The Wealth Exec podcast

Can Your Business Actually Carry Its Debt? Most businesses don't fail because of debt. They struggle because they misunderstand what that debt requires from the business. In this short, learn the difference between healthy leverage and dangerous leverage , and why banks focus on EBITDA coverage, liquidity, and cash timing —not just revenue growth or total debt. If you're a business owner, executiv...

Why does every year feel the same — even when you work harder, plan more, and push yourself further? Many high-performing leaders don't struggle because of a lack of effort, discipline, or strategy. They struggle because of unexamined patterns . If this past year felt like Groundhog Day — same problems, same pressure, same fatigue — this session will help you understand why. In this executive-leve...

Dashboards Look Good — But Is Your Cash Safe? Why Liquidity Reveals the Truth 3 Executive Actions to Regain Control Quick Review :  Dashboards can look perfect — green metrics, strong revenue, solid margins — yet cash still feels tight. In this podcast, Cary Amaro, Controller/CFO with 17+ years of experience and Certified in Emotional Intelligence and High Performance, explains the financial truth...

EMOTIONAL INTELLIGENCE - The Missing Link Between Strategy and Execution Pinpoint & Execute 3 steps to regain control. Emotional intelligence isn't optional — it's your leadership strategy. In this episode, Cary Amaro breaks down why even the best business strategies fail when emotional patterns go unchecked — and how emotional intelligence directly impacts execution, accountability, team performa...

Inventory is often treated as a necessary asset — but for many businesses, it's actually a hidden risk quietly draining cash flow, slowing throughput, and eroding margins . In this episode, we break down  why "stock" is not wealth — it's responsibility and risk — and how mismanaging inventory creates operational blind spots that leaders don't see until cash tightens or execution stalls. You'll lea...

Most leaders don't struggle because they lack strategy. They struggle because they're executing from an outdated leadership operating system . In Day 3 of the 12 Days Executive Reset , we focus on identity — the beliefs, emotional defaults, and patterns driving how you lead under pressure. Because who you are determines: How you make decisions How you communicate and delegate How you handle confli...

Day 2 | Growth Isn't a Sales Problem — It's an Alignment Problem  Complementary Workbook 👉 https://thewealthexec.kit.com/rev-cas... If growth felt inconsistent, stressful, or overly dependent on you this year, it's not because you didn't try hard enough — and it's not just a sales issue. Revenue is an output. Growth is a system. In Day 2 of the 12 Days to a New Year Reset for Executives, we break...

Clarity Before Strategy | A 3-Step Executive Reset (Day 1 of 12) Welcome to Day 1 of the 12-Day Executive Reset —a leadership reset for executives, business owners, and high-performing professionals entering a new season and a new year. Before goals. Before strategy. Before execution. Leadership begins with clarity and honesty . If clarity isn't defined, your brain defaults into survival mode—quie...

Without the Basics - Strategy will not Excel.  Basics Start With You If you've missed any other podcast sessions, feel free to listen and grab your free workbook.

Click the Link to download your free workbook.  https://witty-thinker-2001.ck.page/bd77691a9b CashFlow Projection- Assess & Make Moves  In this episode, we look at: Credit Terms Vendor Relationships  Industry Impacts on Growth Plans Team input   

Budget/Forecast/Projections - How's that going? Click the link to get your workbook. https://witty-thinker-2001.ck.page/6072329a8a   Are you a creature of habit? Brainstorm/ Assess Usefulness  Team Involvement in Process Employee Message - Don't let obstacles dictate your future  Involvement In Your Employees and Community Final Thoughts 

5 Keys- Organizational Purpose Aligned with Profits  link to free workbook https://witty-thinker-2001.ck.page/080ec99009 Organizational Purpose  Team reflects the atmosphere you desire to create  New Beginnings - why KPI and other indicators are not useful Grace with Change Power of Team    The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindse...

Workbook link : https://witty-thinker-2001.ck.page/afb2dbb2da 3 Keys we will work through : Kindness = Truth (Even when it hurts)  Change = Start where you are right now. Going forward, remember it is a by-product of your actions Compassion = Understanding/Forgiveness  (even if from afar)   The Wealth Exec's main purpose is to equip executives and their teams by providing essential tools in mindse...

