Best Finance Basics For Business Owners Podcasts (2025)

1
236 \\ How Fast Funding Can Destroy Your Business (And What to Do About It) with Leslie Tayne 22:59

23h ago22:59

22:59

In this episode, we talk with Leslie Tayne, a financial attorney with over 25 years of experience helping people and businesses deal with debt. She shares the truth about what really causes debt, how it grows, and why fast cash options like merchant cash advances can be a big mistake. Leslie explains how she works with clients to build smart plans …

1
Is Your QuickBooks Account Really Secure What You Need to Know About Intuit Hacks 5:28

1d ago5:28

5:28

In Episode 42 of the Bookkeeping Lily Pad Podcast, Rachel shares important information about a growing security concern: unauthorized access to Intuit accounts, including QuickBooks Online. She discusses how these breaches happen, why commonly used login credentials put users at risk, and what steps you can take to better secure your account. Topic…

1
235 \\ 2025 Tax Strategies the Government Doesn't Want You to Know 24:31

3d ago24:31

24:31

Discover the exact financial checklist that helped one business owner save $48,000 in taxes this year! In this episode, we break down the 2025 tax law changes every small business owner needs to know about. You'll learn nine simple steps to audit your business structure, master cash flow management, and implement smart tax strategies like the "Augu…

1
234 \\ Why 82% of Small Business Owners Are Overpaying Taxes (And How to Stop Being One of Them) 27:07

5d ago27:07

27:07

Are you throwing away $30,000 in taxes every year? You might be if your business has the wrong structure! In this eye-opening episode, I reveal how I saved a client exactly that amount by switching them from an LLC to an S Corporation. But wait - this strategy isn't right for everyone! I'll break down: The big differences between LLCs and S Corps H…

1
Episode 44: Why Your Bank Might Be Holding You Back (And How to Move Forward) 11:33

5d ago11:33

11:33

🎙️ Episode Synopsis: In this solo episode of Finance This, Property That, mortgage planner and finance expert Dion Fernandez shares a behind-the-scenes look at how two high-income professionals—a doctor and an engineer—broke free from financial stagnation caused by rigid bank lending policies. Dion walks listeners through their journey, explains wh…

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233 \\ The S.T.E.P. System That Turned Tragedy into a Real Estate Empire with Nick Prefontaine 25:34

8d ago25:34

25:34

In this powerful episode, Nick Prefontaine shares the amazing story of how a snowboarding accident changed his life forever. After falling into a coma and being told he might never walk or talk again, Nick beat the odds and ran out of the hospital just months later. He didn’t just recover—he used his story to build a thriving real estate business a…

1
232 \\ The Untold Truth About Replacing Income Tax With Tariffs — What Entrepreneurs Need to Know Now 19:46

10d ago19:46

19:46

In this episode, we break down the big claim that tariffs could replace U.S. income taxes — and what that really means for your wallet, your business, and the economy. We explore how much money the government collects from income taxes versus tariffs and why swapping one for the other isn’t as easy as it sounds. You’ll hear why raising tariffs coul…

1
231 \\ The Trump Tax Trap: Small Business Owners, These 2025 Changes Will Make or Break You (Part 2) 23:42

12d ago23:42

23:42

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesse…

1
The Buyer’s Journey Through a Macro Lens 15:38

12d ago15:38

15:38

Host Molly Beyer talks about the next crucial component in any business owner or entrepreneur’s success in this episode: understanding where our services are positioned in the client’s overall buying journey. Knowing what stage we occupy in the event chain of services allows us to focus our offerings on a specific area that serves a direct purpose …

1
230 \\ Trump's Big Beautiful Bill: Entrepreneurship Game-Changers You Must Know Now 22:38

15d ago22:38

22:38

This episode reveals shocking hidden details from Trump's Big Beautiful Bill that could make or break your small business! We dive deep into five buried provisions that most business owners don't know about yet. You'll learn about new reporting rules that carry $10,000 daily penalties, international tax requirements that affect "domestic" businesse…

