Understanding Estate Planning, Probate, Trusts, and Asset Protection

SOPs, Automation, and Scaling a Business

Many founders do not have a growth problem — they have a systems problem. In this episode, Amanda Catarzi Hengst explains how SOPs, automation, clear roles, and better operations can help business owners stop being the bottleneck.If your business depends on you for every decision, task, client handoff, or follow-up, it may be time to rethink how the company is actually built. Amanda's Links: www.amandacatarzi.com [www.amandacatarzi.com] https://www.instagram.com/amandacatarzi/ [https://www.instagram.com/amandacatarzi/] Joshua Krafchick sits down with Amanda to discuss the operational side of scaling a business. Amanda shares how she moved from copywriting into fractional COO work after seeing the same pattern repeatedly: businesses had marketing, leads, and attention, but lacked the systems, fulfillment processes, offer clarity, team structure, and follow-up needed to turn momentum into sustainable growth. — 🔹Free Financial Tools & Resources: https://369financial.com/financial-persona-game/ [https://369financial.com/financial-persona-game/] 🔹 Learn How Josh Could Help You: https://369financial.com [https://369financial.com ]🔹 Book a strategy session: https://369financial.com/consultation/ [https://369financial.com/consultation/]— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

How AI Is Changing Work, Identity, and Entrepreneurship

AI is no longer a distant idea—it is already changing how people work, communicate, build businesses, and think about identity. In this episode, Joshua Krafchick sits down with Ken Cox, entrepreneur, data center operator, podcaster, author, and AI thinker, for a wide-ranging conversation about artificial intelligence, personal reinvention, entrepreneurship, and the future of work. Ken shares how his early career in entertainment, a life-changing accident, and decades in web hosting and data centers shaped the way he sees today’s AI revolution. The conversation explores how AI may help people expand their creative abilities, communicate more clearly, and adapt as traditional career identities continue to shift. Ken also discusses his “Loading Identity” framework, his move into comedy, the role of AI as a creative assistant, and why human connection may become even more valuable in an increasingly digital world. This episode is a thoughtful look at adaptation, resilience, and the practical realities of building a meaningful life in a time of rapid technological change.—🔹Free Financial Tools & Resources: https://369financial.com/financial-persona-game/ [https://369financial.com/financial-persona-game/]🔹 Learn How Josh Could Help You: https://369financial.com [ https://369financial.com ]🔹 Book a strategy session: https://369financial.com/consultation/ [https://369financial.com/consultation/]— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Why Online Shoe Shopping Is Broken — And How One Founder Is Rethinking Fit

Custom-fit footwear, e-commerce, and entrepreneurship all collide in Ron Dod’s journey from marketing agency founder to shoe brand builder. Joshua Krafchick of 369 Financial talks with Ron about scaling an e-commerce agency, selling a business, developing fit technology, and building Walking On Air. Ron shares what he learned from the agency world, why online shoe shopping creates real challenges for customers and brands, how footwear manufacturing works behind the scenes, and how becoming a father changed the way he thinks about focus, time, and business. Ron's Links: Walking on Air Shoes: WOAShoes.com [WOAShoes.com]Instagram: instagram.com/woa_ron— [ instagram.com/woa_ron—]🔹 Learn How Josh Could Help You: https://369financial.com [https://369financial.com ] 🔹 Book a strategy session: https://369financial.com/consultation/ [https://369financial.com/consultation/] 🔹 Free Financial Tools: https://369financial.com/financial-persona-game [https://369financial.com/financial-persona-game]— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Understanding How Investors Evaluate Real Estate and Cash Flow

Lane Kawaoka, a real estate investor and former engineer, about his perspectives on real estate investing, cash flow, and long-term financial decision-making.Lane has been involved in acquiring and managing rental housing at scale, with experience spanning thousands of units across multiple markets. As the founder of TheWealthElevator.com and host of “The Wealth Elevator” podcast, he shares insights and observations drawn from his work with professionals exploring alternative approaches to investing. Lane's Links: Website: https://thewealthelevator.com [https://thewealthelevator.com] LinkedIn: https://www.linkedin.com/in/lanekawaoka [https://www.linkedin.com/in/lanekawaoka] — 🔹 Learn How Josh Could Help You: https://369financial.com [https://369financial.com ] 🔹 Book a strategy session: https://369financial.com/consultation/ [https://369financial.com/consultation/] — **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Understanding Resilience. How People Navigate Setbacks and Growth.

Randy Gage, a Hall of Fame speaker and bestselling author known for his perspectives on mindset, personal responsibility, and challenging conventional thinking around success. Randy has spent decades working with entrepreneurs and business professionals across more than 50 countries, sharing ideas about how beliefs, habits, and perspective can shape the way people approach both life and business. Randy's Links: Website: https://randygage.com [https://randygage.com]Instagram: https://www.instagram.com/randygage/ [https://www.instagram.com/randygage/]LinkedIn: https://www.linkedin.com/in/randygage/ [https://www.linkedin.com/in/randygage/]X (Twitter): https://twitter.com/Randy_Gage [https://twitter.com/Randy_Gage]YouTube: https://www.youtube.com/@RandyGage [https://www.youtube.com/@RandyGage] — 🔹 Learn How Josh Could Help You: https://369financial.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEI3MXRjbFRjelhRcjlQVElDckREdVF6U0Fyd3xBQ3Jtc0trS2xpMkcxZ2stak1oVkhhNGhqb3loamJlNl92VDBGMXZZSS1kbDUtQjE0ZzNVUHQzSHpqdEk4MWVUQzN0OFNSMktaYUV0eFlFR25ZcDNFMFBVaEgxbklNcktPbTZzRFhvTXdtWXVYTlViSVM4a1ZCcw&q=https%3A%2F%2F369financial.com%2F&v=NrEocgTXywA] 🔹 Book a strategy session: https://369financial.com/consultation/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa19ZLVlDMC16Tkc5SmowN0dncE1FVEUwQ2gtd3xBQ3Jtc0tuT182RVJVcUxPWTBlaEZhZWw5RGthZnNIRThwZ2dxcTBFb21QaFkwV0FZMUNDeGJvUkZSaFVmcUtXU2QzWW1XRUFSVlB5aTRERnJLb0pNSkE2aU42MDd5OWUwaFh2NldFX3ZPRjdzXzBoRnRuUzZDZw&q=https%3A%2F%2F369financial.com%2Fconsultation%2F&v=NrEocgTXywA] — *Disclaimer:* 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.