Episodios

  • From Paperwork to Purpose: Launching a Nonprofit the Right Way

    From Paperwork to Purpose: Launching a Nonprofit the Right Way
    Aug 13 2025
    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/
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    38 m
  • How to Own Your Idea: IP Moves That Actually Work

    How to Own Your Idea: IP Moves That Actually Work
    Aug 6 2025
    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/
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    43 m
  • Navigating E-Commerce’s New Challenges

    Navigating E-Commerce’s New Challenges
    Jul 30 2025

    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/
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    34 m
  • Why Most Outsourced Projects Fail (And How to Fix It)

    Why Most Outsourced Projects Fail (And How to Fix It)
    Jul 23 2025
    " 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/
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    34 m
  • eCommerce Secrets They Don’t Teach in Business School

    eCommerce Secrets They Don’t Teach in Business School
    Jul 16 2025

    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/
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    32 m
  • How Small Law Firms Can Dominate Google & YouTube with Podcasts

    How Small Law Firms Can Dominate Google & YouTube with Podcasts
    Jul 9 2025
    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-callLinkedIn (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/
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    30 m
  • Building a Startup Is Ugly. Here's What Happens Behind the Scenes

    Building a Startup Is Ugly. Here's What Happens Behind the Scenes
    Jul 2 2025

    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/
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    47 m
  • Guarding Your Business in a World of Digital Threats

    Guarding Your Business in a World of Digital Threats
    Jun 25 2025
    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/
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    45 m