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Financial Management

7 stacks
Take control of your business finances with confidence. In these valuable episodes of the Wantrepreneur to Entrepreneur podcast, Brian Lofrumento breaks down simple strategies to manage your money, increase your profits, and build a financially healthy business.

Justin Merritt, co-founder of TwinSix and an industry leader in financial and operational performance management. With over 20 years of experience in finance, business strategy, and technology, Justin has worked with companies of all sizes to streamline decision-making and drive growth through data-driven insights.

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thewantrepreneurshow.com
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Cash flow, SMARTER decisions, and entrepreneurial GROWTH w/ Justin Merritt

Watch this podcast episode in Youtube! Curious about how a mindset of learning and experimentation can propel entrepreneurial success? Justin Merritt, co-founder of TwinSix, shares his journey from managing a childhood lawn mowing business to innovating in corporate roles and co-founding his own company. With insights into how his financially savvy upbringing influenced his professional path, Justin exemplifies how a curious mindset can open doors to remarkable career opportunities and business triumphs.

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twinsix.io
TwinSix - Website

Learn more about TwinSix by visiting their official website now! TwinSix helps businesses streamline finance with expert consulting, seamless Pigment & EPM software implementation, and managed services. Unlock efficiency, scalability, and smarter decision-making with modern finance solutions.

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TwinSix - LinkedIn

For more updates, connect with TwinSix LinkedIn account here! About TwinSix: At TwinSix, we are dedicated to revolutionizing finance and accounting functions to drive peak efficiency and performance for businesses. Our expert team specializes in tailored solutions, including implementing cutting-edge financial software, optimizing processes, and providing thought leadership. With a commitment to excellence and a passion for transformative change, TwinSix is your partner in propelling your business toward success.

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Justin Merritt, CMA - LinkedIn

Connect with Justin Merritt via LinkedIn today! Co-Founder, TwinSix | MBA, CMA, Product Master Justin leveraged his Certified Management Accountant (CMA) credential, Pragmatic Institute certifications, and nearly 20 years of experience in business management, accounting, finance, and software to deliver innovative and scalable solutions that help their customers achieve their goals and optimize their performance.

Chris Hardy began his career in commercial banking, expecting to retire there, but was poached by a client into corporate FP&A. After gaining valuable experience at a medium-sized company, he was laid off and moved to a larger organization. Uncomfortable in the corporate world, Chris spent five years working towards his goal of starting his own financial consulting practice.

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Chris Hardy & Brian Lofrumento - Youtube

Watch Chris Hardy share his journey from corporate finance to entrepreneurship and reveal key insights on financial modeling and business growth on YouTube!

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Chris Hardy - LinkedIn

Connect with Chris Hardy, founder of Samson Financial, on LinkedIn to gain insights on financial modeling, business growth, and entrepreneurial success! 

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Samson Financial: Overview - LinkedIn

Follow Samson Financial on LinkedIn for expert insights on financial modeling, business strategy, and sustainable growth. Stay ahead with practical advice tailored for entrepreneurs and small businesses! 

Roderick Casilli is the founder and lead trader at the tradersdevGROUP (TDG among friends). He has been an active futures trader and automated strategy designer for over 20 years.

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TRADING and investing as an entrepreneur to GROW YOUR NET WORTH w/ Rod Casilli - YouTube

Ever wondered if you should be actively trading or just letting your investments sit? Find out as we welcome Rod Casilli, the brains behind tradersdevGROUP. Rod's journey from traditional finance roles to becoming a leading trader is packed with lessons on the risks and rewards of both active and passive investing. Whether you're deeply engrossed in your startup or looking for effortless ways to grow your wealth, Rod's advice on leveraging defined benefit plans and solo 401ks for tax benefits is a game-changer for high-income entrepreneurs.

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tradersdevgroup.com
TradersDevGROUP – Website

Let’s be brutally honest. Most trade rooms suck. at tdg, we don’t teach you how to trade. We teach you how to become a trader.

