business investment

Curious about the current state of the stock and housing market and what's coming up for the second half of the year?

Get up to date with the current market updates!

In this episode, Ryan Detrick & Sonu Varghese explain the difference between hard and soft economic data and why it's important to look at both to get a better understanding of the economy. Ryan and Sonu also touch on the impact of Harry Markowitz on the investment industry, the potential for a strong July rally, and the current state of the housing market.

Ryan and Sonu discuss: 

• The difference between soft data and hard data
• Harry Markowitz and his impact on the industry through formalizing diversification and the return versus risk framework
• The possibility of a continuation of the summer rally in the second half of the year, citing historical data and momentum
• The valuations in the S&P500 — with a focus on the tech sector
• The importance of housing in the economy and how it is showing early cycle signals
• How housing has historically led recessions and how it took away from GDP for eight quarters in a row
• And more!

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Join our resident Business Ninja Kelsey and Brian Esposito, CEO and Founder of Esposito Intellectual Enterprises. In this episode, Brian shares the secret sauce in building a successful business.

With over 20 years of hard work in developing incredible connections, contacts, relationships, and partnerships, EIE has a quick, economic, efficient, and realistic approach to creating opportunities and watching them flourish.

Learn more about Esposito Intellectual Enterprises: https://eie.rocks/

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Do you want to be interviewed for your business?  Schedule time with us, and we’ll create a podcast like this for your business:  https://www.WriteForMe.io/

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Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away!

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See the Faces Behind The Voices on our YouTube Channel!

SBA (Small Business Administration) mortgage loans are financing options provided by the U.S. Small Business Administration to support small businesses in acquiring commercial real estate. These loans offer favorable terms and lower down payment requirements compared to traditional commercial mortgages. SBA mortgage loans provide a government guarantee to lenders, mitigating the risk and encouraging them to extend credit to small businesses. These loans can be used for various purposes, including purchasing, refinancing, or constructing commercial properties.

Check out new mortgage rates from all our partners LIVE as rate sheets are issued every morning! Hosted by Nick Hiersche - President & Founder of The Mortgage Calculator and Jose Gonzalez - Sales Manager. 


For more info visit https://themortgagecalculator.com


About The Mortgage Calculator:

The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! 

Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes!

Our team of over 350 licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access thousands of mortgage programs using Alternative Income Documentation such as Bank Statement Mortgages, P&L Mortgages, Asset Based Mortgage Programs, No Ratio CDFI Loan Programs, DSCR Investor Mortgages, Commercial Mortgages, Fix and Flip Mortgages and thousands more!

Our Mortgage Loan Originators are trained to be loan consultants to g

Catch all the episodes of Daily Mortgage Rates LIVE at https://themortgagecalculator.com/Page/Daily-Mortgage-Rates-LIVE-Video-Podcast

Check out all episodes of Daily Mortgage Rates LIVE at https://themortgagecalculator.com/Page/Daily-Mortgage-Rates-LIVE-Video-Podcast

The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! Non QM Loans include Bank Statement Mortgages, P&L Mortgages, Asset Based Mortgage Programs, No Ratio CDFI Loan Programs, DSCR Investor Mortgages, Commercial Mortgages, Fix and Flip Mortgages and thousands more!

To apply for a mortgage please visit our Quick Mortgage Quote Page at https://themortgagecalculator.com/Mortgage/QuickQuote

The Mortgage Calculator is a registered DBA of Mortgage Calculator Company LLC. NMLS ID #2377459. Programs and rates are subject to change without notice. Mortgage Calculator Company LLC is licensed in the following states that require specific licensing disclosures: AZ (#1040352), CA CFL (60DBO-171188), GA Georgia Residential Mortgage Licensee (#2377459), IL MB.6761755 Illinois Department of Financial and Professional Regulation, Division of Banking, 100 West Randolph, 9th Floor, Chicago, IL 60601 1-888-473-4858. Not licensed or conducting business in New York.

For more info visit https://themortgagecalculator.com...

In this episode of The Vivek Show, host Vivek Ramaswamy welcomes Rich Lowrie, an economic advisor to Herman Cain's presidential campaign, to discuss the complexities of economic growth. The conversation covers GDP as a measure of success, the impact of dollar volatility on economic productivity, and the rise of the managerial class. Rich Lowrie emphasizes the importance of a stable unit of measure and the need for more business investment. He also critiques the Federal Reserve's policies and their effects on wage growth and the striving majority.

