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Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Safwan Shah, the founder and CEO of PayActiv, a financial wellness company that helps level the playing field for the financially vulnerable. Safwan shares his insights on entrepreneurship, financial wellness, and how businesses can save the world one worker at a time. Throughout the interview, Safwan emphasizes the importance of financial wellness and how it can help individuals and businesses improve their overall well-being. He also discusses the challenges of entrepreneurship and how he accidentally became an entrepreneur after selling a previous company and committing to his golf game. Safwan shares his CEO hacks and nuggets, which include spending 2-3 hours doing deep immersive work and having no fear. He defines being a CEO as working for others. Overall, the episode provides valuable insights into the importance of financial wellness and how businesses can help improve the lives

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Jackson, the founder of Lionshare Partners, a financial planning firm that helps high-net-worth individuals and small business owners solve their financial challenges. Chris draws on his decade of multidisciplinary experience to provide valuable insights into financial planning and management. Throughout the interview, Chris emphasizes the importance of building relationships and understanding the unique needs of each client. He also discusses the challenges of managing individual and institutional assets and the benefits of working with a trusted financial advisor. Chris shares his CEO hacks and nuggets, which include using Feedly and Buffer for content curation and social media management, respectively. He defines being a CEO as having personal intellectual property and creating a unique value proposition for clients. Overall, the episode provides valuable insights into the impo

Why it was selected for "CBNation Architects": In this episode of I AM CEO Podcast, host Gresham Harkless interviews Jonathan DeYoe, a best-selling author and financial advisor who believes in the importance of financial literacy training. Jonathan shares his insights on the intersection between love and money and how individuals can use mindfulness practices to improve their financial well-being. Throughout the interview, Jonathan emphasizes the importance of financial literacy training and how it can help individuals make more informed decisions about their finances. He also discusses the fiduciary standard and the benefits of working with a financial advisor who is legally obligated to act in their clients' best interests. Jonathan shares his CEO hacks and nuggets, which include the importance of staying focused on the mission and being open to new opportunities. He defines being a CEO as being responsible for the success of the company and creating a positive impact on the community. Overall, the epis

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews T.W. Shannon, the CEO of Chickasaw Community Bank, a unique bank wholly owned by the Chickasaw Nation in Oklahoma City. T.W. shares his insights on leadership, entrepreneurship, and the challenges of running a successful enterprise. Throughout the interview, T.W. emphasizes the importance of treating people fairly and inspiring them to do their absolute best. He also discusses the unique mission and structure of Chickasaw Community Bank, which focuses on serving the needs of the local community and supporting economic development. T.W. shares his CEO hacks and nuggets, which include staying flexible and being open to new ideas and opportunities. He defines being a CEO as fulfilling the vision of the company and inspiring people to do their best. Overall, the episode provides valuable insights into the importance of leadership and community engagement in running a successful enterprise.

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Karen Tenenbaum, a tax attorney and CPA who founded Tenenbaum Law, P.C. 25 years ago to help individuals and businesses facing IRS and New York State tax problems. Karen shares her insights on the challenges of navigating state tax problems and the benefits of seeking professional help. Throughout the interview, Karen emphasizes the importance of understanding the human aspect of the business and being sympathetic and empathetic to clients. She also discusses the current state of IRS collections during the pandemic and the need for individuals and business owners to be aware of updates and potential tax collection efforts. Karen shares her CEO hacks and nuggets, which include knowing your numbers and building an amazing team in the company. She defines being a CEO as working on your business and making an impact in the community. Overall, the episode provides valuable insights into the

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Joseph Meuse, a serial entrepreneur and founder of Business GPS, a company that helps struggling businesses resolve financial issues. With years of experience in financial services, investment banking, accounting and finance, IT, business consulting, and legal services, Joseph shares his insights on best business practices and how they can be effectively transferred across different categories. Joseph discusses the unique business model of Business GPS, which helps businesses get government loans, decrease their commercial rental payments, and negotiate their loans to better terms - all on contingency. He emphasizes the importance of providing effective solutions to real problems that businesses experience and helping business owners navigate the new, more challenging business era. Joseph shares his CEO hacks and nuggets, which include simplifying things to stick to your vision and not m

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Aborqui, a 24-year Navy veteran and small business owner who provides outsourced bookkeeping, payroll, and tax services to other small business owners in the Virginia Beach area. Chris shares his insights on the challenges of accounting for small businesses and the benefits of outsourcing to professionals. Throughout the interview, Chris emphasizes the importance of having a clear understanding of your finances and seeking help when needed. He also discusses the benefits of using technology to automate and simplify financial processes, as well as the challenges of entrepreneurship and the importance of perseverance. Chris shares his CEO hacks and nuggets, which include staying organized and focused, and defining success on your own terms. He defines being a CEO as having the vision and drive to make things happen. Overall, the episode provides valuable insights into the importance

