Strategy Meets Finance

Want to grow your business? Download your free roadmap today: coltivar.com/growth Technical analysis is a discipline that involves leveraging price trends and patterns to evaluate investments and identify trading opportunities.  To be successful when employing this technique, investors must follow fundamental principles to spot valuable indicators of a security’s future price movements, then act on them with confidence.  In this episode I talk with JC Parets, the CEO of All Star Charts, about how to start incorporating technical analysis into one’s investment strategy to realize greater financial value in the marketplace.  We also discuss capitalizing on market volatility, correlations with currencies, and pitfalls to avoid when employing technical analysis._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth What’s the difference between a DBA, LLC, Partnership, S-Corporation, and C-Corporation? As you can imagine, these different legal entities, founded by one or more natural persons to conduct business activities, come with significant implications related to taxation, ownership, and asset protection.  Whether you are creating a new business, operating an existing organization, or managing a part of the company, it’s important to understand how legal entities work. In this episode, I talk with Briana Reidle, the Co-Owner of Accounting and Tax Solutions, Inc. about how these organizational structures work and the key things you should know when working in business._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Buying a home doesn't have to be a big mystery--especially when it comes to the financing side of the transaction.  That's why on this episode I talk with Dan Keyes, a Loan Officer at Western Financial Funding, to uncover exactly what underwriters look at when determining whether someone qualifies for financing.  We will discuss how mortgages work, how much cash is required to put down, and other strategies for purchasing a home regardless of your circumstances._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth In the quest for ongoing operational efficiency and cost management, CFOs are streamlining, digitizing, and restructuring FinOps. However, most finance functions lack the tools to manage cash flow and spend in an effective, real-time manner.  As a result, cash forecasting is inaccurate, decision making is slow, and cost reduction efforts stall.  In this episode I talk with Itamar Jobani, CEO and Founder of PayEm, about how technology, including spend management platforms, are helping financial leaders to spend less time on the transactional and more time on the value-driving activities of the business._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

In this podcast, Patrick Donohue of Hill Capital demystifies business valuation, discussing approaches like income-based valuation and asset valuations. They also explore the challenges of building a loyal customer base on a streaming platform and the importance of strategic leadership in determining a business's value. The podcast emphasizes the significance of focus, vision, and maximizing business value, understanding the cost of money and capital, and avoiding common valuation mistakes. They also invite listeners to engage and access additional resources for financial freedom.

Want to grow your business? Download your free roadmap today: coltivar.com/growth Curious about how the Federal Reserve manages our money?In this episode, Steve discusses the Federal Reserve's announcement about interest rates, quantitative easing, and what all this stimulus means for the economy._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth What if how we were taught to look at and manage debt is simply misguided?  Hundreds of millions of consumers stress about paying off student loans, credit cards, and mortgages while struggling to grasp how they might ever get ahead financially.  Debt can be crippling, and the associated interest costs can erode one’s ability to save for retirement.  However, there is a better way.  In this episode I talk with Adam Carroll, the Founder of The Shred Method, about a new way to approach debt and apply interest rate arbitrage to achieve financial freedom quickly.  You won’t want to miss this one as these principles can literally save you thousands of dollars and cut years off your path to retirement._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth He's back! Join Steve Coughran in this new episode where he dives deeper into the components of the income statement and how to drive meaningful impact by leveraging its value drivers._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth One of the biggest obstacles that prevents us from achieving financial success and living a life of abundance is our mindset. Our insecurities, limiting beliefs, and fear sabotage even our best intentions and keep us stuck in circumstances that aren't always desirable.  Many of us set goals, but year after year we continue to fall short and struggle to manifest what we truly want. In this episode, I will share my personal experiences and what I have learned about setting and achieving financial goals. I will help you overcome the things blocking your progress and help you to drive greater impact in both your personal and professional life. Let's jump in!Check out this YouTube Video: How to Set and Achieve Better Financial Goals_______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth The number one thing that holds people back from achieving financial success is their mindset. Thoughts are things, and when we hold limiting beliefs or feelings of scarcity and lack, we tend to manifest the reality we do not want in our lives.  Harnessing a mindset of financial abundance and gratitude is achievable for all. In this episode, I share my personal journey and how I had to overcome limiting beliefs and insecurities to break through and realize a life of freedom and success.  Tune in to learn how you can radically change your life for the better by following practical principles that will result in more fulfillment and inner peace.  You deserve financial abundance and it’s yours for the taking. Say goodbye to your small self and begin manifesting the experiences and things you truly want for yourself and loved ones._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com