8/22/26-In this episode, Ryan Galeria, Chief Development Officer of Copia Power discusses the complexities of data center development, focusing on environmental impacts, cooling technologies, and community engagement. Mike explores how modern data centers can be designed to be environmentally responsible and economically beneficial. Like and Subscribe For More  @BosmaBusiness  Keystone Wants to Help You with Your Money. Call us for a FREE One-Hour Consultation at 775-786-4900 00:00 - Introduction to Data Center Controversies 01:59 - Ryan Galeria's Background and Experience 03:57 - Community Reactions to Data Center Development 05:58 - Cooling Technologies: Water vs. Air 07:58 - How Modern Data Centers Cool Without Excess Water 09:47 - Impact of Climate on Cooling System Choices 15:11 - Introduction to the Data Center Project in Lyon County 16:58 - The Role of Nevada's Infrastructure and Transmission Lines 18:57 - Water Savings and Responsible Usage in Data Centers 20:08 - Ensuring Power Reliability and Managing Costs 21:05 - Community Engagement and Local Benefits 23:43 - Capital Intensive Projects 36:00 - Why Tesla Doesn't Build in Nevada Anymore 40:20 - The future of data centers and their size evolution 40:56 - Cost factors and demand for infrastructure equipment 41:44 - Infrastructure challenges in electrification and supply chain 42:40 - Opportunity in rebuilding and repurposing equipment

08/15/26-In this episode, Ray Brown from Keystone Wealth Advisors shares insights on building wealth, the misconceptions about retirement savings, and strategies for maximizing earnings and protecting assets. Discover practical advice on how to plan for a secure financial future and avoid common pitfalls. Like and Subscribe for More  @BosmaBusiness  Keystone Can Help You Manage Your Wealth. Call us for a FREE One-Hour Consultation at 775-786-4900 or visit keystone.cpa 00:00 - Intro 01:57 - What is wealth and how does it differ from income? 04:11 - Maximizing earnings & keeping more of your money 05:54 - The pitfalls of buying businesses inside retirement accounts 07:54 - Tax implications of withdrawing from retirement accounts 09:57 - How much money is needed for a comfortable retirement? 12:02 - How to save $3 million on a $150,000 income 13:57 -The importance of dropping lifestyle creep 14:33 - Introduction to investment growth and compounding 16:00 - Understanding lifestyle creep and its effects on financial health 18:09 - Personal stories of financial habits and mindset shifts 20:45 - Thinking long-term and setting clear financial goals 22:15 - The value of buying used and investing the difference 23:24 - Accessing retirement funds in emergencies 25:50 - Disaster relief and tax implications for fires 26:45 - Reevaluating expenses and saving strategies 28:51 - Setting up automatic transfers to savings accounts 30:08 - Using savings for experiences and rewards 32:06 - The importance of discipline in saving 34:28 - Maximizing employer 401(k) matches 35:40 - Key takeaway: securing your financial future 38:54 - The three buckets of wealth: liquidity, protection, and growth 41:09 - The impact of intentionality and smart money placement 41:18 - The power of compound interest over long period 42:10 - Helping clients and the value of financial advice 42:30 - The importance of having a long-term financial plan

8/8/26-In this episode, Jeremy Ochsner shares essential insights on insurance, cybersecurity, and risk management for both personal and business contexts, emphasizing the importance of proper coverage and proactive reviews. Like and Subscribe for More  @BosmaBusiness  Keystone Can Help You With Your Business. Call us For a FREE One-Hour Consultation at 775-786-4900 or visit keystone.cpa 0:00 - Intro 02:13 - Jeremy’s start in the insurance industry in 2020 03:39 - Jeremy’s experience with insurance aggregators 04:23 - The influence of Rich Dad Poor Dad on Jeremy’s mindset 05:08 - Jeremy’s process of selecting the right insurance partner 06:32 - Jeremy’s background in B2B sales and merchant services 08:14 - Wealth education and insurance entrepreneurship 10:02 - The importance of passive income and real estate 11:31 - The value of residual income versus transactional income 12:34 - The importance of risk management in wealth building 13:30 - Introduction to Risk and Insurance Importance 15:27 - Real-Life Tragedies and Risk Mitigation 17:24 - How Insurance Protects Income and Assets 21:14 - Strategies for Business and Personal Asset Protection 25:03 - Jeremy Oshner talks about faith's impact on his business 26:30 - Jeremy on his grandfather's door-to-door insurance sales 28:30 - Mike's story about teaching his daughter entrepreneurship 30:45 - Lessons on money management and giving from Mike's story 30:30 - The importance of side hustles and messaging entrepreneurship 31:31 - Jeremy's plans for the future of his insurance business 33:00 - Industry consolidation and Jeremy’s growth strategy 34:30 - Future technology and service innovations in insurance 36:48 - Introduction to insurance and risk management 40:46 - Limitations of business owner's policies for cyber threats 41:50 Real-world example of cyber attack and insurance response

