Charge Podcast

Ed Meek, CFP  is the founder and CEO of Edge Financial Advisors, a registered investment advisor firm that exists to provide small business owners with confidence, freedom, and hope about their financial futures. Ed’s passion is providing holistic financial planning and customized solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about. After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005 intending to work with fewer clients more comprehensively and effectively. Today, he has built a team currently helping more than 300 clients thrive financially. Ed is on a mission to help over 1,000 people achieve financial well-being in the next 5 years. What Problems Do We Solve? Ed offers advice on financial diversification, thorough planning, and smart investment to help business owners overcome the difficulties they encounter in managing their finances. He highlights how cru

Adam Goldman is a franchise consultant who is an experienced investor, serial entrepreneur, franchisee, and Master Franchisor. What problem do we solve? Adam Goldman tackles many significant issues that prospective franchisees may have. He eliminates the difficulty of locating a franchise that complements one's abilities and interests, busts stereotypes regarding large initial outlay and time commitments, and provides possibilities for low-cost franchises and financing schemes, such as 401(k) rollovers. Adam also offers advice on how to grow a business and efficiently manage time, which is very helpful for people with hectic schedules. Small Business Answer Man Show Notes: Adam Goldman talks about how to look for a business that fits your interests and skill set. He dispels notions about franchises requiring large initial investments and long-time commitments. Adam provides options for inexpensive franchises and financing plans, including rollovers of 401(k) accounts. He offers guidance on efficientl

John Hannum was a CFO who spent his corporate finance career growing companies exponentially. He is now the founder and CEO of PPS Solutions which brings the power of large-company finance to small and medium sized businesses that need it most by adding experienced CFOs to their teams on a fractional basis. What problem do we solve? John Hannum addresses the issue of small and medium-sized enterprises' ineffective financial management and strategic decision-making. He offers professional financial advice and risk reduction without the expense of a full-time executive by providing fractional CFO services. This facilitates firms in making well-informed decisions, streamlining processes, and successfully achieving their growth goals. Small Business Answer Man Show Notes: John Hannum, CFO and Founder of PPS Solutions. Emphsis on the vital role CFOs play in managing and executing corporate strategy. CFOs participate in executive-level strategic decision-making in addition to managing money. CF

Brian Lawrence is a dad to 4, husband to 1, follower of Jesus, and founder of Winsight Leadership. What Problem do we solve: Our solution to the issue at hand is assisting leaders in realizing the importance of vulnerability in leadership and how to use it to foster a culture of trust, improve team relationships, and increase overall organizational performance. We address the difficulties leaders encounter in striking a balance between transparency and authority, and we offer doable solutions to create a positive work atmosphere that encourages cooperation, well-being, and sustained company progress. Small Business Answer Man's Shownotes: Examining how crucial vulnerability is to leadership. Realising the benefits of vulnerability in fostering trust and fortifying teams. The effects of trust on teamwork and output. Leaders may take certain actions to help their teams develop trust. The importance of an open and encouraging work environment. Techniques for team leaders to encourage cooperation and well-being.

Timothy Wingate Jr is the founder, and president of G+F Business & Financial Consulting, a licensed Enrolled Agent, and a construction accountant. Timothy provides specialized accounting and tax services helping business owners gain a better understanding of their finances and costs, allowing them to win better, more profitable bids. With first-hand knowledge of the construction industry, Timothy offers tools and financial guidance to improve his client's understanding of their finances and cash flow. He has a proven track record of success, including increasing a client's gross revenue by 75%, helping a new construction company finance Big CAT equipment in less than a year, and helping a client avoid criminal charges for over $500,000 in back payroll taxes. What problem do we solve? In today's episode, Gary Wilbers talks to Timothy Wingate Jr., a licensed enrolled agent and founder of G Plus F Business and Financial Consulting, about how to effectively manage finances for construction business owners. Sm

