Are economics, internet banking, and blockchain technology changing the way we think about money, banking, and cash value life insurance? In this fascinating episode, financial advisors from Tier One Capital sit down with economist Dr. Bob Murphy—former Texas Tech professor, senior fellow at the Mises Institute, and host of The Bob Murphy Show—to dive deep into the mechanics of the Infinite Banking Concept. From his academic insights to his real-world applications of Austrian economics, Dr. Murphy explains why so few truly understand how whole life insurance works—and why that knowledge gap may be costing you financial control and long-term stability. Don’t miss this discussion on how new tech, old-school financial tools, and timeless economic principles can work together to empower your financial future.

• Most people misunderstand cash value life insurance — even highly educated individuals often don't grasp how whole life policies actually work.
• Economics should be accessible — Dr. Murphy's mission is to simplify complex financial and economic concepts for everyday people.
• The Infinite Banking Concept offers control and flexibility — when properly understood, it can be a powerful tool for managing personal finances outside of traditional banking systems.
• Academic and real-world experience matter — Dr. Murphy brings a unique perspective by blending academic research with practical application in finance and technology.
• Blockchain and internet banking are shaping the future — integrating these innovations with traditional financial strategies could redefine how we manage money.
• Stock market disillusionment has opened minds — past market volatility has made more people receptive to alternatives like whole life insurance.

To learn more about our process, schedule a FREE Strategy Session today.
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In this compelling episode of The Control Your Cash Podcast, hosts Olivia Kirk and Tim Yurek are joined by Layton McWilliams, an experienced professional in the precious metals market with nearly a decade of expertise. Layton shares insights into the unique dynamics of gold and silver investments, focusing on the affordability and utility of silver as a hedge against inflation and a critical resource in emerging technologies. The conversation explores the increasing demand for both metals, silver's dual role in financial security and industrial applications, and the global supply challenges shaping its future value. They also discuss how silver’s undervaluation presents an opportunity for investors and its growing importance in industries like renewable energy, electronics, and even artificial intelligence infrastructure. This episode is packed with valuable information for anyone considering diversifying their portfolio with precious metals.

Key Takeaways

• Silver’s Accessibility and Potential: Silver’s affordability makes it a practical entry point for investors. It offers the same hedging benefits as gold and has higher upside potential due to its current undervaluation.
• Dual Demand for Silver: Unlike gold, silver has both financial and industrial demand, with applications in solar panels, electric vehicles, and emerging technologies driving its increasing relevance.
• Global Silver Supply Challenges: Silver mining has been unable to meet industrial demand for two consecutive years, signaling potential future supply shortages and increased value.
• Emerging Technology Impact: Innovations like artificial diamonds and AI infrastructure highlight a broader trend of leveraging materials like silver for advanced manufacturing and technology, enhancing its strategic importance.

To learn more about our process, schedule a FREE Strategy Session today.
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In this engaging episode of Control Your Cash, hosts Olivia Kirk and Tim Yurek welcome Travis Robbins, founder of Robbins Rehabilitation, to discuss his inspiring journey from physical therapy student to successful business owner. Travis shares the challenges he faced in starting and growing his practice, including navigating the complexities of marketing and cash flow management without formal training. He delves into the evolution of his business strategies over the last 23 years and how adopting innovative approaches like Neuro-Linguistic Programming (NLP) has helped shaped his success. He explores lessons learned from both failures and wins, the importance of creating financial independence, and why building a personal pool of capital can help provide stability and flexibility. Finally, Travis reflects on how his experience as a college athlete shaped his resilience and perseverance in business and life.

Key Takeaways

• The Journey of Entrepreneurship: Travis highlights the importance of adaptability in business, sharing how he overcame struggles with marketing, cash flow, and scaling his practice.
• Building Financial Independence: The discussion emphasizes creating a personal pool of capital to help reduce reliance on external funding, fostering flexibility.
• The Role of Resilience: Lessons from college football taught Travis the value of persistence, discipline, and mental toughness in facing challenges.
• Small Changes, Big Impact: Making incremental adjustments to financial habits can lead to significant long-term gains, both personally and professionally.