8/1/26-In this episode, Craig Goldberg with  @inHarmonyInteractive  shares with Mike his journey as a business owner in the relaxation technology industry, including how he manufactures and scales his innovative relaxation furniture and integrates science and art into his business model. Keystone wants to help you on your business journey. Call us for a FREE One-Hour consultation at 775-786-4900 or visit keystone.cpa Chapters 0:00 - Intro 01:22 - What is In Harmony and how does it help people relax? 02:20 - Overview of relaxation furniture and technology 03:11 - Craig’s experience with Burning Man and its influence 07:12 - The science of sound, vibration, and music as medicine 11:23 - Manufacturing process: overseas design and US assembly 13:20 - Protecting intellectual property for business value 14:40 - Pricing and Brand Integrity in Luxury Furniture 15:10 - Importance of Protecting Intellectual Property 15:40 - Selling a Business in California: Challenges and Strategies 16:10 - Tax Advantages of Keeping IP Separate from Operating Business 16:56 - Using QSBS for Tax-Free Gains in Business Sales 18:11 - Structuring Business Sale for Maximum Tax Benefits 19:13 - Finding Customers: Online Strategies and Community Building 20:14 - Marketing and Customer Engagement in the Wellness Industry 21:14 - Entry Points for Customers: From Subscriptions to High-End Products 23:08 - Introduction to Business Tax Strategies 23:37 - The Importance of Managing Sales Tax 24:50 - Surprising Sales Tax Rules for E-commerce 25:17 - Nexus and State Sales Tax Laws 26:18 - Case Study: Colorado and Economic Nexus 27:46 - Managing Sales Tax Across States 28:48 - Separating Sales and Manufacturing Entities 29:49 - Global Expansion and International Tax Challenges 32:26 - International Shipping and Customs 33:51 - Structuring for International Tax Compliance 35:10 - Protecting IP and Combating Cloning 36:11 - Using AI for Competitive Intelligence 37:45 - Legal Strategies for Business Growth 38:09 - Conclusion, The "One Big Thing"

07/25/26-In this episode, Cameron Tope shares his journey from starting in oil and gas to building a successful rental property portfolio in Houston, and how he navigated the challenges of property management and financing. Mike and Cameron offer practical insights on real estate investing, capital strategies, and scaling a property management business. Like and Subscribe for more  @BosmaBusiness  Keystone Wants to Help You Manage Your Business Effectively. Call us for a FREE One-Hour Consultation at 775-786-4900 or visit keystone.cpa 0:00 - Intro 01:19 - Introducing Cameron Tope and his business 02:14 - Cameron’s entry into real estate through necessity 03:24 - Challenges in finding reliable property management in Houston 04:33 - The growth of Cameron’s rental portfolio 05:44 - Moving to Houston for better opportunities 07:04 - Learning curve and mistakes in real estate 08:00 - Funding the rental portfolio with the Burr method 09:10 - Interest rates and refinancing strategies 10:43 - Valuation of rental properties and cap rates 12:26 - Market conditions and cap rate compression 13:47 - Expanding property management and scaling strategies 14:37 - Understanding cap rates and property valuation 16:02 - Calculating net operating income and expected value 18:22 - The importance of CapEx & leasing costs in investment returns 21:46 - Refinancing strategies and rolling over equity 22:40 - Tax Nugget: Section 530A Accounts and Real Estate Pro Status 23:50 - Understanding Cost Segregation and Recent Tax Court Cases 27:02 - Cameron Tope's Property Management Journey 28:06 - Managing 300 Units and Building a Vendor Network 29:10 - Software and Tools for Property Management 30:00 - Application Processing and Software Complexity 31:31 - Trust Accounting and Legal Compliance in Property Mgmt 32:39 - Operating Remotely from San Diego and Tax Implications 33:52 - Tax Considerations in California vs Texas 34:24 - Pass-Through Entity Election and Tax Planning 35:34 - Lessons Learned from Remote Business Ownership 36:04 - The Journey of Self-Sufficiency in Business 39:01 - Identifying and Overcoming Business Trip Hazards