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Time-codes:

00:00: Introduction and the importance of economic growth

01:00 Rich Lowrie shares his background and interest in economic growth

01:36: Emphasis on economic growth in solving problems

03:30 Discussion on the belief that consumption drives GDP

10:37: The importance of a stable unit of measure for economic productivity

14:52: The impact of dollar volatility on economic productivity

20:09: Rise of the managerial class and the shift in focus to labor markets

24:00: Critique of the Federal Reserve's control over the money supply

30:22: Discussion on the Federal Reserve's policies and their effect on meritocracy and wage growth.

Katy secured a pre-seed funding round from several angel investors. She remembers hearing from multiple people “That's not possible" and is really glad she didn't listen to that advice and instead pushed to get on board the right angel partners that fully believed in the vision.

The relationships Katy has built have been fundamental to the success of the business - with the next round of investment of £2 million propelling them to new heights alongside stock financing of £1 million. While stock finance is not for everyone, Katy’s deal structure has been a perfect marrying of both funding types that has allowed Luna Daily to scale quicker.

In this episode, you’ll discover:

• How to build your dream team
• Start with your brand positioning
• Why you need to stay nimble in your fundraise

In this episode, host Julie Hood talks about when and how to hire experts to help you move forward, more quickly - and questions to use as you evaluate where to invest next. Get the full show notes and links at https://CourseCreatorsHQ.com/136.

 

LINKS MENTIONED   

Topic and Title Challenge - Come join us!  Runs through Sunday, March 12, 2023 - last chance to jump in!  
https://coursecreatorshq.com/PodcastTTC   

24 Hour Course Creator Daily - Starts March 15, 2023. Check it out -   
https://CourseCreatorsHQ.com/PodcastDaily  

RELATED EPISODES  

E086: Save Time with 9 Things Every Online Course Creator Should Automate  

E021: 10 Time-Saving Secrets to Course Creation

E095: Is Now the Time to Create an Online Course   

 

KEY TAKEAWAYS FOR ONLINE COURSE CREATORS

What criteria should you use when you decide whether to invest in help, coaches, courses and other resources? Here are some ideas for you & questions to ask:

• What's my timeline? Am I on the fastest path to cash or more of a dabbler (like Julie was)?
• How much capital do I have to invest in my business right now?
• Is this going to move me forward?
• Am I committed to doing my part of the process?
• Where will this fit into my time?
• How much longer will it take to grow my course business - if I try to do it all myself?
   

One last suggestion: Follow just one coach or marketer at a time. Go all in and then evaluate the results. (That way you don't add conflicting advice to the mix.)



COME VISIT!  

FREE 2023 Ultimate Course Creators Planner -  https://coursecreatorshq.com/2023planner  

Sign up for my email list and get this free course  Is My Course Idea Any Good? here.   

GoodPods 
Let’s talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) 

Clubhouse 
Connect with me on Clubhouse for FREE masterclasses at @JulieHood.

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Twitter 
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I attended the ACES Accelerate conference for editors, and it got me thinking about whether or not attending editing conferences (or business conferences in general) is beneficial for your business. The short answer is: absolutely! Of course, there are many variables at play for every individual and why you may or may not be able to attend a conference. However, with the pandemic and the rise of virtual conferences, they may be more accessible to you than you think!

In this episode, we’ll talk more about the different variables and why I think attending a conference will benefit you and your business. We’ll dive into these topics:

• 02:58 – One of my favorite things about attending an editing conference
• 07:02 – Where to look to find local or non-local conferences you can attend
• 07:55 – How I decide if a conference is a good fit for me

Connect:

• Book a free 15-minute call
• Join the Freelance Editors Club
• Tara on Instagram
• Tara on Facebook

How do we know when we should be investing our time to accomplish a task or investing our money to have someone else complete it for us? Since we can always make more money, but we can’t make more time (at least as far as I know), we often hear that we should invest our money in order to save time. BUT this isn’t always possible for everyone.