  Today’s guest, Lori Saitz, is the host of The Practical Wealth Show Lori Saitz is the leading authority on improving productivity and engagement through workplace well-being. She is the founder of the Zen Leadership Program for Results Focused Professionals. With a comprehensive background in wellness and communication strategies, Lori helps executives create focused, resilient, and collaborative teams that can move projects forward with less stress and drama.  Listen to Lori on her own podcast too, called Fine is a 4-Letter Word, where she engages guests in conversations about how they've grown from a time in their lives when things were decidedly NOT fine. What problem do we solve? In today's episode,  Gary Wilbers talks to Lori Saitz, an expert in improving productivity and engagement through workplace well-being, about how to boost productivity and manage stress as a small business owner. Small Business Answer Man's Shownotes: Lori shares her approach to boosting productivity and managing stress in th

Today’s guest, Curtis May, is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The primary focus of his financial planning firm is to help businesses and families become financially free by following the principles of wealth creation that have endured for centuries around the world. What problem do we solve? In this episode, Gary Wilbers interviews Curtis May, a financial advisor and host of the Practical Wealth Show podcast, about mastering cash flow management for business owners. Curtis shares his insights on achieving financial stability and freedom by prioritizing profit, paying yourself first, and creating a business that generates passive income. Show Notes: Curtis May, a financial advisor and host of the Practical Wealth Show podcast, who shares his approach to mastering cash flo

Daphna Horowitz is a sought-after CEO Coach, MCC, and trusted advisor, working with clients around the globe, to create the extraordinary and build future leaders in their business. Working as an actuary at Director level in a large consulting firm, she learned the importance of developing a leadership mindset that takes you from being an expert top performer to an extraordinary leader. She keenly understands what it takes to lead a business and teams in a complex, ever-changing environment and provides a practical approach to leadership. Author of Courage to Lead (2014), & Weekly Habits for Extraordinary Leaders (2020), both considered essential reading for leaders and aspiring leaders. When she’s not helping leaders master their mindset and elevate their business, you’ll find her in her favorite places – hosting her podcast, Leadership Live, writing articles for various publications, and raising three kids with her loving husband. What business problem do you solve? In today’s episode, Gary Wilbers talk

Michael Morrison is a small business consultant and coach, mentor, serial entrepreneur, husband, and father with a passion for helping others live a life they love. Why? Because he’s been there and even wrote a book about it. Having owned businesses for over 2 decades, he understands what it’s like working long hours, ending the day, and not feeling like you’ve accomplished anything, constantly putting out fires and the chaos of managing cash. What business problem do you solve? In today’s episode, Gary Wilbers interviews Michael Morrison, a small business consultant and coach, about effective business management. Michael introduces his philosophy of being a “Boss” (Business Ownership Simplified for Success) and shares practical tips and strategies for small business owners to overcome challenges and achieve success. Small Business Answer Man’s Shownotes: Michael Morrison explains his approach to running a business effectively. He emphasizes the importance of having a clear vision and strategy to stay focuse

Mark Scherer is the CEO and Founder of Encompass Life.  He has developed the Quantum Leap Technique  (QLT) which produces profound results in all areas of one’s life with velocity. What business problem do you solve? In today’s episode, Mark Scherer shares his Quantum Leap Technique (QLT) and how it can help business owners overcome stuck patterns and negative emotions, reprogram their subconscious minds, and achieve rapid and profound results in their personal and professional lives. Small Business Answer Man’s Shownotes: Gary introduces his guest, Mark Scherer, a mindfulness expert, CEO, and founder of Encompass Life, who shares his unique approach to reprogramming the subconscious mind. Mark discusses the importance of understanding the subconscious mind and its impact on business decisions and overall success. He explains how the subconscious mind can hold us back from achieving success and how it can be reprogrammed to support our goals. Mark shares his Quantum Leap Technique (QLT) and how it can be use