To learn more about our process, schedule a FREE Strategy Session today.
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Is gold and silver the missing link in your portfolio? Explore how these precious metals act as financial cornerstones for wealth preservation amid inflation and market volatility. In this episode of Control Your Cash, guest Layton McWilliams of First National Bullion discusses how precious metals, specifically gold and silver, can help act as a safeguard against inflation and market volatility. Layton shares his personal journey from working in the gold and silver industry to managing his own office, offering valuable insights into why these assets are a key part of a well-rounded portfolio. With the current economic uncertainty and the devaluation of the dollar, find out why gold and silver should be considered a foundational element to help protect your wealth. Layton also breaks down the difference between numismatic coins and bullion, highlighting why bullion is often a better fit for average investors seeking to help secure their financial future. Whether you're new to precious metals or already have them in your portfolio, this conversation helps offer valuable information for anyone looking to bolster their financial strategy with tangible assets.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of Control Your Cash, hosts Olivia Kirk and Tim Yurek are joined by Bill Rainaldi, a Senior Financial Consultant at Security Mutual Life Insurance Company of New York and an expert in Social Security planning. Bill dives deep into the complexities of Social Security, including spousal benefits, optimal claiming ages, and common mistakes people make when deciding when to start their benefits. He also explores how life insurance can play a pivotal role in long-term financial planning, especially for families with children and retirees. Throughout the conversation, the hosts and Bill emphasize the importance of consulting with knowledgeable financial professionals to navigate these decisions and avoid costly errors. Whether you’re nearing retirement or looking for ways to maximize your Social Security and insurance benefits, this episode offers essential insights.

Key Takeaways:

• Understanding when and how to claim Social Security can significantly impact spousal benefits and long-term income security.
• Life insurance isn’t just for young families; it’s also a critical asset in retirement planning, especially for estate protection and tax-free inheritance.
• Social Security offices often provide limited information, so asking the right questions and consulting with a financial professional is essential.
• Early financial planning with the right professional can help avoid common mistakes that may lead to lost benefits or higher taxes​.

To learn more about our process, schedule a FREE Strategy Session today.
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 In this episode, hosts Olivia Kirk and Tim Yurek dive into the intricacies of personal financial control, focusing on how individuals can make their money work more efficiently without increasing risk. They explore the concept of a "Circle of Wealth," breaking it into three parts: accumulated money, lifestyle money, and transferred money—emphasizing how most people unknowingly lose wealth through inefficiencies such as interest on debt, taxes, and fees. Tim and Olivia stress that true financial freedom comes not from taking on more risk for higher returns, but from eliminating wealth transfers and putting individuals in full control of their cash flow. The episode also offers actionable insights on how to reduce expenses without sacrificing lifestyle, drawing an analogy to improving one's "golf swing" instead of buying better "golf clubs" to illustrate their unique financial approach. 

Key Takeaways:

• Focus on reducing wealth transfers like taxes, interest on debt, and inefficiencies to help grow your circle of wealth without added risk.
• Increasing your rate of return is not always the most effective way to build wealth, especially if it involves taking on more risk.
• Increasing savings without reducing lifestyle is possible by focusing on reducing expenses rather than chasing higher investment returns. 
• Mastering the process of how you use financial products is more important than the products themselves to help achieve financial success.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of the "Control Your Cash" podcast, hosts Olivia Kirk and Tim Yurek welcome Brad Costanzo, the founder of Accelerated Intelligence A.I. Brad is an AI and business innovation consultant who helps organizations leverage the power of artificial intelligence to drive business growth through innovative strategies. Throughout the episode, Brad shares his insights on the rapid evolution of AI and how it can transform business processes to increase productivity, creativity, and profitability. He discusses the anxiety that comes with trying to keep up with constant technological advancements and provides practical advice on how to strategically implement AI in business operations without becoming overwhelmed. Brad also introduces his "Five Bucket Framework" for AI integration, covering thinking, creating, communicating, analyzing, and automating, and shares actionable tips for both tech novices and experienced users to maximize AI’s potential in their work.

