Transition Talk: A New Era for MKB | The Mills Knows Bills Podcast Episode 58, Season 7

Link to video podcast episode: https://youtu.be/J1-d4vWCbd0

Join us in this special episode of The Mills Knows Bills podcast, where Mills Bender, the current CEO of MKB, records her final show before passing the torch to the new CEO, Jen Fizer!

In part two of an interview with Sean Casper, Mills takes the hot seat, revealing insights into the role of a fractional CFO, the growth of Mills Knows Bills, and her personal journey into financial literacy. Learn how MKB has assisted blue-collar businesses with their financial management, and discover how Mills’ passion for helping others led her to found the company. Additionally, Mills shares the seamless process of transitioning to a new CEO and sends her gratitude to all the clients and followers who have supported her work.

To connect with Jen, new CEO and host of The MKB Podcast:
jen@millsknowsbills.com

To connect with Sean and Coastal Investments:
Website: https://www.investwithcoastal.com/
Instagram: https://www.instagram.com/investwithcoastal/

Don't forget to subscribe on YouTube for the latest podcast episodes and more from @mkbcfo
Do you have your own financial questions for MKB? Please visit:
Website: https://mkbcfo.com
Instagram: https://www.instagram.com/mkb_cfo/
Facebook: https://www.facebook.com/mkbcfo
LinkedIn: https://www.linkedin.com/company/mkbcfo

00:00 Introduction and Major Announcement
00:31 Guest Introduction and Episode Overview
00:59 Understanding Mills Knows Bills
02:53 How Clients Find MKB
04:17 Mills' Journey to Becoming a Fractional CFO
07:41 Scope of Services for Blue Collar Businesses
10:49 Managing Client Load and Scaling
13:48 Personal Interests and Hobbies
14:43 Conclusion and Contact Information

#millsknowsbills #mkb #financialpodcast #fractionalcfo #alternativeinvestments #realestate #realestateinvesting #businessfinance #businessowner

Alternative Investments Made Accessible | The Mills Knows Bills Podcast Episode 57

Welcome to Season 7 of The Mills Knows Bills Podcast! Host Mills Bender, founder and current CEO of MKB, discusses strategies for business owners and variable income earners to manage their finances effectively.

Join Mills in this episode as she sits down with Sean Casper, a seasoned real estate professional and partner at Coastal Investment Company, a private real estate investment firm. Sean shares his journey from starting in residential real estate during the recession to managing 3000 agents at Compass, and now helping investors grow their portfolios through alternative investments. The conversation covers the benefits of diversifying into assets like multifamily, self-storage, and growth equity, the advantages of investing through firms like Coastal versus traditional stock portfolios, and how smart tax strategies can optimize returns. Whether you're a business owner planning an exit or simply looking to diversify your investments, this episode is packed with valuable insights on maximizing wealth through real estate and alternative investments.

To connect with Sean and Coastal:
Website: https://www.investwithcoastal.com/
Instagram: https://www.instagram.com/investwithcoastal/

Don't forget to subscribe on YouTube for the latest podcast episodes and more from @mkbcfo

Do you have your own financial questions for MKB? Please visit:
Website: https://mkbcfo.com
Instagram: https://www.instagram.com/mkb_cfo/
Facebook: https://www.facebook.com/mkbcfo
LinkedIn: https://www.linkedin.com/company/mkbcfo

00:00 Welcome and Guest Introduction
00:57 Sean's Background in Real Estate
03:36 Transition to Coastal
07:01 What is Coastal?
09:15 Investment Strategies and Returns
24:07 Tax Benefits and Strategies
29:49 Getting Started with Coastal
32:17 Conclusion and Contact Information

#millsknowsbills #mkb #financialpodcast #fractionalcfo #alternativeinvestments #realestate #realestateinvesting #businessfinance #businessowner

The CFO Advantage: Key Benefits Explored | The Mills Knows Bills Podcast Episode 56, Season 7

Link to video podcast episode: https://youtu.be/M3UoU0XFumY

Welcome to Season 7 of The Mills Knows Bills Podcast! Host Mills Bender, founder and current CEO of MKB, discusses strategies for business owners and variable income earners to manage their finances effectively.

In this episode, Mills continues her insightful discussion with Paul Childers, owner of BlueSky Biz Solutions. Paul dives into essential questions about business finances, including why business owners delay seeking financial help, the roles of bookkeepers, CPAs, and CFOs, and how CFOs can provide real value to growing businesses. They discuss the critical differences between reactive and proactive financial management, and how hiring a CFO can bring peace and enable business growth. Tune in to hear valuable advice on choosing the right financial experts and managing your business finances effectively.

For more personalized advice, contact Paul through his social media or website:
https://blueskybizpro.com/

Don't forget to subscribe for the latest podcast episodes and more from @mkbcfo

Do you have your own financial questions for MKB? Please visit:
Website: https://mkbcfo.com
Instagram: https://www.instagram.com/mkb_cfo/
Facebook: https://www.facebook.com/mkbcfo
LinkedIn: https://www.linkedin.com/company/mkbcfo

00:00 Introduction and Guest Overview
01:06 Why Business Owners Delay Financial Help
04:57 Identifying Financial Issues
06:35 The Role of Bookkeepers, CPAs, and CFOs
11:46 Impact of a CFO on Business Growth
16:27 Choosing the Right CFO
18:12 Conclusion and Final Thoughts

#millsknowsbills #mkb #financialpodcast #businessfinance #entrepreneurialfinance #businessowner #businesscredit #personalcredit #debtmanagement