The Liquid Lunch Project

Voice AI is moving fast, and small business owners are about to feel it right in the face. In this episode, Matthew and Luigi sit down with Laurent Cohen, founder of GetOblic, to talk about voice AI, local search, customer trust, SEO, and why your dusty old website from 2014 is not going to save you. This is not another "AI will change everything" snoozefest. Laurent gets into the real stuff: why most businesses are using AI wrong, why voice may become the next front door for customers, and why pretending your robot is a human is a fast way to torch trust. 🎁 Special Listener Offer: Laurent is giving Liquid Lunch listeners an exclusive 30-day free trial to create a listing, test the voice AI, and see what your business sounds like in the future of local search. Use code LIQUID30. Claim your free trial here:https://claim.getoblic.com/search-listing?affiliation=271519977   🍸 Episode Highlights: Voice AI is coming for the receptionist desk. Small businesses need trust before tech. AI is not magic. Bad data still makes bad results. Google, Yelp, and Meta are all circling the same prize. Voice search may change how local customers find you. Your AI should not pretend to be you. Creepy is not a strategy. SEO is changing, but nobody has the secret recipe. Small business owners are tired of being told to "show up everywhere."   💡 Notable Takeaway: "An AI agent is only as strong as the data you provide."   👤 About our Guest: Laurent Cohen is the founder of GetOblic, a voice-first AI business directory helping small businesses use voice AI to answer questions, build trust, and stay visible online. Go to getoblic.com, create a listing, and test the voice AI for your business before your competitors figure it out.   🔗 Links + Stuff Website: https://getoblic.com LinkedIn: https://www.linkedin.com/in/laurent-cohen-usa/ Instagram: https://www.instagram.com/getoblic/ Facebook: https://www.facebook.com/GetOblic X (Twitter): https://x.com/OblicStudio YouTube: https://www.youtube.com/@GetOblic TikTok: https://www.tiktok.com/@oblic_ai Substack: https://laurentcohen.substack.com/  🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz• YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

Think delivery is just the boring part after the sale? That's where a lot of businesses screw it up. In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Randy Vlasic, founder of LIWMI Logistics, to talk about what really happens between "it shipped" and "it showed up."  They get into why trucking gets hit first when the economy gets weird, why chasing the cheapest option can blow up in your face, and why delivery is part of your brand whether you like it or not.  Randy also breaks down how smaller trucking operations survive, what strong logistics support actually looks like, and why service still beats price when the stakes are high.   🍸 What you'll hear in this episode: What third-party logistics actually does Why trucking feels market pain before everyone else How fuel spikes wreck transportation costs fast Why "cheap shipping" can become an expensive mistake Delivery is part of the customer experience, not an afterthought How small carriers compete in a fractured market Why long-term shipping relationships beat transactional buying What logistics brokers really do beyond booking freight How Randy scaled with a remote team and support-first model The bigger mission behind Life Is What We Make It   💡 Notable Takeaway: "Trucking is a good indicator of what's happening in the world. They see it first."   👤 About our Guest: Randy Vlasic is the founder of LIWMI Logistics and host of the Life Is What We Make It Podcast. He built his name in logistics by solving ugly business problems, building strong teams, and turning hard lessons into a bigger mission.    🎧 Why Listen: Listen to the full episode, then ask yourself one uncomfortable question: are you buying shipping based on price, or based on what it does to your brand?   🔗 Links + Stuff Website (Logistics): https://liwmilogistics.com Personal Brand: https://randyvlasic.com LinkedIn: https://www.linkedin.com/in/randyvlasic/ Instagram: https://www.instagram.com/randyvlasic/     🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.     🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz• YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc     📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/     💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/     💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

AI isn't coming. It's already in the room. The real question is whether your business is asleep at the wheel. Michael Finkelstein, founder and CEO of KINETK, joins Matthew and Luigi for a straight-up talk about AI, data, and why most businesses are still thinking way too small. This episode gets into what happens when data stops being static, why hidden relationships matter, and how small businesses can move faster than giant companies stuck in meetings about meetings.   🍸 What you'll hear in this episode: Why data is the real power behind AI What "building for the autonomous era" actually means The difference between using AI as a tool vs using it as an operating layer Why small businesses may have the edge over big companies The trap of AI FOMO and shiny-object syndrome A simple way to start using AI without blowing up your business Why Michael believes the progress clock is broken How hidden data relationships can shape better decisions   💡 Notable Takeaway: "It is not for the weak of heart. You've got to be driven by something besides just money."   👤 About our Guest: Michael Finkelstein is the founder and CEO of KINETK, a company building AI-powered data systems that help businesses move faster, cut friction, and make smarter decisions at scale.   🎧 Why Listen: Want to see how AI can help your business think faster and work smarter? Check out KINETK and connect with Michael to keep the conversation going.   🔗 Links + Stuff Website: www.kinetk.ai LinkedIn: https://www.linkedin.com/in/michael-finkelstein-1552887/ LinkedIn (company): https://www.linkedin.com/company/kinetk/   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What if the life everyone claps for is the one quietly choking you out? Betsy Pepine joins Matt and Lou for a sharp conversation about the boxes people get shoved into by family, culture, work, gender, and plain old habit. This episode gets into what happens when you stop treating other people's expectations like law and start asking a better question: Does this life even fit?   🍸 What you'll hear in this episode: The "good kid" trap is real. Family pressure can look a lot like love. Some boxes protect you. Some just shrink you. Moms get judged from every angle. Betsy says it out loud. Tradition is great. Forced tradition is not. Your body usually knows before your brain does. Breaking the box is hard. Living with the backlash is harder. Success means nothing if it belongs to somebody else. Grab Betsy's book, then send this episode to the person in your life who's still living by somebody else's script.   💡 Notable Takeaway: "You gotta recognize you're in a box to get out of it."   👤 About our Guest: Betsy Pepine is a serial entrepreneur, author, and speaker focused on helping people break free from limiting beliefs and live on their own terms. She's the author of Breaking Boxes and has built multiple ventures while raising two daughters as a single mom.   🔗 Links + Stuff Betsy Pepine: https://www.betsypepine.com Instagram: https://www.instagram.com/betsypepine LinkedIn: https://www.linkedin.com/in/betsypepine "Breaking Boxes" is available on Amazon, Barnes and Noble, Books-a-Million, and her website.   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What if the system isn't broken… it's working exactly how it was designed? Dr. Thomas Powell joins us to break down what founders get wrong about capital, why most businesses trap their owners, and how the same patterns show up in government. This is part entrepreneurship, part constitutional reality check…and a little uncomfortable in all the right ways. 🍸 What you'll hear in this episode: Why "raising capital" has nothing to do with money The brutal truth behind the Founder's Isolation Paradox Why most founders don't actually own a business… they own a job The real difference between a democracy and a republic Why the administrative state isn't checked the way you think How "helping people" can quietly trap them instead What business owners get wrong when planning an exit   💡 Notable Takeaway: "No matter how many people you have around you, you are still at the center of making the decisions… that's the founder's isolation paradox."         👤 About our Guest: Dr. Thomas Powell is the founder of The Founder's Office and a constitutional law professor who helps business owners raise capital, scale, and actually exit.     🎧 Why Listen: If you're building something (or stuck inside something you built) this episode will hit. Listen now and ask yourself: are you running your business… or is it running you?     🔗 Links + Stuff Website: https://www.brehongroup.com About / Bio: https://thomasjpowell.com/about/   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What if your business is growing... and getting worse at the same time? Most founders think growth means adding more. More offers. More channels. More customers. More moving parts. Yarin says that works early, but somewhere between $2M and $20M in revenue, that same habit starts eating your margin alive. In this episode, Matt and Luigi sit down with Yarin Gaon of Fractional Partners to talk about the Clarity Playbook, a private-equity-style framework built for companies too small for private equity but big enough to need real focus. The conversation gets into why founders confuse friction with execution problems, why "just hustle harder" stops working, and how narrowing the business can make it stronger, cleaner, and more profitable. 🍸 What you'll hear in this episode: Why growth by addition works early and backfires later The hidden tax of selling too many things to too many people Why profit matters more than revenue when choosing what to scale The three "clarity canvases" Yarin uses with leadership teams How misalignment creates profit leaks Why most founders do not need more tactics. They need better filters. The hardest move for type-A founders: pausing long enough to think Why focus is not playing small. It is how you stop building a mediocre Frankenstein of a business 💡 Notable Takeaway: "Just hustle" doesn't work at that scale.   👤 About our Guest: Yarin is the founder of Fractional Partners and creator of the Clarity Playbook, an open framework designed to help $2M to $20M companies sharpen focus, improve profit, and build a stronger business without handing the keys to private equity.    🎧 Why Listen: If your business is doing enough revenue to feel the friction, but not enough to brute-force through it, listen to this episode and then check out Yarin's Clarity Playbook. It might save you from adding three new problems in the name of growth. 🔗 Links + Stuff FREE Clarify Playbook v2.0: https://playbook.fractional.partners/ LinkedIn: https://www.linkedin.com/in/yaringaon/ Website: https://www.fractional.partners/posts/about-yaringaon   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What happens when a grown-up economist says the quiet part out loud: the U.S. is acting like it can break the rules forever? Andrés Velasco joins Matt and Luigi for a sharp, no-spin talk on debt, tariffs, copper, central banks, globalization, and why countries that treat boom times like a Vegas weekend usually end up crying in the shower. From Chile's "save it, don't blow it" playbook to America's very expensive habit of pretending deficits don't matter, this episode puts real-world economics back in plain English. 🍸 Episode Highlights: Latin America is doing better than the doom crowd admits. Democracy in the region held up better than many expected. Inflation used to be the norm. Now it is mostly under control. Tariffs on Canada and Mexico get called what they are: nonsense. Chile's copper money worked because they saved when everyone wanted to spend. Commodity booms usually end badly when governments get cocky. AI, electrification, and climate policy are making copper even hotter. Massive public debt stops being funny when rates are no longer near zero. Central banks still have power, but only if politicians keep their hands off. Bitcoin gets no love. Watch this one, then send it to the person who still thinks tariffs are a magic trick and deficits are fake. 💡 Notable Takeaway: "There's no example in human history where a country got rich without a dynamic private sector."   👤 About our Guest: Andrés Velasco is the Dean of the School of Public Policy at the London School of Economics and former Finance Minister of Chile. He is widely known for steering Chile through a global crisis by saving during the copper boom instead of spending like a maniac. 🔗 Links + Stuff Download "The London Consensus" for FREE: https://press.lse.ac.uk/books/e/10.31389/lsepress.tlc London School of Economics Profile: https://www.lse.ac.uk/school-of-public-policy/people/Andr%C3%A9s-Velasco   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.  