Key Takeaways:

• Understanding AI Integration: Brad emphasizes the importance of focusing on the most impactful and easy-to-implement AI projects, avoiding the trap of trying to master every new technology.
• The Five Bucket Framework: AI can be categorized into five primary functions: thinking, creating, communicating, analyzing, and automating. Businesses should identify where they spend the most time and money and consider how AI can optimize these areas.
• Practical AI Application: Brad suggests using AI as a mentor, assistant, and critic to enhance productivity and creativity. He provides examples of how AI can automate content creation, analyze data, and improve customer communication.
• Simplifying AI for Business Use: Brad's approach is designed to help businesses start small with AI and gradually expand their capabilities without feeling overwhelmed, ensuring a more sustainable and effective adoption of AI technologies.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of the Control Your Cash podcast, hosts Olivia Kirk and Tim Yurek welcome Adam Zuckerman, founder of Buried in Work. Adam is an entrepreneur, attorney, and MBA with expertise in future-facing technologies and the fourth industrial revolution. He discusses his company, which helps people simplify estate planning and end-of-life tasks. Adam shares his journey into this field, sparked by his father's passing, and explains how he developed comprehensive resources to assist others in organizing their estates. The conversation covers the importance of digital legacy, the challenges of settling estates, and the various products Buried in Work offers, including the Estate Preparation Package and card games designed to capture family memories and facilitate important conversations. Adam also discusses how his company collaborates with businesses, religious organizations, and professionals to provide valuable resources and services.

Key takeaways:

• Proper estate planning and organization can significantly reduce the time and stress involved in settling an estate after someone passes away.
• Digital legacy management is increasingly important in today's tech-driven world, as many accounts and important information are stored online.
• Buried in Work offers various tools, including card games and checklists, to help families have important conversations and organize essential information.
• Collaboration with professionals like attorneys and CPAs can make the estate planning process more efficient and cost-effective for clients.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of the Control Your Cash Podcast, hosts Olivia and Tim chat with Joey Mure from Wealth Without Wall Street. Joey discusses his journey from working in the mortgage business, feeling financially insecure despite a high income, to discovering the concept of financial independence through his partner Russ and a pivotal book. Listen as they dig into the idea of controlling cash and generating passive income, contrasting it with the traditional Wall Street approach, and highlighting the importance of setting personal financial goals, careful planning, and the right support system. Joey also shares insights from his new book, which offers a comprehensive guide to achieving financial freedom. Tune in to learn how to align your financial strategies with your goals and create lasting financial security.

Key Takeaways

The Power of Access to Capital:

• Having access to capital opens up opportunities that are otherwise missed. Joey emphasizes the importance of being able to choose the best investment opportunities and passing up those that aren't good enough.

Financial Freedom Defined:

• Joey defines financial freedom as having passive income exceed monthly expenses. He emphasizes the importance of controlling cash flow and aligning financial strategies with personal goals.

Critique of 401ks and Similar Accounts:

• Joey points out that 401ks are not conducive to achieving financial freedom because they restrict access to funds until retirement age. He encourages thinking like Wall Street and banks, focusing on cash flow rather than accumulation.

The Book "Wealth Without Wall Street":

• Joey discusses the journey of writing the book, the challenges faced, and the value it provides. The book offers a roadmap to financial freedom, outlining the steps of setting goals, creating a plan, and finding support.

To learn more about our process, schedule a FREE Strategy Session today.
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Join Olivia Kirk and Tim Yurek on the 'Control Your Cash' podcast as they co-host with special guest Jeremiah Dew from the Cash Compound and the Banking Bros. Follow along as they dive into the intricate world of infinite banking as Jeremiah shares his journey alongside his brother, Jonah, from their backgrounds in entertainment and retail banking to discovering Nelson Nash's revolutionary concept. Learn about the fundamental principles of infinite banking, the importance of paying yourself first, and the benefits of using whole life insurance as a tool for financial freedom. This episode is a must-listen for business owners and anyone looking to better control their financial destiny!

Key Takeaways

The Power of Learning and Mentorship:

• Mentorship played a crucial role in their understanding and application of infinite banking. Jeremiah emphasizes the importance of someone explaining complex concepts to make them comprehensible and applicable.

