Couverture de Unbridled Mindset: Finance without the Fluff

Unbridled Mindset: Finance without the Fluff

Unbridled Mindset: Finance without the Fluff

De : Joe Coombs
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Welcome to Unbridled Mindset: Finance without the Fluff, the podcast designed to simplify the complexities of financial management for today’s business leaders. Hosted by Joe Coombs, this podcast delivers practical insights, expert interviews, and the latest market trends to help you make informed financial decisions. Whether you’re navigating the world of private equity, leading a high-growth startup, or managing a mature business, Unbridled Mindset provides you with the tools and strategies to drive success.

No jargon, no fluff—just real-world advice on how to sharpen your financial strategy and take your business to the next level. Join us weekly for straightforward discussions that will empower you to stay ahead in an ever-changing financial landscape.

© 2025 Unbridled Mindset: Finance without the Fluff
Economie Finances privées Management Management et direction
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    Épisodes
    • Financial Strategy for Entrepreneurs with Kristy Crockett
      Jan 6 2025

      In this episode of Unbridled Mindset: Finance Without the Fluff, host Dionisio Roman sits down with Kristy Crockett, Managing Director of Accounting and Analytics at Unbridled Advisory. Together, they dive into the essential differences between financial and tax accounting, why both are crucial for business success, and how entrepreneurs can adopt proactive financial strategies. Kristy shares expert insights on cost accounting, avoiding common small business pitfalls, and when to bring in a financial accountant. Whether you're a startup or an established business, this episode offers practical advice to help you grow and thrive in today’s competitive landscape.

      Resources
      Connect with Kristy Crockett: https://www.linkedin.com/in/kristy-crockett/
      Connect with Dionisio Roman: https://www.linkedin.com/in/dionisio-roman-iii-6a228590/
      Check out our website: https://www.unbridledadvisory.com

      The information provided in this podcast is for general informational purposes only and does not constitute financial, legal, or tax advice. Unbridled Advisory and its representatives make no guarantees about the completeness, reliability, or accuracy of the content discussed. Always consult with a qualified professional for advice specific to your financial or business situation. Listening to this podcast does not establish a client relationship with Unbridled Advisory or its representatives.

      Timecodes
      00:00 Intro
      00:26 Why understanding accounting is crucial for business success
      00:57 The growing specialization in accounting roles
      02:07 Financial accountants vs. tax accountants: Key differences
      03:30 Tax laws and industry-specific nuances
      05:12 Defining financial accounting and its role in small businesses
      07:09 Challenges of hobbyist bookkeeping and why an accountant is essential
      10:18 Proactive financial planning for businesses
      12:42 The decline in entrepreneurship and its financial challenges
      15:14 How financial and tax accountants complement each other
      17:22 Reactive vs. proactive financial management
      21:58 Strategic advice for improving cost accounting and financial health
      24:06 Why stagnation leads to business decline and how to prevent it
      28:07 The roadmap analogy
      32:05 When to bring in a financial accountant to support your business
      35:10 The growing role of fractional accountants for small businesses
      41:07 Supporting startups and adapting to business growth
      44:15 Cost accounting in Fortune 500 companies and its relevance to SMBs
      50:10 Changing the mindset around business financials
      52:00 Wrap-up and how to connect with Kristy and Unbridled Advisory

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      54 min
    • Unbridled Advisory: Building a Financial Advisory Firm with Heart
      Nov 27 2024

      In the inaugural episode of Unbridled Mindset: Finance Without the Fluff, we sit down with Joe Coombs, founder of Unbridled Advisory, to explore the journey of starting a financial advisory firm that prioritizes collaboration, accessibility, and trust. Joe shares his vision for providing comprehensive financial solutions tailored to clients' unique needs, his innovative team structure, and the cultural ethos that sets Unbridled apart. Whether you're navigating startup growth, planning an exit strategy, or seeking a partner to streamline your financial operations, this episode offers ways to help you in creating lasting client relationships and fostering a business culture rooted in purpose.

      Resources:
      Connect with Joe Coombs: https://www.linkedin.com/in/joe-coombs/
      Connect with Dionisio Roman: https://www.linkedin.com/in/dionisio-roman-iii-6a228590/
      Check out our website: https://www.unbridledadvisory.com

      Legal Notice:
      The information provided in this podcast is for general informational purposes only and does not constitute financial, legal, or tax advice. Unbridled Advisory and its representatives make no guarantees about the completeness, reliability, or accuracy of the content discussed. Always consult with a qualified professional for advice specific to your financial or business situation. Listening to this podcast does not establish a client relationship with Unbridled Advisory or its representatives.


      Timecodes:
      00:00 Introduction
      00:26 Cutting Through the Fluff
      01:15 Meet Joe Coombs
      02:33 Why Unbridled Advisory?
      05:30 The Challenges of Traditional Models
      07:18 The Partner Approach
      10:07 Avoiding Short-Term Thinking
      12:30 Scaling with Clients
      15:39 Building Solid Foundations
      18:09 Collaboration, Accessibility, Trust
      21:25 Team Compensation
      26:01 A Lifetime Partnership
      30:05 Expanding Services
      36:37 The Future of Financial Services
      37:47 Advice for Business Owners
      42:12 Closing Thoughts

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      43 min
    • Welcome to the Unbridled Mindset Podcast
      Nov 12 2024

      Welcome to the Unbridled Mindset: Finance without the Fluff, where we break down the complexities of financial management into clear, practical insights. Whether you’re growing a startup, taking your small business to the next level, or managing a private equity firm, this podcast gives you the strategies you need to succeed. You can expect to hear case studies, learn how to avoid common financial pitfalls, and discover how an integrated approach to financial management can unlock unbridled financial success for your business.

      Brought to you by UnbridledAdvisory.com

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      1 min
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