最佳Financial Journey播客 (2024)

1
Free Trial Subscriptions and Galactic Growth 8:04

8d ago8:04

8:04

Join host Carla McRae, CPA, CGMA, as she discusses the intricate relationship between free trial subscriptions and the financial challenges Software as a Service (SaaS) companies face. Focusing on key metrics such as churn rates, Carla unravels the complexities of leveraging free trials to assess opportunities in the industry that drive user acquis…

1
Smile 34:10

10d ago34:10

34:10

Eva was the lass that always wanted to invest in someone else's life. Playing different roles at the Men's Health Forum Scotland, and Healthy Fathering Projects before becoming a director at the Scottish Men's Forum, Eva put many people through school and supported their employment. With her pleasant attitude and big smile, she won the hearts of ma…

1
Queen Of Networking 47:27

15d ago47:27

47:27

Born into Ashanti royalty in Ghana, Eva often listened in on her grandfather's conversations about shares and stocks which later influenced her decision to trade in the same. Despite being the least paid employee, Eva cruised in a Mercedes Benz C180 with personalized registration. As a christian, she strongly believed that God was her source, not h…

1
Finding The Keys Of Opportunity 30:57

17d ago30:57

30:57

Eva's remarkable journey in this week's episode takes us back to 1975. Clutching a small red bible she set foot in the UK, finding her calling on the vibrant streets of Scotland as an excellent network marketer, discovering and succeeding at Avon and Tupperware. Her top tip, every opportunity needs a different key; tune in and get inspired.…

1
Ghana-Mamas Rule 27:02

22d ago27:02

27:02

Unlike the typical arrangement where husbands and wives cohabited, each spouse in Eva's matriarchal community, in Ghana, maintained their own home emphasizing the independence of both partners. Grab a cuppa as we take you through Eva's interesting journey.由Enkula Wellness Hub

1
Interstellar Tax Strategies for SaaS Companies 15:30

23d ago15:30

15:30

Join host Carla McRae, CPA, CGMA, as she chats with Jim LaHam, Senior Tax Partner at Berman Hopkins CPAs & Associates, about the intricate world of tax regulations and tax strategies tailored for SAAS companies. From navigating the evolving tax landscape to exploring interstellar tax planning, this episode offers invaluable insights for SAAS entrep…

1
Speak! 45:37

24d ago45:37

45:37

In this episode, we unravel the intriguing stories of Mariama and Amina. Mariama's journey from Gambia to the UK pushed by her parents led her through unexpected twists-law studies, programming trials and a need for purpose. Amina's path on the other hand, full of challenges and evictions brought her to Scotland where she found solace. Join us as w…

1
Musical Gambia 36:51

1M ago36:51

36:51

In this episode, we delve into the remarkable lives of Amina and Mariama. Raised by a father who was a Minister, Amina full of resilience got married at 18 into a big family and shortly after relocated to the UK with her husband. Meanwhile, Mariama, a foreign student from the musical jali tribe turned into a strong women's advocate. Tune in and dis…

1
Fractional Controllers in the SaaS Universe 8:03

1M ago8:03

8:03

In this episode, Carla McRae, CPA, CGMA, focuses on the unique pros and cons of having a Fractional Controller for your Software as a Service (SaaS) company. From optimizing cash flow and forecasting to navigating compliance and regulatory frameworks, she unveils the multifaceted responsibilities that fractional controllers have in steering SaaS ve…

1
Different forms of Wealth 41:35

1M ago41:35

41:35

Kamel and Jonathan share their perspectives on wealth, trust and the role of money. Jonathan chats about alternative investments and Kamel introduces us to a cool concept from his heritage: camels are an asset to hold wealth, different, right? Tune in for the full rundown in this week's episode.由Enkula Wellness Hub

1
Camels are Currency 44:10

2M ago44:10

44:10

Kamel's story is fascinating, from a childhood in #Libya in a culture of loyalty trust and alternate, this episode is a breath of different in the truest sense. Tradition, Education, and Perspective from a different view point. You'll want to tune into this one...由Enkula Wellness Hub

