TDJ Equity Funding Insiders Podcast

Send us Fan Mail Your mortgage is not just a loan, it’s a set of doors you either open or close for your future. We talk with veteran mortgage broker Dante Royster, founder of Epic Mortgage and author of The Ultimate Mortgage Guide, about what business owners keep missing when they try to buy a primary residence, use home equity, or plan their next wealth move. If you’ve ever said “I’m not a numbe...

Send us Fan Mail Most investors don’t get taken out by the market, they get taken out by the stories they tell themselves. We sit down with Gino Barbaro, multifamily investor and money coach behind 1,900+ units and roughly $450M in assets under management, to talk about the real work underneath real estate success: shifting from a fixed mindset to a growth mindset, taking extreme ownership, and bu...

Send us Fan Mail You can feel it when an investor is stuck in the middle ground: you’ve got ambition, you’ve got some wins, and you’ve got a pile of advice coming at you from every direction, but the results are inconsistent. We sit down with Michael Anderson, a Dallas real estate investing mentor and “real estate investment impact architect,” to talk about the missing piece most people avoid: a r...

Send us Fan Mail Money stress is not always an income problem, it is often a structure problem. If you are making revenue but still feel unsure about taxes, investing, or retirement, this conversation is built for you. We sit down with financial advisor Selena Harrel to talk about the real-world financial literacy gaps she sees in entrepreneurs, small business owners, and even high-earning W-2 pro...

Send us Fan Mail Burnout doesn’t always look like collapse. Sometimes it looks like misfiling documents, rereading the same email three times, snapping at people you respect, and wondering why “easy” tasks suddenly feel heavy. We talk with Dr Pat Boulone, a functional medicine expert and performance optimization strategist, about how high-achieving business owners can protect their energy, rebuild...

Send us Fan Mail Waiting 60–90 days to get paid can stall a good business. We bring on Travis, a veteran factoring pro with two decades across independent shops, bank factors, and industry software, to break down how invoice factoring converts receivables into same-week working capital so you can make payroll, buy materials, and take on bigger jobs without tapping high-interest debt. We start with...

Send us Fan Mail Ready for growth but not sure whether to take on debt, raise equity, or both? We sit down with Kimberly Evans—banker, CFO, and multi-company founder—to translate funding jargon into plain English and map a path from corporate comfort to entrepreneurial control. Kimberly shares why equity dilution isn’t losing, it’s leveraging; how to time your first raise; and what separates a cre...

Send us Fan Mail We map the legal moves that turn a young company into a funding-ready business, from entity choice and clean governance to strong contracts and bankable IP. Uma Bansal shares the checklists investors trust, the red flags that stall deals, and the timing for hiring counsel. • choosing between LLC, S corp and C corp for growth and funding • separating personal and business finances...

Send us Fan Mail What happens when you leave your W-2 job and that comfortable corporate benefits package disappears? For small business owners, creating your own financial safety net isn't just important—it's essential. Yet as financial consultant Don Workman reveals in this eye-opening conversation, most entrepreneurs are dangerously underprotected. Did you know that approximately 75%...

Send us Fan Mail The transition from W-2 employee to business owner brings unexpected financial challenges that many entrepreneurs aren't prepared to handle. While most business owners dutifully secure a CPA for tax preparation, they're missing a crucial piece of their financial team: a dedicated financial advisor who can transform their business cash flow into long-term wealth. Financia...

Send us Fan Mail Have you ever felt like your business money and personal money are in a constant tug-of-war, leaving you stressed and stuck in the middle? This revealing conversation with money coach Teddy Nguyen tackles the emotional and practical sides of managing finances as an entrepreneur. Teddy, who founded Lion Lamb Money after transitioning from social work to financial coaching, shares c...

Send us Fan Mail What if your business faced a catastrophic event tomorrow? Would your insurance truly protect you? According to shocking statistics, around 40% of small businesses never reopen after a disaster strikes. This sobering reality formed the cornerstone of our eye-opening conversation with commercial insurance experts Kristen Lonergan and Aaron Flores from Champion Commercial Insurance....