What if the thing you've been calling "branding" is actually the backbone of your business? Dan Grech joins Matt and Luigi to make the case that a founder's story is not decoration, not nice-to-have, and not something you slap on a homepage after the real work is done. It's the thing that holds the whole machine together. From getting fired out of journalism to building BizHack Academy, Dan breaks down how story drives revenue, hiring, trust, and the ability to keep going when business gets ugly. 🍸 Key Highlights: Getting fired pushed Dan into business. Most founders are running on old wounds. Dark energy can move you fast. It can also burn you out. A founder story should drive sales, hiring, trust, and staying power. The same core story can be shaped for different moments. Big brands break trust when the story and behavior stop matching. Small business has one unfair advantage: it can still be honest. 🎧 Why Listen? Because this episode gets at the thing most founders screw up: they treat story like decoration when it's really the engine. Dan makes a sharp case for why the right story can help you sell, hire, build trust, and keep your head on straight when business starts punching back. 💡 Notable Takeaway: There is a story behind the story that can actually help grow a business.   👤 About our Guest: Dan Grech is the founder of BizHack Academy and creator of the Story-Driven Growth Framework. He's a former NPR and PBS journalist, and the author of the upcoming book Your Business Is Your Story.   🔗 Links + Stuff Website: https://bizhack.com/business-story-consultation/ LinkedIn: https://www.linkedin.com/in/dangrech/ Facebook: https://www.facebook.com/bizhackacademy Instagram: https://www.instagram.com/bizhackacademy X (Twitter): https://x.com/BizHackAcademy YouTube: https://www.youtube.com/channel/UCcanK6EyRUPCcmToDfpRdFg Learn more about his upcoming book at thestorydrivenbusiness.com.   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.  

You think the IRS is scary? Cool. Now imagine TikTok is your tax attorney. Pietro E. Canestrelli (JD, LL.M.) jumps in to kill the "one weird trick" tax myths and explain how people actually get wrecked: audits, missing returns, bad CPA advice, and the quiet fact that you're the one holding the bag. 🍸 What you'll hear in this episode: TikTok "tax hacks" are basically a DIY fraud starter kit. "Register it in Nevada" is not clever. It's a trap. "Everyone should be an S-Corp" is lazy advice. Period. If the IRS says they don't have your return… it's not filed. The IRS letters feel cold because the system is built to be cold. The Taxpayer Advocate can hit pause when things go sideways. Audits are a skills mismatch: they've done hundreds… you haven't. Keep records forever. Yes, forever. 💡 Notable Takeaway: Every business owner needs to know that there are giant icebergs out there. We help taxpayers avoid them.   👤 About our Guest:   Pietro E. Canestrelli, JD, LL.M. is a California Certified Specialist in Taxation Law and former IRS attorney who helps taxpayers with planning, audits, and tax debt fights.   🎧 Why Listen: Got an IRS letter and your stomach dropped? Listen to this episode, then go to ietaxattorney.com and stop guessing.   🔗 Links + Stuff Website: https://ietaxattorney.com/ Instagram: https://www.instagram.com/ietaxlaw/ 🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/• Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ• Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

It's March. Everyone's arguing about brackets. So we built one for business. But instead of basketball teams, we're matching up what founders lean on when things get real: Discipline vs. motivation. Vision vs. execution Speed vs. strategy. Branding vs. operations. Because when revenue dips and momentum stalls, you don't get to rely on everything. You lean somewhere. This episode is a pressure test.  What actually survives when your business hits a slump? 🏀 This one covers: Why motivation fades in long seasons Why discipline carries weight when things get quiet The danger of launching too many new ideas How to test the market before you build Speed vs. careful planning in early growth Why operations quietly outlast flashy branding The real takeaway: what wins one season may not win the next There's no single champion. But there is a pattern. If you had to pick one to carry your business this year, what's it going to be?    🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/• Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ• Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

" data-margin-top="0" data-margin-bottom="0" data-pm-slice="0 0 []"> Some people are not bad at learning. They were just trained inside the wrong system. Russell Van Brocklen joins Matt and Luigi for a conversation that starts with dyslexia but quickly turns into something much bigger: how highly capable people get mislabeled, misunderstood, and boxed into models that do not match how their brains actually work. If you run a business, manage people, or have ever felt like you think differently than the world expects, this episode will feel strangely familiar. Inside this episode: Why dyslexics often function as specialists, not generalists How traditional education mirrors many workplace problems The hidden pattern behind "smart but struggling" Why writing can stabilize fast, scattered thinking The cost trap families and systems fall into Extreme performance shifts from simple changes Why environment fit often beats raw ability 💡 Notable Takeaway: I was done with the discrimination. I was done with it. I said, I'm going to solve dyslexia.   👤 About our Guest: Russell Van Brocklen, known as The Dyslexia Professor, shares his own experience navigating severe dyslexia, the cognitive patterns most systems ignore, and the methods he developed to help learners operate closer to their actual potential.   🎧 Why Listen: This episode is about dyslexia. But it is also about how different minds work, why some people thrive outside conventional structures, and how easily talent gets misread. If you have ever questioned how intelligence, performance, and "ability" get measured, this one is worth your time.   🔗 Links + Stuff Website: https://www.dyslexiaclasses.com Instagram:https://www.instagram.com/dyslexiaclassesus/ LinkedIn:https://www.linkedin.com/in/russell-van-brocklen-2007ab87/ Facebook: https://www.facebook.com/dyslexiaclasses/ Email: [email protected]   🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/• Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ• Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

Your Website Is Dead. You Just Haven't Checked the Pulse. Contractors love tools. But hate marketing. And that's exactly why they're losing jobs in 2026. If you're an HVAC company, plumber, electrician, or builder still treating your website like a digital brochure… you're invisible. Wes Towers, founder of Uplift 360, joins us to talk contractor marketing, local SEO, and why most trades businesses wait until work dries up before they panic. This one isn't about "branding." It's about survival. 🍸 What we hit on: Why contractors avoid marketing when business is good The stale website mistake killing your Google traffic Why case studies beat AI garbage every time How to structure a contractor website that converts Where trades should focus on social media (and where not to) Google Business Profile for local contractors The deposit mistake sinking builders in 2026   💡 Notable Takeaway: This is how you do business. You set the rules. Because at the end of the day, it's your risk.   👤 About our Guest: Wes Towers runs Uplift 360, a marketing agency built for builders and trades. He helps construction companies get found online and win better jobs without pretending to be influencers.   🎧 Why Listen: If you run a trades business and want more leads in 2026, fix your website first. Then listen to this episode. 🔗 Links + Stuff Website: https://uplift360.com.au LinkedIn: https://www.linkedin.com/in/westowers/ Instagram: https://www.instagram.com/uplift_360/ Facebook: https://www.facebook.com/Uplift360Aus X (Twitter): https://x.com/uplift_360 🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com• Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/• Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ• Audible: https://shorturl.at/6j4vz• YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What if the investment you've been ignoring is ignoring recessions, too? Stocks are floating at all-time highs. Everyone's calm. That's usually when things get weird. Matt opens this episode with a blunt take: when the market turns, investors don't get creative. They panic into real estate. The problem? Most people only know one version of it. So we brought on Matthias Gruenwald, a former German corporate exec who quietly built a real estate business around mobile home parks, the asset class most investors joke about and then completely misunderstand. This isn't a hype episode. It's a reality check. 🍸 What you'll hear in this episode: Why "trailer park" thinking kills good deals The difference between owning land vs owning buildings Why tenants in mobile home parks don't leave How depreciation works when you don't own the homes What a first-time syndication looks like when you have no idea how to raise money How a $3.85M deal almost fell apart…and didn't 💡 Notable Takeaway: The tax benefits on mobile home parks are amazing. Actually, one of the best, if not the best, in commercial real estate.   👤 About our Guest: Matthias Gruenwald is the founder of WCG Investments, focused on mobile home and RV parks across the Southeast. He specializes in boring assets that quietly outperform.   🎧 Why Listen: If you still think mobile home parks are risky, listen before the next downturn proves you wrong.   🔗 Links + Stuff WCG Investments Clayton Homes Mobile Home Park Investment Guide – Book by Matthias Gruenwald (search on Amazon) Connect with Matthias: Facebook LinkedIn 🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz• YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy…without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

What happens when politics, credit cards, housing markets, and Florida border tolls all walk into one podcast? 🍸 In this episode, Matthew and Luigi attempt to make sense of: Trump's credit card rate cap Inflation versus liquidity Housing incentives and "portable mortgages" A bizarre Florida "toll tax" Small business tax realities Tell us: Should the government cap interest or shut the hell up? DM us or scream into the comments. 🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.   🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/   💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/   💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

If your business falls apart when you leave for vacation, congrats. You built a trap, not a company. This episode isn't another cheerleading session for overworked founders. Jake Isaacs joins Matt and Luigi to rip into why most entrepreneurs are exhausted, isolated, and low-key addicted to chaos.  From building real communities to training kids for capitalism early, Jake lays out how Gathering the Kings is more than a buzzword mastermind; it's a system for staying sane.   🍸 What you'll hear in this episode: Why most entrepreneurs are the misunderstood "weirdos" of their families What a real mastermind is (spoiler: it's not coaching) How Generation Next teaches 6-year-olds to think like CEOs The 4 pillars every business owner must master How to hire a bookkeeper before your business bankrupts you Why entrepreneurs struggle to delegate (and how it kills growth) Why your spouse and kids should know your business goals The Family Mastermind Vacation (yes, it's a thing, and yes, you need it)   💡 Notable Takeaway: Time management is the number one skill an adult can hold. If you don't have it, your life is chaos.   👤 About our Guest: Jake Isaacs is the co-founder of Gathering the Kings, a mastermind for high-performing, family-focused entrepreneurs who want real growth without losing their minds, marriages, or Monday mornings. 🎧 Why Listen: Want to stop being the bottleneck in your business? Check out gatheringthekings.com and find your people.   🔗 Links + Stuff www.gatheringthekings.com Instagram Linkedin Facebook   🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.   🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/   💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/   💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

