Episode #220: Joel Klein – Fizyx Investment Group
Joel Klein, Fizyx Investment Group — Finding Exponential Winners & Leveling Up Mindset Joel Klein is the award-winning portfolio manager behind Fizyx Investment Group, known for spotting market leaders early and compounding results over decades. Mentored by William O’Neil and forged by real-world adversity, Joel blends deep market research with battle-tested mindset practices. If you care about building wealth and resilience, this episode is your playbook. https://www.youtube.com/watch?v=GVBPnk1YKtg Top 5 Takeaways from the Episode: Study the roots, not just the fruit. Don’t chase “the next Tesla”; understand why markets move, build rules from the data, and act with discipline. Exponential focus. Fizyx hunts for stocks compounding ~40%+ over sustained periods—aiming to build portfolios exclusively from true leaders (think Apple, Google, Tesla). Asymmetric risk. Define outcomes before you act: Joel targets ~3:1 reward-to-risk (e.g., +20% upside vs. −7% stop) so he doesn’t need a 50% win rate to win big. Timing matters. In tough, choppy markets, he prefers stalking and patience; for most investors, dollar-cost averaging into indexes remains a smart long-game. Mindset is a multiplier. Leveling up your business (or investing) demands leveling up your mindset—embrace discomfort, learn from setbacks, and build a diverse team aligned to one clear goal. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=GVBPnk1YKtg Memorable Quote: “Failure is an illusion—you only fail if you don’t get back up.” Want to be a Guest on our Show? Apply Now Connect with Joel Linkedin Globe Envelope
Episode #210: Asad Ahmad, FitBiz CPA — From Big Four to “All-In” Partner for Small Businesses
Asad Ahmad, FitBiz CPA — From Big Four to “All-In” Partner for Small Businesses Asad Ahmad is a CPA and former Deloitte/PwC accountant who left the corporate ladder in 2020 to launch FitBiz CPA—a relationship-driven firm helping owners stay compliant, keep more profit, and scale with confidence. He matters because he translates complex tax and accounting programs (ERC, R&D credits, PPP/EIDL fallout) into real cash relief and month-to-month clarity for entrepreneurs. https://www.youtube.com/watch?v=IM_vhR5J-oI Top 5 Takeaways from the Episode: Compliance = survival. “If you don’t take care of the compliance side…you don’t have a business.” Sales and taxes are the two pillars you can’t ignore. Origin story with purpose. “FitBiz” started serving gyms during lockdowns (PPP/EIDL help), then expanded to Florida’s hot real-estate market—growing from a solo practice to a five-person team. ERC made simple. If you had W-2 employees, you may recover up to ~70–75% of eligible payroll per quarter (from March 2020–2021) by filing amended 941-X returns; typical IRS timelines range from ~8–16 weeks, sometimes longer. Virtual CFO value. Bundled service starts around $800/month and includes tax planning & prep (business + personal), monthly financials by the 15th, QuickBooks support, payroll/941/940, sales tax, and IRS resolution—one accountable point of contact. Hire, systemize, and lead. Asad scaled via Upwork and a social media intern, runs a quarterly five-star performance model, and lets people play to their strengths—while keeping standards high. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=IM_vhR5J-oI Memorable Quote: “You don’t pay your taxes, you don’t have a business.” Want to be a Guest on our Show? Apply Now Connect with Asad Linkedin Globe Phone-alt Youtube
Episode #208: Tim Kerin, Casa Dare To Dream — From DC Cleaning Boss to Costa Rica Luxury Villa Builder
Tim Kerin, Casa Dare To Dream — From DC Cleaning Boss to Costa Rica Luxury Villa Builder Tim Kerin is a multi-business entrepreneur who built and ran large commercial cleaning and construction companies before launching a high-touch luxury villa brand in Costa Rica. He’s also the author of 10 Lessons Learned… How to Build a Successful Business, and his story is packed with real-world tactics on cash flow, networking, and scaling the smart way. If you want a playbook for moving from “in the trenches” to owner/operator—and knowing when to pivot—this episode delivers. Top 5 Takeaways from the Episode: Niche and proximity win. Tim and his wife started in residential cleaning by hosting a rooftop mixer at a high-income DC building, then stacked clients in the same tower to cut travel time and boost margins. Work in the business before you work on it. Early on, they cleaned themselves—then hired, documented, and backed away as