The Business Credit and Financing Show

The Business Credit and Financing Show is produced by Credit Suite and hosted by Ty Crandall, business credit expert and best-selling author of Perfect Credit and Business Credit Decoded. Each week we talk about the business growth strategies that matter most to entrepreneurs. Listen in as we discuss the secrets to getting credit cards, loans, and credit lines to start and grow your business, even when you think you can’t get financing at a bank. And enjoy as we talk with seasoned business owners, coaches, influencers, and industry leaders on a variety of business growth strategies from how to market, hire, scale, increase revenue and profit, and the nuts and bolts of running a highly successful business. Listeners leave every 30-60-minute episode with actionable information you can use to start, grow, and fund a highly profitable business.
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May 24, 2023

Sach Jhangiani is the Co-Founder and CMO at Elevate.Money, where he provides alternative investment access to millennials via its tech-driven platform by offering fractionalized interests in commercial real estate portfolios to non-millionaires via a seamless and user-friendly digital interface.

Sach had a successful 15+ year career at Credit Suisse and made it to the top of the ranks as a Managing Director.

In 2016, Sach left his job and moved to the West to recalibrate. Over the next several years fell in love with digital marketing and communication and found the drive to share his knowledge from wall-street and help make the world a more level-playing field when it comes to building wealth and taking ownership of one's finances. 

During the show we discuss:

  • How Much Work is Involved in Making Money in Commercial Real Estate on Your Own

  • What Real Estate Investment Trust (REIT) is

  • How REIT works

  • How to Get Started in Commercial Real Estate Investing in Only 4 Minutes 

  • Why REIT’s are Good Investments in This Day and Age?

  • The Types of Investments You Should Consider when Investing

  • The Types of REIT’s, and the Best REIT to Invest In

  • The Edge of REIT over Other Alternative Investments

  • The Advantages of Investing in REIT Over Owning a Rental Property

  • Renowned Examples of REIT’s

  • How to Invest in REIT’s

  • How Much Money You Need to Start Investing in REIT’s

  • How Much Money You Can Make in Investing in REIT’s

  • The Things You Should Consider Before Investing in REIT’s

  • How to Know if REIT’s are the Best Investment for You

  • Where to Invest in REIT’s


May 17, 2023

Jermane Cheathem is a minimalist entrepreneur who travels around the world full-time while using simplicity to get what we all want: financial freedom.

Jermane is the Sales Director at DaoFinancial. He specializes in helping medical equipment/devices sellers win more business and loyal customers by offering finance programs to their clients.

With over 17 years of expertise in medical equipment finance, his passion is finding creative solutions for all of his clients so they can thrive in their businesses.


During the show we discuss:

  • Why Equipment Financing Demand is Extremely High, and How You Can Fill that Void

  • Why Nearly 80% Equipment is Financing and How You Can Benefit from That

  • Why equipment dealers are hungry for a good financing relationship

  • Why You Should Consider Equipment Financing as a Way to Make Money

  • How to Use LinkedIn to Get Leads

  • How to Build Sales Systems that Help You Convert More Sales

  • How to Have Equipment Dealers Get Your Leads for You

  • How to Help Customers with Good and Bad Credit Get Approved 

  • How to Get 80%+ Approval Rates for Equipment Financing 

  • The Type of Money You Can Make on Equipment Financing 

  • How to Make $10,000+ Per Equipment Deal

  • How to Choose the Right Niche for Equipment Financing



May 10, 2023

Mohit Tater is a serial entrepreneur, investor, and consultant. He founded BlackBook Investments and quickly became a recognized expert investor in online businesses and digital assets.

In the past 5 years, using the skills and strategies he's been optimizing, Mohit has created hundreds of thousands of dollars in cash flow and profits after making online investments in eCommerce, advertising, and affiliate as well as service-based businesses.

Mohit has extensive experience in SEO, content marketing, social media marketing, and conversion rate optimization. He has worked closely with brands such as eBay, Groupon, Microsoft, Nokia, and many more on their digital marketing strategies.