Question: What do you want to do with your life? If your planner doesn't have an answer, you're doing it wrong. This week on The Liquid Lunch Project, Matt & Luigi sit down with Jason VanDevere, founder of Goal Crazy Planners and author of Dream Driven, to talk about time, discipline, and why the old-school paper planner might be the ultimate productivity hack for entrepreneurs. Jason went from turning down the family empire (think: 5 car dealerships) to building his own path around purpose, passion, and parenting, all without losing his damn mind. 🍸 What you'll hear in this episode: Why digital to-do lists are a trap How a paper planner can help you take back control of your day The "expectations gap" and how it wrecks relationships Training your team (and your clients) to respect your time How to turn dreams into practical goals (and why most people get it backwards) Why time blocking isn't extreme—it's survival Building a business that supports your life (not the other way around)   💡 Notable Takeaway:You can either be a slave to your own schedule…or a slave to the demands the world throws at you.   👤 About our Guest:Jason VanDevere is the creator of Goal Crazy Planners, a coach, and author of Dream Driven. He helps entrepreneurs get clarity, reclaim their time, and chase big dreams without burnout.   🎧 Listen if you're…:... juggling 19 things and still feel like you're dropping the ball. ... ready to finally draw some lines between business and life. ... tired of hearing "just use another app" as the answer.   🔗 Links + Stuff Grab Jason's free Life Crash Course at goalcrazy.com/course to figure out what the hell you actually want from your business and your life.   🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right.   🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site:https://theliquidlunchproject.com• Apple Podcasts:https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify:https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible:https://shorturl.at/6j4vz• YouTube (full episodes + clips):https://www.youtube.com/@Credit_Banc   📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/   💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA   📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan:https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/   💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

Ever heard a data scientist call real estate magic? That's exactly what happens when Silicon Valley smarts collide with multifamily investing, and this episode of The Liquid Lunch Project proves it. We're sitting down with Neal Bawa, the Mad Scientist of Multifamily, to decode how he built a $600M real estate portfolio by treating cities like spreadsheets, and why he believes most investors are looking in the wrong places. Why Listen? If you're done with recycled real estate advice and want sharper thinking for your business and investments, hit play. Neal reverse-engineers markets, leverages depreciation as a financial weapon, and maps out where smart founders are moving before the headlines hit. Whether you're building your portfolio or scaling your small business, this is a perspective that pays off. 🚀 What You'll Learn in This Episode: How a 50% tax rate pushed Neal from tech into real estate The power of depreciation for small business owners How Neal ranks 1,000+ cities using 5 key data points Why Idaho Falls > LA (yep, really) What job growth and income trends reveal about market timing Where Millennials and Gen Z are moving with intention How political policies shape profitability What AI means for real estate, jobs, and future-proof investing 💡 Notable Takeaway: Artificial intelligence is mankind's greatest achievement and its greatest threat. 👤 About Our Guest: Neal Bawa blends tech, data science, and real estate to help investors find cash flow where others see risk. He's the founder of Multifamily University, known for its zero-hype webinars and the Location Magic model used by over 75,000 investors. 🔗 Links + Stuff Grocapitus Multifamily University 🔔 Enjoyed the episode? Subscribe so you don't miss future conversations on business growth, funding, strategy, and the stuff most people don't explain clearly. If this episode helped, a quick rating or review goes a long way. It helps the show reach more business owners who actually care about getting this right. 🎧 Listen or watch The Liquid Lunch Project Available on all major podcast and video platforms: • Official site: https://theliquidlunchproject.com • Apple Podcasts: https://podcasts.apple.com/us/podcast/the-liquid-lunch-project/ • Spotify: https://open.spotify.com/show/12HPEDMmsbfsp8tHt5LiZJ • Audible: https://shorturl.at/6j4vz• YouTube (full episodes + clips): https://www.youtube.com/@Credit_Banc 📬 Want more than just the podcast? Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise. Subscribe here: 👉 https://theweeklyfromshieldadvisory.substack.com/ 💼 Need funding or working capital? If today's conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc. Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork. 👉 Book a free 15-minute call here: https://shorturl.at/LwxsA 📲 Connect with the hosts Follow along for behind-the-scenes clips, commentary, and things that don't make it into the episode. • Matt Meehan: https://www.instagram.com/matthew.r.meehan • Luigi Rosabianca: https://www.instagram.com/luigi_rosabianca • The Liquid Lunch Project: https://www.instagram.com/theliquidlunchproject/ 💬 One last thing Know a business owner who would appreciate this conversation? Send them the episode. That's how this show grows.

Is AI going to save your business… or make you feel like you're still stuck in the second inning? This week, we bring a real convo about AI (not the buzzword nonsense). Mark Andrews pulls back the curtain on what AI actually is, what most businesses get wrong, and how entrepreneurs can stop being overwhelmed and start using AI for real business growth without selling their souls (or wallets) to tech bros.   🍸 What you'll hear in this episode: AI isn't some magic brain. It's pattern prediction on steroids ChatGPT is just the tip of the iceberg Most companies screw up AI because they don't know why they want it Bad data = bad results; cleaning data is where the real value starts You don't need a $2M custom AI. You need direction and purpose Early adopters will crush competitors while skeptics get left eating dust AI fatigue is real — but smart use = more time, more focus, more revenue   💡 Notable Takeaway: There is a test and learn and trial mentality… and you need to leave your comfort zone.   👤 About our Guest: Mark builds AI that humans can actually use. He's helped big companies and scrappy startups turn confusing tech into clear business results. From baseball analogies to real-world workflows, he breaks AI down in a way that makes you say, "Okay, now I get it."   🎧 Why Listen: You want a business that wins tomorrow? Hit play. This episode gives you a clear-eyed look at what AI really does and how to make it work for your team.   🔗 Links + Stuff LinkedIn: https://www.linkedin.com/in/markwilliamandrews Instagram: https://www.instagram.com/therealmandrews 📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts Spotify Audible YouTube 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/    

Want to invest in real estate without swinging a hammer or begging a bank? Matt and Lou sit down with Alex Martyn of SPG Capital to talk about how smart investors are bypassing Wall Street and making their money work in real estate through private lending. This episode is about the real engine behind flips and rentals: capital. Alex breaks down how his fund operates, why he pays investors monthly, and what makes a good borrower (hint: it's not newbies watching HGTV). 🍸 What you'll hear in this episode: How SPG Capital funds real estate deals without bank red tape What makes private lending a killer strategy for passive investors Why speed, trust, and monthly payments matter more than ever How self-directed IRAs are unlocking access to real estate for everyday investors Why 50‑year mortgages might not be as scary as they sound 💡 Notable Takeaway: It's just gonna come down to the same thing. People who own assets will get farther ahead. 👤 About our Guest: Alex Martyn is the founder of SPG Capital, a private real estate fund based in Philly. He funds residential loans for fix‑and‑flip and value-add investors, while offering monthly payouts to private capital partners. A former flipper turned fund manager, he's all about speed, trust, and returns.   🎧 Why Listen: If you're a business owner, investor, or side hustler thinking about real estate, this episode gives you the playbook on new mortgage strategies, alternative funding hacks, and why Florida might be your next move.   🔗 Links + Stuff SPG Capital LinkedIn   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts Spotify Audible YouTube 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Luigi couldn't make it to the mic this time… but don't worry, we had a special guest fresh off his sleigh: Santa Claus. That's right. After delivering toys across the globe, Santa himself dropped by to join Matt and help break down the Top 10 most-listened-to episodes of 2025. What's stuffed in the stocking: How to protect your brand from copycats Why profit isn't just about more revenue The emotional side of being a founder (and why that's normal) The secret weapon difference between a CPA and a CFO And the tax strategy that legally makes five-figure bills disappear   Ready to dive deeper into one of the episodes mentioned? We've got you covered: Ep 221: Navigating E-Commerce's New Challenges with Eric Youngstrom Ep 217: Building a Startup Is Ugly. Here's What Happens Behind the Scenes with Sahil Patel Ep 222: How to Own Your Idea: IP Moves That Actually Work with Austin Bonderer Ep 206: Bourbon, Branding & The Business of Food with Alex Sadowsky Ep 223: From Paperwork to Purpose: Launching a Nonprofit the Right Way with Missy Mastel Ep 205: Plan Like a Navy Commander, Win Like an Entrepreneur with Commander Mary Kelly Ep 228: Selling Your Business? Don't Get Screwed (Financially or Existentially) with Eric Brotman Ep 207: CPA vs CFO: Are You Trusting the Wrong Financial Expert with Teresa Wagonseller Ep 225: How to Turn What You Know Into What You Sell with Stephene Marinaro Ep 208: How This CPA Turned Storage Sheds Into Tax-Free Wealth with Sean Graham   As Santa said, no one made the naughty list this year, but these guests?  They brought the 🔥. From startup resilience to real estate hacks to IP protection and AI wizardry, this is the entrepreneurial highlight reel you need before stepping into 2026.   🚨 Like what you hear? Well, you're in luck! We do a Weekly Recap video of the top news stories each week. Subscribe to our YouTube channel and never miss a drop. youtube.com/@Credit_Banc 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts Spotify Audible YouTube 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

🔥 Was 2025 really overwhelming… or did we just scroll WAY too much? Matt and Lou slam through the weirdest year in business and culture, taking stock of inflation noise, AI mania, internet frenzy, hiring headaches, and what the hell actually moved the needle for entrepreneurs.  Part reflection, part roast, 100% Liquid Lunch energy. 🍸 Key Highlights: Inflation still there, but news made it freakier than it was AI buzz was everywhere — real impact vs hype battle Hiring sucks. Gig minds + remote everything = chaos K‑shaped economy: winners vs the squeezed middle Biggest "internet moments" (yes, Katy Perry in space) What actually helped business owners this year 2026 playbook: accounting, credit, tax prep Rapid fire reflections on trends, dumb internet stuff, and what must die before 2026   🎧 Why Listen: If you ran a business, hired anyone, checked Twitter once this year, or just survived 2025, this episode is your mental detox and truth serum. Get the laugh, the perspective, and the pep talk you didn't know you needed. 🚨 Like what you hear? Well, you're in luck! We do a Weekly Recap video of the top news stories each week. Subscribe to our YouTube channel and never miss a drop. youtube.com/@Credit_Banc