1
Every Discovery Call Counts: What I’ve Learned from Taking the Call Anyway 6:58

16d ago6:58

6:58

Ever look at a discovery call intake form and think, “There’s no way I can help this person”? You’re not alone. In this episode, Rachel Barnett shares a real story about nearly turning down a call that turned out to be one of the most rewarding of the week. She talks about why jargon-filled forms can be misleading, how to approach calls with curios…

1
Episode 43:How Time-Poor Professionals Can Build Wealth Through Property with Rich Harvey 41:58

16d ago41:58

41:58

Scaling Smart: How Time-Poor Professionals Can Build Wealth Through Property with Rich Harvey 🎙 Podcast: Finance This Property That 🎤 Host: Dion Fernandez ⏱ Duration: 42 minutes 🎯 Episode Synopsis: In this powerful and insight-rich episode, mortgage planner Dion Fernandez is joined by returning guest Rich Harvey, award-winning founder of Propertybu…

1
229 \\ Are You Being Ripped Off? The CPA Red Flags Costing Small Businesses Big Money 13:27

17d ago13:27

13:27

Is your CPA really helping you save money — or just filing your taxes? In this episode, we break down five smart questions every business owner should ask to find out if their CPA is doing enough. You’ll learn about key tax strategies like the Augusta Rule and family payroll, why meeting with your CPA year-round matters, and how to tell if it’s tim…

1
228 \\ Shocking Truth: Why Your Family Trust Could Fail Without One Critical Tax Move 25:34

19d ago25:34

25:34

Most people think putting their home in a trust is enough to protect their family — but that’s only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You’ll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these s…

1
227 \\ The Dirty Truth About Business Finance No One Tells Female Founders with Erica Ash 33:34

22d ago33:34

33:34

In this episode, Tiffany talks with Erica Ash from Fund Her about how women can take control of their business money without feeling lost or ashamed. Erica shares how most business owners avoid their numbers because they think they’re bad with money—but that’s just not true! You’ll hear real stories, simple tips, and powerful advice that will help …

1
Wealth Preservation: Gold & Silver with Dana Samuelson 37:46

23d ago37:46

37:46

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

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226 \\ Why Smart Entrepreneurs Are Skipping Rentals and Using This Tax-Friendly Wealth Hack 41:51

24d ago41:51

41:51

Want to make money from real estate without buying a house or dealing with renters? In this episode, we break down Real Estate Investment Trusts (REITs) — a smart and easy way to grow your money without the stress of being a landlord. You’ll learn how REITs work, why they pay out big dividends, and how they help you invest in places like shopping m…

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Episode 42: Why Good Businesses Struggle to Borrow – Strategic Lending for Business Owners 59:07

24d ago59:07

59:07

In this insightful episode, mortgage planner and finance expert Dion Fernandez is joined by Paul from Mentors Group to uncover why even profitable businesses struggle to secure finance. Together, they break down the often-misunderstood barriers between business performance and borrowing capacity, highlighting the importance of strategic alignment b…

1
225 \\ The IRS Approved WHAT?! Shocking Tax Strategies Small Business Owners Miss in 2025 25:05

26d ago25:05

25:05

Get ready to rethink everything you know about taxes! In this episode, we dive into the weirdest — and totally legal — tax deductions you’ve probably never heard of. From backyard pools and body oil to pets that work for your business, we’re breaking down the surprising ways people have saved big with the IRS. You’ll hear fun stories, learn the rul…

1
The Buyer’s Journey: Joining the Conversation in Their Head 12:48

26d ago12:48

12:48

Host Molly Beyer talks about a crucial component in any business owner or entrepreneur’s success: understanding the needs of their client. Molly takes us on the buyer’s journey to illustrate what kind of messaging grabs a potential buyer’s attention and why. It’s not necessarily our expertise or experience, it’s our product, what we offer. How do w…

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224 \\ URGENT: Tax-Free Tips & Overtime? The 2025 IRS Bombshell That Changes Everything 26:57

