On this episode, Josh speaks with Todd Tresidder, Owner of FinancialMentor.com.

They discuss how to find a good money coach, investment fraud, some different retirement models, and basing your retirement plan off of your "truth".

On this episode, Josh speaks with Todd Tresidder, Owner of FinancialMentor.com.

They discuss how to find a good money coach, investment fraud, some different retirement models, and basing your retirement plan off of your "truth".

In this episode Josh speaks with Patrick Toner, President of Customer Benefits Analytics, LLC. They talk about voluntary benefits and what Customer Benefits Analytics does to help broker's and employers each the employees with information about various benefits. They also discuss the role behavioral economics plays.

In this episode Josh speaks with Patrick Toner, President of Customer Benefits Analytics, LLC. They talk about voluntary benefits and what Customer Benefits Analytics does to help broker's and employers each the employees with information about various benefits. They also discuss the role behavioral economics plays.

On this episode, Josh speaks with Mike Michalowicz, founder of Profit First Professionals and author of Profit First. They discuss his book and the concept of "profit first".

On this episode, Josh speaks with Mike Michalowicz, founder of Profit First Professionals and author of Profit First. They discuss his book and the concept of "profit first".

In this episode, Josh  spends time with Charles Goldman, President & CEO of Assetmark, Inc. They discuss values and the role they should play in your company.

In this episode, Josh  spends time with Charles Goldman, President & CEO of Assetmark, Inc. They discuss values and the role they should play in your company.

In this episode Josh spends time once again with Rob Slee, Founder at MidasNation and Robertson & Foley and author of Private Capital Markets.  Rob and Josh discuss the idea of value worlds, where businesses have multiple valuations based on the purpose of the valuation. 

In this episode Josh spends time once again with Rob Slee, Founder at MidasNation and Robertson & Foley and author of Private Capital Markets.  Rob and Josh discuss the idea of value worlds, where businesses have multiple valuations based on the purpose of the valuation.