What if your future kid could hear from a grandparent who's no longer here? Not in a cheesy, preloaded card, but a real message, made just for them? This week, Matt grabs a digital drink with Jared Emerick, Founder & CEO of Emotiga, the company behind Kapsol, a platform that lets people record heartfelt messages today and deliver them years from now. Think wedding day notes from your late father, or advice from Grandpa showing up exactly when your kid needs it. But don't get it twisted—this isn't sci-fi fluff. Jared's building tech that blends emotional intelligence, AI, and storytelling to bring meaning back into our hyper-automated world.    🍸 What you'll hear in this episode: How "Kapsol" lets you send messages into the future Why emotionally intelligent tech is the next big market The moment that sparked Jared's mission (and why it still gets him choked up) What entrepreneurs get wrong about "scaling" emotional connection Why the 50+ crowd might be your startup's secret weapon How to build software people feel, not just use   💡 Notable Takeaway: We're losing intergenerational wisdom…and relying on AI to fill that gap. That's dangerous.   👤 About our Guest: Jared Emerick is the Founder & CEO of Emotiga, a platform designing emotionally intelligent tech that bridges the gap between people and their future moments. With roots in innovation, marketing, and storytelling, Jared's focused on building software that makes digital interaction more human—and helping people hold on to what matters most, even when they can't be there in person.   🎧 Why Listen: If you want to leave more behind than just a LinkedIn bio, hit play. This one stays with you.   🔗 Links + Stuff Emotiga: https://emotiga.com Connect with Jared: https://www.linkedin.com/in/jaredemerick Facebook: https://www.facebook.com/jaredemerick 📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts Spotify Audible YouTube 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/  

When was the last time the person approving your business loan picked up their own phone? In this episode, Matt and Lou sit down with Keith Costello, who built Locality Bank from the ground up, a tech‑forward community bank for real business owners. They dive into his "why," the nuts‑and‑bolts of launching a bank, the future of stable coins, and why the big banks aren't always the best choice for entrepreneurs. 🍸 What you'll hear in this episode: How Keith transitioned from military to Merrill Lynch to banking and finally to founding Locality Bank. Why he says community banking isn't dead—it just needed a reboot. The behind‑the‑scenes of getting a bank charter, FDIC insurance & raising ~$40 million from local business owners. Why many banks are failing local businesses and what entrepreneurs should demand instead. A primer on stablecoins: what they are, why they matter for small/medium businesses. How Locality Bank makes money and why the "spread" matters for business owners. The tech‑first, human‑touch model: balancing digital banking + sit‑down cigars with business owners. What's next for banking, payments, and local business ecosystems. 💡 Notable Takeaway: Traditional finance is not going to go away… but stablecoins and crypto are coming very rapidly.   👤 About our Guest: Keith Costello is the Founder & CEO of Locality Bank, based in Fort Lauderdale, Florida. With prior exits in the banking world, Keith set out to build a new style of community bank designed for small and medium‑sized business owners. He's passionate about preserving local relationships, embracing technology, and enabling entrepreneurs to access the capital they need to grow. 🎧 Why Listen: If you're building a business, seeking banking that gets you, or curious where finance is headed (yes—stable coins, crypto, and what it means for your next deal), press play now. This one's for builders who want banking that works with them, not against them.   🔗 Links + Stuff Linkedin profile [email protected] Locality Bank   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts Spotify Audible YouTube 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What's the real reason your business growth feels like you're carrying bricks uphill? On today's episode, Michael Walsh takes us behind the curtain of business growth, from "we're doing fine" to "we're doing great, but I'm drowning anyway." He walks through the hidden growth blockers (structures, people, manager vs. individual contributor), his "Freedom by Design" framework, and how to shift your business from a grind to something that actually frees you.   🍸 What you'll hear in this episode: Why the common growth trap isn't revenue; it's the structures you've outgrown and the people you can't manage. Why your top salesperson might be the worst person to promote into management. The difference between "authority + wisdom" and "connection → wisdom" in leadership. Michael's four human‑behavior levers (survive/thrive/connect/adapt) that drive business culture and freedom. The idea of "talking‑back‑money (TBM)"—why you should pass on the client who doesn't fit your values. How a strong core‑value system doesn't change when you grow. It anchors you even when everything else is different.   💡 Notable Takeaway: Freedom in your business, freedom from your business, and freedom because of your business.   👤 About our Guest: Michael Walsh is the founder and CEO of the Walsh Business Growth Institute. He's authored multiple books—Business by Design, Thinking Big Is Not Enough, and Freedom by Design. He works with professional services and engineering‑type firms to scale from the 1‑to‑5‑to‑10‑million range and beyond by aligning people, process, and profit.   🎧 Why Listen: Don't just grow bigger; grow better. Hit play, listen with a notebook, and give your business the structure and human backbone it's been missing. You'll thank yourself later.   🔗 Links + Stuff Freedom by Design by Michael Walsh Walsh Business Growth Institute   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What happens when a world‑class athlete trades the stage for the boardroom—and discovers the hardest competitor is the one in the mirror? In this episode, Matt and Luigi sit down with Nathalia Melo, former Ms. Olympia, to talk about her journey from gym floors in Brazil to global stages, and how that athletic mindset maps straight onto entrepreneurship, body image, hustle, and building a life that works when the perfect time never comes. 🍸 What you'll hear in this episode: Nathalia's humble start: moving from Brazil to the U.S. with $300, living in a cockroach‑infested apartment, cleaning restaurants, and bartending before the bodybuilding world. How competition training (3‑4 hrs of cardio + 1–1.5 hrs lifting daily) pushed her body and mind…and why she now warns that competition is far from "healthy." The "fat closet / skinny closet" metaphor: the mental toll of fluctuating between extremes and losing sight of identity outside the stage. Why the devices, data, and perfection‑culture around fitness are creating more noise than help, and how busy high‑achievers sabotage themselves by waiting for perfect alignment. Practical strategies for busy professionals to stay consistent: build routines that work even when travel, kids, long hours, and chaos hit. Commit to something, not perfection. Transitioning from competitor to coach: how Nathalia flipped the script, began working with women in high‑stress professions, and focused on behavior, emotion, and sustainable habits instead of extreme "bro‑culture" fitness. 💡 Notable Takeaway: "The deadline is literally the coffin."   👤 About our Guest: Nathalia Melo is a Brazilian‑born former Ms. Olympia (one of the most prestigious titles in bodybuilding) who turned her high‑performance athlete mindset into a coaching business. After years in the extreme world of fitness and competition—where she traveled, coached, and lived the spotlight—she shifted gears into helping busy professional women (law, finance, executives) design realistic, high‑impact lifestyles that include health, movement, and mental clarity.   🔊 Why Listen: Hit play, take notes, and let Nathalia's story remind you: you don't need perfect conditions—just a consistent decision to show up. Tune in now. Connect with Nathalia: Website Podcast Instagram Facebook 📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if we told you the government owes you money…and you didn't even know it? In this episode, Matt and Luigi sit down with Julio Gonzalez, founder and CEO of Engineered Tax Services, to peel back the curtain on how the tax code can actually become a tool — not a penalty — for entrepreneurs and real‑estate investors.  We talk about the game‑changer "big beautiful bill," why R&D tax credits matter even to non‑tech firms, how cost segregation among real‑estate players is far more than "just depreciation," and why your accountant might be asleep at the wheel.  Julio brings the engineering + tax combo that's usually reserved for the Fortune 500 … but we're showing you how to use it too. 🍸 What you'll hear in this episode: Julio explains how the R&D tax credit has been revived…and how business owners can go back three years to claim it. What qualifies as "R&D"? Even a honey company changing formulas counts: it's about improving processes and products. Cost segregation in real estate: how classifying non‑structural elements (HVAC, lighting, flooring) can allow huge write‑offs up front. Comparing an estimate vs. an engineered study for tax purposes, and why the IRS will toss the first and respect the second. How cost segregation ties into a 1031 exchange and impacts your basis, and what happens when you pass the property on via inheritance (step‑up basis). The future of accounting: AI, talent shortages, and how firms that can't keep up will lose. Julio's story: from Miami family‑house chaos to tax reform pioneer, bringing elite tax strategies to "regular" business owners. 💡 Notable Takeaway: The government doesn't have to be a 50% owner of your profit.   👤 About our Guest: Julio Gonzalez is the founder & CEO of Engineered Tax Services (ETS), a national firm that blends engineering, tax, and accounting to bring specialty tax credits and cost‑segregation studies (historically for Fortune 500s) to entrepreneurs and real‑estate investors. His mission: tax equality for small business owners, converting tax liabilities into wealth‑building play.   🎧 Why Listen: If you own a business, invest in real estate, or are about to sell/transition your company, don't leave money on the table. Hit play, take notes, then connect with your CPA (and maybe Julio's team) to see if you're owed. This isn't a "maybe one day" strategy. Time is ticking.   🔗 Links + Stuff Free R+D Tax Credit Estimate Free Cost Segregation Analysis Free copy of Julio's book, Why Billionaires Love the Tax Code. Text "Y" to 26786 Engineered Tax Services Website  

