Episode 1330: What Insurance Companies Don’t Want You to Know

Episode 1330: What Insurance Companies Don’t Want You to Know

0 views · October 21st, 2026

After an accident, one wrong move can weaken your case, cost you money, and make an already difficult situation even worse. In this episode of Sharkpreneur, Seth Greene interviews Brent Stewart, Lawyer at Stewart Law Offices, who explains why injured individuals should seek legal advice early, the risks of giving an insurance company a statement before speaking with an attorney, and how lawyers assess the broader financial and personal impact of an injury. Brent also discusses the importance of investigation, documentation, client relationships, and maintaining a family-oriented culture while growing a multi-office law firm. Key Takeaways: → Injuries can have financial consequences that extend far beyond the immediate medical bills. → Seeking legal advice early can help injured people avoid mistakes that may weaken their recovery. → The value of an injury case involves more than medical bills and can include lost wages, loss of enjoyment of life, and other damages. → Injured people have the burden of proving their injury and may need to participate actively in the legal process. → Thorough investigation can uncover evidence that significantly alters how an accident and injury are understood. Thirty-one years ago, Brent Stewart built Stewart Law Offices on a single conviction: when someone's life is turned upside down by injury or loss, they deserve an attorney who treats them like family. Over the past three decades, Brent has grown Stewart Law Offices into a thriving practice with a team of ten dedicated attorneys and seven office locations — each attorney committed to the same standard of care Brent built the firm on. And yet, Brent still shares his personal number. To him, every client deserves to know that if they ever need to hear directly from the man who built this firm, that door is always open. Connect With Brent: Website: https://www.stewartlawoffices.net/ Facebook: https://www.facebook.com/StewartLawOffices Instagram: https://www.instagram.com/stewartlawoffices/ LinkedIn: https://www.linkedin.com/company/stewart-law-offices-llc/ https://www.linkedin.com/in/brent-stewart-7341b910/ X: https://x.com/StewartLawLLC TikTok: https://www.tiktok.com/@stewart_law_offices YouTube: https://www.youtube.com/channel/UCXsXVgzn84taqmH0F3vJ5Eg

Episode 1329: Legal Mistakes Business Owners Make

0 views · October 19th, 2026

One flawed assumption in a high-stakes deal can turn an exciting opportunity into an expensive legal problem. In this episode of Sharkpreneur, Seth Greene interviews Joe Prencipe, Managing Partner of Prencipe International, who discusses the legal risks business owners face when buying, selling, and scaling companies. Joe explains why due diligence, buyer vetting, strong contracts, experienced legal counsel, and careful negotiation are critical when significant money is at stake. He also explains how litigation often hinges on leverage and psychology, and why entrepreneurs need to rethink legal protection as their businesses grow. Key Takeaways: → High-stakes transactions require more scrutiny than routine business decisions. → Buyers can get into serious trouble when excitement replaces proper due diligence. → Sellers should thoroughly vet a buyer’s finances and ability to close. → Requesting proof of funds and financial information is a normal part of protecting a deal. → Litigation often involves leverage, psychology, and an understanding of the other side’s weaknesses. Joe Prencipe is a top-ranked international attorney with 19 years of experience and the Managing Partner at Prencipe International. He began his career in Tokyo at Freshfields Bruckhaus Deringer LLP and later practiced at Baker McKenzie LLP. He has also worked with the U.S. S.E.C. Division of Enforcement and the Seattle City Attorney’s Office, and has served as legal counsel at Virgin Hyperloop One. Joe has built and sold two technology businesses and currently owns multiple businesses, including Westport Winery. He advises business owners and high-net-worth individuals on major transactions, litigation, M&A, and strategic legal matters. Connect With Joe: Website: https://prencipe.com/ LinkedIn: https://www.linkedin.com/in/joeprencipe/