Mags Bell is an international speaker, author, and awareness expert who works with major influencers and leaders around the world, to Cut, Polish, and Reset their inner diamonds through LeadingME®. What business problem do you solve? In this episode, we’re tackling a common problem that many small business owners face: self-doubt and inner criticism. Mags Bell, an international speaker, author, and awareness expert, joins us to share strategies for overcoming negative self-talk, building confidence, and achieving success. Her expertise helps entrepreneurs recognize and silence their inner critic, break free from limiting beliefs, and unlock their full potential for growth and prosperity. Small Business Answer Man’s Shownotes: Mags Bell is an international speaker, author, and awareness expert. Mags introduces the concept of self-doubt and inner criticism as a common obstacle for small business owners, highlighting its impact on their confidence and success. She explains the importance of recognizing and chal

Husband & wife team Eric & Melissa Broughton are on a passionate mission to help small business owners legally reduce their tax liability. What business problem do you solve? In today’s episode, Melissa from Busy Bee Advisors shares expert advice on how to legally reduce tax liability and achieve financial success as a small business owner. Small Business Answer Man’s Shownotes: Melissa, a tax expert from Busy B Advisors, emphasizes the importance of staying on top of your business’s finances and not just relying on gut feeling. Melissa explains the complexity of the tax code and how it can be overwhelming for business owners, highlighting the importance of being proactive and educating clients throughout the year. Melissa discusses the benefits of becoming a corporation (S-Corp or C-Corp) to alleviate self-employment taxes. She emphasizes the importance of keeping accurate bookkeeping and staying on top of finances every month. Melissa encourages small business owners to shift their mindset and adop

Rich Moyer is a dynamic serial entrepreneur, investor, and franchisor who is revolutionizing the business world with his flagship Franchise, Hoppin’. Rich’s journey embodies resilience and triumph from his early days as a Professional PGA Golfer to founding his first company at age 26, to earning $11.9 Million in just 3 years. As the driving force behind Hoppin’, he’s not just a business visionary but a mentor who has guided hundreds on the entrepreneurial path. Rich’s insights into scaling businesses and embracing failure for growth have positioned him as a sought-after expert. Beyond business, he’s on a mission to improve the world in entrepreneurship & business. What business problem do you solve? Many entrepreneurs face the challenge of effectively scaling their businesses while maintaining quality and profitability. In today’s podcast episode, we delve into the strategies and insights necessary to navigate the complexities of business growth, from overcoming initial hurdles to implementing scalable m

Stewart Heath, CPA, is the CEO of Harvard Grace Capital, an extension of Harvard Grace Corporation. Stewart has been a real estate investor for over 20 years focusing on commercial real estate – including retail, self-storage, gymnastics facilities, and medical offices. What business problem do you solve? In this episode, Gary welcomes Stewart Heath, CEO of Harvard Grace Capital, to explore strategies for generating passive income and building wealth through real estate investment. Small Business Answer Man’s Shownotes: Stewart defines passive income as income received without active work, highlighting real estate as a prime source due to its potential for consistent returns and tax advantages. The discussion delves into real estate’s tax benefits, including depreciation, cost segregation studies, bonus depreciation, tax-free refinancing, and tax-free exchanges, offering listeners valuable insights into maximizing returns while minimizing tax liabilities. Stewart emphasizes the stability and cash flow of rea

Lisa Ealy is known as the “HR Profit Strategist,”. She is the proud CEO and founder of Purple Squirrel Group and HR For Profit. With more than a quarter-century of dedication to Human Resources and coaching, she has unlocked a game-changing truth: at the core of every thriving business are its PEOPLE. They are the essential element—the pivotal piece that can catapult your business to unprecedented heights.  What business problem do you solve? In today’s episode, the HR profit strategist, Lisa Ealy provides invaluable insights into retaining top talent within small businesses. Her expertise empowers business owners to cultivate an environment where employees feel valued, thus reducing turnover rates and ensuring continuity in business operations. Small Business Answer Man’s Shownotes: Gary emphasizes the importance of retaining top talent in small businesses and sets the stage for the conversation with Lisa Ealy. Lisa delves into the particular hurdles that small businesses encounter when it comes to retainin