What if your next coworker isn't human? What if it's a robot… and it's already cost‑effective? In this episode, Matt and Luigi sit down with Dr. Don Capener, a serial entrepreneur whose career jumps from streetwear to startups to scaling robotics companies. From founding a basketball apparel brand bought by Reebok, to leading a tech IPO during the dot-com boom, to now helping small and mid-size manufacturers automate with Chang Robotics, Don proves that business is a contact sport... and he's still dunking. 🍸 What you'll hear in this episode: Don's not-so-linear journey from the court to the code The real reason most automation doesn't get adopted (spoiler: it's not cost) Why small businesses can use robotics — and how it's already happening The difference between being a "vendor" and a "strategic partner" How Chang Robotics is helping businesses compete with overseas manufacturers Why graphene oxide could be the next big thing in sustainable packaging How to raise a fund, build IP, and keep it founder-funded 💡 Notable Takeaway: Automation isn't about robots replacing people. It's about making your existing team more productive.   👤 About our Guest: Dr. Don Capener is part professor, part founder, part startup whisperer. He's built brands, scaled tech companies, and now serves as Chief Strategy & Culture Officer at Chang Robotics, helping manufacturers and logistics firms embrace automation through strategy, not just engineering.   🔊 Why Listen: If you think robotics is "someday tech," this episode will slap that timeline right into the present. Press play and find out what the future of work really looks like.   Connect with Dr. Don Capener: Email: [email protected] Chang Robotics Chang Robotics Fund   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if your next move isn't about hustling harder, but about rethinking how the ultra‑wealthy build, manage, and protect their wealth? In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Richard C. Wilson: veteran deal‑maker, capital‑raiser, and founder of the Family Office Club.  Richard pulls back the curtain on family offices: what they actually do, how they differ from "regular" investment firms, and the mistakes even very wealthy people make when they ignore the fundamentals. We dive into investment strategies, trust building, deal flow, AI in finance, and why you need a "strike zone" rather than just shooting everywhere. This episode is for entrepreneurs who want to level up: not just chase money, but play in the big leagues with clarity, edge, and connection. 🍸 What you'll hear in this episode: The definition of a family office and the three main types: virtual, single‑family, and multi‑family. Why mistakes cost more as your net worth grows — and how high‑net‑worth folks avoid common traps. The idea of an "investment strike zone" — focusing your resources where you have real edge instead of being everywhere. Trust is more important than returns when you're raising capital or building relationships with ultra‑wealthy investors. How deal structure often matters more than valuation — the wrong structure can wreck an opportunity even if the business is good. The growing role of AI tools in diligence, deal structuring, and investor screening. Where the money is flowing now (and where it's cooling off): trends in Bitcoin, real estate syndications, etc. Practical advice for founders/entrepreneurs: how to package your deal, how to get a one‑liner that hits, how to get investors to lean forward. How to present yourself so you're first in line for deals rather than being one of many looking in. 💡 Notable Takeaway: "If your financial IQ does not grow faster than your balance sheet, then the world will correct that pretty quickly."   👤 About our Guest: Richard C. Wilson is the founder and CEO of the Family Office Club, which helps ultra‑wealthy families and their advisors build, manage, and grow their "family offices" — the private investment and wealth‑management operations that go beyond traditional asset management. He's spoken at hundreds of conferences in over 14 countries, authored bestselling books in the family‑office space, and built one of the largest networks of private capital and deal flow for founders and investors alike.  🔊 Why Listen: Don't just listen: lean in. If you're serious about raising capital, scaling your business or stepping into higher‑stakes investing, this episode gives you a map. Tune in, take notes, pick one idea you'll apply this week — then come back next time and let us know how it moved the needle. Connect with Richard C. Wilson and The Family Office Club: The Family Office Club Richard C. Wilson LinkedIn   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Is real estate dead? Or are we just in the hangover phase after cheap money?   In this episode of The Liquid Lunch Project, Matt and Lou sit down with August Biniaz (founder & CIO of CPI Capital) to rip the lid off today's real estate climate. We go deep on how interest rates broke the model, how Canadian mortgages force you to "rematch" every five years, and why "build-to-rent" is catching heat. The real bombs drop when we talk operator risk, investor communication, and where the real opportunities still lie in the U.S.   🍸 What you'll hear in this episode: How skyrocketing interest rates have throttled leverage across residential & commercial deals Why commercial real estate loans are shorter term (3–5 yrs) vs residential's long tail The big differences between U.S. and Canadian mortgages — and why Canada forces refinancing every five years Build-to-rent: the next wave in multifamily, with case study in San Antonio (duplexes, pre‑sales, cash flow) How CPI structures deals: equity investors only, GP guarantees, and how they protect LPs Why operator/jockey matters more than the deal itself The communication secret sauce: monthly property reports, weekly investor emails, webinars, open access Where August would place a bet if he had to pick just one U.S. state (Florida + Texas make his shortlist)   💡 Notable Takeaway: "Our reporting is very robust … we provide monthly reporting … quarterly financials … we have an investor portal."   👤 About our Guest: August Biniaz is the founder and Chief Investment Officer of CPI Capital, a real estate fund focused on syndication and development across North America. He also hosts the Real Estate Investing Demystified podcast and is a recognized voice in the real estate investment community. August is deeply immersed in structuring deals, scaling projects, and building trust with investors. 🔊 Why Listen: Don't gamble with your capital. Listen in to get a real‑world dose of how the smartest operators are playing real estate in 2025.  🔗 Connect with August: CPI Capital Website Podcast: Real Estate Investing Demystified   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/  