29d ago26:57

26:57

Breaking news! A massive tax bill just dropped, and I've spent 48 hours digging through all 389 pages so you don't have to! This game-changing bill could put thousands back in your pocket with 18 major tax changes including: • Tax-free tips and overtime pay for service workers • A bigger Child Tax Credit ($2,500 per child!) • New "MAGA Accounts" wi…

1
How to Name Your Bookkeeping Business (Without Regrets) 9:41

30d ago9:41

9:41

Struggling to name your business—or thinking about a rebrand? In this episode, Rachel Barnett shares what she’s learned from naming two of her own businesses, including what worked, what didn’t, and what she’d do differently. She covers common pitfalls to avoid, tips for choosing a name that can grow with you, and why spelling and domain availabili…

1
223 \\ 17 IRS Secrets the Wealthy Use (That You’re Missing in 2025!) 22:17

1M ago22:17

22:17

Are you tired of paying too much in taxes? In this episode, we reveal 17 powerful tax strategies the wealthy use to save money — and how you can use them too! From hiring your kids and cutting your business taxes to saving on healthcare and even renting your home to your business, we break it all down in simple, clear steps. You’ll learn how smart …

1
Episode 41: Strategy, Equity & Execution: The Power Trio in Property Investment" 40:18

1M ago40:18

40:18

In this compelling episode of Finance This Property, That, mortgage planner Dion Fernandez welcomes back returning guest Chris McNulty, Director and Head Buyer’s Agent at Lucid Property Investments. Together, they dissect three of the biggest pain points faced by time-poor professionals—doctors, lawyers, accountants, and entrepreneurs—when building…

1
222 \\ Why Most Parents Are Accidentally Teaching Their Kids to Stay Broke 21:01

1M ago21:01

21:01

What if your kids could grow up smart about money—before life teaches them the hard way? In this episode, we talk about the 18 money lessons wealthy families teach their kids early on. You’ll learn how to help your child think about money, save smart, invest wisely, and build good habits. These lessons aren’t just for rich families—they’re for anyo…

1
The Role of a Fractional CFO - Greg Brown, Cardinal Finance | Charting Opportunities 1:01:54

1M ago1:01:54

1:01:54

In this episode of Portus Wealth Advisors' Charting Opportunities, Greg Brown of Cardinal Finance shares his extensive experience on the role and value of a Fractional Chief Financial Officer (CFO) for growing businesses. He delves into when it makes sense for a company to engage a Fractional CFO, what business owners should expect from such a rela…

1
221 \\ Why 98% of Business Owners Are Clueless About Their Most Valuable Asset with Trevor Greenway 17:54

1M ago17:54

17:54

In this episode, I talk with Trevor Greenway, CEO and co-founder of InterVal — a company that's helping small business owners better understand the value of their business. Trevor shares how most owners don’t know what their business is worth, even though it’s usually their biggest asset! He explains why that’s a problem and how InterVal is solving…

1
220 \\ The Compliance Lie: How Playing by the Rules Is Costing You Six Figures 18:17

1M ago18:17

18:17

Think playing it safe with your taxes is smart? Think again. In this episode, we talk about the hidden dangers of “compliance culture”—doing everything by the book but still losing thousands of dollars. You’ll learn why just filing your taxes isn’t enough, how fear is costing you big, and what smart business owners do instead. We’ll break down real…

1
Episode 40: How Buyer’s Agents Help Time-Poor Professionals Buy Smarter – With Jessica Giandomenico from Vesta 46:29

1M ago46:29

46:29

🔍 Episode Synopsis: In this episode of Finance This Property That, mortgage planner Dion Fernandez chats with Jessica Giandomenico, founder of Vesta Buyers Agents, about how a buyer’s agent can transform the property journey for time-poor professionals. Whether you're an investor, doctor, or business owner, Jess explains how she helps clients avoid…

1
219 \\ The IRS Wants You to Win—But Only If You’re a Business Owner 22:30

1M ago22:30

22:30

What if the tax code wasn’t made to take your money—but to help you keep it? In this episode, we break down why over 99% of the tax code is actually full of ways to save on taxes… but only if you own a business or invest. You’ll learn how buying a business—yes, even in today’s economy—can unlock powerful tax savings. We talk about how to structure …

