Joshua Krafchick sits down with Douglas Katz, founder of Nulu Knives, to discuss his journey from West Point and the Army to corporate America, mortgage lending, and eventually entrepreneurship. Douglas shares how his military background shaped the way he thinks about autonomy, decision-making, leadership, and innovation — and why the structure of corporate America never fully fit the way he was wired.After years in lending and multiple career transitions, Douglas began building a product inspired by his own physical challenges, including arthritis, tennis elbow, and shoulder issues. That led to Nulu Knives, an adaptive kitchen knife designed to offer better control, different grip options, and a more accessible cutting experience for people who may struggle with traditional knife design.—🔹Doug's Website: https://dougkatz8.wixsite.com/douglasmkatz🔹Free Financial Tools & Resources: https://369financial.com/financial-persona-game/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Many founders do not have a growth problem — they have a systems problem. In this episode, Amanda Catarzi Hengst explains how SOPs, automation, clear roles, and better operations can help business owners stop being the bottleneck.If your business depends on you for every decision, task, client handoff, or follow-up, it may be time to rethink how the company is actually built.Amanda's Links:www.amandacatarzi.comhttps://www.instagram.com/amandacatarzi/Joshua Krafchick sits down with Amanda to discuss the operational side of scaling a business. Amanda shares how she moved from copywriting into fractional COO work after seeing the same pattern repeatedly: businesses had marketing, leads, and attention, but lacked the systems, fulfillment processes, offer clarity, team structure, and follow-up needed to turn momentum into sustainable growth.—🔹Free Financial Tools & Resources: https://369financial.com/financial-persona-game/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:**369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

AI is no longer a distant idea—it is already changing how people work, communicate, build businesses, and think about identity.In this episode, Joshua Krafchick sits down with Ken Cox, entrepreneur, data center operator, podcaster, author, and AI thinker, for a wide-ranging conversation about artificial intelligence, personal reinvention, entrepreneurship, and the future of work. Ken shares how his early career in entertainment, a life-changing accident, and decades in web hosting and data centers shaped the way he sees today’s AI revolution.The conversation explores how AI may help people expand their creative abilities, communicate more clearly, and adapt as traditional career identities continue to shift. Ken also discusses his “Loading Identity” framework, his move into comedy, the role of AI as a creative assistant, and why human connection may become even more valuable in an increasingly digital world.This episode is a thoughtful look at adaptation, resilience, and the practical realities of building a meaningful life in a time of rapid technological change.—🔹Free Financial Tools & Resources: https://369financial.com/financial-persona-game/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Custom-fit footwear, e-commerce, and entrepreneurship all collide in Ron Dod’s journey from marketing agency founder to shoe brand builder.Joshua Krafchick of 369 Financial talks with Ron about scaling an e-commerce agency, selling a business, developing fit technology, and building Walking On Air.Ron shares what he learned from the agency world, why online shoe shopping creates real challenges for customers and brands, how footwear manufacturing works behind the scenes, and how becoming a father changed the way he thinks about focus, time, and business.Ron's Links: Walking on Air Shoes: WOAShoes.comInstagram: instagram.com/woa_ron—🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/🔹 Free Financial Tools: https://369financial.com/financial-persona-game— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Lane Kawaoka, a real estate investor and former engineer, about his perspectives on real estate investing, cash flow, and long-term financial decision-making.Lane has been involved in acquiring and managing rental housing at scale, with experience spanning thousands of units across multiple markets. As the founder of TheWealthElevator.com and host of “The Wealth Elevator” podcast, he shares insights and observations drawn from his work with professionals exploring alternative approaches to investing.Lane's Links:Website: https://thewealthelevator.comLinkedIn: https://www.linkedin.com/in/lanekawaoka—🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Randy Gage, a Hall of Fame speaker and bestselling author known for his perspectives on mindset, personal responsibility, and challenging conventional thinking around success.Randy has spent decades working with entrepreneurs and business professionals across more than 50 countries, sharing ideas about how beliefs, habits, and perspective can shape the way people approach both life and business. Randy's Links:Website: https://randygage.comInstagram: https://www.instagram.com/randygage/LinkedIn: https://www.linkedin.com/in/randygage/X (Twitter): https://twitter.com/Randy_GageYouTube: https://www.youtube.com/@RandyGage—🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— *Disclaimer:* 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Damien Scheurs shares how he went from working as a simulation engineer in tire manufacturing to building an independent business focused on teaching, consulting, and technology.'He breaks down what that transition actually looked like—starting with evening classes, turning students into early clients, and eventually shifting away from consulting when it no longer aligned with the lifestyle he wanted.Damien's Website: https://macpreneur.comDamien's Social Media Links:https://www.linkedin.com/in/dschreurshttps://www.youtube.com/@macpreneurfm—🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

Matt Meredith, Esq., CFP®, is the founder of Meridian Legal Advisors, a law firm focused on estate planning, tax planning, and asset protection. He is both an attorney and a Certified Financial Planner™ practitioner with over 20 years of experience in the financial services industry. His work involves the intersection of legal, tax, and financial planning considerations.The conversation covers common considerations individuals and business owners may encounter when evaluating wills, beneficiary designations, powers of attorney, and entity structures. It also provides a high-level overview of how probate works, situations where estate planning approaches may differ based on complexity, and how legal and financial factors can intersect in planning decisions.Additional topics include general considerations around family dynamics, business continuity, and the role of professional services in more complex planning scenarios. The discussion also touches on broader trends in financial services and the evolving use of technology.—Matt's Links:https://www.facebook.com/profile.php?id=61583333491188 https://www.linkedin.com/company/meridian-legal-advisors/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.Important Disclosures: This content is provided for informational and educational purposes only and should not be construed as legal, tax, investment, or financial advice. This content is not intended as a recommendation, offer, or solicitation to buy or sell any securities or to adopt any specific strategy.Listening to this podcast does not create an attorney-client, advisory, or fiduciary relationship. Any guest appearances are for informational purposes only and do not constitute endorsements or recommendations.Viewers and listeners should consult their own qualified legal, tax, and financial professionals before making any decisions.

Most financial content online focuses on one thing:How to make more money.Very few people talk about how money is actually lost.In this new recurring segment of Unconventional Money Moves, we study high-profile financial collapses — not to criticize success, but to understand what went wrong.Because earning money and protecting money are two very different skills.From celebrities to athletes to entrepreneurs, history is full of people who made tens (or hundreds) of millions… and still lost it. Not because they lacked talent. Not because they lacked opportunity.But because they lacked structure.In this episode, we break down the financial rise and fall of MC Hammer — what led to his $70M fortune, what contributed to his bankruptcy, and the critical lessons high earners should understand about sustainability, lifestyle inflation, and long-term planning.This series exists for one reason:Too many voices online are obsessed with growth.Too few are talking about preservation.Real wealth isn’t just built in your best year.It’s built to survive your worst year.If you're a business owner, professional, or high-income earner, this episode will challenge how you think about income, expenses, generosity, and financial durability.Welcome to Unconventional Money Moves — where we study not just how wealth is made, but how it’s kept.

Finding new clients shouldn’t feel like an endless grind — especially for financial advisors and entrepreneurs trying to grow sustainably. Derrick Kinney shares a practical approach to client acquisition, prospect engagement, and marketing strategy designed to help advisors attract ideal clients more consistently.Derrick's Free Guide: https://www.successforadvisors.com/free-guide—🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.