If your lawyer makes you nervous to ask a question, you've already lost. Jeff Holman isn't your typical lawyer. He doesn't bill in six-minute increments, he doesn't hide behind legalese, and he sure as hell isn't trying to research something on your dime. Instead, he built Fractional Legal Team, a scalable model that gives founders legal backup before things blow up. Think of it like having a badass legal department… without the overhead or the attitude. We cover the legal blind spots that wreck early-stage companies, when to actually call a lawyer (spoiler: it's way earlier than you think), and why the billable hour model is the dumbest thing still haunting entrepreneurs. 🍸 What you'll hear in this episode: Why fractional legal teams are the future (and law firms should be nervous) How to tell if your legal setup is a time bomb in disguise The shady ADA lawsuits and text message laws putting businesses on blast Startup legal milestones you shouldn't ignore, like hiring, fundraising, and that one sketchy cofounder Jeff's take on AI and why "just testing" legal tech could land you in deep trouble Bonus Read: Jeff's blog post on Startup Milestones — a roadmap for what legal moments matter and when. 💡 Favorite Quote: The risk isn't what you know. It's what you think you know — and don't manage.   👤 About our Guest: Engineer. Attorney. MBA. Legal rebel. Jeff Holman is the founder of Intellectual Strategies and creator of the Fractional Legal Team model that gives businesses legal support that grows with them,  without hourly sticker shock. He's helped startups from idea stage to 8-figure exits, and somehow still enjoys law. (We checked. It's real.)   🔊 Why Listen: If you've ever had legal "oh sh*t" moments (or worse, ignored them) this one's for you. Jeff breaks down what most attorneys won't: how to protect your business without becoming a walking billable hour.   🔗 Connect with Jeff: Startup Milestones The Rise of Fractional Legal Teams for Modern Businesses 📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Money doesn't get complicated. People do. In this episode, Matt and Luigi sit down with Scott Yamamura, a financial coach who's ditching Wall Street jargon for straight-up clarity. If you've ever felt behind, confused, or just plain bored when it comes to your money, Scott's got a wake-up call: you have more power than you think…but it's fading by the decade. He lays out his 3 financial epiphanies that simplify how money grows, why time matters more than talent, and what most people get dead wrong about saving and debt. This isn't a lecture. It's your financial pep talk with a playbook.   🍸 What You'll Learn: The "Power of 16" and why your money is strongest when you're young Why most people wait too long to start saving… and what it costs them Debt snowball vs saving-first strategies (plus a spicy pushback from Matt) How to talk money with your kids without sounding like a boring parent Simple investing that works (S&P, index funds, target-date funds — yep, that easy) What Scott taught his son that every parent should steal 💡 Favorite Quote: "We're not impostors on our own money. It's our responsibility to know this stuff and to be engaged."   👤 About our Guest: Scott Yamamura is the financial coach and author behind Financial Epiphany, where he helps regular people build confidence around money using simple tools and powerful mindset shifts. He believes financial literacy is less about numbers — and more about ownership.   🔊 Why Listen: Because compound interest doesn't wait, and neither should you. If you've been meaning to "get your finances together," this episode will finally make it feel doable. No finance degree required.   🔗 Connect with Scott: Website: financialepiphany.com LinkedIn: https://www.linkedin.com/in/scott-yamamura   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What's the cost of NOT locking down your brand? The moment you skip legal prep, you invite trouble. This week, Luigi sits down with Richard Gearhart, founder of Gearhart Law and IP guru, to break down how creators and businesses can shield their ideas BEFORE someone rips them off. We dig into trademarks, patents, trade secrets, and what happens when your content goes viral (or gets stolen). What you'll learn in this episode: How to vet a business or product name before it becomes your identity When trade secrets make more sense than patents — and the risks either way Legal tools like NDAs, confidentiality clauses, and limited non‑competes Who owns your social media content once you hit "post" How to enforce IP rights: Amazon takedowns, customs holds, lawsuits Stories of entrepreneurial wins and legal nightmares Richard's essential IP checklist for founders Favorite Quote: "Running a business is hard enough. You don't need legal stuff that threatens your product and your core business." Who is Richard?Richard Gearhart, Esq. is the founder and partner of Gearhart Law, a boutique firm specializing in intellectual property for creators and businesses. He's also co‑host of Passage to Profit, a syndicated radio show about entrepreneurship, airing in multiple U.S. markets. He helps clients worldwide protect patents, trademarks, copyrights, and trade secrets   Why you should listen:If you're building something, whether that's a brand, product, or digital empire, don't leave it exposed. Listen now so you can build smarter, safer, and stronger. Connect with Richard: Website (Law Firm): https://www.gearhartlaw.com Show (Passage to Profit): https://passagetoprofitshow.com/ Personal Site: https://www.richardgearhartesq.com/home LinkedIn: https://www.linkedin.com/in/richard-gearhart-7896aa2 Facebook (Show): https://www.facebook.com/PassagetoProfitShow Instagram (Show): https://www.instagram.com/passagetoprofitshow X / Twitter (Show): https://x.com/passagetoprofit YouTube (Show): https://www.youtube.com/channel/UC45HBJb8Q-tnQavYqbIVbjw   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if "retirement" is a trap, and what you really want is to graduate into something bigger? In this episode, Matt and Lou sit down with Eric Brotman, CEO of BFG Financial Advisors, to blow up old ideas about retirement, wealth, and what business owners should actually be doing today so they're ready for the future (whatever that looks like). Eric shares his start‑up origin story, explains how to grow a financial advisory firm that actually serves clients well, and gives a roadmap to exit planning that doesn't leave you miserable. What you'll learn in this episode: How Eric built BFG from one full‑time + one part‑time employee into a firm managing nearly $1B across 37 states, without selling out. (Startup → scale) Why "retirement" is obsolete: Eric argues business owners should think about graduating instead. Generational money attitudes: how Millennials are wired for the side hustle; Gen Z hates being sold to, they want advice. The importance of accountability, behavior, and psychology (not just numbers) in financial planning. Exit planning is not just about selling high. It's about knowing your number, building your team, and preparing your life after the deal. How tying nearly all your wealth to your business is risky. Diversification isn't just for Wall Street folks. The internal structure: salaried advisors, two advisors per client, young talent & apprenticeships. A firm built for sustainability, not churning.   Favorite Quote: "The business is… sometimes their only asset. And you are immediately under-diversified if 70 or 80 or 90% of your net worth is tied up in your business."   Who is Eric? Eric D. Brotman is the founder & CEO of BFG Financial Advisors. He bootstrapped the firm over 20 years ago and now leads a wealth‑management & financial planning business with clients in dozens of states. He's the author of Don't Retire… Graduate!, and builds financial advice around people, not just numbers.   Why you should listen: Don't wait until you have to plan your exit. Hit play now to get strategies that move you from "just working" to building wealth you can use,  and a legacy you'll be proud of. If you own a business, this episode might save you years of regret (and dollars).   Connect with Eric: Website: https://bfgfa.com LinkedIn: https://www.linkedin.com/in/ebrotman Facebook (Don't Retire, Graduate!): https://www.facebook.com/DontRetireGraduate Phone: +1 (410) 252-4555   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if your business functioned more like a tight‑knit sports team instead of a family? In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Joe Terry,  former NFL linebacker, Iron Man finisher (16x!), author of Surrender to Lead, and CEO of Culture Partners.  Joe breaks down how clarity, alignment, and accountability around purpose, strategy, and culture are the real levers for big business results. And yes, we get into what separates high performers, how to shift thinking from "below the line" to "above the line," and why repetition is the secret sauce of leadership. What you'll learn in this episode: Why most leadership teams aren't actually aligned (even when they think they are) How to get your team on the same page…and keep them there The simple mindset shift that separates problem-solvers from finger-pointers How top leaders use repetition to hardwire purpose and values into company culture Ways to manage high performers without burning them out Why feedback (done right) can change everything How to measure culture and tie it to real business results The one word Joe says is the key to long-term success: consistency Favorite Quote: "Above the line means you're taking accountability, responsibility, and action towards those things that you can control." Who is Joe?Joe Terry is the CEO of Culture Partners. Before that, he was an NFL linebacker with the Seattle Seahawks. He's a 16‑time Iron Man finisher, speaker, and author of Surrender to Lead. Joe builds frameworks that help leaders get their people aligned, their mission clear, and their culture operating like a high‑performing machine. Why you should listen: If you're sick of miscommunication, misaligned priorities, or employees just punching in and punching out, this episode is for you. Joe gives you tools to make your team care, to get everyone pulling in the same direction, and to lead with purpose…not just metrics.   Connect with Joe: Website: https://culturepartners.com LinkedIn : https://www.linkedin.com/in/joe-terry   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Ever send an employee a whiskey… and get a genius idea instead of a hangover? In this episode of The Liquid Lunch Project, Luigi is flying solo and sitting down with Doug Hall, an engineer turned P&G brand builder, systems-thinking evangelist, and the mad genius behind Eureka! Ranch and Brain Brew Distillery.  Doug walks us through how he flipped corporate innovation on its head by using systems, inventing custom bourbon on demand, and teaching everyday folks to embrace innovation, one "stop the stupid" moment at a time. What you'll learn in this episode: Why systems (not superheroes) drive real innovation How Doug launched 9 products in 12 months with a 3-person team The one question every leader should ask to boost team engagement What "Stop the Stupid" means—and how it transforms your workplace Why "ideas per employee" is the KPI your business is missing How to build culture change from the ground up The secrets behind making award-winning bourbon faster and cheaper How to sell smarter in a B2B world without the BS A DIY blueprint for fixing broken systems in your business Why reinventing yourself every 10 years keeps you sharp (and relevant) Favorite Quote: "If you don't have a good system, you are setting somebody up for failure. Systems make great people." Who is Doug?Doug Hall is a chemical engineer… who built world‑class stuff at P&G, then created Eureka! Ranch to help others do the same, and now distills custom bourbon as easily as others pour shots. He builds better systems, smarter people, and yes…he literally builds things (like a bourbon‑blending box from the future). Tune in, raise a glass, and get ready to "Stop the Stupid" in your business. And maybe pour your own bourbon while you're at it. Connect with Doug Hall: Website (Doug Hall): https://doughall.com Website (Eureka! Ranch): https://www.eurekaranch.com   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What do you get when a service pro ditches the day job, builds a personal brand, and turns content into cash flow? A blueprint for any entrepreneur ready to level up. This week on The Liquid Lunch Project, Stephen Marinaro (known online as TheSalonGuy) joins Matt and Luigi to talk about going from working in the business to working on the brand.  From starting as a stylist to growing a seven-figure product line and content empire, Stephen shares what it really takes to pivot from practitioner to entrepreneur. This isn't just a salon story: it's a business masterclass in disguise. Episode highlights you don't want to miss: Why commissions and overhead will always cap your income The power of personal branding (and how to build trust at scale) Turning "what you know" into revenue-generating content Building digital products and services that actually sell What most business owners get wrong about YouTube and content strategy Why AI is your new unfair advantage Virtual consultations, niche products, and how to monetize your expertise Favorite Quote: "You have to be so committed and so dedicated…that's a rarity. Most people hit a brick wall, and they don't go through that because they give up."   Who is Stephen? Stephen Marinaro, better known as TheSalonGuy, is a media strategist, entrepreneur, and former stylist with over 1 million YouTube subscribers and a thriving product line. He's proof that you can turn a personal skill set into a scalable business…if you build smart, stay real, and adapt fast.   Why should you listen? If you've ever thought "there's gotta be more than this," this episode is your sign. Tune in, take notes, and start building your next move.   Connect with Stephen Marinaro: Website / Bio: https://shop.thesalonguy.com/pages/about LinkedIn: https://www.linkedin.com/in/stephen-marinaro YouTube: https://www.youtube.com/thesalonguy Instagram: https://www.instagram.com/thesalonguy Facebook: https://www.facebook.com/thesalonguy X / Twitter: https://twitter.com/TheSalonGuy   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if the couch you buy today becomes Grandma's favorite 25 years from now? That's the audacious, sticky magic of Lovesac. In this episode, we break down how Shawn D. Nelson built Lovesac from a rogue college bean bag experiment into a publicly traded furniture beast…powered by patented modular "Sactionals" and a stubborn "Designed for Life" ethos that refuses to compromise.  No hype, just wild startup pivots, million-dollar plot twists, and the kind of lessons you only learn when everything nearly burns down.   Here's what you'll learn: ✅ How a giant foam sack stitched in a college apartment turned into a $700M+ public company ✅ Why a million-dollar reality show win (and a brush with Richard Branson) changed Lovesac's trajectory ✅ How Sactionals went from quirky prototype to the best-selling sectional couch in America ✅ Why "Designed for Life" isn't just a slogan;  it's a war cry against disposable culture ✅ What it really takes to survive chapter 11, bad leases, and product reinvention ✅ Why resilience is what separates real founders from everyone else   Who is Shawn?  Shawn D. Nelson is the guy who turned a bean bag into a $700M+ modular furniture brand. He's gone bankrupt, built factories in Mexico, won a million bucks on a reality show, and now runs Lovesac, the company behind the cult-classic Sactional. Also hosts the Let Me Save You 25 Years podcast, where he spills more hard-earned business scars.   🎧 Why Should You Listen? Smash play if you're into rebel brands, reality show backstories, or learning how not to screw up your startup. Follow the pod, share it with your crew, and maybe go buy a couch that doesn't suck.   Favorite Quote: "Don't worry about the competition. Don't worry about the copycats. Slow down a little bit."   Connect with Shawn: Lovesac: https://www.lovesac.com LinkedIn: https://www.linkedin.com/in/shawndnelson Instagram: https://www.instagram.com/shawndnelson YouTube: https://www.youtube.com/@shawnydlovesac   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

