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Episodes
David Talks with Megan Huber
Why Client Success Is a Profit Center, Not a Cost
September 218 2026
Megan Huber has spent five years teaching client success and far longer doing the role, and she comes on to make the case for the most overlooked profit center in a real estate business. Most investors obsess over stuffing more leads into the top of the funnel while a mountain of money leaks out the bottom, from the customers they already have.
Megan breaks down why client success is a strategic role, not glorified customer service, and how it quietly oversees four of the five types of sales any company makes. She and David cover the four Rs of back-end revenue, the 90-day audit that tells you where to focus, why this person should be a profit center tied to KPIs rather than a cost, and when a growing investor should hire for it. If you're leaving repeat and referral money on the table, this one is for you.
David Talks with Brett McCollum
How This Investor Lost Over $1 Million and Clawed His Way Back
September 21, 2026
Brett McCollum ran his own investment operation for a decade, did hundreds of deals, and thought he'd made it, until back-to-back contractor issues and a market shift wiped out over $1 million in a little over a year and took his business nearly to zero. In this raw and honest episode, he shares what actually pulled him out, and it's not what most people would guess.
Now leading REI growth at PropertyRadar and hosting the On the Clock podcast, Brett opens up about reacting instead of responding, abandoning his Profit First discipline to juggle buckets, and the marriage conversation that became the real turning point. He and David also dig into why most investors waste time with AI, and how PropertyRadar's distress scoring and court-sourced data help you reach real sellers first. If you've ever hit rock bottom or wondered if you should quit, this one is for you.
Featured Posts
Your Business Makes Money, So Why Do You Still Feel Broke?
Your business had a good month. Sales came in. Deals closed. Customers paid. Your bank account looked strong for a few days. Then the money disappeared. Why does the money come in but I still feel bro... ...more
Cash Flow ,Budgeting Profit &Owner Pay
September 30, 2026•7 min read
A Downturn May Not Kill Your Business—But Being Unprepared Can
It is easy to blame the downturn. But a downturn does not always destroy a business. The real problem is that the business was not ready for one. Here is the hard question: If your income dropped next... ...more
Cash Flow ,Budgeting
September 23, 2026•7 min read
Leverage Can Grow Your Business—or Quietly Destroy It
Debt can help you buy properties, acquire equipment, hire employees, and expand your business. But if you do not have a system for keeping cash and producing profit, leverage may help you grow faster ... ...more
Cash Flow ,Growth/Scaling &Profit
September 16, 2026•8 min read
The Financial Conversation Most Business Owners Avoid
A strong relationship with a CFO can help you understand what is actually happening, and make better decisions. But that relationship works best when you know what to expect—and what both sides need t... ...more
cfo ,Cash Flow &Profit
September 09, 2026•8 min read
Stop Living Deal to Deal
Many real estate investors live deal to deal without realizing it. They generate plenty of revenue, but never build lasting financial security.That is not financial freedom. It is a stressful cycle th... ...more
Cash Flow ,Profit
September 03, 2026•7 min read
How to Build a CFO Relationship That Actually Improves Your Business
You can hire the smartest financial expert in the world. You can give them access to every report you have. But if you hide your concerns, skip meetings, or leave key decision-makers out of the conver... ...more
cfo
August 26, 2026•7 min read
David Talks with Benmont Locker
How to Spend $250K a Month on Marketing With Confidence
September 15, 2026
Benmont Locker scaled his real estate operations to $250,000 a month in ad spend, but he didn't start there. In this episode the founder of RAMP, a sales-team training community for real estate investors, breaks down exactly how he ramped up with confidence, and why that confidence comes from data and a sales team he trusts, not from having a pile of cash.
Ben is a quote machine here ("morale comes from profit," "hope is a terrible investor drug"), but the substance runs deep. He and David cover the marketing feedback loop built on qualified leads, the 0-to-90-day break-even framework, why he implements Profit First and a CFO 90 days into every new entity, and how tracking profit by product line exposed a low-margin line he'd have otherwise scaled blindly. If you want to make money fast in real estate and actually keep it, don't miss this one.
David Talks with Caleb Luketic
Cash Flow vs Profit: The Counterintuitive Lesson That Changed Everything
September 7, 2026
Caleb Luketic returns to the show for a third-act update on one of the most dramatic turnarounds we've covered. A real estate investor and marketer who once lost around $650,000 when a project manager he'd handed full control mismanaged a portfolio of flips, Caleb previously shared how he clawed back and paid off over $500,000. This episode picks up after the comeback.
Caleb walks through how he shifted focus to building note equity, set a goal of over $1 million in equity, and hit it almost without realizing it. He and David dig into how his CFO Michael turned instinct-driven decisions into math-backed ones, why he threw profit out the window to focus on cash flow, and how hitting his equity goal freed him to pivot toward the marketing work he actually loves. If you're on the cash flow rollercoaster wondering where the money went, Caleb has been there.
David Talks with Brandon Bateman
The 4 Marketing KPIs That Matter More Than ROI
August 31, 2026
Brandon Bateman of Bateman Collective has overseen more than $100 million in digital ad spend for the real estate investing community, and he comes on to hand investors the exact numbers they should track to know if their marketing is actually working. As David puts it, Brandon helps people make money while Simple CFO helps them keep it, the yin to the yang.
This is an action-packed, notes-out episode. Brandon breaks down why underfunding a marketing channel is the worst mistake you can make, what percentage of revenue different exit strategies should spend on marketing, and the four KPIs that matter far more than the ROI number everyone fixates on. If you want your marketing to produce leads and profit, grab a pen for this one.
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