During the show we discuss:

  • What Digital Assets Are
  • How Digital Asset Investments Work

  • Why Invest in Digital Assets Over Other Non-Traditional Investment Models

  • Famous Examples of Digital Assets-Based Businesses

  • The Different Types of Digital Assets You Can Invest In

  • The Best Digital Assets to Invest in Right Now

  • How to Invest in Digital Assets

  • How Much Money You Need to Start Investing in Digital Assets

  • How Much Money to Expect to Make in Digital Asset Investments

  • The things You Should Consider Before Investing in Digital Assets

  • Platforms to Use to Invest in Digital Assets

  • What to Look For in a Digital Assets Investment Manager




May 3, 2023

Thomas “Ai Nerd” Helfrik is a technology guru, business innovator, and CEO of Instantly Relevant, Inc. ( Using a combination of emerging AI technology and expert human insight, his company helps founders, entrepreneurs, and startups earn more traffic, tap into new revenue streams, and capture the attention of “relevant” audiences. 

His data-driven approach uses customized content and social media engagement to help growing businesses reduce their time on social media while creating millions in revenue and growing accounts for customers. Thomas has a humorous and larger-than-life personality that creates unmatched customer experiences for clients.


During the show we discuss:

  • What to know about Chat GPT

  • How Companies Like Google Can Determine If Content is AI-written

  • Why Leverage a Partner to Scale Marketing

  • Is A.I. Enough for Creating Content

  • 5 Things You Should Use AI For that You’re Not Thinking About

  • Why You Should Stop Chasing "Perfect" in Your Content Creation

  • Things Most Brands Go Wrong with Their Social Media Approach

  • How Technology-Driven Marketing is Different than Traditional Marketing

  • The Top Reasons Why Your Business Needs A Strategic Content Plan to Accelerate Business Growth and Amplify Your Brand

  • How to Save Tons in Marketing Budget While Rapidly Increasing Content and Engagement

  • How to Use AI To Bridge The Communications Gap Between Brands and Target Audiences

  • The  Social Media Platform With the Most Value Right Now

  • How to Best Support Your Customer with Their Changing Needs

  • How to Help a Founder that Needs Agility and Flexibility in What They are Doing


Show Resources:

Text 314-954-6900, and say you heard him on Ty Crandall’s show


Apr 26, 2023

Sarry Ibrahim is a financial consultant and health and life insurance agent who specializes in serving high net worth individuals, real estate investors, business owners, and retirees. He has extensive experience transitioning retirees from retirement plans to individual Medicare plans and has a reputation for putting his clients first.

Sarry is known for his ability to provide financial strategies that protect assets and for his expertise in identifying areas of certainty in financial projections. He has earned the trust and confidence of clients over the years and helps business owners protect their assets from various risks as a licensed advisor.

During the show we discuss:

  • What Financial Asset Protection is

  • The Common Financial Assets that You Want to Protect

  • The Common Risks to Financial Assets, and How They Can Be Mitigated

  • The Common Mistakes that People Make When It Comes to Protecting Their Financial Assets

  • How to Start Creating a Financial Plan

  • How to Choose the Right Investment Strategy

  • The Role of Insurance in Protecting Financial Assets, and How to Choose the Right Policies

  • What a Trust is, and What Its Role is in Protecting Your Financial Assets

  • The Benefits and Disadvantages of Having a Trust

  • How to Minimize Your Tax Liability While Protecting Your Financial Assets

  • How to Minimize Debts While Protecting Your Financial Assets

  • How to Take Advantage of Technology in Protecting Your Financial Assets

  • How to Choose the Right Financial Advisor



Apr 19, 2023

Joe Ardeeser is a former digital agency owner of 12 years. He’s worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12.

After selling his agency, Joe decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed.

As a small business owner, Joe learned that so much of being successful comes down to closing quality clients quickly. Joe loves talking about all things business-related but in particular, enjoys discussing proposals, systems and operations.


During the interview we discuss:

  • What a Business Proposal is, and Why You Should Write One

  • What a Good Business Proposal Contains

  • What You Should Avoid Including in a Business Proposal

  • Why Your Business Should Invest in Your Proposal Process

  • How You Can Write Better Business Proposals

  • The Challenges in Writing a Business Proposal, and How to Avoid/Overcome Them

  • What and How to Prepare Before You Start Writing a Proposal

  • How to Maximize Engagement from Prospects After Sending Proposals




Apr 12, 2023

Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent.

After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT.

He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank.

During the show we discuss:

  • How to Choose the Right Investment for You

  • Th Good Investments for Those That are Just Starting

  • The Low-Risk Investment Types That Have Decent Returns

  • The Best Investments to Take Advantage of In The Market Right Now

  • The Most Promising Startup Investments to Check Right Now

  • How to Start Investing

  • How to Get Funding for Your Investment

  • The Best Next Steps to Take After You’ve Made Your Investment

  • Where to Look for The Best Financial Advice in Making Investments

  • Tips/Strategies to be Successful in Investments

  • The Differences Between Traditional and Modern Investments

  • How to Take Advantage of Technology in Making Investments




Apr 5, 2023

Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don’t Eat. 