Bonus: High-Net-Worth Estate Planning: What Advisors Need to Know

0 views · October 15th, 2026

Estate planning is about more than documents—it’s about making sure your assets, advisors, and intentions actually work together. Chris Carns is a board-certified estate planning and probate attorney and partner at Hessie, Blythe & Carns in Plano, Texas, with roughly 15 years of experience serving families, business owners, and high-net-worth clients. In this episode, Chris breaks down common estate planning mistakes, planning considerations for blended families and business owners, and why coordination among attorneys, CPAs, and financial advisors becomes increasingly important as wealth grows. Key Takeaways: ● Coordinate the Plan and the Assets: Estate planning documents alone aren’t enough; account ownership, beneficiary designations, insurance, IRAs, and other assets need to align with the overall plan. ● Planning Is an Ongoing Process: Changes in family relationships, assets, businesses, and laws can make an outdated estate plan less effective. ● Prepare for Complex Family Dynamics: Blended families, remarriage, children, and grandchildren can require carefully designed trusts and distribution strategies. ● Build a Collaborative Advisory Team: Attorneys, CPAs, and financial advisors can better serve high-net-worth families when recommendations are coordinated rather than made in isolation. ● Plan for the Business Before the Exit: Business owners can benefit from addressing succession, legal documents, deal structure, and tax considerations well before signing a letter of intent or selling the company. Connect with Chris: LinkedIn: https://www.linkedin.com/in/christopher-carns-b0aab22a With your Guest Host Dana Gibson: Dana Gibson is a Retirement Diagnostician and Certified Financial Fiduciary known as The Roth Doctor™. His approach was shaped by a life-changing 1995 assault and subsequent financial devastation, which taught him how quickly health, wealth, and financial security can change. Today, Dana helps pre-retirees identify hidden risks involving taxes, RMDs, Social Security, retirement income, longevity, and wealth preservation. He also developed the Self-Completing Roth Conversion Strategy to help families reduce lifetime retirement taxes. Dana’s philosophy is simple: every retirement deserves a thorough diagnosis before a financial prescription. Website: https://taxmitigation.net/tax-readiness-score.html

Episode 270: How Behavioral Insights Can Transform Client Relationships

0 views · October 14th, 2026

What if financial advisors could understand how a prospect thinks, makes decisions, and responds to money before the first meeting even begins? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Hugh Massie, Founder of DNA Behavior International, who explains how behavioral insights can help financial advisors understand clients beyond their assets and financial circumstances. He shares how psychometric assessments and AI-powered digital scans can uncover decision-making tendencies, communication preferences, and money behaviors that advisors can use to personalize client interactions and improve prospect conversion. Hugh also discusses using behavioral data to match prospects with the right advisor, create warmer first meetings, and build more personalized long-term client relationships. Key Takeaways: → Understanding a client’s behavior and relationship with money can help advisors create a more personalized experience. → DNA Behavior’s assessment uses behavioral data to identify tendencies such as saving habits, emotional responses under pressure, mental accounting, and decision biases. → AI-powered digital scans can create behavioral profiles from publicly available information before a prospect meets with an advisor. → Advisors can use behavioral profiles to better understand their own decision-making styles and how they work with clients. → Behavioral insights can help advisory teams bring complementary perspectives into client meetings rather than relying on a single advisor’s communication style. A Titan 100 CEO, Behavioral Solutions Architect, and Behavioral Economics Pioneer, Hugh helps leaders build people-centric businesses by using behavioral data, AI-driven technology, and personalized insights to improve decision-making, culture, performance, and financial behavior. Connect With Hugh: Website: https://www.hughmassie.com/ https://dnabehavior.com/ https://www.godna.ai/ Instagram: https://www.instagram.com/dnabehavior/ LinkedIn: https://www.linkedin.com/in/hughmassie/ YouTube: https://www.youtube.com/@DNABehavior https://www.youtube.com/@BehavioralEconomicsToday

