This is a free preview of a paid episode (57 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Reinvesting all your profits back into your own business can feel like the safest bet, but Nat Bullen offers a different perspective on why owning shares of other companies via the stock market is actually a more reliable investment.

Nat is a coach, investor, and owner of Unapologetic Wealth, where she helps women in business make more money in their business and build wealth outside of it.

Continuing our series on Revenue → Returns (How My Business Money Makes Me Money), Nat lays out her simple stock market playbook: a SEP IRA, a Roth IRA, and one brokerage account, funded on a regular basis instead of trying to time the market. Her argument is simple — the business you're pouring everything into can't be the only plan. At some point, your money needs to start working without you.

Connect with Nat:

• Stock Market 101 Masterclass: https://unapologeticwealth.thrivecart.com/stock-market-101-masterclass/
• http://www.unapologeticwealth.com
• Facebook: https://www.facebook.com/Ladylyricist06/
• Birthright Podcast: https://unapologeticwealth.thrivecart.com/birthright-private-podcast/
• IG: @unapologeticwealth

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Before a single guest checked in, they'd already generated six figures on their most recent real estate investment.

Sarah Karakaian and Annette Grant are the co-founders of Thanks for Visiting, podcast hosts with 3M+ downloads, and the creators of Strategic Host, a coaching program with 1,000+ members collectively generating $4M+ in monthly short-term rental revenue.

Continuing our series on Revenue → Returns (How My Business Money Makes Me Money), we’re exploring real estate as a money multiplier outside of your business. In this week’s case study, Sarah and Annette pull back the curtain on Rich Hollow Retreat: a 134-acre glamping destination in Ohio's Hocking Hills they're developing using TFV’s business profits.

They walk us through how they structured this real estate deal and found the capital for the down payment, the creative way they generated six figures in revenue before welcoming a single guest, and the strategic moves that increased this $1.5M investment to a valuation of $2.5M while still in development.

Listen to our last episode with Sarah and Annette: https://open.spotify.com/episode/0noGe3GlDDhLf5ZkDBaZKx?si=IvSewakkTCqpQdsoZjLpDg

Connect with Thanks For Visiting:

• ⁠https://thanksforvisiting.com⁠
• ⁠https://www.youtube.com/@ThanksForVisiting⁠
• IG: ⁠@thanksforvisiting_⁠
• IG: @richhallowretreat

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Feeling lost in the noise of social media and AI slop? What if the answer to reliable visibility was proximity via partnerships, not posting?

Casey Lightbody, founder of The Quiet Collective, helps quietly powerful women coaches and consultants grow consistent, fully booked businesses through strategic partnerships and relationship-led marketing, without relying on social media to be seen or successful. After burning her first six-figure business to the ground when she realized the model didn't fit her introverted, highly sensitive nature, she rebuilt everything differently, creating $166K in the first five months with zero social media posts.

Casey walks us through her exact game plan for borrowing other people's audiences, the mistakes that kill most partnership attempts before they start, and why this approach to growth is actually working better now than ever. Connect with Casey:

• https://quietcollective.com.au
• https://www.instagram.com/caseylightbody.biz/
• https://resources.quietcollective.com.au/marketingguide
• https://www.linkedin.com/in/caseylightbody/⁠

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠

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This is a free preview of a paid episode (43 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Continuing our series on “Revenue → Returns (How My Money Makes Me Money),” today we’re giving you the detailed low-down on angel investments as a money multiplier.

Returning to our show to transparently dissect her own angel portfolio is Jaclyn Johnson.

Jaclyn is a 2X exited entrepreneur (selling her previous companies for over $23M) and prolific angel investor creating real impact for underrepresented founders through both financial and relationship capital. She's the founder of Create & Cultivate, the largest media and events company for ambitious women, the current CEO and co-founder of Cherub, a platform connecting entrepreneurs and angel investors, and runs Receipts VC, her umbrella for 20+ portfolio investments spanning beauty to tech.

Jaclyn walks us through her investing thesis and recent deals, what she looks for before writing a check, how much of her business profits she allocates annually toward angel investments, and her early-stage investment in luggage company Away that turned a $10K bet into $1.2 million.

Listen to our last episode with Jaclyn: https://open.spotify.com/episode/76d1DtICFUJagqWxExM5fq?si=s9UTTRWnTvK1-bjt64Ez5A

Connect with Jaclyn:

• Apply to attend Cherub's Creator Summit: https://creatorsummit.investwithcherub.com/
• ⁠Take a look at Jaclyn’s private room: https://receiptsvc.investwithcherub.com/#/join 
• www.receiptsvc.com
• www.createcultivate.com 
• www.investwithcherub.com
• IG: @jaclynrjohnson

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Many coaches overcomplicate their group program launches, and it's costing them clients. Steph Crowder, former sales training director in tech turned business coach, has spent 10 years helping thousands of entrepreneurs sell out their offers without feeling pushy or manipulative.

In this episode, she breaks down exactly what it takes to fill a group program in 5 weeks, why so many service providers stay stuck before they even launch, and the moves that lead to doubled, tripled, or even 5x'd enrollments.