Send us Fan Mail Have you ever dreamed of owning a business without starting from scratch? The world of franchising offers exactly that opportunity, but there's much more to it than most people realize.  Franchise consultant Rudy Farico pulls back the curtain on this powerful business model, revealing that franchising extends far beyond the fast-food restaurants most associate with the indust...

Send us Fan Mail Banking might seem like a simple matter of opening an account and making deposits, but the reality for business owners is far more complex—and getting it wrong can cost you dearly. This eye-opening conversation with banking veteran Demetrius, who brings 24 years of experience across credit unions and traditional banks, reveals critical insights that could save your business from f...

Send us Fan Mail Imagine unlocking thousands of dollars in tax savings and improved cash flow from your commercial property while positioning yourself for better loan terms. That's exactly what cost segregation can do, yet most small business owners have never heard of this powerful financial strategy. In this eye-opening episode of TDJ Equity Funding Insiders Podcast, host Jacqueline Jackson...

Send us Fan Mail Navigating the world of property financing can feel like wandering through a maze without a map. That's why we brought in mortgage broker Rhonda Hutchison, owner of Envision Home Lending, to shed light on the often misunderstood differences between mortgage brokers and loan brokers. The conversation reveals a crucial insight many borrowers miss: working with a mortgage broker...

Send us Fan Mail The invisible gatekeepers to your business loan approval might not be who you think. While you're perfecting your business plan and financial statements, lenders are silently evaluating something you may have overlooked entirely: your digital presence. This eye-opening conversation with digital marketing expert Gerald Bass reveals exactly how loan officers and underwriters sc...

Send us Fan Mail The silent roadblocks preventing women entrepreneurs from accessing capital aren't always what you think. While structural barriers exist, the psychological and cultural hurdles often prove more challenging to overcome. Shannon Lee Reynolds, change leadership consultant, brings powerful insights from her banking and accounting background to unpack these hidden challenges. &qu...

Send us Fan Mail Insurance might not be the most thrilling topic for real estate investors, but as Harrison Henson of Goosehead Insurance reveals, it can make or break your investment success when disaster strikes. This eye-opening discussion cuts through insurance confusion to deliver essential knowledge every property investor needs. Harrison expertly breaks down the critical differences between...

Send us Fan Mail Ever wondered how mediation can transform your business conflicts into opportunities for growth? Join us as Dana Garnett, the founder of Mindful Strategy, unpacks the crucial distinctions between mediation, arbitration, and litigation. Dana reveals how mediation serves as a proactive, cost-effective approach to conflict resolution that can save your business from the pitfalls of l...

Send us Fan Mail Unlock the secrets to a fortress-like cybersecurity strategy as we sit down with Peter Gailey, the powerhouse behind Gailey Solutions, who comes armed with four decades of tech expertise. As your host, I promise that you'll walk away with a clear blueprint for assessing your company's vulnerabilities and implementing a programmatic defense that's easier said than do...

Send us Fan Mail When the unforeseen strikes, how resilient are your family and business? Cindy Alredge, a generational family planning specialist and best-selling author, joins us to unravel the complexities of emergency planning for business owners, a topic that tends to take a backseat until it's too late. Her touching personal narrative, stemming from the impact of her ex-husband's s...

Send us Fan Mail Unlock the secrets of asset-based lending with Chad Skelton, our Texas real estate investment luminary, in a candid conversation that will transform your understanding of funding strategies. In an enlightening exchange, we navigate the nuances of hard money lending versus private equity funding, stripping away the myths to reveal the core principles that drive successful real esta...

Send us Fan Mail Unlock the mysteries of commercial real estate investment with Texas's own Don Zelezny, who shares a treasure trove of insights on the significant contrasts between commercial and residential markets. Ever wonder how a seasoned realtor navigates the complex arena of cash flows, market analyses, and investment viability? Don has the answers, and in our engaging conversation, h...

Send us Fan Mail Unlock the secrets of transforming your business's financial landscape with Brad Garny, a maestro in receivable factoring. Our enlightening chat helps to navigate the nuances of leveraging your company's outstanding invoices for immediate capital, a game-changer for maintaining a cash flow. Brad demystifies the process, showcasing the flexibility that factoring offers—no...