Exploring options to manage tax liabilities when moving company funds to personal retirement savings is crucial for financial planning. Additionally, understanding when to be satisfied with a limited workforce is a strategic consideration for business growth and efficiency. Jeff Schwartz's inquiries prompt a thoughtful reflection on financial management and staffing decisions in the business realm.

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com, Scaffold Solutions Unlimited: https://scaffold-unlimited.com, and Planned Exits: https://www.plannedexits.com.

00:00 Introduction
00:52 From Men's Clothing To Financial Future
08:40 Retirement Without The Tax Liability
13:42 The Visioneer Game!
22:11 Do I Really Need More Than Two Employees?
27:02 Final Thoughts: "The Cheat Code That's Not Really A Cheat Code"
28:46 Dad Jokes / Credits

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://www.kern-advisors.com

#retirementplanning #taxoptimization #businessfinances #employeemanagement #financialstrategy #smallbusinessgrowth #wealthmanagement #taxefficientinvestments #entrepreneurtips #retirementsavings #smallbusinessinfluencer #smallbusinessnearme #smallbusiness #howtoopensmallbusiness #smallbusinessowner #makemybusinessbetter
https://youtu.be/S8wDZtZ3cVg

When To Be Satisfied With A Limited Workforce - Ep. #295, Jeff Schwartz, Pacific Advisors

In this video, we dive into three essential topics for business owners and those dealing with chronic pain:

💡 1. How much should you invest in new technology for your business?
Discover a smart framework to evaluate whether a new tech investment is worth the cost, and how to avoid overspending on tools you don't need.

📝 2. The best method for documenting your business systems and processes.
Learn a simple, scalable way to write down and organize your processes so your business can run more efficiently—even without you.

🦴 3. Can a chiropractor help with sacroiliac (SI) joint pain?
Dr. Carlos Rangel, owner of Rangel Chiropractic, explains how chiropractic care can target the root causes of SI joint dysfunction and improve mobility and pain levels.

👉 Whether you're a business owner or someone seeking relief from back pain, this video has practical insights for you!

🔔 Don't forget to like, subscribe, and turn on notifications for more expert tips on business, health, and productivity.

00:00 Introduction
00:56 Inspired By Dad's Accident To Help People With Pain
06:34 How Much To Invest In Smart Tech Investments?
12:51 Visioneer Game!
18:59 How To Start Writing Down Your Systems!
23:39 Final Thoughts: "The Picture I Should Have Taken"
26:24 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://rangelchiro.com

#SmallBusinessTips #TechForBusiness #BusinessSystems #ProcessImprovement #ChronicPainRelief #SIJointPain #ChiropracticCare #EntrepreneurHealth #ProductivityHacks #smartinvesting 
https://youtu.be/GjnrDE9XKXI

Smart Tech Investments, Business Systems & SI Joint Pain Relief Explained!

After closing our last business, I’m feeling eager to begin a new chapter in Artificial Intelligence (AI)— but how do you move forward with clarity and confidence, without letting past experiences cloud your judgment?

In this video, I open up about the emotional and strategic journey of closing a business and what it really means to reflect deeply: What worked? What didn’t? And how can we build something stronger from the lessons we’ve learned?

If you’ve ever questioned the path you're on or whether your business is aligned with your original mission, this conversation is for you.

Join me as I share our current mindset, what we’re learning in real-time, and how we’re approaching this pivotal moment in our journey.

👤 Jim Damian
Founder & Owner, Linean

📌 Topics Covered:
What is Artificial Intelligence?
What can it do to keep my business from going the way of dial-up?
Lessons from closing a business
How to reflect constructively without regret
Testing your Vision in real-world conditions
Navigating uncertainty with your business partner
Rebuilding with intention and clarity
🔔 Don’t forget to subscribe for more honest conversations about entrepreneurship, leadership, and growth.