What if nonprofits could actually deliver 85% of donations straight to the mission, and ditch the admin sludge that holds them back? In this episode, Matt and Luigi sit down with impact strategist Missy Mastel (CPA, CGMA), founder of Masstel Consulting. They unpack how nonprofits (and even for-profits) can streamline operations, leverage AI, and build purpose-driven cultures. Highlights include administrative hacks, fundraising wisdom, and how social-good strategies attract both donors and top talent.   Here's what you'll learn: ✅ How nonprofits evolved from Roman corporations to IRS tax code heroes ✅ Why 85% of donations should hit the mission—and how Missy makes that happen ✅ The real difference between nonprofits, foundations, and B Corps ✅ How to fast-track your 501(c)(3) approval—and avoid rookie mistakes ✅ Why corporations like Subaru and Rolex use impact as a marketing play ✅ How younger donors give monthly on autopilot—and why that's gold ✅ The secret to landing big-name donors: talk to the marketing team, not the CEO ✅ What a "triple bottom line" really means—and why your org needs it to stay relevant ✅ Estate planning, charitable trusts, and how Boomers are making peace with the planet   Who is Missy?  Missy S. Mastel, CPA, CGMA, is the founder and principal at Masstel Consulting. She streamlines nonprofit admin, accounting, fundraising, board development, and AI automation, so mission folks can actually do the good. Author of Generation Giving Back, and creator of ImpactNonprofits.co, a matchmaking database connecting nonprofits and for-profit partners.   🎧 Why Should You Listen? Ready to stop admin roadblocks and fuel your impact engine? Tune in to learn how to make your nonprofit—or mission-driven business—operate lean, launch with confidence, and tap into giving that sticks.   Favorite Quote: "The perfect organization is answering the workforce's call for both purpose and profit."   Connect with Missy: LinkedIn (Missy): https://www.linkedin.com/in/missy-s-mastel-596751 Company LinkedIn: https://www.linkedin.com/company/mass-tel-communications/about Website: masstel.com   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Guess what: your million-dollar idea isn't safe. Not unless you know the difference between a patent, a trademark, and a trade secret.  In this episode, Matt and Lou sit down with IP attorney Austin Bonderer to reveal the legal toolbox small businesses and startups need to protect what matters most: your ideas, brand, and secret sauce. They dive into patent basics, trademark headaches, global filing strategies, AI risks, and trade secrets worth their weight in gold. Here's what you'll learn: ✅ Patents = a government‑granted monopoly (the why and how) ✅ The three must-have criteria: useful, novel, unobvious ✅ Design patents cover looks; utility covers functionality ✅ Trademarks aren't just logos; they protect consumers by preventing confusion ✅ Patent trolls explained; intellectual property as investment ✅ Global patents via PCT; 30-month deadline to enter country filings ✅ Trade secrets = your unregistered secret sauce (think Coca‑Cola recipe) ✅ AI disclosures can kill your patent (think twice before feeding it secret ideas) ✅ Public domain explosion: patents expire after ~20 years; copyrights ~90 years + life Who is Austin? Austin Bonderer is the founder of the Law Offices of Austin Bonderer, dedicated solely to intellectual property. A former patent examiner and stalwart lawyer, his passion is helping entrepreneurs actually protect their work without draining their budgets.   🎧 Why Should You Listen? This episode arms you with practical IP moves. If you've got a novel idea or want to protect your brand's future, hit play. Your future self will thank you.   Favorite Quote: "Something is patentable if it has utility… it's got to be novel… and unobvious."   Connect with Austin: Website https://bondererpatents.com    LinkedIn (personal) https://www.linkedin.com/in/austin-bonderer-a0b08b3    YouTube Shorts https://www.youtube.com/@AustinThePatentAttorney/shorts    Instagram https://www.instagram.com/austin_the_patent_attorney    TikTok https://www.tiktok.com/@austin.the.patent    Facebook https://www.facebook.com/OrangeCountyPatentAttorney   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Is your e-commerce business ready for the next tariff hike? In this episode of The Liquid Lunch Project, Matthew Meehan and Luigi Rosabianca sit down with Eric Youngstrom, CEO of OnRamp, to unpack the chaos and opportunities in today's e-commerce landscape. From brutal tariff hikes and supply chain nightmares to the rise of manufacturing automation and blockchain payments, Eric doesn't hold back. Here's what you'll hear: ✅ Why tariffs are gutting e-commerce margins right now ✅ Creative (and risky) ways companies are dodging tariff costs ✅ The shipping cost breakdown no one talks about ✅ How automated manufacturing could bring jobs back to the U.S. (without people) ✅ What blockchain and stablecoins might do to payment processing fees ✅ Why your supply chain diversification is make or break in 2025 Who is Eric? Eric is the founder and CEO of OnRamp, a leading e-commerce lender helping online businesses fund inventory, optimize cash flow, and grow smarter. Known for his macroeconomic takes and no-BS approach, Eric's insights cut through the noise.   🎧  Why Should You Listen? Tune in now if you want to keep your margins intact and your supply chain running – before the next tariff gut-punch hits.   Favorite Quote: "Trump is kind of rebuilding the economic world order right now… that's not going to come without pain, and that pain is certainly out there right now."   Connect with Eric: Facebook: https://www.facebook.com/onrampfunds Onramp Website: https://www.onrampfunds.com Instagram: https://www.instagram.com/onramphq/ X: https://x.com/onrampfunds Onramp Linkedin's: https://www.linkedin.com/company/onrampfunds/ Eric Linkedin's: https://www.linkedin.com/in/ericyoungstrom/   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/  

" data-margin-top="0" data-margin-bottom="0" data-pm-slice="0 1 []"> Ever wonder why outsourcing projects fail, and how to make sure yours doesn't blow up in your face? In this episode, Matt and Luigi sit down with serial entrepreneur Russell "Sean" Languedoc, founder of Outforce.ai. Sean pulls back the curtain on why most outsourced tech projects tank, how agency bait-and-switch happens, and why understanding cultural nuance is just as important as coding expertise. From building Uber-meets-oilfield startups to tackling the outsourced engineering black hole, Sean's entrepreneurial story is raw, hilarious, and refreshingly unfiltered. Here's what you'll hear: ✅ Why most outsourced engineering projects fail ✅ The dirty secret behind agency bait-and-switch tactics ✅ How Outforce.ai built a database of 79,000+ agencies to find the right fit fast ✅ Cultural breakdowns: Why "right away" means different things around the world ✅ Sean's entrepreneurial pivots from oil fields to ad tech to global outsourcing ✅ The power of due diligence (and how Outforce makes it foolproof) ✅ GTM Fund's role in scaling SaaS companies with real revenue leaders Who is Sean? Sean Languedoc is a Canadian entrepreneur and founder of Outforce.ai, an agency matchmaking platform that de-risks outsourced engineering. With five startups under his belt, he's obsessed with solving inefficiency,  from oilfield logistics to outsourced software development. He's also a partner at GTM Fund, backing the world's top SaaS startups.   🎧  Why Should You Listen? If you're outsourcing any part of your business, this episode will save you money, time, and sanity. Hit play, take notes, and don't say we didn't warn you. Favorite Quote:' "Outforce.ai  just solves the problem of outsourcing in a way that hasn't been done before."   Connect with Sean: LinkedIn (Personal): https://www.linkedin.com/in/seanlanguedoc/ (linkedin.com) LinkedIn (Company): https://www.linkedin.com/company/outforce-ai/ (linkedin.com) X (Twitter): https://x.com/languedocs Website: https://www.outforce.ai (outforce.ai)   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Bill Carlin didn't just build a business; he built a movement. From shipping packages out of his bedroom to launching Racklify, a no-BS platform that connects merchants with warehouses (without shady middlemen), Bill's story is a crash course in modern e-commerce, fulfillment, and hustle. In this episode, you'll learn: Why fulfillment is make-or-break for online sellers What COVID did to the world of shipping and logistics How to avoid getting screwed by bad 3PL (third-party logistics) providers The smarter way to grow your product biz (locally & globally) Who is Bill?  William "Bill" Carlin is the founder of Shipmate Fulfillment and Racklify, the latter now operating in 50+ countries. A Wharton alum, Bill built a $10M e-commerce business, expanded it into 3PL operations, and now redefines logistics with a tech-driven marketplace.   Why Should You Listen? This episode is packed with usable tips for anyone selling online, whether you're just starting out or scaling fast. If you want fewer shipping headaches and more smart growth, hit play.   Favorite Quote: "Business schools do not teach sales. If you want to sell, you gotta learn it yourself."   Connect with Bill: Website: https://racklify.com LinkedIn: https://www.linkedin.com/in/william-carlin-2100b5189/ YouTube: https://www.youtube.com/channel/UCd6or1xDBCclDJ-PGWy0cbA   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Ever wondered how a small law firm can dominate Google and YouTube? Hint: it's not about matching billing rates; it's about building authority. On this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca chat with Dennis "DM" Meador, founder of The Legal Podcast Network. Dennis breaks down how niche-focused podcasts help lawyers stand out, attract better clients, and transform their business through strategic content and marketing automation. What You'll Learn: How question‑based podcasts boost niche positioning for small law firms Why DIY directory listings drive commoditization and race-to-the-bottom pricing Legal marketing ethics: disclaimers, bar rules, and staying on the right side of the line The turnkey "marketing‑in‑a‑box" approach: tech checks, gear, setup, no hassle for attorneys Coaching lawyers to be themselves: suit-ups vs. ratty tees (authentic branding matters) Using podcast content to feed Google, YouTube and even ChatGPT The value of travel and cultural empathy in business and team leadership Favorite Quote: "You're at the same crossroads now. You either step into the next thing or miss another one."   Who is Dennis? Dennis "DM" Meador is the founder of The Legal Podcast Network, transforming attorneys into authority figures through strategic podcasting. A serial entrepreneur and Air Force brat, Dennis has leveraged cultural exposure and tech savvy to build full‑stack marketing solutions tailored for small law firms.   Why Should You Listen? If you're an entrepreneur or professional looking to elevate your brand and reach the right clients, this episode is your blueprint. Tune in now, then start asking the questions your future clients are already Googling.   Connect with Dennis: Website: https://www.thelegalpodcastnetwork.com (thelegalpodcastnetwork.com) Book a 5-Minute Intro Call: https://calendly.com/thelegalpodcastnetwork/5-minute-initial-call LinkedIn (Founder): https://www.linkedin.com/in/dennismeador/  Facebook: https://www.facebook.com/p/The-Legal-Podcast-Network-61555141202856/ Instagram: https://www.instagram.com/legalpodcastnetwork.lawyer/ YouTube: https://www.youtube.com/@thelegalpodcastnetwork_   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Ever felt like a CEO's life is a roller coaster, with more downs than ups?  That's exactly what Sahil Patel, 2x founder and current CEO of Spiralyze, is here to unpack. In this episode, Sahil dives deep into the gritty reality of entrepreneurship, describing how to live in the valleys and still lead authentically. He unpacks hard-earned lessons from ER Express, explains why small markets can kill growth dreams, and reveals his proven website conversion strategies through A/B testing.  Plus, mental health and therapy for business leaders get a full spotlight. What You'll Learn: Why "living in the valley" is the real CEO mindset nobody talks about How anxiety kills leadership, and calm earns real loyalty The truth behind Sahil's ER Express exit (and why it wasn't a beach-check payday) Why most B2B websites fail the 3-second test, and how to fix it How showing pricing (even for complex products) can boost conversions The CRO mistake nearly every small business makes on their homepage Why therapy might be the smartest investment for founders under pressure Favorite Quote: "You got to learn to live in the valley... that is part of the job. Maybe that even is the job."   Who is Sahil? Sahil Patel is a two-time founder. He co-founded and led ER Express (a health-tech platform) and now heads Spiralyze, a conversion-rate optimization powerhouse. He's built businesses that tackle real-world problems and writes weekly CRO tips on LinkedIn.   Why Should You Listen? Tune in to rethink how you handle failure, sharpen your website game, and protect your mental well-being.   Connect with Sahil: Website: https://www.spiralyze.com LinkedIn (Personal): https://www.linkedin.com/in/sahilanamipatel   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Imagine a global economy built entirely on scams.  Spoiler: it's already here. In this episode of The Liquid Lunch Project, Matthew Meehan and Luigi Rosabianca sit down with Alec Crawford, co-founder and CEO of Artificial Intelligence Risk, Inc. (AI Risk). Together, they unpack just how deep the rabbit hole of modern fraud goes. From $7 trillion in annual losses to North Korean hackers impersonating job applicants, Alec shares eye-opening realities and practical strategies that every entrepreneur needs to hear. Whether you're running a startup or managing a seasoned small business, this conversation will make you rethink how you're securing your operations in the age of AI. What You'll Learn: Why fraud is now the third-largest "economy" globally The evolution of cybersecurity: from vaults to multi-factor authentication Deep fakes, docu-sign scams, and how AI is arming cybercriminals Why small businesses are prime targets (and often sitting ducks) Real talk on remote work and fake job applicants infiltrating U.S. companies Quantum computing's future role in breaking today's encryption Favorite Quote: "If fraud were a country, it would be the world's third-largest economy."   Who is Alec? Alec Crawford is the co-founder and CEO of AI Risk, a cybersecurity platform focused on governance, safety, and the responsible deployment of generative AI. A Harvard grad with decades of experience in tech and finance, Alec once wrote his thesis on neural network Pokerbots…so yeah, the guy's been thinking about AI before it was cool.   Why Should You Listen? Think your business is secure? Think again. Tune in to learn what you can do right now to stay one step ahead of digital fraud.   Connect with Alec: AIC Risk Website LinkedIn Podcast: AI Risk Reward on Apple & Spotify (Apple Podcasts, Spotify) Substack Instagram Facebook   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/  