Episode 1328: The Difference Between Command and Leadership

0 views · October 14th, 2026

The best leaders do more than give direction. They build the trust, clarity, and commitment that inspire people to succeed together. In this episode of Sharkpreneur, Seth Greene interviews Robert W. Mixon, Jr., owner of Level Five Associates Inc. and a Major General, USA (retired), who shares leadership lessons from more than three decades in the U.S. Army and from his transition into corporate leadership and consulting. He explains why authentic leadership requires vulnerability, listening, adaptability, and a culture of commitment rather than mere compliance. General Mixon also explores decision-making under uncertainty, tactical patience, organizational change, and the principles leaders can use to guide teams through increasingly complex environments. Key Takeaways: → Authenticity and vulnerability can distinguish exceptional leaders from purely transactional leaders. → Effective leaders listen to understand rather than simply waiting for a chance to respond. → A culture of commitment is more powerful than a culture of compliance. → Leaders need to regularly ask meaningful questions and assess organizational culture. → Becoming too attached to a plan can prevent leaders from recognizing changing conditions and from listening to valuable advice from their teams. At the time of his retirement from the Army in 2007, Major General (Ret) Robert W. Mixon, Jr., was Commanding General, Division West, First Army, and Fort Carson, Colorado, having previously commanded the 7th Infantry Division. Throughout his more than 30 years of active service, he commanded armor and cavalry units at every level, including platoon, company, battalion, and brigade. Robert also held critical staff positions, including serving as deputy executive assistant to General Colin Powell, the Chairman of the Joint Chiefs of Staff. Before assuming command of the 7th Infantry Division, he led the Army’s Task Force Modularity, an integrated team of highly skilled military and civilian experts charged with changing the Army’s force design while at war. After retiring, Robert joined Magnatag Visible Systems in Macedon, New York, as President. In 2009, he became Executive Vice President of CDS Monarch, a 501(c)(3) based in Webster, New York, that provides life and job transition services for over 1500 people with developmental disabilities. He also helped found the Warrior Salute Program for Veterans with PTSD and TBI. He and his wife moved to Melbourne, Florida, in 2020. Robert, co-author of the Amazon #1 bestseller Cows in the Living Room: Developing an Effective Strategic Plan and Sustaining It (2014) and author of the Amazon Best New Release We’re All In: The Journey to a World-Class Culture (2017), is an active blogger who publishes bi-weekly videos and blog posts. He has taught leadership in executive education programs at the Olin Business School of Washington University at St. Louis and the Cox Business School at Southern Methodist University. For five consecutive years, he has been selected for the Teaching Excellence Award at SMU. In December 2023, he published his latest book: The Power of Being All In: Why Today’s Transformative Times Demand Transformational Leadership. It immediately became an Amazon #1 Bestseller in 5 leadership categories. Connect With Robert: Website: https://robertmixon.substack.com https://www.levelfiveassociates.com/ Facebook: https://www.facebook.com/LevelFiveAssociates LinkedIn: https://www.linkedin.com/company/level-five-associates/ X: https://x.com/levelfiveassoc YouTube: https://www.youtube.com/channel/UClp-MK0vsoRaI0yvMdZTs1A

Episode 1327: Turn Your Story Into Something That Matters

0 views · October 12th, 2026

What if feeling stuck isn't a sign that you have no options, but a sign that you need to reconnect with who you are and what you do best? In this episode of SharkPreneur, Seth Greene interviews Ashley Stahl, CEO of Wise Whisper Agency, who shares how her career evolved from counterterrorism and national security to speaking, entrepreneurship, and helping other thought leaders turn their ideas into influential talks and personal brands. She explains how to identify your zone of genius, distinguish between pushing through and making a career U-turn, and uncover the original thinking that makes your message stand out. Ashley also explores how speakers can move beyond telling inspirational stories to create actionable, transformational content that builds authority, generates opportunities, and makes a lasting impact. Key Takeaways: → Career decisions should be guided by your strongest skills and natural gifts, not simply by the subjects or activities you enjoy. → Spending roughly 70% of your time in your zone of genius and 30% stretching into new areas can create a balance between contribution and growth. → A career does not always have to provide a sense of purpose, but it should give you a meaningful way to contribute. → Original thinking does not require inventing an idea nobody has ever heard before; it can come from expressing familiar ideas through your own perspective and experience. → One powerful talk can create opportunities far beyond the stage, including clients, book deals, licensing opportunities, and greater authority. Ashley Stahl runs Wise Whisper, a boutique speaking agency that's helped hundreds of clients craft signature speeches and secure speaking engagements on hundreds of BIG stages worldwide. Ashley is also the international bestselling author of YOU TURN: Get Unstuck, Discover Your Direction, Design Your Dream Career; host of the You Turn Podcast (ranked among the top 100 mental health shows on Apple in the US); and a keynote speaker with a top 100 most-viewed TEDx talk on YouTube. With a Master’s degree from King’s College London’s Department of War Studies and a Master’s in Psychology from the University of Santa Monica, Ashley began her career in counterterrorism and learned speechwriting while working for the government. Connect With Ashley: Website: https://wisewhisperagency.com/ Facebook: https://www.facebook.com/ashleystahlcoaching/ Instagram: https://www.instagram.com/ashleystahl/ LinkedIn: https://www.linkedin.com/in/ashleystahl/ X: https://x.com/ashleystahl