00:00 Introduction
00:35 From Public Sector Back to Private Sector!
08:59 How To NOT Let Your Previous Business Cloud Your Judgement
16:07 The Visioneer Game
25:43 Validating Your Vision Despite Reality
30:55 Final Thoughts: "Be Free To Replace Me With Somebody Else"
33:33 Shorts / Credits

#Entrepreneurship #BusinessReflection #StartupJourney #Leadership #Linean  #BusinessRestart #LessonsLearned #StartupJourney #VisionAndStrategy #BusinessReflection #FoundersJourney #SmallBusinessLife #ResilienceInBusiness #leadershipgrowth 
https://youtu.be/5FgNTO_gZas

AI, Vision, Reflection, Moving Forward – Jim Damian, Linean

In this video, Mark Boren—owner of Express Electric and partner at Le Cave Vin & Cuisine—shares the journey of building and scaling two successful businesses. From crafting a meaningful brand name and designing a memorable logo to developing a unique value proposition, Mark breaks down the key decisions that laid the foundation for growth. He also dives into the strategies behind expanding product lines, entering new markets, and building the right team to scale.

Whether you're just starting out or looking to grow your business, Mark’s insights offer practical advice and real-world inspiration.

👉 Don’t forget to like, comment, and subscribe for more real-world insights how to grow a strong, and profitable, business...and get your next BIG breakthrough!

00:00 Introduction
00:51 Father And Son Unite!
09:04 Building A Brand And Value Proposition
15:17 The Visioneer Game!
22:03 How To Expand, Enter New Markets, Hire, and Scale!
28:42 Final Thoughts: "Disruption Always Follows Intent"
32:31 Shorts / Credits

#Entrepreneurship #BusinessGrowth #BrandBuilding #SmallBusinessTips #ScalingUp #BusinessStrategy #StartUpAdvice #LogoDesign #HiringTips #MarketExpansion
https://youtu.be/LwzGwuuw2lg

Secrets to Scaling Success!  Mark Boren, Express Electric and Le Cave Vin & Cuisine

In today's fast-changing business landscape, staying ahead as a leader means constantly evolving. In this video, John Heath, owner of Alpha Technologies and Alarm Systems, shares the strategies he's using to keep his team motivated, engaged, and aligned with the future of leadership.

Discover what it takes to adapt your leadership style, maintain a strong workplace culture, and lead with intention during times of rapid change.

🔔 Don't forget to like, comment, and subscribe for more real-world business insights!

00:00 Introduction
00:32 From Butcher To Business Owner
07:54 A Way To Keep Your Employees Motivated And Engaged
15:32 The Visioneer Game!
22:22 How To Make Sure Your Leadership Style Isn't Suck In The Past!
29:27 Final Thought: "You're Half Way There If You Think You Can!"
32:15 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://alphatechas.com

#LeadershipDevelopment #EmployeeEngagement #ModernLeadership #BusinessMotivation #TeamCulture #AdaptToChange #FutureOfWork #SmallBusinessTips #WorkplaceSuccess #AlphaTechnologies
https://youtu.be/RmsmTzzvzr4

You're Leading All Wrong 😳, John Heath, Alpha Technologies

How do you stand out in a crowded market? Jim Gillis, owner of KRRJ Collectibles, reveals how tapping into micro-niches and leveraging celebrity partnerships can skyrocket your brand’s credibility and carve out your own lane. Whether you're just starting or looking to level up, this is the strategy you didn’t know you needed.

00:00 Introduction
00:38 From Candy Bars To Funco Collectibles
07:39 How To Use Micro-Niches To Carve Your Own Path
15:35 The Visioneer Game!
21:24 How To Use Celebrity Partnerships To Increase Brand Perception
29:09 Final Thoughts: "Don't Make People Think!"
31:34 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: www.instagram.com/krrjcollectibles/

#MicroNicheMarketing #CelebrityBranding #BusinessGrowthTips #KRRJCollectibles #EntrepreneurLife #NicheMarketing #BrandStrategy #SmallBusinessHacks #MarketingTips #creativebranding 
https://youtu.be/NGaXNMPQe2c

Niche Up Collectibles or Get Left Behind: Jim Gillis, KRRJ Collectibles

Are you pricing for profit or for people? In this episode, Husein Shakir, owner of DIY Depot, unpacks the common trap of focusing solely on price or margin—while overlooking what actually fits your ideal customer. Learn how to strike the right balance, guide buying decisions with value, and build loyalty through better customer alignment.