Don’s cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style.

During the show we discuss:

  • The 3P’s of Developing Your Sales System

  • Why You Need to Systematize Everything 

  • How to Develop the Policies, Processes, and Procedures to Scale Your Company

  • How to Sell When You Suck at Selling

  • How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave

  • The 3P’s of the Hiring Process

  • The Best Practices in Team Communication

  • How to Develop New Leaders in Your Organization / Business

  • The 3P’s of Training and the Things to Keep in Mind in Training Your Clients and Your Team

  • What Personality Profile Testing is and Why It is Important in Your Business

  • How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans


Mar 29, 2023

Stephen Flood is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. 

He held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.

When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold and silver purchasing and storage.


During the show we discuss:

  • Why Invest in Gold and Silver
  • How Silver and Gold Investment Works
  • Why Gold and Silver Over Other Metals
  • The Edge of Gold and Silver Over Other Investments
  • Things to Consider Before Investing in Gold and Silver
  • How to Start Investing in Gold and Silver
  • How Long Before You Get ROI on Gold and Silver Investments
  • Metal Bars vs Coins; What’s the Difference Investment Wise and Why They Differ in Price Per Unit of Weight
  • How Much a Good Startup Gold and Silver Investment Cost
  • How to Buy Gold and Silver
  • Where to Buy Gold and Silver
  • What to Look for in Gold and Silver Dealers
  • What to Do with Gold and Silver After Purchase
  • Where to Store Gold and Silver After Purchase
  • What to Look For in Gold and Storage Services
  • How to Sell Gold and Silver and Get the Highest Return



Mar 22, 2023

Anna Hall is the founder of The Purpose Equation® LLC, and is the creator of The Purpose Equation®, an evidence-based framework that guides individuals to discover their unique Purpose. The framework she invented is the basis for programs and workshops that are designed to identify purpose, spark joy, and personal growth – at any age and in every moment.

Throughout her career, she has witnessed how purpose builds resilience and improves wellness. Her mission has become helping people define and activate their purpose – in life and work.

Anna also led Continuing Care Retirement Communities (CCRC) and Skilled Nursing engagement programming for Brookdale Senior Living, the largest senior-living provider in the country. 


During the show we discuss:

  • The Importance of Knowing Your Life's Purpose
  • How Passion and Purpose are Different
  • How to Determine Your Personal Values
  • The Advantages of Knowing Your Life's Purpose Over Not Knowing It
  • How to Establish Your Top 5 Personal Core Values
  • The Right Time to Start Seeking Your Life's Purpose
  • The First Important Steps to Take in Starting to Discover Your Life's Purpose
  • The Usual Obstacles that Will Hinder You in Finding Your Purpose
  • How to Know if You’re on the Right Track in Seeking Your Life’s Purpose
  • The Importance of Understanding Your Purpose as an Entrepreneur
  • How to Use the Purpose Equation® to Improve the Quality of Your Life
  • How Purpose Helps You Grow Your Business Faster and Easier
  • Why You Should Help Employees Find Their Purpose 
  • The Advantages of Knowing Your Life's Purpose for Your Business



Mar 15, 2023

Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life.

Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!


During the show we discuss:

  • Why Financial Literacy is the Difference Between Wealth & Poverty
  • The Pillars of Wealth
  • How to Use the Triangle of Wealth 
  • 3 Daily Habits You Should Develop to be Wealthy 
  • How and Where to Learn About Financial Literacy
  • What Many People Do Wrong with Their Money
  • How to Build Wealth Like the Top 1%
  • The Good Habits That All the Wealthy Possess
  • How to Make Money While Paying Off Debt & Making Debt an Investment
  • Why Getting a Loan is a Good Idea to Build Your Wealth
  • How to Own Real Assets
  • Why Passive Income Should be Greater than Savings + Expenses + Taxes
  • The Passive Income Opportunities That We Can Start Now
  • The Opportunities on Alternative Investing
  • Things You Need to Know About Alternative Investing
  • How to Not Pay Your Taxes & Get Away With It


Show resources:

Mar 8, 2023

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. 

Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".