​7-18-26 @RealDaveGuttman  has spent 35 years building, scaling, buying and selling businesses across fintech, healthcare technology, education, cryptocurrency and other industries In this episode, David talks to Mike about: -Why leadership causes otherwise promising companies to fail -The biggest obstacles businesses encounter while scaling -How founders become bottlenecks -What most entrepreneurs misunderstand about mentorship -Building a life you do not need to escape from -Co-authoring Lifemaxxing with a 16-year-old -Creating 30 Acts of Kindness with his 84-year-old father -Their goal of inspiring 10 billion acts of kindness Like and subscribe for more  @BosmaBusiness  Keystone CPAs wants to Help You With Your Money. Call us for a FREE One-Hour Consultation at 775-786-4900 or visit keystone.cpa 00:00 - Intro 01:05 - Guest's entrepreneurial journey and exits 15:00 - Balancing success and fulfillment 16:00 - Balancing financial reward with doing what you love 17:29 - Hiring out tasks and staying in your lane 18:15 - Life seasons and the grind of the twenties 20:35 - The importance of being present with family 23:38 - Quality of time over quantity with loved ones 27:02 - Memorable moments with children 31:09 - Leadership lessons from parenting 35:48 - Empowering teams through autonomy 40:58 - Choosing the right service providers

07-11-26 Master quarterly rebalancing and learn how personality traits impact your financial planning success in this expert discussion. Join host Mike Bosma and Paul Adams with  @MoreThanCommas  as they break down essential business insights and practical investment strategy. This conversation focuses on the discipline required to manage portfolios effectively while navigating common psychological pitfalls that often hinder long-term growth. Throughout the episode, the pair evaluates the so-called free money concept and explains why specific personality traits can either help or hurt your approach to quarterly rebalancing. Whether you are managing your own assets or looking for professional financial planning advice, these insights offer a clear roadmap for maintaining a balanced portfolio. Subscribe for weekly financial strategy breakdowns, and comment below on how you handle your own quarterly rebalancing.  @BosmaBusiness  Keystone Can Help You With Your Money Concerns. Call now 775-786-4900 or visit keystone.cpa 0:00 - Intro 02:49 - Understanding Financial Independence 06:00 - The Role of Ethics in Financial Advisory 08:48 - Investment Philosophy and Market Approach 11:57 - The Importance of Transparency and Client Relationships 14:32 - Understanding Financial Planning Basics 19:04 -The Importance of Retirement Planning 23:15 - Understanding Retirement Systems: US vs Australia 27:09 - The Importance of Saving and Financial Mindset 33:48 - Maximizing Savings: Strategies for Financial Success 37:24 - The Importance of Financial Planning 39:26 - Common Mistakes in Financial Planning 43:16 - Real-Life Financial Planning Examples

7-4-26 In this episode, Mike interviews Trent Baldwin, founder of Ranchy's Riggs, about the importance of American entrepreneurship, global trade, and the heavy equipment rental business. They explore how American values foster opportunity and how small businesses can thrive with the right mindset and support. Like and Subscribe  @BosmaBusiness  Need Money Help? Keystone Offers You a FREE One-Hour Consultation. Give us a call at 775-786-4900 0:00 - Intro 02:51 - The American Dream and Global Business 06:02 - Ranchy's Riggs: A Customer-Centric Approach 09:00 - Empowering Immigrants Through Language 11:42 - Navigating the Equipment Rental Industry 15:12 - Celebrating Independence and Business Relationships 16:12 - The Journey of Value Shopping and Business Vision 20:13 - Building Trust in Business 26:24 - Innovative Excavators and Global Manufacturing 29:24 - The Importance of Branding and Naming 31:30 - Navigating International Trade Challenges 36:00 - Understanding Tariffs and Their Impact 39:15 - Lessons Learned in Business Operations 44:00 - Learning from Customer Interactions

06-27-26 In this episode, Ken Abrahams from Fun Enterprises shares his journey in the entertainment industry, how COVID-19 impacted his business, and strategies for virtual engagement and scaling across the US. Like and Subscribe for More  @BosmaBusiness ​

06-20-26 Congressman Mark Amodei has a front-row seat to the decisions being made in Washington that directly affect businesses, taxpayers, employers, and families. In this episode of Bosma on Business, we go beyond the headlines and ask what business owners actually want to know: Where is the economy headed? What is happening with taxes and regulation? How does federal policy impact Nevada’s growth, housing, energy, jobs, and small business environment? Whether you agree with Washington or are frustrated by it, this conversation gives you a practical look at how decisions in D.C. show up on Main Street.  @BosmaBusiness ​