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Hervochon, the owner of SOAR (Strategic Operational Accounting Resources), a CPA firm that provides outsourced accounting and tax preparation for businesses and individuals. Chris has over 10 years of experience in forensic accounting and corporate accounting and finance, and he shares his insights on how businesses can streamline their financial processes to save time and increase efficiency. Throughout the interview, Chris emphasizes the importance of having a clear understanding of your financials and using technology to automate and simplify your financial processes. He also discusses the benefits of outsourcing accounting and tax preparation to professionals, as well as the challenges of entrepreneurship and the importance of seeking help when needed. Chris shares his CEO hacks and nuggets, which include reading a lot and getting help for areas where you lack expertise. He def

Why it was selected for "CBNation Architects": In this episode of I AM CEO podcast, host Gresham Harkless interviews Jenevieve Lenz, a professional entrepreneur support and wealth advisor who helps clients develop customized financial plans. Jenevieve is a third-generation entrepreneur who comes from a family of German, Scottish, and Eastern European immigrants. She is the founder of First Financial Group, based in Bethesda, MD, and works out of the Reston office. In the interview, Jenevieve shares her personal journey and how she became a wealth advisor. She discusses the importance of customized financial planning for individuals and businesses, as well as the benefits of working with a professional advisor. Jenevieve also talks about the challenges of entrepreneurship and the rewards of helping clients achieve their financial goals. Jenevieve shares her CEO hacks and nuggets, which include focusing on client needs and building strong relationships. She defines being a CEO as a leader who can inspire and

Why it was selected for "CBNation Architects": In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Miles, a cash flow expert and anti-financial advisor. Chris is a leading authority on teaching entrepreneurs and professionals how to get their money working for them today. He is an author, podcast host of the Chris Miles Money Show, and has been featured in US News, CNN Money, and EOFire. In the interview, Chris shares his personal journey and how he started his company, Money Ripples, to help people achieve financial freedom. He discusses the importance of cash flow and how to get money working for you, including practical tips for increasing income, reducing expenses, and investing wisely. Chris also talks about the challenges of financial management and the importance of financial education for individuals and businesses. Chris shares his CEO hacks and nuggets, which include focusing on your strengths, delegating tasks, and automating processes to increase productivity. He def

Why it was selected for "CBNation Architects": In episode IAM285 of the CEO Chat podcast, host Gresham Harkless interviews Mike Jesowshek, the founder of JETRO, a digital accounting firm that provides services to small business owners across the country. Mike is a seasoned entrepreneur who has co-founded several companies and has experience in all stages of business. He is a Certified Public Accountant with a Bachelor's and Master's degree in Accounting. In the interview, Mike shares his personal journey and how he started JETRO to help small business owners with their accounting needs. He discusses the benefits of using digital accounting services and the importance of financial management for businesses. Mike also talks about the challenges of entrepreneurship and the rewards of helping businesses achieve financial success. Mike shares his CEO hacks and nuggets, which include building a strong team and focusing on customer service. He defines being a CEO as a leader who sets the vision and direction for

Why it was selected for "CBNation Architects": In episode IAM302 of the I AM CEO podcast, host Gresham Harkless interviews Jeff Badu, a Licensed Certified Public Accountant (CPA) and founder of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax Services, LLC, which specializes in tax preparation, tax planning, and tax representation for individuals and businesses. Jeff is also the founder of Badu Investments, LLC, which is primarily a real estate investment company that acquires residential and commercial real estate properties in underserved areas. In the interview, Jeff shares his personal journey and how he started his companies after realizing the need for financial education and tax planning in his community. He discusses the services his firm offers, including tax preparation, planning, and representation, and emphasizes the importance of tax planning for individuals and businesses. Jeff also talks about the challenges of being

Why it was selected for "CBNation Architects": In episode IAM875 of the CEO Chat podcast, host Gresham Harkless interviews Cortney Heykoop, a financial advisor and founder of Cloverleaf Wealth Strategies. Cortney is passionate about financial planning for families in Loudoun County, Virginia, with a focus on the special needs market. Her passion for this market grew after adopting a special needs child 14 years ago and experiencing firsthand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues. In the interview, Cortney talks about the importance of having a trusted advisor when it comes to financial planning, especially for families with special needs. She shares her approach to financial planning for families, which involves understanding their unique needs and goals and creating a personalized plan to help them achieve financial security. Cortney also discusses the challenges of being a financial advisor and the rewards of making a positive impact on t

Why it was selected for "CBNation Architects": In episode IAM1313 of the I AM CEO podcast, host Gresham Harkless interviews Earl T. Murray III, the President and CEO of The Entrepreneur's Accountants. Earl provides training and financial consulting services to small business owners, entrepreneurs, and non-profits. Throughout his career, he has managed the financial operations of companies up to $5 million in gross revenue annually and has secured over $4 million in funding for small businesses and non-profit organizations through contracts, grants, and individual giving. In the interview, Earl shares his personal journey and how he started The Entrepreneur's Accountants after being laid off from his job as an accountant in the corporate world. He discusses the services his firm offers, including tax planning, accounting, and bookkeeping. Earl emphasizes the importance of minimizing tax liability and maximizing revenue opportunities. Earl also shares his CEO hacks and nuggets, which include using phone apps