1
Code & Copyright: Navigating Intellectual Property in the SaaS Sphere 14:17

2M ago14:17

14:17

In this episode, Carla McRae, CPA, CGMA, sits down with Kelly Swartz, an accomplished intellectual property and tax lawyer from Widerman Malek in Melbourne, Florida. From patents and copyrights to trade secrets and licensing agreements, Carla and Kelly explore the key elements that shape the IP landscape for Software as a Service (SaaS) companies.…

1
Money Across Borders 19:25

2M ago19:25

19:25

Dive into the fascinating applications of money across cultures through the stories of Ngo and Ify. From relying on cash to strategically using credit cards, their stories share cool lessons passed down through generations. Ngo's cash-only approach and Ify's credit-building strategy shape their family values and financial wisdom. An unmissable tale…

1
Unbreakable Family Bonds 32:48

2M ago32:48

32:48

In this episode, we dive into the heart warming and inspiring journey of Ngo and her daughter Ify. It's a story of grit, resourcefulness and unbreakable family bonds passed down from one strong woman to the next. Ngo, raised by a hardworking food vendor mom with a knack for stretching money, picked up more than just recipes. She mastered the art of…

1
Cosmic Challenges: Tackling Churn Rates in the SaaS Industry 6:18

2M ago6:18

6:18

In this episode, Carla McRae, CPA, CGMA, dives into the intricacies of churn rate within the Software as a Service (SaaS) industry, drawing insights from the Rocket Money commercials and app. Through this example, we explore how customer and revenue churn rate principles apply to SaaS companies within the startup and second-stage growth models.…

1
Insatiable Thirst for Knowledge 18:38

2M ago18:38

18:38

Diving into the heart of resilience and resourcefulness, episode 9 of the Immigrant's Financial Journey podcast series highlights the inspiring journey of Justine, an avid reader and dedicated volunteer. Driven by an insatiable thirst for knowledge and a deep seated urge to connect, Justine has carved out his niche as an influencial student leader.…

1
Check Your Ego in Outer Space 9:19

3M ago9:19

9:19

In the competitive landscape of Software as a Service (SaaS), ego can be both a driving force and a stumbling block. Whether it is a reluctance to pivot, a resistance to feedback, or a refusal to acknowledge mistakes, ego-driven behaviors can spell disaster for SaaS startups and established players alike. But it is not all doom and gloom. In this e…

1
Navigating Revenue Recognition in the SaaS Industry 6:30

3M ago6:30

6:30

In this episode, Carla McRae, CPA, CGMA, dives into revenue recognition in the Software as a Service (SaaS) industry, using the highly anticipated PlayStation 5 as a guiding example. As gamers eagerly await the release of the next-gen console, we examine how revenue recognition principles apply to the SaaS model underlying gaming platforms.…

1
Introduction to SaaS Blast 1:48

3M ago1:48

1:48

In the "SaaS Blast" podcast, Carla McRae, a fractional Chief Financial Officer, Certified Public Accountant, and seasoned financial expert, guides SaaS founders through the intricacies of financial management in the tech industry. With her wealth of experience, Carla breaks down complex financial concepts into digestible insights tailored specifica…

1
Rollercoaster of Surprises 35:27

3M ago35:27

35:27

This week's episode explores Justine's remarkable journey from Nigeria to the UK- a rollercoaster of surprises, challenges and a newfound love of tea and coffee. Raised in an environment that embraced collective parenting and financial incentives for academic excellence, Justine's upbringing is definitely intriguing. But his world was soon to be tu…

1
A Midas Touch 34:23

4M ago34:23

34:23

Join us for Episode 7 as we unfold the fascinating story of someone with the Midas touch, the good fortune side of the Midas touch anyway. Starting in hotel management in Bulawayo, Shupikai later moved to Botswana as an assistant manager and also ran a successful taxi business on the side. Despite losing her mother at a young age and a modest upbri…

1
S2 E2 The Journey of Mario Payne 1:00:06

4M ago1:00:06

1:00:06

Mario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals. He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee …

