SIMPLE CFO

CASE FILES

SIMPLE CFO CASE FILES PODCAST

Episodes

  • Christina Gutierrez talks with David Richter

How to Use Your Retirement Account to Fund Real Estate (Legally and Profitably)

February 10, 2026

In this episode of the Profit First for Real Estate Investing podcast, I sit down with Carter Lane from Unified Wealth to talk about one of the most overlooked tools in a real estate investor’s financial toolkit: the self-directed IRA. Carter breaks down how business owners and investors can take control of their retirement funds, invest in what they know (like real estate), and build long-term, tax-advantaged wealth.

We dive into how the traditional retirement model is failing most Americans, why Carter believes the “Wall Street path” is broken, and how Solo 401(k)s and checkbook IRAs can give entrepreneurs the flexibility and protection they need. If you’ve ever felt unsure about how your retirement savings are actually working for you, this episode will give you clarity—and action steps.

  • David Richter Talks Law with Leon Barnes

Building a Real Estate Business That Fits Your Lifestyle

February 4, 2026

In this episode of the Profit First for Real Estate Investing podcast, I sit down with Leon Barnes—real estate investor, coach, and long-time leader at Collective Genius. Leon shares his journey from sports journalism and corporate sales into building a 65+ door portfolio in Kansas—all while working full-time and growing alongside a strong investing community.

We talk about what it really takes to build wealth slowly and intentionally, the difference between chasing “door goals” and actual profit, and how Leon leaned into community and personal development as much as business strategy. This episode is a reminder that real estate isn’t a race—it’s a tool to build the life you want.

  • Featured Posts

Why Every Growing Business Needs a Human CFO (And How They Help You Succeed)

As businesses grow, the money side of things becomes harder to manage. There are more bills to pay, more sales to track, more taxes to plan for, and more decisions that can affect your future. ...more

cfo ,Cash Flow &Profit First

December 10, 20256 min read

Why Every Growing Business Needs a Human CFO (And How They Help You Succeed)

Why Ignoring Cash Flow Can Sink Your Business (and How a CFO Can Save It)

Running a business is exciting. You get to create, sell, and serve customers. But behind all of that, money has to move in and out smoothly. That movement is called cash flow—and it’s one of the most ... ...more

cfo ,Cash Flow Profit First &AI

October 02, 20254 min read

Why Ignoring Cash Flow Can Sink Your Business (and How a CFO Can Save It)

The Hidden Dangers of Using AI for Your Business’ Financial Strategy

Many business owners are turning to AI to make financial decisions, whether built into their software services or using ChatGPT, etc. The problem is that AI is not a replacement for a human CFO, and c... ...more

cfo ,Cash Flow Profit First &AI

August 21, 20256 min read

The Hidden Dangers of Using AI for Your Business’ Financial Strategy

When Debt Becomes a Problem

Running a business is hard work. Business owners take out loans or borrow money to buy equipment, vehicles, real estate, or pay bills during slow months. Valid expenses, but If the debt piles up and i... ...more

cfo ,Cash Flow Profit First Budgeting &Debt

July 15, 20256 min read

When Debt Becomes a Problem

Are You Running Your Business Without a Map?

Running your business without a financial plan is like driving without a map. Many businesses grow quickly in the beginning. But after that first growth spurt, they stop planning. They don’t have a cl... ...more

cfo ,Cash Flow Profit First Budgeting &Debt

July 03, 20256 min read

How to Take Back Control When Costs are Out of Control

When your business grows fast, it’s easy to pile on overhead like office space, extra staff, new equipment, and other fixed costs. These expenses don’t go away when business slows down. In fact, they ... ...more

cfo ,Cash Flow Profit First Budgeting &Debt

June 24, 20255 min read

  • David Richter Talks with Jordan Mederich

How to Keep Clients, Tenants, and Profit for the Long Haul

January 27, 2026

In this episode of the Profit First for Real Estate Investing podcast, I sit down with Jordan Mederich, founder of Revatto, to explore how mastering retention and reducing churn can massively increase your business value—especially if you’re eyeing an exit. Jordan’s journey from performing magic tricks to building and selling businesses with recurring revenue is anything but ordinary. We talk about what real estate investors can learn from subscription businesses and how landlords can build tenant loyalty that pays off long term.

Jordan breaks down practical, repeatable ways to keep customers—and tenants—engaged for the long haul. Whether you’re scaling a coaching business, SaaS platform, or a rental portfolio, the strategies we cover in this episode are essential listening if you’re looking to create predictable profit and long-term success.

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