In this episode, we’ll talk about the following:

• 04:50 – Paying with our time when starting our businesses
• 09:37 – The one thing that you can never outsource
• 10:04 – Indicators that let you know it’s time to let the experts handle it
• 12:19 – Ideas of tasks you can outsource in your business

Connect:

• Book a free 15-minute call
• Join the Freelance Editors Club
• Tara on Instagram
• Tara on Facebook

September’s key themes include:

• The timing and implications of the 2022/23 RBA rate hike cycle (Chief Economist Bill Evans)
• Business conditions and the investment outlook 8:30min (Senior Economist Andrew Hanlan)
• Housing’s spring selling season 13:50min (Senior Economist Matthew Hassan)
• Commodities: the consequence of global policy tightening and uncertainty 20:00min (Senior Economist Justin Smirk)
• The FOMC’s fight against inflation and the expected hit to growth 23:45 min (Senior Economist Elliot Clarke) 

Scott co-hosted this week’s episode with fellow podcast host and strategic partner, Bart Zandbergen. They sat down with Nick Jordan, the CEO of Wells of Life, a non-profit Christian organization whose mission is to provide rural Ugandans access to safe, clean water through the installation or restoration of stainable borehole water wells and water sanitation and educational programs. Nick shares his story on how he started Wells of Life, the work they do, and how you can get involved. Nick dives into how the organization optimizes their resources to successfully grow and provide water to those in need. This is an inspirational, motivational, and heart-felt episode. 

Connect with Scott on LinkedIn
Connect with Nick on LinkedIn
Connect with Bart on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Wells of Life click here

Contact Nick Jordan directly at 949-584-6166

Follow us on LinkedIn
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

• The RBA’s June decision and the outlook for rates (Chief Economist Bill Evans)
• Australia’s consumer: re-opening and cost of living pressures collide 8:40min (Senior Economist Matthew Hassan)
• The outlook for business investment 15:15min (Senior Economist Andrew Hanlan)
• Commodity markets in flux 21:30min (Senior Economist Justin Smirk)
• US inflation, the key risks 30:15min (Senior Economist Elliot Clarke) 

Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.

Key themes discussed this month include:

• The RBA rate hike cycle begins (Chief Economist Bill Evans)
• Australian inflation: considering the risks 10:10min (Senior Economist Justin Smirk)
• The outlook for house prices 15:55min (Senior Economist Matthew Hassan)
• Rising rates and the prospects for business investment 20:23min (Senior Economist Andrew Hanlan)
• A FX market perspective on global momentum and risks 24:38min (Senior Economist Elliot Clarke) 

When considering how to provide support and resources to help minority owned businesses on a pathway towards long-term sustainability, growth, and success, do not overlook the power of community and paying-it-forward.  One way Baker Donelson has chosen to pay-it-forward is through BakerBridge, a program wherein attorneys partner with minority owned businesses on their legal needs to help them scale and enterprise. 

In this episode, our hosts examine the power of using relationships and community to support minority owned businesses.  The guests, three Black women owners of two businesses based in Memphis, Tennessee, share their individual journeys as a food scientist, foodpreneur, and business professional, how they contribute to each other’s success, and the impact of Baker Donelson’s BakerBridge program on their business journey.  They also share actionable best practices for how minority business owners can invest in themselves and how other businesses can support minority owned businesses.  We hope this episode will challenge you to remember community and pay-it-forward by considering how you can support minority owned businesses. 

Our Hosts this Week:

Nakimuli Davis-Primer, Shareholder and Co-Chair of BakerBridge

Mary Wu Tullis, Shareholder

Special Guest Hosts:

City Tasting Box
Lisa Brown
Cristina McCarter

Umami Food Consulting
Ali Manning 

Resources:

Click HERE to purchase, “Can I play with my Food?” – by Ali Manning

To learn more about the BakerBridge program, please visit:  https://www.bakerdonelson.com/bakerbridge

Key themes discussed this month include:

• The RBA’s revised outlook and the implications for interest rates (Chief Economist Bill Evans)
• Australian inflation: assessing its persistence and the risks 15:15 min (Senior Economist Justin Smirk)
• A view of Australia’s re-opening from Westpac’s Card Tracker 20:35 min (Senior Economist Matthew Hassan)
• The three key drivers of Australian business investment into 2022 24:50 min (Senior Economist Andrew Hanlan)
• Global inflation: pro-active markets and the response of central banks 30:55 min (Senior Economist Elliot Clarke).

Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.

Jess and Lou Alderson have tapped a fresh niche in the online dating market using Myers-Briggs personality profiling for a perfect match. They've taken their market by storm and in a short time, managed to raise over £700,000 in investment.

Launching in January 2020, the sisters have gone from strength to strength despite the global pandemic. With the goal of building a marketable product as quickly as possible whilst they were still holding down full time jobs, Jess and Lou started with a 'friends-and-family' round. Then, with some early traction under their belt, they were ready to quit their jobs and undertake a more significant raise to launch a paid membership package and expand within the US market.