they grew into commercial accounts. Learn via franchise, then graduate. He used a commercial cleaning franchise to grasp operations, later negotiated to take over vulnerable accounts and phase out royalties as his team out-performed. Scale adjacently. After reaching 4M+ sq ft/night and 135 employees, Tim added commercial construction for the same customers—“if we’re in the building mopping, we can be in the building painting.” Costa Rica play: concierge, pre-sell, debt-free. They bought/finished a villa, ran it like a full-service experience (manager, chef, driver, tours), exited profitably, and are building a larger, wedding-ready property—pre-booked and funded in cash to keep cash flow strong. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=7klVS_aQqR0 Memorable Quote: “Cash flow is king.” Want to be a Guest on our Show? Apply Now Connect with Tim Kerin Linkedin Globe Envelope
Episode #207: Camila Santo – Building Global B2B Connections with Rizhoma
Camila Santo: Building Global B2B Connections with Rizhoma Camila Santo, founder of Rizhoma, is redefining how businesses build meaningful B2B partnerships around the world. An immigrant from Brazil with a background in design, production engineering, and international project management, Camila has turned her passion for innovation and human-centered systems into a thriving consulting and tech business. From helping small businesses navigate digital transformation to filing a patent aimed at revolutionizing B2B trade, her story is a masterclass in resilience and visionary entrepreneurship. Top 5 Takeaways from the Episode: The power of adaptability: Camila transitioned from the entertainment industry in Brazil to building an international business network in the U.S. Innovation meets inclusivity: Her pending patent focuses on creating a platform that simplifies and democratizes B2B trade without the high costs or exclusivity of current systems. Beyond marketing: Rizhoma helps clients with cooperative networking, workforce optimization, and digital transformation to improve both internal systems and customer engagement. Small businesses matter: While she works with companies of all sizes, Camila thrives in helping small and medium-sized businesses scale and optimize their operations. Success is about persistence: Her journey highlights the importance of patience, courage, and redefining failure as part of the growth process. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=7oWQk1iINCM Memorable Quote: “If you’re going to fail, fail big. I’d rather fail trying to change the world than never try at all.” Want to be a Guest on our Show? Apply Now Connect with Camila Linkedin Globe
Episode #180: Weston Seid – Building Opportunities with Oppti
Weston Seid: Building Opportunities with Oppti Weston Seid, founder and CEO of Oppti, is on a mission to bridge the gap between ambitious students and real-world work experience. A USC Marshall graduate and the youngest planning commissioner in his city’s history, Weston brings a unique mix of strategic thinking and entrepreneurial drive to solving a critical problem: helping students find internships that align with their passions while giving businesses an easy way to nurture future talent. https://www.youtube.com/watch?v=j9zz-gTPaRU Top 5 Takeaways from the Episode: From Commissioner to Entrepreneur – Weston transitioned from being the youngest planning commissioner to building a platform that connects students and employers nationwide. Solving the Internship Gap – Oppti addresses the lack of internship opportunities, especially for high school students, by streamlining how businesses create and manage internship programs. Bootstrapping for Success – Rather than rushing into venture capital, Weston and his team bootstrapped Oppti to stay true to their mission and build a platform that truly works for students and businesses alike. Virtual Internships are the Future – The shift toward remote work opened new possibilities for businesses and students, making internships more accessible regardless of location. End-to-End Solution for Businesses – From recruiting and screening to training and performance tracking, Oppti handles the heavy lifting so businesses can focus on integrating interns into meaningful projects. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=j9zz-gTPaRU Memorable Quote: “It’s not just about giving students opportunities—it’s about helping them make informed decisions that shape their future careers.” – Weston Seid Want to be a Guest on our Show? Apply Now Connect with Weston Linkedin