During the show we discuss:

  • What a Note is
  • What Note Investing is
  • Why You Should Invest in Real Estate Notes
  • How Note Investing Works
  • How to Get Involved in Note Investing
  • How to Get Started with a Note Investing Fund
  • How to Fund Your Note Investing
  • How Retirement Account Funds Can Be Used to Invest in Notes
  • Why Invest in "Assets"
  • Techniques to Analyze and Evaluate a Note
  • Best Practices for Risk Management
  • How to Purchase a Note and Properly Manage It During Your Ownership
  • How to Invest In and Evaluate Note Funds as a Passive Investor
  • Strategies in Note Investing
  • How to be Successful in Note Investing


Show resources:

Mar 1, 2023

Jeremy Cotter is a leading investor in health technology with the YouRise fund. At Google, he won division awards and grew over a dozen high-growth tech companies, as an executive, entrepreneur, and investor. He was on the founding team & employee #1 at AllTrails. He has won international leadership awards and grants for health research.

He is a performance athlete and two-time state champion runner. He is also the co-founder of the YouRise Foundation, helping patients with ALS & dementia.


During the show we discuss:

  • What Venture Capital is
  • How Venture Capital Works
  • The Stages of Venture Capital
  • The 3 Key Attributes of Venture Capitals to Look For to Decide Which Companies to Invest In
  • Why You Need to Know About the “Power Law” When Raising Money 
  • The Early Signs that a Company is Doing Well Versus When It Isn’t
  • How Today’s Market for Investing in Startups is
  • Why Invest in a Startup Business
  • The Advantages of Working with Venture Capitalist Firms
  • The Best Startup Business Right Now
  • The Companies that Win in this Economy


Show resources:

Feb 22, 2023

Tim Redmond is the CEO of Redmond Growth Consulting, an organization designed to help you grow your profits, grow your business and grow your life through Tim’s innovative coaching process. 

With his extensive business experience, Tim and his team will bring you through a process to significantly develop your marketing, lead generation, closure rates, cash flow, leadership, decision-making, team- building skills. 

He is the accountability partner who will keep you focused on your highest and best use. You and your profits will grow and your business will be a powerful venue to live your purpose.


During the show we discuss:

  • Why Building a High-Performance Team is Essential
  • How to Get the Best Performers to Join Your Team
  • How to Set the Culture for Your Company 
  • How to Unleash Growth as a Leader
  • Why Your Attitude is the Basis of Your Culture
  • Why Staff Hero Stories Help Establish a Winning Culture
  • How to Develop a Mission and Purpose that Your Team Will Rally Behind 
  • How to Avoid Costly Mistakes Even Smart People Make
  • How to Get and Keep Quality Team Members 
  • How and Why to Remove Low Performers from Your Team
  • The Best Qualities in Someone to Look for Before You Hire
  • Why You Should Hire for Attitude and Train for Skill
  • The Best Interview Questions to Ask to Attract Winning Team Members 
  • How to Retain Top Talent So They Want to Stay Working with You
  • The Missing Ingredient that Mediocre Teams Lack and High Performance Teams Embrace
  • How to Create Huge Results for You & Your Team
  • How to be Effective at Getting Quick and Lasting Results with Business Owners and Their Businesses
  • The Biggest Mistakes Business Owners Make that Stop Their Growth and Reduce Their Profits


Show resources:

Feb 15, 2023

David Vernich is a commercial lender with more than three decades of experience in the banking industry. In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income.

David now owns more than one hundred homes in Tennessee and is passionate about helping others reap the benefits of passive income in their lives.


During the show we discuss:

  • What Inspired Money Scoreboard, and What Its Purpose is
  • How to Get the Money You Need to Invest in Real Estate
  • How to Get 100k Credit Lines to Invest in Real Estate
  • How to Invest in Real Estate with Little to No Money Down
  • How to Invest in Real Estate with No Prior Experience
  • The Best Places to Buy Real Estate
  • Short Term or Long Term Real Estate: Where You Should Invest In 
  • How to Invest in Real Estate and Not Do All the Work
  • How to Turn 1 Real Estate Investment into 10 
  • Why a Home is Not an Asset, and How It Can Become One
  • How You Can Continue to Save for Your Future While You Pay Your Debt Off


Show resources:

Feb 8, 2023

Celyn Brown is the Founder of ShareChange, an initiative to fund life-changing loans to underbanked people around the globe.

The ShareChange app offers a convenient way to contribute bit by bit toward making a micro-loan. Celyn started working on ShareChange after completing a Masters in Social Entrepreneurship.