Bonus: From Actor to CPA: Smarter Financial Decisions for Business Owners

0 views · October 8th, 2026

Joshua Kreitzman, CPA and owner of Kreitzman & Company, brings more than 20 years of experience spanning financial management, nonprofit leadership, entertainment production, and business advisory work. His firm serves hundreds of businesses and individuals, with particular experience working with contractors, construction companies, and family-owned businesses. In this episode, Joshua joins guest host Peter Florio to discuss his unconventional journey from theater to accounting and how skills like active listening, communication, and collaboration shape his approach to advising business owners. They also explore the changing accounting profession, the impact of AI and virtual work, and why strong professional relationships go far beyond preparing tax returns. Key Takeaways: ● Listening Is a Business Skill: Joshua explains how his theater background taught him to listen closely, understand what clients really need, and communicate financial information more effectively. ● Keep Financial Decisions Simple: Breaking complex financial concepts into understandable terms helps business owners make more informed decisions and avoid unnecessary confusion. ● Collaboration Creates Better Outcomes: Accountants, financial advisors, insurance professionals, and other specialists can provide greater value when they work together around the client. ● Technology Is Changing Accounting: Virtual meetings, cloud-based tools, and AI are helping smaller accounting firms become more efficient and access sophisticated research capabilities. ● Great Advisors Go Beyond Transactions: Building trust, understanding a client's goals, and supporting long-term growth can turn an accountant into a true business advisor. Connect with Josh: Website: www.kreitzmancpas.com With Guest Host Peter Florio: Peter F. Florio, CFP, CLU, ChFC, CExP, CLTC is a well-respected financial educator, author, speaker and wealth, tax and financial planner. For nearly 40 years, his advice and expertise have been sought out by high net worth individuals and small business owners to manage their wealth and protect their families and businesses from life’s unforeseen pratfalls. Peter regularly shares his knowledge of innovative ideas and concepts with CPA’s and attorneys. He serves the needs of over 500 clients located throughout the country with a concentration in the Long Island/New York City area. Peter is the Founder and Managing Partner of The Florio Wealth Management Group, a financial planning and wealth management firm located in Westbury, NY. He is a lifelong resident of Baldwin, New York, a member of the Kiwanis Club of Baldwin and an active supporter of the Long Island Cystic Fibrosis Foundation. Website: https://www.floriowmg.com LinkedIn: https://www.linkedin.com/company/florio-wealth-management-group/ Facebook: https://www.facebook.com/floriowmg Calendly: https://calendly.com/floriowmg