The Evolution of Infinite Banking:

• Discussion on how the concept has grown and spread over the years, helping countless individuals and families gain control over their finances. The importance of understanding and leveraging cash flow for financial stability and growth.

Practical Explanation of Infinite Banking:

• Jeremiah uses a visual aid with three cups to explain the concept of premium, cash value, and death benefit. This analogy helps people understand the separation and interaction between these elements in a life insurance policy.

Importance of Financial Control:

• Tim and Olivia emphasize the significance of controlling one’s cash flow and the broader financial picture. Infinite banking is presented as a method to achieve financial control and efficiency, leading to a mindset of abundance rather than scarcity.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of the Control Your Cash Podcast, host Tim interviews John St. Pierre, author of 'The 100 Million Journey' and a coach to entrepreneurs. John shares his unique entrepreneurial journey, starting from his college days running a painting franchise, to building and eventually being fired from a $50 million sports business, which led him to successfully grow another venture to over $100 million. He discusses the significant lessons learned through his failures and successes and emphasizes the importance of self-reflection, strategic planning, and maintaining control of one's business financials. John also talks about the value of learning from others' experiences to avoid similar pitfalls and advises on having 'patient ambition' for building a business the right way. Additionally, John offers insights into his book and a free workbook with tools and templates for entrepreneurs seeking to navigate their business growth effectively.

Key Takeaways

Entrepreneurial Journey: 

• John St. Pierre shares his journey from being an entrepreneur in college to running his own painting company and then transitioning to other ventures in contracting and sports business.

Lessons from Failure: 

• John discusses the pivotal moment of being fired from his own company and the lessons he learned from that experience. He emphasizes the importance of self-reflection, learning from failures, and connecting personal life plans with business plans.

Cash Flow Management: 

• Both Tim and John stress the significance of managing cash flow effectively in business. They highlight the dangers of over-reliance on external financing and the importance of generating sufficient cash flow internally to fuel growth.

Patient Ambition: 

• John advises entrepreneurs to have "patient ambition," balancing ambitious goals with patience in building and growing their businesses. This approach prioritizes sustainable growth and resilience over rapid expansion at the cost of financial stability.

To learn more about our process, schedule a FREE Strategy Session today.
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 In this episode, Harlon Pickett joins us to discuss the evolution of the insurance industry over the past 20 years, emphasizing the shift from true risk-sharing to a system where everyone is considered sick due to regulatory changes like the Affordable Care Act (ACA). The conversation delves into the challenges faced by employers, physicians, and employees, highlighting issues such as rising costs, denial of services, and the disconnect between health insurance and actual healthcare. Harlan introduces alternative-funded health solutions, including direct primary care models, as a way to address these challenges and provide better access to high-quality healthcare while controlling costs. The episode underscores the importance of understanding the nuances of health insurance and exploring innovative approaches to improve the healthcare system for all stakeholders.

Key Takeaways

Removing Barriers to Healthcare:

• The conversation highlights the importance of removing barriers to healthcare access, including high costs of prescription drugs and limited access to preventative care.

Customized Healthcare Solutions:

• The discussion underscores the value of customized healthcare solutions that address the unique needs and preferences of employee groups, including options for holistic and alternative treatments.

Empowering Employees with Information:

• Access to quality healthcare information, including provider performance metrics, empowers employees to make informed decisions about their healthcare choices and encourages engagement in preventative care.

Collaborative Approach:

• Achieving meaningful change in healthcare requires collaboration between employers, employees, healthcare providers, and industry stakeholders to implement effective solutions and address systemic challenges.

To learn more about our process, schedule a FREE Strategy Session today.
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Join us in this episode of the Control Your Cash podcast as we delve into the journey of Scott Goodrich, a seasoned business consultant and entrepreneur. From the highs of the corporate world to the challenges of small business ownership, Scott shares his unique story, highlighting the pitfalls he encountered along the way. Learn how he and his wife navigated through cash flow issues, operational challenges, and the impact of the pandemic on their business, Get Your Damn Haircut. Discover valuable insights and actionable strategies for overcoming obstacles and achieving entrepreneurial success, drawn from Scott's own experiences and his expertise as an implementer of the Entrepreneurial Operating System (EOS).