Episode #205: John Beane
John Beane of MemComputing: Disrupting the Future of Computing John Beane, the founder and CEO of MemComputing, Inc., is a true startup junkie and serial entrepreneur with seven startups under his belt and over $1.5 billion in exits for investors. With MemComputing, John is leading a revolution in computing architecture, helping businesses solve some of the world’s toughest optimization problems—faster, cheaper, and with a massive environmental impact. Top 5 Takeaways from the Episode: Startup DNA: John thrives in the high-risk, high-reward startup environment, building companies where innovation and grit drive success. MemComputing Explained: The company’s breakthrough technology combines processing and memory in a way that dramatically reduces computation times—transforming industries from logistics to AI. Massive Impact: MemComputing is already working with Fortune 100 clients like Lockheed Martin, Space Force, and ArcelorMittal, proving its ability to save time, money, and resources at scale. Fail Fast, Learn Faster: John emphasizes the importance of pushing hard, learning from failure, and never letting doubt dictate your next move. Team Over Product: Investors often back teams more than ideas—building the right culture and mindset is key to startup success. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=S6DpYlmpzC8 Memorable Quote: “This company is not going to fail by the lack of me trying.” – John Beane Want to be a Guest on our Show? Apply Now Connect with John Linkedin
Episode #200: Omid Torkian – ShipBots: Powering the Future of eCommerce Fulfillment
Omid Torkian – ShipBots: Powering the Future of eCommerce Fulfillment Omid Torkian, co-founder of ShipBots, is a seasoned eCommerce expert with over 18 years of experience in business management and logistics. From selling products on eBay in the early 2000s to building a thriving logistics company, Omid’s journey reflects the grit, adaptability, and innovation that define modern entrepreneurship. Today, ShipBots empowers small and mid-sized businesses to compete with big players by providing flexible, affordable, and tech-driven fulfillment solutions. Top 5 Takeaways from the Episode: Pivoting for growth: When COVID-19 disrupted his apparel business, Omid recognized the opportunity to launch ShipBots, a dedicated 3PL (third-party logistics) company serving the booming eCommerce market. Affordable solutions for entrepreneurs: With onboarding fees as low as $200, ShipBots makes professional fulfillment accessible to even the smallest businesses. Packaging matters: Omid stresses the power of a great unboxing experience to build brand loyalty and repeat sales. Transparency and partnership: ShipBots avoids nickel-and-diming clients, offering flat-rate shipping and dedicated support to help businesses grow profitably. Owning your brand: Omid encourages sellers to diversify beyond Amazon, build direct-to-consumer channels, and take control of their long-term success. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=TWja7M4eMMk Memorable Quote: “E-commerce is growing faster than ever. With the right product and the right plan, you can turn your idea into a thriving business.” Want to be a Guest on our Show? Apply Now Connect with Omid Linkedin Globe Envelope
Episode #199: Josh Title – Founder and CEO of Cate and Levi
Brad Harris – Founder of Good Wave, Building a Family-Friendly Outdoor Brand Brad Harris is the founder and driving force behind Good Wave, a mission-driven outdoor brand dedicated to making water and outdoor sports more accessible and family-friendly. With a background in tech, marketing, and startups, Brad turned his passion for adventure into a company that caters to families who want to enjoy the outdoors without the intimidating edge often seen in extreme sports brands. His journey from solo founder to growing an international presence in the U.S., Australia, Canada, and Europe is packed with lessons for entrepreneurs. Key Takeaways: Purpose as a North Star: Brad emphasizes that his company was built around a clear mission—creating family-friendly, approachable water sports products. The Solo Founder Challenge: He shares why launching a business alone is tough and why having a co-founder can make the highs and lows more manageable. Pandemic Pivot: Good Wave overcame severe supply chain disruptions by shifting from dropshipping to a warehouse-based model. Customer-Led Product Design: The upcoming “Fruities” surfboard line was created with direct input from hundreds of parents and kids. Start Small and Scale Smart: Brad stresses testing a minimal viable product and hiring experts for specialized roles like digital marketing to accelerate growth. Catch the full story of Brad Harris and his inspiring journey building Good Wave on YouTube: https://www.youtube.com/watch?v=FLqFFsTNh2s Memorable Quote: You’re going to be the number one believer in your product or business—if you’re not, you should drop tools now because no one else will be that for you. Want to be a Guest on our Show? Apply Now Connect with Brad Linkedin Globe Instagram