Episode 1326: The New Rules of Legal Marketing

1 views · October 7th, 2026

Law firms can spend heavily on marketing and still not know what is actually generating new cases. In this episode of Sharkpreneur, Seth Greene interviews Nick Cohen, Esq., COO at Matador Solutions, who explains why law firms should focus less on vanity metrics and more on lead tracking, cases generated, and measurable return on investment. He explains how Google reviews, referrals, high-intent search, and emerging AI platforms such as ChatGPT are reshaping how potential clients find and choose attorneys. Nick also discusses the shift from traditional SEO rankings toward AI citations and mentions, and outlines the three areas he believes smaller law firms should prioritize over the next year. Key Takeaways: → Law schools generally do not teach attorneys how to market, manage, or grow a law firm, leaving many lawyers with a major business knowledge gap. → Traffic and impressions can become vanity metrics if they do not translate into qualified leads and new cases. → High-intent searches are more valuable than broad traffic because they come from people actively seeking legal help. → AI search is beginning to influence how consumers find attorneys, with some users moving directly to tools like ChatGPT rather than starting with Google. → Referrals remain highly valuable because they typically convert at a higher rate than cold internet leads do. Nick Cohen, Esq., is Matador’s Chief Operating Officer and a licensed California attorney. He began in legal marketing at 12, learning to code and generate business online. After earning his business degree from USC’s Marshall School, he managed more than $10M in digital ad spend at a Los Angeles e-commerce company. He then attended Loyola Law School on a merit scholarship in the evenings while working at Matador during the day. He now brings both legal expertise and performance marketing experience to Matador’s 160+ law firm partners. Connect With Nick: Website: https://www.matadorsolutions.net/ Facebook: https://www.facebook.com/matadorsolutionsllc/ Instagram: https://www.instagram.com/matador.solutions/ LinkedIn: https://www.linkedin.com/company/matador-solutions-llc/ https://www.linkedin.com/in/nickecohen/ YouTube: https://www.youtube.com/@matadorsolutions809

Episode 269: The Hidden Benefits of Private Placement Life Insurance

0 views · October 7th, 2026

What if there was a wealth strategy designed to help high-net-worth individuals grow assets more efficiently, reduce taxes, and create a more powerful legacy plan? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael Malloy, CLU, TEP, RFC, Founder & Chief Advisor of EWP Financial, who explains how private placement life insurance (PPLI) works and why it has become an advanced planning strategy for high-net-worth individuals and families. He shares how PPLI combines tax planning, estate planning, and investment strategies to help clients pursue tax-efficient growth and generational wealth transfer. Michael also discusses who PPLI is designed for, why clients should understand the strategy before implementing it, and how educated clients can determine whether it aligns with their financial goals. Key Takeaways: → What private placement life insurance (PPLI) is and why many successful entrepreneurs have never heard of it. → How PPLI can combine advanced tax planning and estate planning strategies into one structure. → Why PPLI is often compared to an “unlimited Roth IRA” for certain high-net-worth clients. → Who may be an ideal candidate for PPLI and who may not benefit from the strategy. → How investor control rules and diversification requirements impact PPLI structures. With more than 40 years of experience, Michael advises ultra-high-net-worth families on international tax planning, asset protection, risk management, and cross-border wealth strategies. Connect With Michael: Website: https://www.ewp-financial.com/ LinkedIn: https://www.linkedin.com/in/michael-malloy-clu-tep-rfc7331a744/ X: https://x.com/EwPfinancial YouTube: https://www.youtube.com/@EWP-Financial