Is the real estate market crashing? Or is it finally on sale? That's (one of) the questions we're discussing on this episode of The Liquid Lunch Project. Matthew R. Meehan and Luigi Rosabianca welcome Hunter Thompson, capital raising pro and founder of RaisingCapital.com. They go deep on what makes this moment in the market a generational buying opportunity, why most people miss it, and how the smart ones raise money when it's hardest. If you're in the game (or want to be), this episode is your new blueprint. What You'll Learn: Why the current market downturn is a once-in-20-years buying window How to raise capital when everyone else is panicking The truth about commercial mortgages and interest rate dynamics Real talk on asset classes: mobile homes, self-storage, retail, and more What "Fund of Funds" really means—and how to use it to leapfrog your way in The one question you should ask before trusting a deal: "Would I bet my career on this person?" Favorite Quote: "This market has made more millionaires than anything else. But it's also made more bankruptcies. It's a dangerous game—but it's worth it."  Who is Hunter? Hunter Thompson is the founder of RaisingCapital.com and host of the "Cash Flow Connections" podcast. He's helped entrepreneurs raise over $100 million and is the author of Amazon's #1 bestseller, Raising Capital for Real Estate. Known for cutting through the noise, Hunter's mission is to give ambitious investors the tools to scale fast and raise capital like a pro. Why Should You Listen? Because sitting on the sidelines doesn't build wealth. If you're ready to raise serious capital and stop playing small, this episode is your new roadmap. Connect with Hunter: LinkedIn (Personal): https://www.linkedin.com/in/hunterlthompsonofficial/ LinkedIn (Company): https://www.linkedin.com/company/raisingcapital-com/ Website: https://raisingcapital.com   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Think your business is worth $12 million? It might be closer to $3.5…and here's why. In this episode, Matt and Luigi sit down with Tom Dillon, founder of Frac Finance, to unpack the brutal realities behind business valuations, botched exits, and what most owners get dead wrong about scaling and selling. From M&A landmines to the truth about fractional CFOs, this one's a wake-up call for any entrepreneur who thinks they're ready. What You'll Learn: Why most owners overvalue their business (and what to do about it) The difference between cost-cutting and growth-minded CFOs How the SBA rule changes are shaking up the M&A game Mistakes SMBs make when raising capital or hiring too early Real talk on family businesses, seller financing, and scaling a CFO firm Favorite Quote: "You can't cost-cut your way to profitability forever." About Our Guest: Tom Dillon is the founder and principal of Frac Finance, a fractional CFO firm helping SMBs scale, prepare for exits, and make smarter financial moves. With a background in investment banking and private equity, Tom brings real-world experience to a space that desperately needs it…and he's not afraid to ruffle feathers along the way. Why You Should Listen: If you're a business owner who thinks you're ready to scale or sell, Tom Dillon will show you exactly why you're not…and how to fix it before it costs you everything.   Connect with Tom: Twitter / X: https://x.com/profithuntercfo LinkedIn: https://www.linkedin.com/in/tom-dillon-cfa/ Website: https://www.frakfinance.com/   📞 Want help prepping your business for growth or sale? Hit us up at https://api.leadconnectorhq.com/widget/bookings/call-with-credit-banc-pod 🎧 Subscribe. Rate. Share. Repeat. Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Ever wondered how a move to Alaska could ignite a passion for accounting? Tanya Akimenko's unexpected journey from the icy terrains of Alaska to founding Golden Apple Agency is a testament to resilience and entrepreneurial spirit. In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Tanya Akimenko, founder of Golden Apple Agency. Tanya shares her unique path into the world of accounting, the challenges small businesses face (especially in the construction industry) and the importance of empathy in financial management. Her insights shed light on effective cash flow strategies, tax planning, and the significance of understanding one's financials for business growth. Episode Highlights Include: Tanya's entry into accounting driven by necessity in remote Alaska. The emotional aspects of financial management for small business owners. Unique challenges in construction accounting and the need for a hybrid method. Strategies for managing cash flow and the importance of cash flow projections. The significance of personalized tax strategies and regular meetings with accountants. The story behind the name "Golden Apple Agency" and its symbolism. Favorite Quote: "Finances with people is not all about numbers and logic. It's all very emotional." Who is Tanya?Tanya Akimenko is the founder of Golden Apple Agency, a tax and accounting firm dedicated to supporting small businesses. An IRS Enrolled Agent and QuickBooks ProAdvisor, Tanya brings over 15 years of experience in helping entrepreneurs navigate the complexities of financial management. Her mission is to empower business owners with the tools and knowledge they need to thrive.   Why Should You Listen?Cut through the noise and hear how one accountant built a business by actually giving a damn. If you're serious about making money, keeping more of it, and growing something real…hit play.   Connect with Tanya: Website: https://www.goldenappleagencyinc.com/ Instagram: https://www.instagram.com/goldenappleagency/ Linkedin:https://www.linkedin.com/in/tanyaakimenko/   Like what you heard? Don't forget to subscribe, rate, and review! 🎧  Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website Apple Podcasts  Spotify  Audible  YouTube    📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

" data-margin-top="0" data-margin-bottom="0" data-pm-slice="0 1 []"> What do Shakespeare in the Park, a toddler in potty training, and a luxury trailer have in common? One of the weirdest (and most genius) origin stories in business. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with David Sauers, the founder and CEO of Royal Restrooms, a business that turned porta-potty nightmares into a multimillion-dollar, franchise-worthy empire. From a wild incident involving a very bad public restroom to building one of the most recognizable brands in the events industry, David shares how he created a product people didn't even know they desperately needed. It's not just about toilets; it's about vision, grit, franchising lessons, and… a 10-foot HD party screen? What You'll Learn in This Episode: The porta-potty horror story that sparked a business idea Building a better bathroom… and then building a franchise The legal gut punch from Maryland's AG (and how it shaped their business) What NOT to do when franchising How wedding planners became their #1 lead source The blinged-out "Vintage Restroom Trailer" that goes for $4,500/day Side hustles that feed the main brand: bars, screens, campers, and more   Favorite Quote: "People laughed at us. Said we were crazy going into the porta-potty business. But every time someone sat down, they didn't want to go back."   Who is David? David Sauers is the founder and CEO of Royal Restrooms. Based out of Savannah, Georgia, David launched the company after a terrible porta-potty experience with his kids. He's since expanded it into a national franchise, and now leads multiple ventures including KrugerBush Campers, Savannah Bar Carts, and more—all aimed at elevating the event experience.   This episode is for you if: You think your business idea is too "weird" to work? This episode proves otherwise. Tune in for a wild ride through unconventional entrepreneurship…and learn why the most successful businesses solve sh*tty problems.   Connect with David: Website (Royal Restrooms) Website (Kruger Bush Campers) TikTok David LinkedIn Instagram YouTube Pinterest X Facebook   Like what you heard? Don't forget to subscribe, rate, and review! 🎧  Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website Apple Podcasts  Spotify  Audible  YouTube  📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/

Are you confusing bookkeeping with business strategy? In this episode, Matt and Luigi sit down with Salvatore Tirabassi, Managing Director of CFO Pro Analytics, to break down why most business owners are stuck in the past when it comes to CFO support. They unpack the real job of a CFO (spoiler: it's not just balancing the books) and how fractional CFO services can radically improve financial modeling, raise capital, and get your business ready for whatever's next. From equity vs. debt to AI tools that save you hours, Sal drops real-world knowledge from decades in the trenches as a VC and CFO. You'll also hear wild (and painfully relatable) stories from family-owned businesses navigating tariffs, lenders, and internal power shifts.   What You'll Learn in This Episode: Why the real CFO role goes far beyond bookkeeping What it means to create a "single source of truth" in your business Why being "due diligence ready" is non-negotiable for growth How to handle lender decks and pitch decks like a pro The pros and cons of debt vs. equity—and how to choose the right path How AI tools like Claude are quietly changing the game Favorite Quote: "I would want to show a lender a projection that includes the capital — and here's what the business looks like with the money."   About the Guest: Salvatore Tirabasi is the founder and Managing Director of CFO Pro Analytics. With a background in venture capital and private equity, he brings high-level financial strategy to small and mid-sized businesses, delivering enterprise-grade CFO support at a fraction of the cost.   This episode is for you if: You're tired of reactive financials, want to understand your numbers, or need strategic funding…without the guesswork.   👉 Tune in and find out what it takes to grow smarter, not just harder.   Connect with Salvatore: Facebook Instagram LinkedIn Substack Website Like what you heard? Don't forget to subscribe, rate, and review! 🎧  Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website Apple Podcasts  Spotify  Audible  YouTube  📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.  Available on Substack: https://theweeklyfromshieldadvisory.substack.com/ Connect with us on Instagram: ➡️ @matthew.r.meehan➡️ @luigi_rosabianca, ➡️ https://www.instagram.com/theliquidlunchproject/