Forgot Yourself?! 6 Steps to Getting yourself back    1. Realization                Admitting to yourself, that you put yourself last  2. Brain Storm               I wish I could have... If only... I wish I did.... 3. Pick 1 to 3 Important or Life-Altering items/events              The thing that pains you the most              * hone in on  just 1 or 2 4. Learn to love yourself through meditation...

Day 12 - My Accountant left. I have no time to find a new one... I just need to get through the 1st quarter. ... Now What's Next In this episode, you're not alone... Now Let's Review what we've learned and allow me to guide you through the review and growth process!  https://thewealthexec.samcart.com/products/private-4-week-facebook-group-/ I believe you don't need to be an accountant to understan...

In this episode, You Can't Please Everyone, Oh Well.... Don't Use this as an Excuse! Emotional Intelligence - provides the tools to create success in difficult times Download free pdf https://2iaag9je.pages.infusionsoft.net I hope you enjoy & download content for the 11 Days of the 12 Business Days  Till a New Year Series…  visit my website at https://thewealthexec.com/ Please let me know what que...

In this episode, What is the difference between the statement of CashFlows and Projected Cashflow reporting- Which is better?   Download free pdf https://c604iq0q.pages.infusionsoft.net I hope you enjoy & download content for the next 10 Days of the 12 Business Days  Till a New Year Series…  visit my website at thewealthexec.com Please let me know what questions you have, and  I will address them...

In this episode, … Budgets and Forecast- The Chicken or the egg!?- What is the purpose of the Budget & Forecast and how to use them. Download for free pdf https://1fuupyhs.pages.infusionsoft.net I hope you enjoy & download content for the next 3 Days of the 12 Business Days  Till a New Year Series…  visit my website at thewealthexec.com Please let me know what questions you have, and  I will addre...

In this episode, you're not alone… In the midst of this past year, it has become more and more important to understand your emotions, reactions, others' emotions, and action steps for proactive, productive communication. Tips and Tools to proactively learn to communicate & learn your boundaries Download pdf  I hope you enjoy & download content for the next 4 Days of the 12 Business Days  Till a Ne...

In this episode, you're not alone... Not sure what are how financial statements relate and/or what ratios you should look at? Listen in. Also, download the pdf for more helpful tools - How Financial Statements relate and Ratios . I hope you enjoy & download content for the next 10 Days of the 12 Business Days  Till a New Year Series…  visit my website at thewealthexec.com Please let me know what q...

In this episode, you're not alone… Many business have not gotten around to completing their budget. Let's guide you through the initial steps. Budgets are NOT just a numbers game …  Listen in. Also, download the pdf for more helpful tools - Part 1 to completing a BUDGET.  I hope you enjoy & download content for the next 10 Days of the 12 Business Days  Till a New Year Series…  visit my website at...

In this episode, you're not alone… My client realized the hard way that corporate culture can impact your budget. Let's guide you through preventive, proactive action steps to avoid this from happening to you!. Budgets are NOT just a numbers game…  Listen in. Also, download the pdf for more helpful tools - Budget Prep and your Culture . I hope you enjoy & download content for the next 10 Days of t...

WHAT TO DO! WHAT TO DO! DEC 31ST IS AROUND THE CORNER Listen in. Also, download the pdf for more helpful tools - To-Do List BEFORE Dec 31st  In this episode, you're not alone… We summarize the past 4 days of the series. Take a listen to the mini-podcast in the series and download the free material.    I hope you enjoy & download content for the next 10 Days of the 12 Business Days  Till a New Year...

In this episode, you're not alone…  Many organizations struggle with when is it a good time to hire accounting help and at what level. Do they work with a bookkeeper, controller, outside firm? Download the pdf guide  To Hire or NOT to Hire an Accountant to help you figure out your next steps. I hope you enjoy & download content for the next 6 Days of the 12 Business Days  Till a New Year Series… ...