Explore " finance strategy" with insightful episodes like "Access Your Retirement Account - Daniel Blue", "eQRP Qualified Retirement Plans and Real Estate Investing with Damion Lupo", "Episode 113 - Wayne Spivak - The science of forecasting: A calculated approach to avoid risks", "Episode 112 - Blair Cook - How to Build a World Class Finance Function" and "Episode 111 - Blair Cook & Wayne Spivak - Uncovering the ideal plan for building a world-class CFOs office" from podcasts like ""The Business Ownership Podcast", "Estate Professionals Mastermind - Probate and Senior Real Estate Podcast", "The Mid-Market CFO Circle", "The Mid-Market CFO Circle" and "The Mid-Market CFO Circle"" and more!
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In this episode of Estate Professionals Mastermind, financial mentor Damion Lupo joins Chad Corbett to discuss why an eQRP provides the strongest opportunity for leverage and diversification compared to other retirement vehicles like 401ks and IRAs.
What is a Qualified Retirement Plan? In short, QRP is a type of pension plan that allows self-employed workers to plan for retirement and benefit from tax deferments. Qualified retirement plans can be used for real estate, as well as other asset classes that aren't an option for traditional retirement plans.
To learn more about how QRPs work, how eQRP benefits compare to traditional investment vehicles, and how to set up an enhanced Qualified Retirement Plan to use in real estate investing, get the free book here: https://book.eqrp.co/gift-from-chad-corbett/
Episode segments (Timestamps link to YouTube interview!)
0:00 eQRP reviews: Chad Corbett
2:05 Damion Lupo, author of the QRP Book
6:32 Why you need to start planning your wealth strategy for financial independence
8:21 QRP vs. Self-directed IRA (SDIRA) vs. Solo 401k
12:13 How does the QRP work?
18:46 eQRP benefits for real estate investing
33:24 Who manages an eQRP?
35:02 Get the eQRP book free
Learn more at www.probatemastery.com
Many founders often compromise their mission to grow their business. Creating wealth and social impact at the same time is no easy matter. If you’re looking for a way to raise capital while also staying true to your mission, the best way would be to find an investor that’s aligned with your purpose.
In this episode, Lyn Johnson and Sara Sparhawk talk about the gender wealth gap and how they seek to empower women founders. They discuss the pros and cons that their finance background gave them in creating a solid financial model and managing cash flow. Finally, they emphasize the importance of finding the right investors.
If you want to raise or invest in a home-based business, this episode is for you!
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Write us a review and share it! If you enjoyed tuning into the show, then do not hesitate to leave us a review. You can also share this episode with the women you know so they can find financial empowerment and get their ideas into the world.
For more episode updates, feel free to visit our website. You may also tune in on Apple Podcasts, Apple Podcasts, Spotify, or Stitcher.
Raising capital often entails giving up some measure of control over your company. Granting investors ownership isn’t always a bad thing, but when it happens, your business might drift further and further away from your company vision. As mission-driven entrepreneurs, that isn’t acceptable. Thankfully, there is a solution: alternative ownership.
In this episode, Camille Canon, the co-founder and executive director of Purpose US, helps us navigate the tricky maze of ownership, governance, and money. She explains the concepts in ownership structure and alternative finance. Lastly, she clears up misconceptions about raising capital, reveals the secrets to creating a sustainable model for your business, and gives insight into the minds of investors.
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Enjoy this Podcast?
Write us a review and share it! If you enjoyed tuning into the show, then do not hesitate to leave us a review. You can also share this episode with the women you know so they can find financial empowerment and get their ideas into the world.
Have any questions about business finance? You can contact me through LinkedIn or schedule a chat with me at any time. You can also suggest topics you're curious about for future episodes to help your business grow. Thanks for listening!
For more episode updates, feel free to visit my website. You may also tune in on Apple Podcasts, Google Podcasts, Spotify, or Stitcher.