1
Embracing and Honoring My Superpower 12:06

1M ago12:06

12:06

Molly Beyer discusses what she’s learned about herself and what she has identified as her personal superpower in life. Molly’s superpower is her ADHD. She talks about the two very different sides of her - analytical and data-driven versus emotional - and how learning how to work with both sides is how she came to learn she’s ADHD. She walks us thro…

1
218 \\ This FinTech Is Quietly Revolutionizing Small Business Spending — Here’s How with Andrew Jamison 18:12

1M ago18:12

18:12

In this episode, I chat with Andrew Jamison, CEO and co-founder of Extend, a FinTech company that helps small businesses take control of their spending. If you’ve ever worried about giving employees a company credit card or dealing with messy expense reports, this episode is for you! Andrew shares how Extend lets business owners safely hand out vir…

1
Episode 39 - Cracking the First Home Market: Strategies, Challenges & Government Incentives 57:29

1M ago57:29

57:29

In this insightful and energetic episode of Finance This Property That, host Dion Fernandez welcomes back Luke and introduces Gem from Lucid Property Investments to dive deep into the current landscape for first home buyers in Australia. The trio unpacks practical strategies, personal journeys, and powerful tools like the First Home Guarantee Schem…

1
Thinking of Starting a Bookkeeping Business? Let’s Talk About It 9:18

1M ago9:18

9:18

Are you thinking about starting your own bookkeeping business—or any kind of business? In this honest and personal episode, Rachel Barnett shares her own unexpected journey into business ownership and the lessons she’s learned over 13 years. From setting realistic expectations to the importance of naming and defining what you actually want, Rachel …

1
217 \\ The IRS Doesn’t Want You to Hear This: The Ozempic Tax Loophole 21:18

1M ago21:18

21:18

Are you paying out-of-pocket for Ozempic or other weight-loss meds? You might also be paying too much in taxes—and not even know it. In this episode, we talk about smart ways to save money by turning medical costs into legal tax deductions. You’ll hear real stories from business owners who missed out on big savings and how they fixed it. We’ll brea…

1
216 \\Tax the Rich? How That Strategy Just Cost One Country Billions 16:49

2M ago16:49

16:49

What happens when a country tries to tax the rich… and the rich just leave? That’s exactly what happened in Norway—and it cost them billions. In this episode, we break down why raising taxes on wealth didn’t go as planned, and what business owners and high-income earners can learn from it. You’ll hear what happened in Norway, what other countries l…

1
215 \\ The Netflix of Tax Strategy: Ditch Outdated Methods and Keep Millions with Brett Swarts 33:32

2M ago33:32

33:32

In this episode, I sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to talk about how business owners can legally avoid big tax bills when they sell their business, real estate, or even Bitcoin. Brett shares how a smart tool called the Deferred Sales Trust helps people keep more of their money — and not hand it over to the IRS. H…

1
214 \\ Toxic Money Beliefs Are Costing You a Fortune—Here’s the Truth No One Tells You 20:02

2M ago20:02

20:02

Ever wonder why you still feel broke—even when you make good money? It might not be your income. It could be your thoughts. In this episode, we break down 20 toxic money beliefs that are keeping people stuck. From “money is the root of all evil” to “I’ll start saving when I earn more,” we show you how these thoughts sneak in and hold you back. You’…

1
Episode 38 - Unlocking Off-Market Property Deals & Smart Buying Strategies with Rich Harvey 30:06

2M ago30:06

30:06

🎯 Episode Synopsis: In this power-packed episode of Finance This Property That, host Dion Fernandez sits down with Rich Harvey, veteran buyer’s agent and founder of Propertybuyer.com.au, for an eye-opening conversation on how to strategically build your property portfolio in 2025. Rich shares how his 25+ years of experience have shaped his proven m…

1
213 \\ Congress Just Declared War on Wealth—Are You Ready? 18:23

2M ago18:23

18:23

What if the IRS took 40% of your next million? That’s not just a scare—Congress is working on a bill that could make it real. In this episode, we break down what H.R. 2534 means for business owners, high earners, and anyone with big income plans. You’ll learn what’s in the bill, how it could raise your taxes, and what smart people are doing right n…

