Holli shares her transition from being a CFO to starting her venture as a fractional CFO, focusing on continuous learning and the necessity for change when comfort settles in. She emphasizes the unexpected aspects of her journey into entrepreneurship, highlighting the benefits of planning and mentorship. Holli discusses the challenges in mergers and acquisitions (M&A), particularly the importance of due diligence and integration planning and the value she brings to small businesses lacking financial expertise. The conversation also touches on the lessons learned from entrepreneurship, including the significance of community support and finding a balance between professional ambitions and family life. Holli and Jasmine explore the complexities of buying and selling businesses, underscoring the emotional investment and strategic importance of relationship building and expert guidance in navigating the business landscape. Holli's story is a testament to the challenges and rewards of moving from corporate to entrepreneurial life, offering insights into financial management and the power of a supportive network. Follow Holli: https://www.linkedin.com/in/hollimoeini/ Follow Jasmine: LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/ Instagram: https://www.instagram.com/jasmine.yu.zhang/ X: https://twitter.com/Jasmine_Y_Zhang

Zsolt Nagy is a dynamic entrepreneur and investor with a global footprint, including significant experiences in Europe, the US, and Australia. Originating from post-communist Czechoslovakia, Zsolt was influenced by his father's leadership in the agriculture sector. He ventured into the world by studying in Australia, where he developed a passion for learning about diverse industries, leading to the creation of a student and later accommodation agency, which became one of Sydney's largest despite the pandemic's challenges. Zsolt's business portfolio spans 13 industries and about 40 ventures, including a major Toyota Lexus dealership and renewable energy projects. He emphasizes strategic acquisitions based on proximity and effective management, valuing agricultural land as a key asset due to its finite nature. His approach to business growth involves partnering with experts and focusing on sustainable practices and adaptability to market changes. The conversation touches on Zsolt's strategies for generational business transition, the evolving automotive industry, and the nuanced views on the electric vehicle market. His narrative showcases a commitment to diversification, innovation, and the importance of building a legacy that can withstand economic fluctuations and shifts in consumer behavior. Follow Zsolt Nagy: https://www.linkedin.com/in/zsolt-nagy-81b46628/ Follow Jasmine: LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/ Instagram: https://www.instagram.com/jasmine.yu.zhang/ X: https://twitter.com/Jasmine_Y_Zhang

Rick shares his early foray into finance, starting with opening a savings account at eight, fostering a lifelong passion for saving and investing. His career journey from corporate America to founding his own financial planning business emphasizes the importance of savings behavior and financial literacy. In the podcast, Rick discusses financial planning principles, advocating for diversification, the benefits of a financial advisor, and creating a solid wealth management plan. He underscores the value of long-term client relationships and a customized approach to financial advising. Rick also reflects on how a recent health scare altered his perspective on wealth, highlighting the balance between enjoying life and prudent financial management. He closes by stressing the significance of estate planning and advising young families on starting their financial planning process, emphasizing regular updates to accommodate life's changes. Follow Rick: https://www.linkedin.com/in/ricksalmeron/ Follow Jasmine: LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/ Instagram: https://www.instagram.com/jasmine.yu.zhang/ X: https://twitter.com/Jasmine_Y_Zhang

Mark Perlbery is a 7 figure CPA firm owner; his firm provides the most powerful tax strategies, business insight, and support for their clients to grow their businesses, build wealth, and achieve financial freedom.

Jasmine在中国长大，在澳洲求学，在美国开展职业，在科技行业深耕近10年后决定自己创业成立一家投资机构 🎉 这次聊天，Jasmine着重聊了聊她丰富的国际化经历，和做投资人的感悟，希望能给有着相似背景和经历的伙伴带来灵感！ 💎 本期你会听到的内容： 00:46 嘉宾背景介绍 01:48 美国VC角度对当下市场的感受 16:00 在美国进入VC的路径：个人天使投资 27:40 在美国华人投资人的身份体感 29:32 在科技大厂多年学到了什么 34:00 为什么选择在一家公司深耕8年 50:04 在海外职场升级打怪的Tips 54:24 华人在美国的生存空间 55:37 海外华人的Forever homesick 1:00:26 Jasmine做出过最重要的三个决定 1:04:43 对年轻女士的建议 1:06:32 对海外华人的建议 1:09:24 荐书环节

Join Caroline and Sergio from the Real Housewives of Dubai in our latest podcast episode, ’Dispelling Fundraising Myths & Exploring Investment Opportunities in Dubai.’ Get ready for an engaging conversation where they debunk common myths about fundraising, providing clarity and expert advice. The episode also takes a deep dive into the lucrative world of investments in Dubai, a hotspot for global finance. Whether you’re an aspiring entrepreneur, an investor, or a fan of the show, this episode offers a blend of education and exclusive insights into the dynamic Dubai market. Please follow my podcast Mommy&Money with Jasmine Yu Zhang

00：04 intro00：17 我们的相识和为什么想到做一期播客01：19 Jasmine的中美澳学历和工作背景-如何进入到VC/创投/私募03：30从投资人角度会考察几个点，他们考察的关键点是什么？中美在投资方向上有哪些不同06：17对当下创业的人建议07：37 SAAS模式解释，passive income10:58 经济下行时候投资模式人的改变12：20三年前认识的项目为什么到现在才投资？投资人的成功率会有多高？14：19刚需行业和现金流行业都有哪些，她现在做的项目和想吸引的人是哪些？16：48隐藏小福利18：05 进入投资人行业有比较好的切入点嘛？她为什么决定不读MBA而去做投资？21：44她如何在异国他乡创造人际联系network?25：22如何决定是否要读MBA或者继续深造29：28 投资人如何给自己设立一个止损点或者退出调整原则是什么32：33 具体投资的核心，就在这俩字35：00我们终于总结出来更核心的挑选人的原则是哪俩字，还有哪些red flag需要注意36：30投资人怎么做尽调due diligence和如何避坑38：11啥？投资可以从几千开始投？有没有小成本新手试炼区？如何找到值得投资的初创公司？45：00 真正的networking如何维系，Jasmine对自己的期望是什么？46：05如果对25岁的自己和类似年龄的女神说句话，她会说什么50: 55 她最近在读的书是什么52：30 张愉联系方式。小红书@jasmine张愉 邮箱hello@jasmineyuzhang.comlinkedin https://www.linkedin.com/in/jasmineyuzhang/ 播客：mommy and money with Jasmine Yu Zhang