Many mission-driven female founders fear having debt in their business. However, when done right, taking on debt financing is actually a great way to grow and expand your business. One way to conquer your fear of going into debt financing is to plan your steps before you even approach a lender. In particular, it would benefit you to have a debt and interest repayment plan in place. Through this, you know what to expect in your business’s financials.
In this solo episode, I’ll show you how to think like a CFO when crafting your debt and interest repayment plan. We’ll dive deep into the financial questions that you need to ask yourself. Our end goal is to create a realistic financial forecast that determines whether or not debt financing is suitable for your business.
So tune in to know more about how you can think like a CFO so that you can plan smartly for the growth and profitability of your business!
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This episode features highlights from our first ten episodes focusing on the importance of data. We hear from Ann Dennison, CFO of Nasdaq, Jaye Connolly-Labelle, Chairman and CEO of RippleNami, Hamza Benamar, CFO of Kyriba, and more. Together, they bring you the most relevant insights to help you unlock the power of data in your own organization’s finance department.
Quotes
“Finance professionals need to spend less time collecting data. They're valued more for how they can act on data than simply their ability to play scorekeeper. The types of people who are becoming CFOs now are those with more of a strategic mindset and less of a score keeping mindset.” - Eric Ball, Co-Founder and General Partner of Impact Capital Ventures
“There’s a lot of power in sitting on tons of data at the corporate level. How can we harness that power to help provide information to the business?” - Ann Dennison, CFO of Nasdaq
“Data on a spreadsheet is meaningless. Data in a real-time dashboard is powerful. I can get an alert if there’s ever anything wrong so that I’m in the know. You have to have your finger on the pulse and that is data-driven.” - Jaye Connolly-Labelle, Chairman and CEO of RippleNami
Time Stamps
[2:12] Michael Dinkins, Dinkins Financial, on better data and decision making
[3:52] Jennifer Ceran, Smartsheet, on new fintech solutions
[4:22] Eric Ball, Impact Capital Ventures, on CFOs as a strategic player
[5:30] Jaye Connolly-Labelle, RippleNami, on the importance of real-time data
[7:11] Katherine Edenbach, Emburse, on driving strategy
[7:52] Niklas Bergentoft, Deloitte & Touche, on the liquidity ecosystem
[9:00] Wolfgang Koester, Kyriba, on being data-driven
[10:26] Hamza Benamar, Kyriba, on using algorithms to help with decision making
[12:14] Ann Dennison, Nasdaq, on harnessing data
[14:05] Ross Tennenbaum, Avalara, on leveraging modern tech
Sponsor
The Invisible Vault is powered by the team at Kyriba, the global leader in cloud treasury and finance solutions, empowering CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation. To learn more visit www.kyriba.com
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This episode features an interview with Ross Tennenbaum, CFO of Avalara, the leading provider of automated tax compliance software with a market cap of nearly $15B.
Over his more than 20-year career, Ross has served in operational and financial leadership roles for companies like Credit Suisse and Goldman Sachs. He’s an entrepreneur and investment banker turned software executive, with an MBA from The Wharton School.
On this episode, Ross discusses how to harness skills from previous finance roles to become a strategic partner as CFO, when to bring on a treasurer, and leveraging modern technology to drive growth.
Quotes
“There are many different types of paths to be CFO. There are many different people with different experiences. But really understanding how to run and operate a business and how it works is a key differentiator to being a great CFO, beyond the accounting nuts and bolts. The question is how do I help my team make this company the best it can be?”
Time Stamps
*[0:36] Intro
*[1:47] Interview begins
*[8:56] The importance of understanding all aspects of the business as CFO
*[12:27] Cash Crossroads: How the pandemic shaped the world of finance
*[23:56] The Playbook: Finance strategy
*[24:41] When is it time to get a treasurer?
*[42:42] Report from the Future: The future of the CFO
*[47:23] Quick Hits
Sponsor
The Invisible Vault is powered by the team at Kyriba, the global leader in cloud treasury and finance solutions, empowering CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation. To learn more visit www.kyriba.com
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