Making Sense of Your Money Podcast

Your net worth might depend more on your mindset than your strategy. This eye-opening conversation with Nate Astle, founder of the Financial Therapy Clinical Institute, dives into the often-overlooked psychology behind money behavior. Discover how early experiences shape your financial beliefs, how emotions like guilt and anxiety drive spending, and what you can do to break harmful cycles. If you’...

What if your next breakthrough came from thinking like a European accountant? Explore what U.S. business leaders can gain from the German model of accounting, leadership, and innovation. Patrick Kempf, Managing Partner of Kempf Meierhöfer, shares lessons in succession planning, the evolving role of AI in advisory services, and the power of cross-border strategy. This episode offers a global perspe...

Built from rejection. Scaled with heart. From humble beginnings in Pakistan to leading a 7-figure insurance agency in the U.S., Saad Janjua shares his journey of grit, servant leadership, and building community over hype. This episode uncovers how he scaled with integrity leveraging AI for operational efficiency, investing in real estate, and creating lasting impact without flashy marketing tactic...

If your accounting team only tracks the past, you're already behind. Rachel Phillips, CEO of Fully Accountable, reveals how outsourced accounting has evolved from a back office necessity into a strategic driver of profitability. Discover how AI-driven insights, real-time reporting, and margin optimization are helping fast-growing companies turn financial operations into a powerful growth engine. I...

Growth is great until cash flow kills it. Marko Glisic, Partner at GreenGrowth CPAs, shares how smart businesses scale with precision, leveraging strategic tax planning, outsourced CFO support, and real financial metrics that drive performance. Packed with practical insights, this episode is a must-listen for leaders ready to make their money work harder and grow with intention. Ideal for: Busines...

Health benefits are killing your margins, here’s how to take control. Mark Karlie, President & Partner at 28 Insurance, shares how mid-sized companies can overhaul group healthcare by embracing financial transparency and smarter plan design. Learn how to cut costs, improve employee satisfaction, and turn your benefits program into a strategic business edge. Ideal for: CEOs, CFOs, HR leaders, a...

Tech is disrupting law and the smartest firms are leaning in. Dorna Moini, Founder & CEO of Gavel, explores how legal automation is reshaping the modern law firm from increasing billable efficiency and streamlining client intake to delivering scalable, high-quality service. This episode breaks down the tools and strategies helping attorneys stay competitive in an evolving legal landscape. Idea...

What if your niche could fund your freedom? Rosie Paulsen, Founder of SNR Services, shares how building a Medicare-focused business can unlock passive income, long-term client relationships, and financial freedom. From her powerful journey as an immigrant entrepreneur to practical strategies for scaling with purpose, this episode shows how mission-driven work can become a powerful wealth-building...

In a crowded market, bold wins. Mark Kiran, Founder of Broadway Law Firm, built a thriving personal injury practice straight out of law school by doubling down on trust, niche branding, and sharp digital execution. From elite hiring to intentional growth strategy, this episode offers a crash course in how to stand out and scale up in one of the most competitive industries out there. Ideal for: Ent...

Your exit won’t be successful if your business isn’t scalable. Chris Poff, Founder of Wizard Brain Trust, reveals what it really takes to grow and sell a business for maximum value. From strengthening financial fundamentals to harnessing tech and AI for scale, this episode is packed with insight for founders aiming to build, boost valuation, and exit on their own terms. Ideal for: Entrepreneurs, f...

In business, trust isn’t a tactic it’s the strategy. Mark Kiran, President of Broadway Law Firm, shares how he launched a legal practice straight out of law school and built long-term success by leading with trust, community, and authenticity. Focused on serving Southern California’s Latino population, he reveals how niche marketing and personal branding helped him carve out a distinctive presence...

Medicare doesn’t have to be confusing, if you know where to look. Michele Campbell, Founder of MC Insurance Services, breaks down the complexities of Medicare for those nearing retirement. From navigating hidden costs to managing premiums and avoiding costly missteps, this episode delivers the clarity high earners and retirees need to make confident, informed healthcare decisions. Ideal for: Retir...

Rising healthcare costs aren’t inevitable, they’re optional. Mark Fox, President of CBG Health Plans, reveals how companies are taking back control of employee healthcare. From custom benefit designs to guaranteed savings, he explains how strategic plan structuring can cut costs, increase transparency, and create more sustainable health solutions for businesses. Ideal for: CEOs, CFOs, HR leaders,...

Confused by Medicare? You’re not alone and you don’t have to be. Tom Caress, CEO of Caress Insurance Agency, breaks down the Medicare landscape in simple, actionable terms. From choosing the right plan to avoiding costly pitfalls, this episode provides expert guidance to help you navigate retirement healthcare with clarity and confidence. Ideal for: Soon-to-be retirees, caregivers, and professiona...

Taxes don’t have to be your biggest expense, if you plan right. In this kickoff episode, Dan Pascone talks with Ashleigh White, VP at Fortress Brokerage Solutions, to uncover how the wealthy reduce tax burdens, protect assets, and build long-term financial stability. From advanced insurance strategies to executive compensation planning and the rise of AI in finance, this conversation is packed wit...