With some big last minute hurdles including extreme money laundering checks, a disappearing investor payment and various unexpected hurdles, they managed to close their investment round on the very last day of the tax year.

In this episode you’ll discover:

• The benefits of fundraising through friends and family for your starting round
• Different questions from different investors – why you need to be prepared for varied points of interest
• The importance of a lead investor to kick start your investment rounds

Fundraising expert Julia Elliott Brown, the CEO of Enter The Arena talks with Heinin Zhang, founder of YHangry.

Heinin Zhang, Founder of YHangry, and her co-founder Siddhi Mittal recognised that people no longer entertain at home. In Heinin’s words “Millennials, as ‘Generation Convenience’, have killed the dinner party!” They established YHangry as a private chef service at an affordable price, offering an in-home complete service to take the hard work out of entertaining and have raised £1.1m of investment.

Just as the business was taking off, the Pandemic hit. It would have been easy to admit defeat, how do you maintain a business with social gathering at the heart during lockdown? But Heinin and Siddhi pivoted quickly, recognising that eating and cooking were two remaining pleasures still possible during lockdown. They began virtual cooking classes and batch cooked delivery meals, cultivating their network of chefs while building their brand in the most unlikely time.

As lockdown eased, the business began growing 40-70% month-on-month. Demand exploded and it became clear that the business needed to scale quickly. Heinin and Siddhi put together a very detailed plan to execute their fundraising goals, and it paid off with a raise of over £1M. 

In this episode you’ll discover…

• How to organise your fundraising like a military operation
• Strategies to find relevant investors rather than wasting time chasing all possibilities
• Using KPIs to manage your investor CRM

Anushi Desai started making snacks with popped lotus seeds as a side hustle whilst working as a management consultant at KPMG. She bravely handed in her notice with the “do it now or it might not happen” mentality and a sense of knowing it was time to do something else.

Anushi and her co-founder self-funded to begin with, but as a product-based business, they needed investment early on. VCs offered them money - unusual for a young start-up - but they declined, as it didn’t feel like the right time.

Anushi puts successful fundraising down to changing your internal narrative from ‘Asking for money’ to ‘Investors are welcome to join our journey. I’m offering them something of value’. Like many entrepreneurs, Anushi is always brimming with new ideas and gives tips on how to  commit to new things so your ideas are executed.  

In this episode you’ll discover…

• How to discover what type of investment you need
• How to change your internal fundraising narrative of ‘asking for money’
• Why you should say it out loud in order to commit to fundraising

• The power of the Conversion Equation and how it can transform your listener’s marketing messaging
• Why you should hold off on investing in Facebook ads and what you should be doing instead.
• Key things you should keep in mind when considering working with a business coach
• The importance of having the right money mindset and the impact it can have in your life and business.

Jessi Beyer is a speaker, #1 best-selling author, and small business strategist on a mission to help business owners create the time and economic freedom they're dreaming of through practical and effective business coaching and consulting. She has been featured in dozens of media outlets, including Best Company, Thrive Global, and Elite Daily, and has spoken to thousands of people across the country through groups like Fairygodboss and LeadercastNOW. Outside of her professional life, Jessi is a K9 search and rescue trainee and a proud pet mom.

Click here for a free 90-minute 1:1 coaching session with one of the coaches on Jessi’s team where they take you through their Profit Acceleration Software, which takes your business and your numbers through 12 business strategies to uncover hidden revenue and gives you a roadmap to follow to implement those strategies. It also leaves room for any sort of business-related Q&A you may have!

FB and IG: @jessibeyerinternational

In this second segment on Business Financial Planning, Jason Watson, CPA, sits down with Bud Rainsberger of RWA Partners in Colorado Springs to continue their discussion about when, why, and how to sell your small business. Bud explains the importance of understanding your motivation for selling, and, he touches on the emotionality of the decision and how it can impact your personal and professional life going forward. Special thanks go to Axe and the Oak Distillery for graciously hosting our Bourbon and Business podcast series! This material is based on content from our website and our book, Taxpayer’s Comprehensive Guide to LLCs and S Corps. 

This material is based on content from our website and our book, Taxpayer’s Comprehensive Guide to LLCs and S Corps. 

https://wcginc.com/kb/operating-agree...

https://wcginc.com/book

Thank you! 

Warm Regards, 

WCG Inc. (formerly Watson CPA Group) 
2393 Flying Horse Club Drive 
Colorado Springs, CO 80921 

719-387-9800 phone 
719-345-2100 text message 
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https://wcginc.com/ 

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