PROFIT FIRST

TACTICS

profit first TACTICS

Solocast Episodes

  • David Richter on the Right Real Estate

The Cash Flow Dashboard Every Real Estate Investor Needs

January 9, 2026

If you can’t instantly see your numbers, you’re not really running a business—you’re rolling the dice. In this episode, I break down why so many real estate investors and entrepreneurs feel constant financial pressure even when deals are closing and money is coming in.

I walk through what true financial clarity actually looks like, why tracking the right numbers matters more than tracking all the numbers, and how cash-flow forecasting can help you make smarter decisions before problems show up. Whether you’re flipping, wholesaling, buying and holding, or running a multi-deal operation, this episode will help you stop reacting to your finances and start leading your business with confidence.

  • David Richter on Building Wealth

The Type of Real Estate That Builds Real Wealth

January 2, 2026

If your business is profitable on paper but your bank account tells a completely different story, this episode is for you. I hear this all the time—business owners doing great revenue, being told by their CPA that they’re profitable, yet still feeling broke, stressed, and unsure where the money is actually going.

In this episode, I break down why this disconnect happens and why it’s almost never a revenue problem—it’s a system problem. I share real conversations with business owners, lessons from my own entrepreneurial journey, and how implementing a simple framework like Profit First can completely change how you experience money in your business—without spreadsheets, accounting jargon, or overwhelm.

  • 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 and Frank Iglesias Talk Business

Why Investing in Just Real Estate Isn’t Enough with Frank Iglesias

December 23, 2025

In this episode, I sit down with Frank Iglesias—a real estate investor, coach, and host of the What Worked for You podcast—to unpack the journey from chaos to clarity. Frank opens up about how burnout from his IT job led him to real estate, but also how the entrepreneurial learning curve nearly burned him out all over again.

We dive into the pitfalls of trying to do too many things at once, why real estate investing is only one part of the business equation, and how Profit First helped him regain control of his finances. Frank shares the hard lessons of jumping into new construction too early, the value of having a business coach, and why mastering the fundamentals is the only way to scale sustainably.

How to Get Profit First in Your Business

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