Why it was selected for "CBNation Architects": In episode IAM1378 of the I AM CEO podcast, host Gresham Harkless interviews Tara, the founder and chairwoman of Impact Profit, a non-profit organization dedicated to making entrepreneurship more accessible to Black founders. Tara is a Certified Public Accountant (CPA) with over a decade of experience in the field and founded Impact Profit to use her skill set to do some good in the world. In the interview, Tara talks about her personal journey and how her experiences led her to found Impact Profit. She emphasizes the importance of making entrepreneurship more accessible to Black founders and shares her approach to helping them through financial bootcamps. Tara also discusses the challenges of being a non-profit founder and the rewards of making a positive impact on the community. Tara shares her CEO hacks and nuggets, which include reading the book "What Happened to You?" by Oprah and Dr. Bruce Perry and seeking therapy or a safe and supportive community for

Why it was selected for "CBNation Architects": In episode IAM728 of the CEO Chat podcast, host Gresham Harkless interviews Ron Curtis, co-founder of the non-profit organization First Base Inc., author, and credit repair consultant. Ron is a natural-born leader and serial entrepreneur with a passion for helping others, particularly in the area of financial literacy. In the interview, Ron talks about his personal journey and how his experiences led him to become a credit repair consultant and co-founder of First Base Inc. He emphasizes the importance of financial literacy and shares his approach to teaching others about financial management. Ron also discusses the challenges of starting a non-profit organization and the rewards of making a positive impact on the community. Ron shares his CEO hacks and nuggets, which include being a lifelong learner and surrounding yourself with a supportive team. He also defines what being a CEO means to him, which involves being a visionary and leading by example. Overall,

Why it was selected for "CBNation Architects": In episode IAM360 of the CEO Chat podcast, host Gresham Harkless interviews Emil Abedian, the founder and CEO of Anchor Bookkeeping. Emil is a Certified Public Accountant and partner of the CPA firm Abedian and Totlian, which offers business consulting, accounting, and tax services for small to midsize businesses. In the interview, Emil talks about his experience working alongside small business owners and recognizing the need for affordable yet personalized bookkeeping services. He shares his unique approach to bookkeeping, which involves one-on-one service and customized solutions tailored to each client's needs. Emil emphasizes the importance of accurate bookkeeping for small businesses to ensure financial success. Emil also discusses the challenges of starting a business and the importance of perseverance and hard work. He shares his CEO hacks and nuggets, which include focusing on your strengths and delegating tasks to others. Emil also defines what being

Why it was selected for "CBNation Architects": In episode IAM1562 of the I AM CEO podcast, host Gresham Harkless interviews Annette Harris, a certified Financial Fitness Coach and the Founder of Harris Financial Coaching. Annette has been a noteworthy leader in the financial and human resources industry for over 13 years, and she volunteers with local and national nonprofit organizations to help enhance financial literacy in the community. In the interview, Annette talks about her journey as an entrepreneur and the importance of financial fitness and empowerment for her clients. She shares her unique approach to financial coaching, which involves taking a holistic view of her client's finances and goals, not just their current situation, but also including their past financial situation. She also emphasizes the importance of open and comfortable conversations with her clients to help them achieve their financial goals. Annette shares her CEO hacks and nuggets, which include collaborating with other coaches

Why it was selected for "CBNation Architects": In episode IAM738 of the I AM CEO podcast, host Gresham Harkless interviews Isaiah T. Gresham, the founder and president of Gresham Financial, a tax, accounting, and outsourced chief financial officer (CFO) services company. Isaiah started the company in 2016 with the goal of helping clients plan for the future, grow their businesses, and accumulate savings to achieve their dreams. In the interview, Isaiah talks about his journey as an entrepreneur and the importance of financial planning for business owners. He shares his unique approach to financial consulting, which involves personalized service and expertise to help clients live more fulfilled lives. Isaiah's proactive approach goes beyond tax preparation to help clients plan for their future and achieve their dreams. Isaiah's passion for helping people thrive extends to small-business owners and executives. He understands the complex interactions between a company's structure and the owner's business, inv

Why it was selected for "CBNation Architects": In episode IAM1383 of the I AM CEO podcast, host Gresham Harkless interviews Shona, a certified public accountant, entrepreneur, real estate investor, wife, and mom. Shona is the founder and owner of a financial coaching and CPA firm, where she helps individuals and business owners accelerate their financial mindset and business goals. In the interview, Shona talks about her journey as an entrepreneur and the importance of financial mindset for business owners. She shares her unique approach to financial coaching, which involves personalized service and expertise to help clients save money and improve their bottom line. Shona also discusses her inspiration for becoming a business owner, which was seeing the executive woman on top of the building with power in the movie Boomerang. Shona shares her CEO hacks and nuggets, which include using client management tools like Monday.com and video recording tools like Loom. She also defines what being a CEO means to her,