1
Growth Edge: Challenge and Accountability 12:11

2M ago12:11

12:11

Molly Beyer invites us to think about our growth edge in this episode. What is our growth edge? It’s when old patterns are disrupted and we’re challenged to do more to grow our business. Molly explores what challenge looks like, how to meet it as a solo entrepreneur, and why supportive non-competitive competition is key to success. One of the bigge…

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212 \\ Sales Won’t Save You: Why Your Business Needs a Financial Playbook with Hillary Seiler 32:07

2M ago32:07

32:07

Is your business growing—or just getting more expensive? In this episode, we talk with Hillary Seiler, aka Coach Hill, a money coach to NFL teams and small business owners. She shares why cash flow—not sales—is the real key to business success. Hillary breaks down how to find where your money is going, what’s actually bringing in revenue, and how t…

1
Hiring a Bookkeeper: Lessons from Pre-Screening Candidates 16:12

2M ago16:12

16:12

Hiring the right bookkeeper can be a challenge—how do you know if someone truly has the skills they claim? In this episode, Rachel Barnett shares her experience pre-screening bookkeepers for a business, reviewing hundreds of resumes, conducting technical interviews, and refining the hiring process. She explains what worked, what she’d do differentl…

1
211 \\ Breaking: Proposed Tax Law Could Give You a Big Deduction Boost in 2025 28:23

2M ago28:23

28:23

What if your tax bill could drop by thousands—just because of where you live? In this episode, we break down a new tax law being written in Washington that could raise the SALT deduction limit from $10,000 to $25,000. That’s big news for folks in high-tax states like California, New York, and even Texas. We explain what this change means, who could…

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210 \\ Most Entrepreneurs Are Set Up to Fail at Tax Time—Don’t Be One of Them 16:53

2M ago16:53

16:53

Most business owners are paying way more in taxes than they should—and they don’t even know it. In this episode, we reveal the #1 mistake that’s costing entrepreneurs $10,000 to $20,000 (or more) every single year: picking the wrong business structure. Whether you're an LLC, S-Corp, or C-Corp, your setup could be helping or hurting your bottom line…

1
Navigating the Real Estate Maze with Frank Rohde 35:33

2M ago35:33

35:33

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
Episode 37 - SMSF Lending, Diversification Troy from Willow Wealth 40:40

2M ago40:40

40:40

🎙️ Episode Synopsis In this episode of Finance This, Property That, host Dion Fernandez sits down with Troy from Willow Wealth Partners to explore the strategic use of Self-Managed Super Funds (SMSFs) in property investment, especially for time-poor professionals and self-employed individuals. The conversation dives deep into the complexities of SM…

1
209 \\ Broke Mindset, Broke Bank Account: The Hidden Link Between Anxiety and Your Wallet w/ Shang Saavedra 27:10

2M ago27:10

27:10

What if your money problems aren’t just about money? In this episode, we sit down with Shang, founder of Save My Cents and author of Wealth is a Mindset, to explore how your thoughts and feelings about money can shape your financial future. Shang shares her own journey—from growing up in a frugal immigrant household to reaching financial freedom by…

1
Using Blockchain to Upgrade the Auto Industry with Alex Rawitz 35:52

2M ago35:52

35:52

Love the show? Subscribe, rate, review, and share! Here’s How » Join the Capital Gains Tax Solutions Community today: capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Capital Gains Tax Solutions Twitter Capital Gains Tax Solutions Linked In

1
208 \\ The Hidden Tax War on the Rich: What H.R.1128 Means for Your Business 17:44

2M ago17:44

17:44

What if I told you Harvard’s free tuition wasn’t about kindness—but taxes? In this episode, we dive into a new bill called H.R.1128 that could cost big schools like Harvard and Yale hundreds of millions in taxes. To avoid the hit, Harvard made a big move: free tuition for families making under $200K. Sounds nice… but it was all strategy. So why sho…

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Finance Basics For Business Owners Podcasts

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