Financially Well Off

Tomas David Ye left a lucrative software engineering job at Amazon to solve one very specific problem. How warehouses pack boxes. What started with him sleeping on a warehouse floor turned into Perseuss, a fast-growing SaaS company helping operators cut shipping costs and make fulfillment more efficient. In this episode, Tomas shares the scrappy moves, brutal sales lessons, and one lucky breakfast meeting that shaped the early days. We talk product credibility, cold outreach rejection, and the perception gap that almost held him back. A refreshingly honest look at building something real in an unsexy industry.

After surviving a brutal case of COVID and restarting his business from scratch, Jonathan Goodman didn't just pivot. He rebuilt everything. Once a web developer and SEO guy, he now builds AI voicebots so real, people yell at them. In this episode, Jonathan shares how a health scare pushed him to reinvent his agency into a lean AI automation shop. Why chatbots became his easiest pitch ever. And what most founders still get wrong about using AI the right way.

Most people think fintech is all sleek software and billion-dollar exits. Sebastian Burtone sees the trenches. After 35 years in financial services, he now helps early-stage fintechs land real customers. Before the runway runs out. In this episode, Sebastian shares how he and his partner built a lean sales agency for fintech startups. The overlooked tool that saves him hours a day. And why AI still can't replace real relationship-building. A grounded, tactical look at what it really takes to grow in a fast-moving space.

Most business owners chase revenue. These two chased clarity—and built a system around it. Chris and Jason scaled through chaos, eliminated debt, and turned their hard-earned lessons into a software tool that now helps other founders do the same. In this episode, they unpack how Profit First changed everything—and why most growth plans ignore the one thing that really matters: cash flow you can trust.

Gene Godick scaled G-Squared Partners from a one-man show to a 40-person firm serving over 80 clients—without chasing hustle culture. In this episode, he shares how building systems, hiring early talent, and staying present helped him create long-term growth. If you're a founder juggling scale and sanity, you'll want to hear this.

He built his agency without a sales team. And without being glued to his desk. In this episode, Tom Slocum shares how he scaled from scratch using cold calls, community, and some clever AI workflows. We unpack his playbook for automating outbound, using VAs across continents, and the real reason he's working to remove himself from the business entirely. If you're a founder looking to grow lean and smart, this one's gold.

Most founders treat culture like a soft skill. Cedar Pruitt sees it as a strategic system for scaling faster and keeping great people longer. In this episode, she breaks down how to actually measure and improve culture—and why getting it wrong quietly kills growth. Whether you lead a lean team or a fast-scaling org, her approach is a game-changer.

In this episode, I chat with John Marks, a best-selling author and the visionary founder of Search for Common Ground, the world's largest peacebuilding NGO. We explore the rewarding yet challenging journey of starting a nonprofit and the balance between purpose and profit. John shares valuable insights on patience in entrepreneurship, emphasizing that building credibility takes time and flexibility is key. He also highlights the importance of following your vision, even amidst financial struggles, and the power of strong relationships. If you're thinking about launching a nonprofit or seeking inspiration for your entrepreneurial path, this episode is packed with motivation and practical advice.

Curious about the keys to leadership success? In this episode, I chat with business journalist and leadership expert, Sally Percy. We dive into the habits and mindsets that top leaders use to thrive in challenging times. From navigating uncertainty to building resilience, Sally shares actionable insights from her years of research and writing on leadership. Whether you're leading a team or running your own business, this conversation will equip you with practical strategies to become a more effective leader.

In this episode, Maria Ross shares her inspiring journey from corporate life to becoming an entrepreneur, speaker, and author. We dive into her new book, The Empathy Dilemma, where Maria explains how empathy can fuel success in leadership and business. Maria also opens up about overcoming challenges, including her recovery from a near-fatal brain aneurysm and how it shaped her career. If you're looking for insights on using empathy as a business tool, authentic marketing strategies, or balancing personal boundaries, this conversation is for you.