Episodios

  • Stop Winging It: The Legal Support That Scales With You

    Stop Winging It: The Legal Support That Scales With You
    Oct 22 2025
    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/
    Más Menos
    33 m
  • How to Make Your Money Multiply (Even If You Suck at Math)

    How to Make Your Money Multiply (Even If You Suck at Math)
    Oct 15 2025

    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/
    Más Menos
    32 m
  • How to Keep Your Brand From Getting Jacked with Richard Gearhart

    How to Keep Your Brand From Getting Jacked with Richard Gearhart
    Oct 8 2025
    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/
    Más Menos
    33 m
  • Selling Your Business? Don’t Get Screwed (Financially or Existentially)

    Selling Your Business? Don’t Get Screwed (Financially or Existentially)
    Oct 1 2025
    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/
    Más Menos
    41 m
  • From NFL Linebacker to Culture CEO: Joe Terry Plays to Win

    From NFL Linebacker to Culture CEO: Joe Terry Plays to Win
    Sep 24 2025
    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/
    Más Menos
    31 m
  • “Stop the Stupid”: How Doug Hall Invents Innovation (and Bourbon)

    “Stop the Stupid”: How Doug Hall Invents Innovation (and Bourbon)
    Sep 17 2025
    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/
    Más Menos
    33 m
  • How to Turn What You Know Into What You Sell

    How to Turn What You Know Into What You Sell
    Sep 10 2025
    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/
    Más Menos
    44 m
  • How Lovesac Became a $700M Couch Cult

    How Lovesac Became a $700M Couch Cult
    Sep 3 2025
    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/
    Más Menos
    50 m