Key Takeaways

Spirituality and Entrepreneurial Resilience:

• Scott reflects on his entrepreneurial journey and how it has shaped his perspective on resilience and perseverance.

Maintaining a Growth Mindset:

• He emphasizes the importance of maintaining a growth mindset, especially in the face of adversity or uncertainty.

Entrepreneurial Operating System (EOS):

• Scott shares his experience with EOS, a framework designed to help businesses achieve clarity, accountability, and cohesion.

Empowering Others Through Coaching:

• As an EOS implementer, Scott finds fulfillment in coaching and mentoring business owners, drawing from his own experiences and lessons learned.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode of the Control Your Cash podcast, hosts Olivia Kirk and Tim Yurek dive into a stimulating conversation with Bob Cordaro, a local attorney, influential radio show host, and business personality. They discuss Bob's journey through high school, his time in College, his experience in the financial world, and his expeditions in the legal, media, and political landscape. Bob opens up about his transformational time in prison, his influential advocacy towards fairness and people-focused policies, and his philosophy on viewing life as an ongoing, observer-beneficiary documentary. The episode offers the listeners value in terms of understanding resilience, self-sustainability, and maintaining a positive outlook during difficult times.

Key Takeaways

Learning from Challenges:

• Bob sees challenges as opportunities for learning and growth, emphasizing the importance of extracting lessons from difficult situations.

Finding Positivity:

• Despite facing setbacks, Bob maintains a positive attitude and encourages others to focus on the good things in life.

Happiness as a Decision:

• Bob believes that happiness is a decision and not merely a reaction to circumstances. He shares personal observations and life lessons about choosing to be happy.

Maintaining Perspective:

• He encourages putting life events into perspective, acknowledging that some people face more significant tragedies. This outlook helps him navigate challenges without getting upset.

To learn more about our process, schedule a FREE Strategy Session today.
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Welcome to the Control Your Cash Podcast, in this episode, Olivia and Tim delve into the complex world of taxes, shedding light on common misconceptions and strategies for financial control. Discover why so many taxpayers unknowingly overpay and how the government's tax system impacts your financial future. Learn why deferring taxes into retirement accounts may not be as beneficial as it seems, and explore alternative ways to keep your money safe and in your control. Join them as they uncover the hidden truths about taxes and provide insights to help you regain control of your financial journey. Don't miss this enlightening discussion.

Key Takeaways

Tax Overpayment Reality Check: 

• Research suggests that a staggering 91% of taxpayers overpay on their tax bill, with over 70% overpaying by more than 70%. This reveals a significant disconnect between perceived understanding and actual overpayment.

Opportunity Costs: 

• Overpaying in taxes not only means losing the taxed dollar but also the potential earnings that could have resulted from it. This loss extends across generations, affecting not just the individual but future descendants as well.

Inflation as a Stealth Tax: 

• Inflation acts as a hidden tax, eroding the purchasing power of money over time. It impacts everyone but tends to affect lower-income brackets more severely.

Empowerment Through Knowledge: 

• Understanding the realities of tax systems and financial instruments empowers individuals to make informed decisions and seek out strategies that align better with their financial goals and aspirations.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Tim and Olivia discuss the strategic use of life insurance for attracting, retaining, and rewarding key employees. They explore the benefits, including true cost recovery and tax advantages, as they share insights and real-life examples. Learn how small businesses can compete for talent and tailor benefit plans to keep key employees engaged. They also uncover the pitfalls of generic consulting solutions and the importance of personalized strategies in this competitive business landscape. Tune in for actionable tips to regain control of your company's financial future.

Key Takeaways

Life Insurance Benefits for Corporations:

• Life insurance policies with death benefits allow companies to recover costs associated with benefits, utilizing cash values to fund retirement plans or exit strategies.

Attracting and Retaining Key Employees:

• Small business owners need to compete for talent. Attracting and retaining key employees is crucial due to the high cost of replacing valuable talent. 

Customized Plans for Retention:

• Successful plans start with conversations with both the business owner and the key employee to identify what's important to each party. 