00:00 Introduction
01:10 From Computer Scientist To DIY Business Owner!
08:37 How To Avoid The Trap Of Overlooking Your Ideal Customer
15:20 The Visioneer Game!
19:43 How To Help Your Customer Decide What To Buy!
23:47 Final Thoughts: "People Don't Buy The Product, They Buy The Story!"
25:42 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://diydepotusa.com

#PricingStrategy #CustomerFit #SmallBusinessTips #RetailSuccess #DIYDepot #BusinessGrowth #SalesPsychology #KnowYourCustomer #ValueOverPrice #entrepreneurinsights https://youtu.be/BSrGX_FaLOA

Profit vs People: Price Trap;  Husein Shakir, DIY Depot

Discover how community involvement fuels your station’s growth, strengthens branding, and keeps listeners loyal. Danny Hill, owner of Hill Broadcasting, reveals powerful strategies for adapting your station’s business model to remain profitable and relevant in today’s era of streaming and podcasts. Learn how to stay connected, stay profitable, and stand out.

00:00 Introduction
00:37 Behind The Scenes of SBC!
01:40 From A Failed Relationship To Radio Station Owner Sucess!
15:31 How To Use Community Involvement To Fuel Growth
20:20 The Visioneer Game!
26:09 How To Strengethen Your Brand During This Age Of Podcasts!
32:53 Final Thoughts: "It's Not Pressure-It's Solving A Problem
34:54 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://www.rewind981.com, https://www.djdannyhill.com, https://outlawcountry959.com

#RadioBranding #LocalListeners #CommunityDriven #PodcastEra #StreamingVsRadio #StationGrowth #MediaBusiness #RadioRelevance #ModernBroadcasting #HillBroadcasting #dannyhill #bakersfield #smallbusinesscelebration  https://youtu.be/KJK9kNJgr04

Radio's Big Secret, Fuel Growth, Strengthen Brand - Danny Hill, Hill Broadcasting

How do you raise your prices when transitioning from a product-based to a service-based business? Sarah Haggard, owner of Deluge Consulting, breaks down how to determine your value, set profitable rates, and confidently communicate price changes to clients. Whether you’re just starting your service journey or looking to level up your pricing strategy, this episode is packed with insight and action.

00:00 Introduction
00:40 Skit
00:51 From Convention Go-er To Business Owner
08:57 How To Raise Prices In A Service-Based Business
15:46 The Visioneer Game!
18:38 How To Determine Your Service Value
29:40 Final Thoughts: "Try Your Best. No, Do Your Best."
32:23 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://delugeconsulting.com/

#ServiceBasedBusiness #PriceIncreaseStrategy #SmallBusinessTips #DelugeConsulting #BusinessTransition #EntrepreneurAdvice #ValueBasedPricing #PricingConfidence #ServicePricing #RaiseYourRates
https://youtu.be/TezGJMbpUGE

Charge More, Stress Less; Sarah Haggard, Deluge Consulting

How do you build a culture that reflects your values—not just a rulebook? Mike Harvey, owner of 511 Media, breaks down how to unify your vision at the top while empowering your team on the ground. Learn how to centralize leadership without micromanaging, and how to decentralize operations without losing your company’s soul.

00:00 Introduction
00:46 Skit
01:03 How an MSP facilitated a bigger VISION!
08:07 How to build culture that reflects values and not doctrine.
16:02 The Visioneer Game!
26:06 How to centralize leadership and decentralize operations.
31:38 Final Thoughts: "Business Owners Lie When They Tell You Everything Is Great!"
34:06 Shorts / Credits

Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration!
As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com

Reach out to us at: https://smallbusinesscelebration.com
Read our blog at: https://smallbusinesscelebration.com/blog
Reach out to our guest at: https://511media.co

#LeadershipStrategy #CompanyCulture #BusinessValues #DecentralizedOps #EmpoweredTeams #VisionDriven #PurposeOverPolicy #EntrepreneurMindset #511Media #MikeHarvey
https://youtu.be/6_iqFmcRYco

When To Be Satisfied With A Limited Workforce - Ep. #295, Jeff Schwartz, Pacific Advisors

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