1
Truths Beyond Borders 33:17

5M ago33:17

33:17

Have you ever wondered what it's really like to emigrate. Jonathan's story might give you a clue. He thought everyone in the UK lived large, but he was in a for a surprise! Turns out fancy degrees dont always mean fancy jobs. Roselyn talks about holding on to her Sierra Leonean roots while trying to make sense of the money maze in the UK. She's got…

1
Trials and Tribulations of an Immigrant 34:04

5M ago34:04

34:04

Join us this week for another eye-opening episode with Roselyn, who travelled by boat to the UK in 1960 to train as a nurse. Now 85, she shares her poignant experiences of overcoming challenges such as being refused accommodation, adjusting to the cost of living and embracing a whole new world. We are also joined by Jonathan, whose journey to Scotl…

1
Cultural Shocks and Attitudes to Money 38:44

5M ago38:44

38:44

Get ready for another gripping episode as we delve into the cultural shocks and attitudes to money our guests had to muddle through. From getting into work to the challenges of sending money home, we hear about their unique journeys, eye-opening experiences of cultural transition, and a deeper understanding of how attitudes towards money can change…

1
Time-tested money stories 46:52

6M ago46:52

46:52

Step back in time with our latest episode: imagine tying money around your waist like Roselyn did, or watching the value of your cash change over the years like Justine did. Our stories are like windows into a time capsule of financial memories. Kobi's story takes us from buying cold drinks in the UK to selling them in Ghana, proving that the entre…

1
Pounds, Cents and Shillings 28:10

6M ago28:10

28:10

In this episode, we continue to dig into the financial stories of David, Henry and Hashim. Fun Fact: The UK has one of the most diverse immigrant communities in the world, with over 300 additional languages spoken as a result. Our guests share their unique experiences, from adjusting to British money to managing their newfound financial savvy. Join…

1
Changing Money 30:27

6M ago30:27

30:27

Enkula Wellness Hub takes an enthralling look into the financial difficulties and differences faced by migrants to the United Kingdom. In this episode, we hear from a wonderful group of Ugandans who now live in Scotland. Amongst a myriad of interesting stories, this show includes Martin's tale of arriving in Glasgow with only £100, Tynah's shock at…

1
S2 E1 The Journey of Natalie Bergsma 1:07:00

7M ago1:07:00

1:07:00

Welcome to season 2 of Journey The Financial Advisor experience. To kick off our new season, we had a chance to chat with Natalie Bergsma. Natalie is the founder of BeyondFA. As a consulting firm, BeyondFA, provides leadership and business coaching, plus hands-on implementation consulting to progressive firms and financial services leaders committe…

1
S1 E14 The Journey of Alex David 48:53

12M ago48:53

48:53

Alex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in …

1
S1 Ep13 The Journey of Brandon Dixon-James 52:01

12M ago52:01

52:01

Thank you, Brandon Dixon-James, for enlightening our show with your philanthropic, caring, and giving attitude. He is the embodiment of paying it forward and giving back. He’s an active volunteer in the Fresno underserved communities, and he volunteers as a regular presenter for financial literacy courses to the youth; he’s a member of Kappa Alpha …

1
S1 E12 The Journey of Nola Kulig 53:02

1y ago53:02

53:02

Nola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services. This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst. In that regard, amongst the first to be so well versed. Our conversation was collegial and thoroug…

1
S1 E11 The Journey of Jessica Lamb 49:03

1y ago49:03

49:03

It is not often that we Marine Corp diesel mechanic and CDL Long Haul truck driver as part of the journey in financial services. If fact, we have never heard of that. With the CB handle “Lamb Chop”, Jessica Lamb went from the trucking company owner to President of her own independent financial planning practice. While helping anyone that needs soun…