The Role of Proper Planning:

• Efficiency of Money: Proper planning using life insurance policies can efficiently inject cash into the business during crucial events like the death of key individuals, aiding in business stability and growth.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Tim and Olivia discuss the critical role of cash management for family-owned businesses. They emphasize that cash accessibility, not just physical cash, is crucial for business owners to control their destiny. They highlight the strategy of making one dollar work for multiple purposes, such as funding succession plans or attracting key employees while simultaneously building up accessible cash for business growth.

Key Takeaways

Cash Flow Control is Crucial: 

• Emphasizing the criticality of controlling cash flow, the conversation highlighted how managing cash accessibility is pivotal for business owners.

Access to Cash is Empowerment: 

• Access to cash allows for multiple applications within a business, from funding succession plans, retaining key employees, to setting up exit strategies. Utilizing cash effectively is about making one dollar do multiple jobs.

Cash Flow Fuels Opportunities: 

• In a volatile economic landscape, access to cash during a recession becomes a game-changer. It allows businesses to leverage opportunities, acquire assets, and position themselves favorably.

Empowerment Through Financial Independence: 

• The ability to navigate financial situations and capitalize on opportunities creates a sense of freedom and empowerment for business owners.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Olivia and Tim dive into the crucial concept of how you pay for purchases, rather than what you buy, and its profound impact on your financial well-being. They highlight how conventional financial wisdom can unknowingly work against your interests and why it's essential to regain control over your cash flow. With eye-opening statistics on consumer debt, inflation, and the impending challenges of a shifting economy, they stress the importance of making strategic financial decisions to navigate these turbulent times. By understanding the difference between compounded and amortized interest, listeners can gain clarity and make empowered choices to secure their financial future. Olivia and Tim emphasize that regardless of income level, making cash flow more efficient is the key to achieving lasting financial freedom.

Key Takeaways

Importance of How You Pay: 

• The podcast emphasizes that it's not just about what you buy, but how you pay for it that truly matters in achieving financial potential. Conventional wisdom may not always lead to the most effective use of money.

Interest and Decision Clarity: 

• The hosts stress the importance of understanding the implications of amortized versus compounded interest. Lack of clarity in these concepts can lead to suboptimal financial decisions, affecting individuals, families, and businesses.

Building a Pool of Capital: 

• The hosts advocate for creating a personal pool of capital rather than racing to pay off debts quickly. This pool of capital provides independence and flexibility, reducing dependence on external sources like banks, especially during economic downturns.

Long-Term Financial Strategy: 

• The podcast concludes by inviting listeners to explore strategies for long-term financial success, offering a free strategy session to discuss how to make cash flow more efficient for families and businesses.

To learn more about our process, schedule a FREE Strategy Session today.
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In this podcast episode, Kenny Harper joins Tim and Olivia to share his personal journey from being employed in advertising to starting his own business. He emphasizes the importance of connecting with clients on a personal level and highlights the pivotal moment when he decided to pursue his own venture. Despite facing initial challenges and a lack of business knowledge, he hired a business coach to guide him and ultimately saw significant growth in his business. Kenny also discusses the misconceptions about coaching and marketing, emphasizing the value of investing in self-development. Additionally, he sheds light on the common mistakes businesses make in their marketing efforts and offers insights into how to approach marketing effectively.

Key Takeaways:

Embracing Challenges and Learning from Them:

• Kenny emphasizes that facing and overcoming challenges is a crucial part of personal and business growth.
• He shares a challenging experience where a business partner's unexpected departure led to financial difficulties. Despite initial frustration, he learned valuable lessons from this situation.

The Importance of Transparency:

• Kenny believes in the power of transparency. He learned that it's essential to be open about challenges and failures, as sharing these experiences can help others who might be going through similar situations.

The Value of Relationships:

• Building strong, genuine relationships is at the core of Kenny's approach. He focuses on guiding potential customers through a well-defined customer value journey to build lasting connections.

Balancing Ego and Vulnerability:

• Acknowledging one's vulnerabilities and working through personal challenges, rather than trying to force through them, can lead to personal growth and ultimately benefit those you serve.