Bonus: IRS Tax Problems: Resolve Tax Debt & Avoid Costly Mistakes

0 views · October 1st, 2026

Marcelino Dodge is an Enrolled Agent, Certified Tax Representation Consultant, and founder of Cash Tracks Financial and Panther Tax Resolution, helping individuals and business owners resolve tax problems and plan more effectively. In this episode, Marcelino breaks down common tax mistakes, from choosing the wrong business structure and relying on questionable tax advice to mishandling retirement withdrawals and waiting too long to address IRS problems. He also explains how tax resolution works, why planning ahead matters, and how tax and investment professionals can work together to help clients make better-informed financial decisions. Key Takeaways: ● Choose the Right Business Structure: The wrong entity or tax election can lead business owners to pay more in taxes than necessary. ● Plan Before Major Financial Moves: Retirement withdrawals, business decisions, and other significant transactions can create unexpected tax consequences without advance planning. ● Understand Tax Resolution: Offers in compromise, installment agreements, and other IRS solutions have specific qualification requirements and are not automatic. ● Stay Current With the IRS: Filing required tax returns and maintaining compliance can be critical when trying to resolve an existing tax problem. ● Coordinate Financial and Tax Planning: Collaboration between tax and investment professionals can help clients anticipate tax consequences and Connect with Marcelino: Website: www.taxreliefcall.com Website: www.cashtracksfinancial.com Calendly: Select a Date & Time - Calendly Facebook: https://www.facebook.com/CashTracksCOS/ YouTube: https://youtube.com/channel/UC9HIcpd8lTskcc2lwlGPZMA With your Guest Host Dana Gibson: Dana Gibson is a Retirement Diagnostician and Certified Financial Fiduciary known as The Roth Doctor™. His approach was shaped by a life-changing 1995 assault and subsequent financial devastation, which taught him how quickly health, wealth, and financial security can change. Today, Dana helps pre-retirees identify hidden risks involving taxes, RMDs, Social Security, retirement income, longevity, and wealth preservation. He also developed the Self-Completing Roth Conversion Strategy to help families reduce lifetime retirement taxes. Dana’s philosophy is simple: every retirement deserves a thorough diagnosis before a financial prescription. Website: https://taxmitigation.net/tax-readiness-score.html

Episode 268: From Small Startup to Global Financial Platform

1 views · September 30th, 2026

What does it take to transform a small startup into a global financial services company while building a culture that can scale through constant change? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews David Johnson, CEO & Founder of Vervent, who shares how he built Vervent from a small loan servicing company into a global financial services platform serving lenders, lessors, and credit providers. He explains the leadership principles that guided the company’s growth, including embracing discomfort, building strong teams, integrating acquisitions successfully, and evolving as an organization. David also discusses the future of financial services, including Vervent’s enterprise-wide AI transformation and how technology can create new efficiencies, opportunities, and better client outcomes. Key Takeaways: → Starting a company during challenging economic conditions can reveal whether a business idea has true market demand. → Great leaders must evolve as their companies grow by shifting from having all the answers to building teams of capable people who can contribute expertise and perspective. → “Comfort with discomfort” can become a powerful cultural principle that helps organizations handle difficult conversations and challenging situations. → Successful acquisitions require more than cost-cutting. Companies create value by integrating people, culture, and capabilities to move the organization forward. → The hardest part of acquisitions is often the people integration, not the technology. David Johnson spearheads the bold leadership that Vervent brings to clients and the industry. He drives our business and people forward with a penchant for innovation, a talent for developing expert teams, and a passion for creating impactful results. Connect With David: Website: https://www.vervent.com/ Facebook: https://www.facebook.com/Vervent/ Instagram: https://www.instagram.com/VerventSD/ LinkedIn: https://www.linkedin.com/company/verventsd/ X: https://x.com/verventSD YouTube: https://www.youtube.com/channel/UCR5iV1H4bK4FNp-5JbAmz2Q

Episode 1324: Building Real Connection in a Digital World

1 views · September 30th, 2026

What if the key to growing online is not attracting the largest audience but creating a place where people genuinely feel connected and want to return? In this episode of Sharkpreneur, Seth Greene interviews Lea Rosenberry, Head of Community at Chatter Social, who explains how the platform evolved from a content-focused social network into a community-first environment centered on live interaction and meaningful connection. She explains why community can be more valuable than audience size, how data helps identify the behaviors that keep people engaged, and why making newcomers feel welcome is critical to long-term retention. Lea also explores live podcasting, virtual events, creator monetization, personalized onboarding, and how Chatter Social hopes to foster more authentic human connection in an increasingly AI-driven digital world. Key Takeaways: → Strong online communities are built on connection and belonging, not on simply producing more content. → Features such as video, live rooms, screen sharing, and groups can help users find and connect with people who share their interests. → Community platforms can become more effective by using real user behavior and engagement data to guide product decisions. → Podcasts can become more interactive when hosts bring live audiences into the experience and invite listeners to join the conversation. → Creator monetization tools, such as peer-to-peer tips, can help increase both engagement and platform retention. Lea Rosenberry is the Head of Community at Chatter Social, an interactive streaming platform that brings people together in real time. A lifelong educator and IT trainer, she has spent her career helping others adapt to new technologies and build confidence in the digital world. She now applies those skills to cultivate vibrant, supportive communities where people feel connected and empowered to thrive. Connect With Lea: Website: https://chattersocial.io/ Instagram: https://www.instagram.com/chatter_us/ X: https://x.com/chatter_us BlueSky: https://bsky.app/profile/chattersocial.io

