You're Going To Be Great At This!

Ep 59 Financial Planner Davis Byrd On Retirement Plans For Entrepreneurs

20 min · 15 de jul de 2026
Portada del episodio Ep 59 Financial Planner Davis Byrd On Retirement Plans For Entrepreneurs

Descripción

Davis Byrd, CFP at Pathfinder Wealth Consulting walks us through a variety of retirement plans for entrepreneurs, small business owners and other self-employed people. Not sure if you need a SIMPLE  or SEP? Davis explains the difference. Davis on LinkedIn: https://www.linkedin.com/in/davisbyrd/ [https://www.linkedin.com/in/davisbyrd/] Website: https://www.pathfinderwc.com/ [https://www.pathfinderwc.com/] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

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61 episodios

episode Ep 59 Financial Planner Davis Byrd On Retirement Plans For Entrepreneurs artwork

Ep 59 Financial Planner Davis Byrd On Retirement Plans For Entrepreneurs

Davis Byrd, CFP at Pathfinder Wealth Consulting walks us through a variety of retirement plans for entrepreneurs, small business owners and other self-employed people. Not sure if you need a SIMPLE  or SEP? Davis explains the difference. Davis on LinkedIn: https://www.linkedin.com/in/davisbyrd/ [https://www.linkedin.com/in/davisbyrd/] Website: https://www.pathfinderwc.com/ [https://www.pathfinderwc.com/] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

15 de jul de 202620 min
episode Ep 58 Stacia Thompson Shares Even More Great Information About AI And Your Business artwork

Ep 58 Stacia Thompson Shares Even More Great Information About AI And Your Business

Stacia Thompson of the Radiance Consulting and Coaching Groupe shares her insights on using AI in a small business, including best practices for security and compliance. Stacia on LinkedIn: https://www.linkedin.com/in/staciat34/ [https://www.linkedin.com/in/staciat34/] Stacia's email: staciat34@gmail.com Stacia's website: https://www.rccgroupe.com/ [https://www.rccgroupe.com/] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

8 de jul de 202623 min
episode Ep 57 Stacia Thompson Shares Great Information On Using AI For Your Small Business artwork

Ep 57 Stacia Thompson Shares Great Information On Using AI For Your Small Business

Stacia Thompson of the Radiance Consulting and Coaching Groupe shares her insights on using AI in a small business. Stacia on LinkedIn: https://www.linkedin.com/in/staciat34/ [https://www.linkedin.com/in/staciat34/] Stacia's email: staciat34@gmail.com Stacia's website: https://www.rccgroupe.com/ [https://www.rccgroupe.com/] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

1 de jul de 202618 min
episode Ep 56 Susan Meredith Tells Us How To Use Universal Patterns In Our Businesses artwork

Ep 56 Susan Meredith Tells Us How To Use Universal Patterns In Our Businesses

Speaker and author, Susan Meredith, gives us some insights on how to use universal patterns to grow our businesses. She also talks about stress, change and financial stress through the lens of human energy management - change management, time management, project management and stress management are all based on managing human energy.  Susan is also the CEO of MentaMorph, Inc, which offers MentaMorph Money, a multi-scenario mobile financial game to practice financial decisions where it isn’t boring, scary or costly to make mistakes. Susan's LinkedIn: https://www.linkedin.com/in/susan-meredith/ [https://www.linkedin.com/in/susan-meredith/] MentaMorph: https://mentamorph.com [https://mentamorph.com] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

24 de jun de 202621 min
episode Ep 55 Mary Scott's Startup Plan For Avoiding Mistakes artwork

Ep 55 Mary Scott's Startup Plan For Avoiding Mistakes

Mary Scott, host of the Business Riff podcast and startup business consultant, explains how to avoid potential landmines when starting a business. From seeing if there's a market for your business idea to banking issues.   Mary on LinkedIn: https://www.linkedin.com/in/mary-scott-stl/ [https://www.linkedin.com/in/mary-scott-stl/] YouTube podcast: https://www.youtube.com/channel/UCZbjKcnBl3adg5utrSXexaw [https://www.youtube.com/channel/UCZbjKcnBl3adg5utrSXexaw] Stuck? Time To Improv podcast: https://open.spotify.com/show/7bOv6yWCPqW86br5sTlvk9?si=8788d7c3dd614de4 [https://open.spotify.com/show/7bOv6yWCPqW86br5sTlvk9?si=8788d7c3dd614de4] To book Chris for speaking or another topic:⁠ ChrisCastanes.com⁠ [https://chriscastanes.com/] Our sponsor: ⁠Surf Financial Brokers⁠ [https://surffinancialbrokers.com/] ⁠By Me A Coffee [https://buymeacoffee.com/chriscastanes] #selfemployed #sales #business #entrepreneur #solopreneur #speaker #author #linkedin #smallbusiness #realtor #insurance #mortgage #networking #marketing #entrepreneurship #personaldevelopement #personalbranding #founder #businessgrowth #businessstrategy #corporateevents #books #salestraining #businessideas #humor #comedy #motivational #success

17 de jun de 202611 min