She aspires to motivate others to share financial opportunities and to help people to spend less, in order to give more.

During the show we discuss:

  • The Main Aim of Financial Inclusion
  • The Factors Affecting Financial Inclusion
  • The Biggest Obstacles in Achieving the Objectives of Financial Inclusion
  • The Impacts of Being “Unbanked”
  • How Financial Services Can Help in the Fight Against Poverty
  • What Can be Done to Improve Financial Inclusion
  • The Part Credit Plays in the Fight Against Poverty
  • The ShareChange App
  • How ShareChange Works, and How the Finding and Screening Process of Borrowers Work
  • How ShareChange Ensures Its Positive Social Impact
  • Other Important Financial Services in Financial Inclusion
  • Examples of Innovations in Space


Show resources:

Feb 1, 2023

Dena Patton is the owner and founder of Dena Patton Coaching and Training, and has been an elite business and mindset coach for the last 20 years. She has worked with thousands of world-changing, purpose-driven entrepreneurs to help them become a Great CEO as they build their business, revenue, impact and leadership. She helps business owners to transform 3 key areas of business from good to great: CEO leadership & mindset, Branding/Marketing/Sales Elevation, and Internal systems.

During the show we discuss:

  • What a Sales System is and How to Install One in Your Business
  • How to Know the Simple Steps You Should Take to Get People to Buy From You
  • How to Sell Even When You Suck at Sales
  • How to Get Your Mindset Right to Sell More in Your Business
  • How to Master Solving and Serving to Make More Money
  • How to Use Clarity Question to Get in Front of the Right Prospects
  • How to Establish a Greatness Mindset
  • 4 Stories of Top CEO’s Who Build Sales Systems to Massively Scale Their Companies
  • Why Use a Script or a Sales Outline to Get Best Results
  • Why Believing in Your Solution is the Best Way to Sell More
  • Why Your Sales System Needs to be Customized for Your Company

Show resources:

Jan 25, 2023

Patrick Donohue is an entrepreneur and valuation expert who got his start with a lemonade stand at age four and buying shares of Coca-Cola at age ten. As an investor, stock analyst, and advisor to numerous entrepreneurial ventures, he offers unique insights into the dynamics of money and business. 

During the show we discuss:

  • Why You Should Focus on Building the Value of Your Business from the Beginning
  • How to Create Substantial Value in Your Business
  • The Things in Your Business That Give It the Most Value
  • Why Financial Projections Matter When It Comes to Your Company’s Value
  • Why Your Vision is Important to Your Company’s Value
  • How to Find What’s Most Important to Increase Your Company Value
  • Why Competence Directly Relates to Your Company Value
  • What 3 Factors Matter Most with Your Cash Management 
  • What to Know About the Trifecta of Cash Management
  • Why Getting Money Helps Increase the Value of Your Company
  • Why Proper Capitalization of Your Business Really Matters
  • What to Know About Financial Forecasting to Make Your Business Worth More
  • Why to be Thoughtful About the Design of Your Business

Show resources:

Jan 23, 2023

Are you getting stuck building business credit? Just give me less than an hour of your time, and I’ll show you why your business credit doesn't work and how to fix those problems.

For your next business loan, go to:

During the show we discuss:

  • How a Fundable™ Foundation Could Help You Get Business Credit to Finally Work for You
  • Why Records Consistency Matters
  • What the IRS Has to do with Business Credit
  • How to Save Time, Prevent Errors, and Get Back on the Road to Building Business Credit




27 Ways to Fund Your Business:

Business Credit Building Guide:

Jan 20, 2023

Jay Conner is a National speaker on the topics of private money, business automation (automating your real estate business), and foreclosures.

Known as the “Private Money Authority”, Jay raised $2,150,000 in private money in less than 90 days when the banks refused to loan him a dime.  

He is also the best-selling Author of “Where To Get The Money Now”. He is a leading expert on private lending, marketing, and business development.


During the show we discuss:

  • What Private Money is
  • How Private Money Can Help You Get Real Estate
  • Why Private Money is the Best Way to Get Money to Invest in Real Estate
  • The Advantages of Using Private Money Over the Other Types of Funding
  • Reasons to Consider Private Lending
  • Where to Get Leads of Real Estate to Buy


Show resources:

Jan 19, 2023

Are you looking for a business investor? Just give me less than an hour of your time, and I’ll show you how to find business investors that will help you get the funds you need to run and grow your business.

