing Evolution

1003: Email Marketing Evolution

Email Marketing Evolution Ryan Phelan, RPE Origin – The Sharkpreneur podcast with Karl McKinnie Episode 1003 Ryan Phelan With more than two decades of online marketing experience, Ryan Phelan has focused on driving successful strategies for high-growth SaaS software and online companies and advancing winning digital strategies. In working for…

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Nov. 30, 2023

1001: AI-Driven Marketing Magic: Nowsite’s Journey to 70,000 Happy Customers

1001: AI-Driven Marketing Magic: Nowsite’s Journey to 70,000 Happy Customers

AI-Driven Marketing Magic: Nowsite’s Journey to 70,000 Happy Customers Justin Belobaba, Now.Site – The Sharkpreneur podcast with Seth Greene Episode 1001 Justin Belobaba Justin Belobaba is the Founder & CEO of Nowsite, the #1 AI-powered online marketing platform for solopreneurs. A serial tech entrepreneur with three successful exits, he was…

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Nov. 28, 2023

Ep129: Managing Multimillion-Dollar Portfolios

Ep129: Managing Multimillion-Dollar Portfolios

Will Rodriguez began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning. Will joined Briggs Wealth Management in 2019 and services our clients financial planning needs. Will graduated from the University of…

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Nov. 27, 2023

1002: Unveiling the Power of Customized Marketing Campaigns

1002: Unveiling the Power of Customized Marketing Campaigns

Unveiling the Power of Customized Marketing Campaigns Logan Rae, Argon Agency – The Sharkpreneur podcast with Karl McKinnie Episode 1002 Logan Rae Logan Rae is the founder of the digital marketing company Argon Agency. In the ashes of 2020, a team of serial entrepreneurs came together and noticed a void…

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Nov. 27, 2023

1001: AI-Driven Marketing Magic: Now.Site’s Journey to 70,000 Happy Customers

1001: AI-Driven Marketing Magic: Now.Site’s Journey to 70,000 Happy Customers

AI-Driven Marketing Magic: Now.Site’s Journey to 70,000 Happy Customers Justin Belobaba, Now.Site – The Sharkpreneur podcast with Seth Greene Episode 1001 Justin Belobaba Justin Belobaba is the Founder & CEO of Now.Site, the #1 AI-powered online marketing platform for solopreneurs. A serial tech entrepreneur with three successful exits, he was…

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Nov. 27, 2023

Ep128: Mastering Mergers and Acquisitions

Ep128: Mastering Mergers and Acquisitions

Alma Johns founded Bench Capital Advisory in 2014. She manages M&A transactions and creatively structures financing proposals for various companies in the manufacturing, aerospace, biotech, medical device, food distribution, and telecommunications sectors. As corporate banker at MUFG, she managed the accounts for multinational corporations and significantly increased the bank’s loan…

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Nov. 20, 2023

Ep127: Data-Driven Personal Development

Ep127: Data-Driven Personal Development

William Lam is a visionary entrepreneur and the co-founder of UPGRD®, a groundbreaking movement that's revolutionizing the way we perceive personal development. Born out of William's profound understanding of human potential, UPGRD® isn't just an experience; it's a mission to upgrade the very operating system of your mind. What sets…

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Nov. 20, 2023

1000: Transforming Wastewater and Digital Marketing

1000: Transforming Wastewater and Digital Marketing

Transforming Wastewater and Digital Marketing Suzan Chin-Taylor, Creative Raven – The Sharkpreneur podcast with Karl McKinnie Episode 1000 Suzan Chin-Taylor Suzan Chin-Taylor founded Creative Raven in 2004 to offer firms in the water, wastewater and underground infrastructure industry a means to access all of the services of a marketing and…

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Nov. 20, 2023

999: AI-Driven Marketing Strategies

999: AI-Driven Marketing Strategies

AI-Driven Marketing Strategies Dr. Brett Lane, BrettSLane.com – The Sharkpreneur podcast with Seth Greene Episode 999 Dr. Brett Lane Dr. Brett Lane is an SEO expert and digital marketing consultant who helps businesses of all sizes grow their online presence and achieve their goals through SEO, content creation, link building,…

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Nov. 14, 2023

998: Maximizing Investor Returns in Mobile Home Parks

998: Maximizing Investor Returns in Mobile Home Parks

Maximizing Investor Returns in Mobile Home Parks Charlotte Dunford, Johns Creek Capital – The Sharkpreneur podcast with Seth Greene Episode 998 Charlotte Dunford Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte,…

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Nov. 13, 2023

997: Reinventing the Agency Model

997: Reinventing the Agency Model

Reinventing the Agency Model Matt Gerchow, Agency Hub – The Sharkpreneur podcast with Seth Greene Episode 997 Matt Gerchow Matt Gerchow, as a digital marketing and SEO expert, has led a successful career spanning two decades. Originally from Seattle, Washington, Matt’s career led him to live in various countries, including…

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Nov. 9, 2023

Ep126: Using AI to Reduce Risk

Ep126: Using AI to Reduce Risk

David Marra is a Co-Founder and Managing Director of Markin and leads Research and Portfolio Management for Markin Asset Management. David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations including ALTSLA, NAPFA, and the Financial Planning Association (FPA). Throughout his…

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Nov. 6, 2023

996: Game Changing LinkedIn Strategies

996: Game Changing LinkedIn Strategies

Game Changing LinkedIn Strategies Catherine Roy, LHM International – The Sharkpreneur podcast with Seth Greene Episode 996 Catherine Roy Catherine B. Roy is the Founder of LHM International, an internationally recognized Business and Personal Growth Coach with a client base worldwide, TEDx Keynote Speaker, Podcaster, and Bestselling Author, also known…

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Nov. 6, 2023

995: Growing a Multi-Unit Franchise Empire

995: Growing a Multi-Unit Franchise Empire

Growing a Multi-Unit Franchise Empire Jesse Keyser – The Sharkpreneur podcast with Seth Greene Episode 995 Jesse Keyser Jesse Keyser lives in St Louis, Missouri and is a franchisee of 31 units of Sport Clips, Little Caesars, and Oxi Fresh Carpet Cleaning. He has served on the advisory councils for…

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Nov. 5, 2023

994: From Homeless Teen to Entrepreneurial Dream

994: From Homeless Teen to Entrepreneurial Dream

From Homeless Teen to Entrepreneurial Dream Natasha Miller, Entire Productions – The Sharkpreneur podcast with Seth Greene Episode 994 Natasha Miller Natasha Miller sits at the helm of Entire Productions, but she isn’t your average CEO - She is a hyphenate entrepreneur who began her career in entertainment as a…

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Nov. 2, 2023

Ep125: Financial Therapy

Ep125: Financial Therapy

Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP, is a pioneer in integrating financial planning and psychology. Rick is a co-founder of financial therapy and a founding board member and Past-Chair of the Financial Therapy Association. In 2021 he also founded IFS Informed Financial Therapy™. He is a Certified Financial Therapist-Level…

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Oct. 31, 2023

993: Helping Federal Employees Achieve Financial Freedom

993: Helping Federal Employees Achieve Financial Freedom

Helping Federal Employees Achieve Financial Freedom Jeffrey Gill, Peak Mutual – The Sharkpreneur podcast with Seth Greene Episode 993 Jeffrey Gill Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the…

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