Episode #198: Lindsay Johnson – Founder & CEO of FitPros
Tania Khazaal (Tanya the Herbalist), CEO of Your Life Tania Khazaal—better known as Tanya the Herbalist—is a coach, creator, and community builder helping people reclaim health, purpose, and agency. After witnessing her mother’s decline on pharmaceuticals, Tania dove into herbalism, rebuilt her own well-being, and transformed a tea side-hustle into a seven-figure, mission-driven brand. Today, through CEO of Your Life and her She’s Empowered community, she champions faith, emotional resilience, and practical daily habits that create lasting change. In this episode, Tania shares how she shifted from corporate life and basement tea packing to digital products, courses, and coaching—while keeping her compass set on faith, family, and service. Her framework centers on four pillars (inner world/spirituality, lifestyle & well-being, relationships, and vision/legacy) and a deceptively simple cadence: 18 minutes a day. Top Takeaways From crisis to calling: Her mother’s health battle sparked a deep dive into herbalism and holistic healing, leading to a purpose-led business. Product → platform: Moving from physical teas to ebooks, funnels, and courses unlocked scale and financial freedom. Four-pillar operating system: Inner world (faith), health, relationships, and vision—progress across all four creates durable happiness. Relationships matter: She spotlights estrangement as a “silent epidemic” and teaches emotional regulation over cut-off culture. 18 minutes a day: Small, daily commitments compound to ~100 hours/year—enough to change your health, business, and life. Ready to be the CEO of your life? Watch the full episode on YouTube: https://www.youtube.com/watch?v=42QHMV4EYW0 (search: “Clicks and Bricks Tanya the Herbalist”) Memorable Quote: “You can literally change your entire life in 10 years with 18 minutes a day.” Want to be a Guest on our Show? Apply Now Connect with Tania Linkedin Instagram Facebook
Episode #197: John Standish – Co-Founder & Chief Innovation Officer at Charlee.ai
Tania Khazaal (Tanya the Herbalist), CEO of Your Life Tania Khazaal—better known as Tanya the Herbalist—is a coach, creator, and community builder helping people reclaim health, purpose, and agency. After witnessing her mother’s decline on pharmaceuticals, Tania dove into herbalism, rebuilt her own well-being, and transformed a tea side-hustle into a seven-figure, mission-driven brand. Today, through CEO of Your Life and her She’s Empowered community, she champions faith, emotional resilience, and practical daily habits that create lasting change. In this episode, Tania shares how she shifted from corporate life and basement tea packing to digital products, courses, and coaching—while keeping her compass set on faith, family, and service. Her framework centers on four pillars (inner world/spirituality, lifestyle & well-being, relationships, and vision/legacy) and a deceptively simple cadence: 18 minutes a day. Top Takeaways From crisis to calling: Her mother’s health battle sparked a deep dive into herbalism and holistic healing, leading to a purpose-led business. Product → platform: Moving from physical teas to ebooks, funnels, and courses unlocked scale and financial freedom. Four-pillar operating system: Inner world (faith), health, relationships, and vision—progress across all four creates durable happiness. Relationships matter: She spotlights estrangement as a “silent epidemic” and teaches emotional regulation over cut-off culture. 18 minutes a day: Small, daily commitments compound to ~100 hours/year—enough to change your health, business, and life. Ready to be the CEO of your life? Watch the full episode on YouTube: https://www.youtube.com/watch?v=42QHMV4EYW0 (search: “Clicks and Bricks Tanya the Herbalist”) Memorable Quote: “You can literally change your entire life in 10 years with 18 minutes a day.” Want to be a Guest on our Show? Apply Now Connect with Tania Linkedin Instagram Facebook