Holli shares her transition from being a CFO to starting her venture as a fractional CFO, focusing on continuous learning and the necessity for change when comfort settles in. She emphasizes the unexpected aspects of her journey into entrepreneurship, highlighting the benefits of planning and mentorship. Holli discusses the challenges in mergers and acquisitions (M&A), particularly the importance of due diligence and integration planning and the value she brings to small businesses lacking financial expertise.

The conversation also touches on the lessons learned from entrepreneurship, including the significance of community support and finding a balance between professional ambitions and family life. Holli and Jasmine explore the complexities of buying and selling businesses, underscoring the emotional investment and strategic importance of relationship building and expert guidance in navigating the business landscape. Holli's story is a testament to the challenges and rewards of moving from corporate to entrepreneurial life, offering insights into financial management and the power of a supportive network.

Follow Holli:

https://www.linkedin.com/in/hollimoeini/

Follow Jasmine:

LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/

Instagram: https://www.instagram.com/jasmine.yu.zhang/

X: https://twitter.com/Jasmine_Y_Zhang

Zsolt Nagy is a dynamic entrepreneur and investor with a global footprint, including significant experiences in Europe, the US, and Australia. Originating from post-communist Czechoslovakia, Zsolt was influenced by his father's leadership in the agriculture sector. He ventured into the world by studying in Australia, where he developed a passion for learning about diverse industries, leading to the creation of a student and later accommodation agency, which became one of Sydney's largest despite the pandemic's challenges.

Zsolt's business portfolio spans 13 industries and about 40 ventures, including a major Toyota Lexus dealership and renewable energy projects. He emphasizes strategic acquisitions based on proximity and effective management, valuing agricultural land as a key asset due to its finite nature. His approach to business growth involves partnering with experts and focusing on sustainable practices and adaptability to market changes.

The conversation touches on Zsolt's strategies for generational business transition, the evolving automotive industry, and the nuanced views on the electric vehicle market. His narrative showcases a commitment to diversification, innovation, and the importance of building a legacy that can withstand economic fluctuations and shifts in consumer behavior.

Follow Zsolt Nagy:

https://www.linkedin.com/in/zsolt-nagy-81b46628/

Follow Jasmine:

LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/

Instagram: https://www.instagram.com/jasmine.yu.zhang/

X: https://twitter.com/Jasmine_Y_Zhang

Rick shares his early foray into finance, starting with opening a savings account at eight, fostering a lifelong passion for saving and investing. His career journey from corporate America to founding his own financial planning business emphasizes the importance of savings behavior and financial literacy.

In the podcast, Rick discusses financial planning principles, advocating for diversification, the benefits of a financial advisor, and creating a solid wealth management plan. He underscores the value of long-term client relationships and a customized approach to financial advising. Rick also reflects on how a recent health scare altered his perspective on wealth, highlighting the balance between enjoying life and prudent financial management. He closes by stressing the significance of estate planning and advising young families on starting their financial planning process, emphasizing regular updates to accommodate life's changes.

Follow Rick:

https://www.linkedin.com/in/ricksalmeron/

Follow Jasmine:

LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/

Instagram: https://www.instagram.com/jasmine.yu.zhang/

X: https://twitter.com/Jasmine_Y_Zhang