Connect with Steph:

• https://stephcrowder.com/secret
• https://stephcrowder.com/plan
• https://stephcrowder.com/year-on-the-wall
• https://www.instagram.com/heystephcrowder/

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠

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Introducing “Revenue → Returns (How My Money Makes Me Money)”: our next case study series where we interview entrepreneurs on how they’re investing the money their business makes in ventures outside of their main business to grow their wealth.

Kicking off the series with a highly requested discussion on using your business profits to buy another existing business, our founder Ellen Yin debriefs her recent acquisition of Runway Fashion Exchange, a brick and mortar resale store in a college town in Oregon.

With details on deal structure, due diligence process, and what returns the store is generating, this is an honest account of what buying a business is actually like — from the first conversation with the seller to now four months in operation as the new owner.

Links mentioned in today's episode:

• Codie Sanchez's episode: https://open.spotify.com/episode/4T1AQVVwDENbIklsKUFTme?si=74b67d89ee9e4123
• https://www.bizbuysell.com/
• https://flippa.com
• https://empirebuilders.com
• https://bizscout.com

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What’s the most effective way to raise entrepreneurial kids who are confident with money and financially literate? Most parents wait until their kids are teenagers to start talking about money, but studies show age 7-9 is actually the most important window for building financial confidence in children.

Joining us to share the why and how is a parent with first-hand experience in raising money-smart kids, Mara Williams. Mara is a business coach, author of The Little Books of Big Business series, and creator of Let's Play Money, a playful, practical approach to raising financially literate kids through stories, simple activities, and early entrepreneurship.

In this episode, she shares how to incorporate simple, everyday experiences to teach entrepreneurship to the kids in your life starting with what you already know and have in front of you.

Connect with Mara:

• Website (download the free zine & book here): https://www.thelittlebooksofbigbusiness.com
• Instagram: https://www.instagram.com/thelittlebooksofbigbusiness
• ⁠⁠⁠Facebook: https://www.facebook.com/thelittlebooksofbigbusiness
• ⁠YouTube (Parent Channel): https://www.youtube.com/@thelittlebooksofbigbusiness
• YouTube (Kids Channel): https://www.youtube.com/@letsplaymoney

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠cubicletoceo.co/podcast⁠⁠

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Sponsorships aren't just for big conferences with hundreds or thousands of attendees. In this solo episode, Ellen answers subscriber-submitted questions about all things event sponsorships, from local and national sponsorship deals to in-kind partnerships. No matter the size of your event, you can use these creative insider tips to land sponsorships and host more profitable events.

To get YOUR questions answered about ALL things sponsorships & brand deals (beyond just events), join Ellen’s pop-up sponsorships group chat by June 22.

Join our sponsorships group chat kicking off June 22: https://www.cubicletoceo.co/offers/xQHiPVm8/checkout

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Is your next business expense an investment or a mistake? The answer is always nuanced, but the right questions can help you make wiser spending decisions that actually align with your ROI expectations and overarching business goals. 

With nearly 20 years of experience across multiple sectors of the financial industry (banking, lending, and now financial planning and investment/wealth management), founder of independent adviser Divergent Financial Advisory Services, Alicia Martinez knows exactly how to navigate those tough spending decisions that move your business forward while protecting your budget.
Back as a returning guest on our show, she goes meta in today’s episode by walking us through her own decision tree and how she evaluated a recent marketing expense of her own (our offer, Instant Influence). 

What questions did she ask in the consideration process? How is she defining and tracking success? How can business owners effectively evaluate a financial commitment when the outcome isn't guaranteed?

This is the episode to tune into before you make your next big purchase for your business. 

Connect with Alicia:

• ⁠https://difiadvisory.com
• ⁠https://www.instagram.com/difiadvisory
• ⁠https://www.facebook.com/DiFiAdvisory/
• https://www.linkedin.com/company/difiadvisory/

Check out Alicia's freebie & 27 other free resources available for download in our Freebie Fest: https://cubicletoceo.co/freebiefest

Our last episode with Alicia:

• Apple Podcasts: https://podcasts.apple.com/us/podcast/cubicle-to-ceo/id1470966370?i=1000712399762
• Spotify: https://open.spotify.com/episode/44nj7IVLPBcz3eTIXdqGPZ?si=wAu98ZqyRtWywBXSzkF7ag

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months:  ⁠cubicletoceo.co/podcast⁠

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This is a free preview of a paid episode (40 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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This week, Ellen gets behind the mic for a solo episode sharing 6 of her best time-saving boundaries she’s implemented in her business in recent years (plus a bonus boundary contributed by a premium subscriber!)

Borrow these tips, scripts, and practices for your own business!

Bonus tip contributed by Chandani Patel of Clarity Print Co.

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Success on the outside doesn't always match what's happening behind the scenes.

Nata Salvatori is a Freedom-First Leadership & Scaling Coach, host of The Accidental CEO® podcast, and creator of the R.E.T.U.R.N. Framework: helping high-capacity founders exit over-responsibility and build businesses that don't depend on them to function.

In this episode, she breaks down the invisible load high-achieving women carry that nobody sees, what it really costs to be the glue in your business, and how to stop being the bottleneck. 

Connect with Nata:

• The CEO Confidential Waitlist: https://accidentalceo.myflodesk.com/ceoconfidential
• CEO Capacity Audit Quiz: https://www.tryinteract.com/share/quiz/69406257520071b3d67558b4
• Instagram: https://www.instagram.com/accidentalceo.co

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠

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