Episode 1323: Grow Your Brand With Ice-T and the OG Network

0 views · September 28th, 2026

Creating great content can build an audience, but owning the rights, distribution, and the business behind that content can create far greater long-term value. In this episode of Sharkpreneur, Seth Greene interviews Rachel Renee, Founder and CEO of GOAT MOVES INC., who explains how the OG Network is building a streaming platform that gives independent creators greater access to distribution, clearer agreements, and more control over their intellectual property. She explains why ownership matters in the creator economy, how licensing and distribution can turn content into a long-term asset, and why millions of views alone do not necessarily translate into sustainable wealth. Rachel also explores brand integration, programmatic marketing, international content, and how businesses can participate in original productions to reach audiences across multiple media channels. Key Takeaways: → Independent creators can benefit from understanding not only how to produce content but also how licensing, distribution, and ownership work. → Owning intellectual property lets creators continue benefiting if a piece of content becomes popular months or even years after its original release. → Streaming platforms can differentiate themselves by creating simpler processes and more accessible pathways for independent productions to reach audiences. → Strong distribution requires reaching audiences across multiple channels, not just uploading content and hoping viewers will discover it. → Inclusive media platforms can create opportunities for creators from diverse cultures, countries, and content categories rather than focusing on a single, narrow audience. Rachel Renee is a CEO, investor, entrepreneur, media executive, and business strategist whose work spans technology, media, consulting, commerce, and cultural innovation. As CEO of Chameleon Holdings, she oversees a growing portfolio of businesses that connect people, ideas, and opportunities through entrepreneurship, storytelling, and emerging technologies. Her career reflects a unique blend of creative vision, operational excellence, and long-term ecosystem building, enabling her to bridge business, entertainment, and community development. Connect With Rachel: Website: https://linktr.ee/Rchl_Renee https://rachelrenee.me/ Facebook: https://www.facebook.com/rchlrenee/ Instagram: https://www.instagram.com/rchl_renee LinkedIn: https://www.linkedin.com/in/rchlrenee/ YouTube: https://www.youtube.com/channel/UC4F-PjLgjAAWtsl-riCfxSQ

Episode 52: IRS Tax Problems: Audits, Tax Debt & Settlements

0 views · September 24th, 2026

Jason Wiggam is the founding partner of Wiggam Law, an Atlanta-based tax controversy firm representing individuals, business owners, executives, and investors in disputes with the IRS and state tax authorities. His firm serves clients nationwide and has grown from a two-person operation to a team of 50. In this episode, Jason explains what business owners should know when facing IRS audits, tax debt, collection notices, and settlement options. He breaks down common misconceptions about the IRS, why ignoring notices can be costly, how offers in compromise really work, and why taxpayers should understand their options before making decisions based on fear. Key Takeaways: ● Respond to IRS Notices Quickly: Ignoring an IRS letter can cause taxpayers to miss important deadlines and lose valuable rights. ● Understand Your Settlement Options: Offers in compromise, penalty abatements, collection statutes, and bankruptcy may provide solutions depending on the circumstances. ● Beware of “Pennies on the Dollar” Claims: IRS tax settlements are possible, but aggressive advertising often makes these outcomes appear far more common than they are. ● Get Representation During an Audit: Business owners should consider having an experienced tax professional communicate with the IRS rather than handling an audit themselves. ● File Even If You Can’t Pay: Delaying a tax return because you cannot afford the balance can create additional penalties and make the problem more expensive. Connect with Jason: LinkedIn: https://www.linkedin.com/in/jasonwiggam/ Website: https://wiggamlaw.com