Cameron Bawden, CEO of Green Mango Pest Control, began his entrepreneurial journey in 2010 with one truck. 13 years later, having done over $24 million dollars in revenue, Green Mango is the fastest-growing pest control company in Arizona. Cameron’s goal is to hit $50 million in the next 5 years.  What business problem do you solve? In today’s episode, payment expert Cameron shares strategies to slash those hidden costs and boost your business’s bottom line. Small Business Answer Man’s Shownotes: Cameron is an expert who will share strategies for establishing systems and processes. Awareness was brought of the detrimental effects of stress, burnout, and the potential for business failure caused by the lack of efficient systems and processes.  Cameron also briefly discusses the impact: stress, burnout, and potential for business failure. The episode acknowledges the common challenge faced by small business owners – having too much to do and not enough time. Cameron guides on how to put systems and processes i

As a successful investor, national speaker, and International best-selling author Derek Dombeck has surfed the ups and downs of the market since 2003. What business problem do you solve? In today’s episode Derek Dombeck, an accomplished investor and best-selling author, offers expert advice on creative deal structuring and effective negotiation. His insights empower entrepreneurs to navigate finance intricacies, stack financing strategies, and align business goals with personal visions for enduring success.  Small Business Answer Man's Shownotes: Derek emphasizes the importance of creativity in deal structuring, advocating for innovative finance methods over traditional banking routes. Insights shared on effective negotiation techniques, highlighting the significance of understanding communication styles and adapting strategies accordingly. Derek presents a real-life example illustrating the effectiveness of stacking multiple financing strategies to address a homeowner's problem, showcasing the pow

Michal Stawicki is a bestselling author in the personal development field and a business coach. He is obsessed with changing the world through daily habits, starting with his own habits and his world. In the last decade, he published 19 books, sold over 85,000 copies of them, created dozens of new good habits, coached over 100 people in developing new habits, started a book advertising business, and quit his day job as a database administrator. Michal preaches and practices consistent daily action. He believes this is the means to achieve success in any area of life, from parenting to business. What business problem do you solve? In today’s episode, Gary and Michal share their insights on how consistent daily actions can lead to significant improvements in various areas of business.  Small Business Answer Man’s Shownotes: The discussion covers how to translate business goals into daily or recurring actions.  Michal emphasizes the importance of consistency in developing sustainable habits, linking them to spe

Jeremy is a serial entrepreneur, investor, and former global marketing & communications executive. Over the past two decades, Jeremy has founded and led 8 of his companies to successful exit. Jeremy is currently the Founder & CEO of Payment Brokers, a fintech company, focused on AI-enabled cost reductions. What business problem do you solve? In today’s episode Jeremy Lessaris, founder and CEO of Payment Brokers, shares his goal of putting money back on the table for businesses by addressing transaction costs. Small Business Answer Man’s Shownotes: Gary introduces Jeremy Lessaris, founder and CEO of Payment Brokers, as the guest for today’s episode.  Jeremy explains the complexity of credit card processing fees and their impact on businesses.  Jeremy describes Payment Brokers as a fintech company focused on AI-enabled cost reductions in credit card processing.  Gary emphasizes the significance of credit card processing fees for small businesses, especially with most transactions being conducted via ca

Wade Swikle is the founder and CEO of 2 College Brothers Moving, Storage and Franchising, host of the Grow Your Moving Company Podcast, and co-founder of Moving Titan Retreats. Wade started his moving company with $600 and a pickup truck at the age of 21 while a student at the University of Florida over 11 years ago, grew it to a multi-million dollar business with multiple locations, and is now franchising the concept. He hosts the longest actively running moving industry podcast and is co-founder of Moving Titan Retreats, a mastermind retreat that brings together ambitious moving company owners from around the world to uplift the moving industry. Wade has a Master’s Degree in Entrepreneurship from UF and is currently an owner of 5 businesses. What business problem do you solve? In this episode, Wade founder and CEO of Two College Brothers Moving Storage and Franchising, shares insights into how his company helps individuals solve their moving-related problems, whether it’s through their moving services or fr