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Roderick Casilli - LinkedIn

FinTech Product Guy | Start-up Advisor | Derivatives Trader

Lori Hardtke is the owner and president of ByteWize, Inc., a solo MSP and technology educator based in Maui. She specializes in effective tech and financial strategies for small businesses and teaches a course, "How To Be A Super Successful Solo MSP," through ITSP University, helping other MSPs scale without large teams.

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Lori Hardtke - LinkedIn

Lori Hardtke's LinkedIn profile, highlighting her role as the owner and president of ByteWize, Inc., along with her expertise in technology, financial strategies, and mentoring MSPs.

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profitbuilderblueprint.com
Profit Builder Blueprint - Website

The website Profit Builder Blueprint offers resources and strategies for small business owners to scale their operations effectively, focusing on technology and financial management. It is likely associated with Lori Hardtke's approach to helping MSPs grow their businesses without needing large teams.

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Lori Hardtke & Brian Lofrumento - Youtube

This YouTube video features Lori Hardtke discussing her journey as a solo MSP and sharing insights on scaling small business technology and financial strategies.

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profitfirstprofessionals.com
Profit First Professionals

Profit First Professionals showcasing Lori Hardtke, highlighting her expertise in helping small businesses optimize their finances using the Profit First methodology to drive sustainable growth.

Alyssa Lang is a Financial Strategist, Bookkeeping Consultant, public speaker, podcast host, two-year nominee for Ignition’s Top 50 Women In Accounting, as well as the Founder of Magnetic Bookkeeping & Consulting, a financial advisory team of experts that help ambitious creatives and service providers tackle their books with ease and confidence.

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CASH, profit, and long-term business growth w/ Alyssa Lang - YouTube

In today's episode, Brian Lofrumento sits down with special guest Alyssa Lang, a financial strategist and bookkeeping consultant for entrepreneurs and business owners, and founder of Magnetic Bookkeeping & Consulting. Together, they delve into the crucial balance between short-term sustainability and long-term growth prospects for businesses. Alyssa shares her expertise in managing cash flow effectively, aligning personal and business passions, and the importance of intuition in decision-making. They explore the importance of finding the right people to

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magneticprofits.com
Magnetic Profits - Website

You’re the visionary. We’re here to turn your financial dreams into reality. Financial Advisory & Bookkeeping Trusted by Course Creators, Digital Product Sellers, Coaches & Creative Women in Business.

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linkedin.com
Alyssa Lang - LinkedIn

Founder of Magnetic Bookkeeping & Consulting + Workflow Queen | Financial Strategist | Bookkeeping Consultant For Creatives | Expert In Systems + Workflow Optimization

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thewantrepreneurshow.com

In this episode, Eugene reveals how AI is transforming finance, the psychology behind smart investing, and why long-term wealth building beats chasing quick wins – especially for entrepreneurs.

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BUILDING WEALTH within diverse portfolios GUIDED BY AI w/ Eugene Yashin - YouTube

Eugene Yashin shares his mission to simplify investing, making it accessible and smart for everyone. Watch now to learn more!

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holisticoinvest.com
Holistico - Website

Empower your financial future with Holistico, simplifying investing for individuals and financial advisors alike.

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Evgeniy Yashin, - LinkedIn

CEO, CIO, Co-founder

In this episode, Vadim Voss, founder of Next Level DeFi, reveals how everyday entrepreneurs can create passive income streams using decentralized finance (DeFi) strategies — without needing to be a financial expert. Vadim explains how he went from struggling with traditional banking to discovering the power of Bitcoin and DeFi, and how that experience shaped his mission to educate others.

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What the heck is DeFi and how can it help YOU make money w/ Vadim Voss - YouTube

Discover how everyday entrepreneurs can generate passive income streams using decentralized finance (DeFi) with Vadim Voss, founder of Next Level DeFi, in this engaging episode.

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Vadim Voss - LinkedIn

Founder,Next Level DeFi Academy | Proven system to grow your passive income with decentralized finance.

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nextleveldefi.com
Next Level DeFi Academy - Training

Boost your understanding of NextLevelDeFi's cutting-edge crypto training and get ahead of the curve in the DeFi space!

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nextleveldefi.com
Next Level DeFi Academy - Website

Elevate your DeFi knowledge and skills with our comprehensive online courses and training programs.