Episode 1322: The Business Behind a Profitable Bar

0 views · September 23rd, 2026

A packed bar can look wildly successful from the outside while quietly losing money behind the scenes. In this episode of Sharkpreneur, Seth Greene interviews Chris Schneider, Bar Business Coach, who shares why many bars struggle not because they lack customers, but because owners often lack the financial systems, pricing discipline, labor management, and business acumen needed to protect margins. He explains the importance of prime cost, hiring for attitude rather than experience, creating a memorable guest experience, and making dozens of small operational improvements that collectively improve the bottom line. Chris also explores how AI can support back-office operations, why owners need to rely on data instead of instinct alone, and what he would change first when turning around a struggling neighborhood bar. Key Takeaways: → A bar can be packed with customers and still lose money if pricing, labor, entertainment, and other operating costs are not properly managed. → Hospitality businesses often struggle when passion and operational experience are not paired with strong business and financial skills. → Prime cost, which combines labor and the cost of goods sold, is one of the most important metrics bar and restaurant owners need to monitor. → A clean, well-maintained restroom can strongly influence how guests perceive the overall cleanliness and quality of the entire establishment. → Delivering an exceptional guest experience can generate more valuable word-of-mouth marketing than many traditional advertising methods. Chris Schneider bridges three critical areas in hospitality: operations, financial systems, and education. A former bar owner, he learned firsthand how to be profitable by managing neighborhood bars where every decision impacts the bottom line. His experience at Intuit as a QuickBooks Live Manager exposed him to patterns across thousands of small businesses, revealing that success comes from better systems and smarter use of financial data. Chris later taught hospitality at Ivy Tech, where he refined his ability to turn complex challenges into repeatable systems. He now coaches bar owners using his MCC Framework—Mindset, Concept, Culture—to improve profitability and operations. He hosts The Bar Business Podcast, reaching listeners in 100+ countries, and is the author of multiple industry books. Chris helps independent bar owners build profitable, system-driven businesses that align with their vision. Connect With Chris: Website: http://barbusinesscoach.com/ Facebook: https://www.facebook.com/barbusinesscoach/ Instagram: https://www.instagram.com/barbusinesscoach LinkedIn: https://www.linkedin.com/in/chris-schneider-74732021/ YouTube: https://www.youtube.com/channel/UCsyvnkceZSVsRMTJdnB4SuQ

Episode 267: The Exit Planning Mistakes Owners Make Too Late

0 views · September 23rd, 2026

Selling a business can create life-changing wealth, but without the right planning, the transaction itself may be the easiest part of the transition. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael “Mic” Lundon, CEPA®, J.D., Founder and Managing Director of Evertern Wealth, who shares what business owners should consider years before a potential sale, including financial planning, tax strategy, estate planning, succession, and reducing the company’s dependence on the founder. He explains why a successful exit requires more than getting the highest offer and how owners can determine whether a sale will actually support the life they want afterward. Michael also explores how to manage wealth after a liquidity event, build the right advisory team, prepare for the emotional transition out of the business, and plan for future generations. Key Takeaways: → Business owners should begin preparing for an eventual exit several years before they expect to sell, rather than waiting until a transaction is already approaching. → Exit planning should coordinate financial, business, tax, and estate planning so major decisions are not made under time pressure. → Entrepreneurs often have much of their wealth concentrated in their businesses and may need to relearn investing, tax planning, and estate planning after a liquidity event. → A successful exit depends on thoughtful planning, not simply completing the sale of the company. → Reducing dependence on the founder can make a business more transferable by creating strong management, documented processes, and broader organizational responsibility. Michael “Mic” Lundon is the Founder and Managing Director of Evertern Wealth, where he provides portfolio management, financial planning, and guidance on estate, trust, and business transition matters. He works closely with business owners, senior executives, and multigenerational families, delivering personalized advice for clients with complex financial needs. Connect With Michael: Website: https://www.everternwealth.com/ LinkedIn: https://www.linkedin.com/company/everternwealth/ https://www.linkedin.com/in/michael-lundon-661b681/