1
S1 E10 The Journey of Lee Baker 58:01

1y ago58:01

58:01

When we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t p…

1
S1 E9 The Journey of Ellen Rogin 52:40

1+ y ago52:40

52:40

We had the great pleasure of having financial and prosperity keynote speaker and NY Times Best-selling author Ellen Rogin on the show. A seasoned financial advisor that now spends her time making a global impact and teaching individuals how to create prosperity on purpose. With her innovative and thought-provoking strategies, she now impacts the wo…

1
S1 E8 The Journey of Nikki Gajoo 58:48

1+ y ago58:48

58:48

Nikki Gajoo joined us from South Africa. She brought with her a refined professionalism that was very refreshing. Nikki started in a graduate recruitment program at one of the four top banks in Johannesburg. She completed her intense training and was selected to join the private bank. That banking career exposed her to the world of financial planni…

1
S1 E7 The Journey of Jerome Franklin 1:00:53

1+ y ago1:00:53

1:00:53

If you ever need an encouraging word or a positive spin, be sure to contact Jerome Franklin. He started his career in Financial Service with AG Edwards which later became Wells Fargo. He was one of a few African American advisors in Memphis, TN. When he became the branch manager his unique path became more demanding. Earning the trust and respect o…

1
S1E6 The Journey of Shardea Ages 1:01:19

1+ y ago1:01:19

1:01:19

When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during …

1
S1E5 The Journey of Alexandra Stewart 34:09

1+ y ago34:09

34:09

Alexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financi…

1
S1E4 The Journey of Brooklyn Brock 1:02:08

1+ y ago1:02:08

1:02:08

An advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and…

1
S1 E3 The Journey of Grier Rubeling 1:00:43

1+ y ago1:00:43

1:00:43

A few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure. It was jarring, raw, and so true. She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude. Male attitudes toward women. F…

1
S1E2 The Journey of Jean Archary 56:02

1+ y ago56:02

56:02

Jean Archary of Money Messages is a mother, author, teacher, and master motivator. She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic: Money. Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace…

1
S1E1 The Journey of Garry Bridgeman 43:26

1+ y ago43:26

43:26

Garry Bridgeman may not call himself a pioneer. Those that have tried to follow in his enormous footsteps may beg to differ. For 40-plus years Garry was first or among the first. -He was Mississippi's first African American to be employed by a major broker-dealer -He was Merrill Lynch's Top African American Financial Advisor -He was named to Barron…

1
The Financial Advisor Experience - Pilot Excerpt 2:39

1+ y ago2:39

2:39

Join Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe. In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series. Stay tuned for the full episode. Buckle up as this is guaranteed to b…

1
346. How To Trade Fed Events As A Beginner [What’s New] 11:07

2y ago11:07

11:07

Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to life’s challenges, don’t seek security, seek adventure. seek security, seek adventure Welcome to the Market…

1
345. Chat Room Stock Trading, Is It Worth It? [Only way it works] 6:40

2y ago6:40

6:40

Thanks to everyone who still tunes in. I know I haven't been around as much, but I'm going to make it up to you! Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answe…

1
344. Never Lose As A Beginner In The Stock Market [Crazy, But True] 8:34

2y ago8:34

8:34

Thanks to everyone who still tunes in. I know I haven't been around as much, but I'm going to make it up to you! Twitter: http://twitter.com/investingpod You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answe…

1
343. Bonus - Surprise Stock Market Test [Can you get an 100%] 4:15

2y ago4:15

4:15

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Question 1: What is a stock? A stock (also known as equity) is a security that represents the ownership of a fraction of a corporation Question 2: Describe how an options contract works. Options are contracts that give the bearer the right—but not…

1
342. Is this a Bear Market or a Buy Market? [Stocks I’ve been buying] 11:11

2y ago11:11

11:11

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Check out: Raising Financial Freedom Podcast You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to …

1
341. Two Strategies When The Stock Market Is Crashing [Any experience level] 13:11

2y ago13:11

13:11

Free Discord. Join today: marketadventures.co/community Visit the Website: https://marketadventures.co Check out: Raising Financial Freedom Podcast You DON'T need to win every trade to be successful in the stock market....For beginners in the stock market, this episode is crucial. Share with friends. Remember, as you begin searching for answers to …

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