For your next business loan, go to:

During the show we discuss:

  • Why Work With a Business Investor
  • Types of Business Investors
  • How to Write a Winning Pitch Deck




27 Ways to Fund Your Business:

Business Credit Building Guide:

Jan 18, 2023

Simon Ree is the author of the #1 best-selling book The Tao Of Trading and the founder of He has three decades of experience in the financial markets, having previously held senior positions at Goldman Sachs and Citi. His vision is to help people live more creative, joyful and inspired lives by alleviating the burden of financial stress that ways so many people down.

His mission is to revolutionize the way finance is taught by shattering long- held myths that have been perpetuated by Wall Street.


During the show we discuss:

  • The Big Myths of Wall Street
  • The Things to Learn Before You Enter Trading
  • Our Current Economic and Financial Market Outlook
  • What to Do When the Stock Market Sucks
  • The Strategy to Use to Trade the Market
  • How to Find the Trading Style that Fits Your Personality
  • Where to Invest Your Money When Everything is Expensive
  • How to Analyze the Market
  • How to Generate Consistent Cash Flow From the Stock Market
  • How to Build Abundant Wealth in Any Market Condition
  • How to Approach the Market
  • How to Approach Risk
  • The Most Powerful Tool in Finance for Building Your Wealth AND Managing Your Risk
  • The Simple-to-Learn Techniques that Will Have You Trading the Markets Like a Pro
  • Why the Next Five Years are Likely to Look Very Different for the Stock Market and the Economy From the Last Five


Show resources:

Jan 17, 2023

Mark Myers is the Founder and CEO of Peak Profit Solutions. 

Mark helps individuals reduce or eliminate tax without replacing their CPAs or financial investment advisors. Mark is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership and high level consulting experience to the table for the clients and financial advisors he services. 

His company Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.


During the show we discuss:

  • How to Increase the Profits in Your Business 
  • Why Most Business Owners Pay More Than They Should in Taxes
  • Examples of How to Work Within the Tax Code to Take Advantage of Opportunities
  • Why You Need to Tax Action Early to Save a Lot on Taxes
  • The Moves You MUST Make Before Selling Your Business to Avoid Taxes
  • How to Eliminate Long-Term Capital Gains When Selling Assets that Have Risen in Value
  • How to Avoid Long-Term Capital Gains on Sale of Property
  • How to Reduce Long-Term Capital Gains
  • How to Negate Capital Gains
  • Strategies that Help W2 Wage Earners Save on Taxes 
  • How Long You Have to Keep a Property to Avoid Capital Gains Tax
  • How to Avoid Paying Capital Gains Tax on a Rental Property
  • How to Avoid Capital Gains Tax on a Second Property
  • How to Roll Capital Gains into Another Property


Show resources:

Jan 16, 2023

Are you wondering if UCC filings can affect your chances of approval for a business loan? Give me less than an hour of your time, and I’ll show you how UCC filings can affect approval chances, and what to do about it.

For your next business loan, go to:

During the show we discuss:

  • What Are UCC Filings?
  • Can UCC Filings Affect Business Loan Approval?
  • What Can You Do About It?




27 Ways to Fund Your Business:

Business Credit Building Guide:

Jan 13, 2023

Drew Richey is a director and financial advisor with the Perry Richey Group. 

Drew & his Wealth Management Team are based in Bowling Green, Kentucky, and serve clients across the nation. Over the last two decades, they have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value, wealth management experience. Above all else, they believe in wisdom, discipline, humility, and transparency in the wealth management process.

They have helped hundreds of clients through a wide range of life transitions, and their mission is to shed light on the biggest challenges people face when hiring a financial advisor.

During the show we discuss:

  • The Importance of Having a Financial Advisor
  • When to Seek Financial Advice
  • The Most Common Mistakes When Hiring a Financial Advisor
  • Catalysts for Seeking a New Financial Advisor
  • How to Find the Financial Advisor for Your Needs
  • The Minimum Standards to Look For in a Financial Advisor
  • The Best Qualities of a Financial Advisor
  • Factors to Consider When Hiring a Financial Advisor
  • Red Flags to Look For When Doing a Background Check on a Financial Advisor
  • How to Prepare for Your First Meeting with Your Financial Advisor
  • The Good Questions to Ask Your Financial Advisor
  • How to Compare and Contrast Different Financial Advisors You Talk to
  • What a Financial Advocate is


Show resources:

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