To learn more about our process, schedule a FREE Strategy Session today.
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In this candid conversation, Tom delves into the power of resilience, transparency, and the transformative impact of financial optimization. Learn how his expertise has empowered businesses, creating a lasting legacy for entrepreneurs worldwide.

Key Takeaways:
Purpose of ERTC:

• The ERTC, or Employee Retention Tax Credit, was established during the CARES Act to encourage businesses to retain their employees during the COVID-19 pandemic.

Limited Duration:

• It’s essential to note that ERTC is not a permanent program. It’s crucial for eligible businesses to explore and apply for it before it expires.

Qualification for R&D Credit:

• Many businesses engaged in technology, process improvements, and innovation may qualify for the R&D Tax Credit, even if they aren’t aware of it.

Working On the Business:

• Business owners are often too caught up in day-to-day operations. It’s crucial for them to shift their perspective and start working on their business, not just in it.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, hosts Tim and Olivia sit down with Jason and Liz Peart, owners of JPE Inc. Discover the inspiring journey of how they turned a delivery route into a thriving distribution business, navigating challenges and seizing opportunities along the way. From managing personnel and trucks to expanding their routes, Jason and Liz share invaluable insights on building a successful business empire.

Key Takeaways:
Diversification for Financial Success:

• Diversify income streams to mitigate risk and achieve financial success.
• The Pearts’ journey spans various industries, including ice cream routes, real estate, and equine therapy, demonstrating the value of diversification.

Continual Learning:

• Lifelong learning is pivotal to success. The Pearts emphasize attending seminars, reading books, and engaging with educational content, enabling constant growth.

Discipline and Patience:

• Discipline, patience, and persistence are critical to long-term success. The Pearts emphasize the importance of focus and sound financial decisions.

Faith in Yourself:

• Liz underscores the value of self-belief and having faith in one’s abilities.
• Trusting inner guidance can lead to taking the next right step in the entrepreneurial journey.

To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Tim & Olivia are joined by Park Howell, host of "The Business of Story" podcast. With over eight years of podcasting experience and a wealth of knowledge in branding, advertising, and marketing, Park brings a unique perspective on the power of storytelling in today's noisy world.

Key Takeaways:
ABT Framework for Effective Storytelling:

• The And, But, Therefore (ABT) framework is a simple and effective way to structure stories and messages.
• ABT can be applied to various aspects of business, communication, and problem-solving.

The Power of Storytelling:

• Storytelling is a powerful tool for connecting with people and conveying messages effectively.
• Stories allow individuals to relate, connect, and find common ground even when they initially seem unrelated.

Simplifying Complex Topics:

• Storytelling can simplify complex topics, making them more accessible and understandable to a broader audience.
• Using stories to illustrate financial concepts can help clients grasp and engage with the information more effectively.

The Importance of Personal Growth:

• Both business owners and clients can experience personal growth through financial education and taking control of their finances.
• Improved financial literacy can lead to a brighter and more secure financial future.

To learn more about our process, schedule a FREE Strategy Session today.
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On this episode of the Control Your Cash Podcast, Tim and Olivia have a chat with Dave Fusco, owner of Mechanical Service Company in Pittston, PA. Listen in as Dave shares how he went from a degree in Electrical Engineering to working for a company that manufactured satellite dishes in the 80's and ultimately took over his father-in-law's commercial HVAC business. All while making sure that the finances that were utilized on and in the business were in check and always working to their benefit.

To learn more about our process, schedule a FREE Strategy Session today.
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On this episode of The Control Your Cash Podcast, Tim and Olivia had a call from Jason Early, President of Business Operations at Biz Equity. Listen along as Jason talks about what brought him to the financial services realm, and how the folks over at Biz Equity help business owners accurately put a value on their businesses.

To learn more about our process, schedule a FREE Strategy Session today.
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On this episode of Control your Cash, Tim and Olivia hopped on a call with Don Blanton, Founder of PEM Life and Money Trax INC.. Don is also the author of The Personal Economic Model and Your Circle of Wealth. Follow along with the conversation as Don talks about how he began his career in the financial services industry, and how he developed the systems that brought him to where he is today.

To learn more about our process, schedule a FREE Strategy Session today.
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