6-13-26 Mike talks with Reid Hamilton, who shares his journey of business growth, the importance of proximity, investing in oneself, and embracing challenges as opportunities. Learn how strategic learning and mindset shifts can transform setbacks into success. Like and Subscribe  @BosmaBusiness ​

6-6-26 Mike talks with Jeremy Shepherd, founder of Pearl Paradise.com who shares his entrepreneurial journey from accidental pearl collector to leading industry expert. Discover how he leveraged travel, online sales, and innovative live streaming to build a $12 million retail empire in the pearl industry. Like and Subscribe for More at  @BosmaBusiness ​

In this episode, Russ Riggs from Focus CFO discusses how small and mid-sized businesses can identify when they need a Chief Financial Officer. Russ and Mike talk about when it's time to hire one, or when they might hire a company that allows fractional CFO sharing. Like and Subscribe for More  youtube.com/@BosmaBusiness ​

In this engaging interview, Mike McCarthy shares his unconventional journey from Olympic cyclist to Wall Street trader, and finally to publisher of Reno's only lifestyle magazine. Discover the lessons learned from high-level sports, entrepreneurship, and the importance of perseverance and passion in building a successful life and business. Like and Subscribe for More  @BosmaBusiness  00:00 - Intro and Welcome to Guest Mike McCarthy 15:52 - Mike McCarthy Talks About His Experiences As an Olympian 20:42 - His Experiences on Wall Street 24:04 - Moving to Reno and Seeing The Opportunity Here 32:34 - Growing Reno City Lifestyle Magazine 36:04 -The One Thing Mike Wishes He Knew Before He Jumped Into The Magazine Business

In this insightful interview, Dr. Julie Lane shares her personal journey through trauma and abuse, her career in special education, and her mission to empower women to heal and thrive. Discover how her experiences shaped her approach to mental health, resilience, and creating supportive communities. Like and Subscribe for more  @BosmaBusiness   @redeem_thyself   @empoweringparentsnetwork ​

Mike welcomes Laura Partridge with CC Media to discuss her marketing journey. This episode explores the nuances of "digital marketing" and effective "marketing strategy" to optimize "customer retention". We also touch upon "cac" and provide valuable "small business" insights for entrepreneurs. Like and Subscribe for more  youtube.com/@BosmaBusiness ​

In this episode, Mike interviews  @ACMethod  about the journey of building an ERP SaaS company tailored for manufacturing and sign businesses. They discuss the importance of understanding the language of business, pricing strategies, and how data-driven insights can boost profitability. Like and Subscribe for more youtube.com/@bosmabusiness

Mike explores the importance of "financial clarity" and "financial transparency" with Kayla Bailey from The Outlier Group We dive into "accounting basics" to help you better understand your numbers and gain valuable "financial insights". Plus, we touch upon "Netsuite" as a tool for managing your business financials. Like and subscribe for more youtube,com/‪@BosmaBusiness‬

In this engaging interview, Joe Dutra, President of  @KimmieCandy  shares his entrepreneurial journey from a farmer to a candy manufacturer. Topics include scaling a business, managing supply chain challenges, navigating retail slotting fees, and supporting local manufacturing. Like and Subscribe for more  @BosmaBusiness ​

In this episode, Ford Goodman with For The Song shares his innovative model for supporting musicians through a charitable initiative called For the Song. Discover how this model addresses the financial challenges faced by artists in the streaming era and how community-driven events can create sustainable income streams for musicians.

In this episode, Mike Bosma and Josef Stetter discuss HR strategies, recruiting, retention, the impact of AI on the workforce, and how businesses can adapt to economic and technological changes. They explore effective hiring practices, the importance of understanding employee value, and the future of work in a rapidly evolving landscape.

In this episode, Mike interviews Matt Ruttenberg with Life Inc about retirement planning strategies for business owners, including how to maximize tax benefits, leverage different types of retirement plans, and optimize wealth accumulation. They discuss practical tips for funding and structuring plans to benefit the owner and minimize taxes.

Mike and Simon Buesnel with FYZICAL Therapy and Balance Centers focus on the challenges and financial aspects of "entrepreneurship," providing essential "business advice" to help owners "grow my business." Like and subscribe for more  @BosmaBusiness ​

In this video, Mike sits down with T.J. Duncan, the "godfather of golf" in Northern Nevada. They talk about planned improvements for Reno's Lakeridge Golf Course and discuss the nuances of the "golf course business" and various "business ideas" that have allowed Duncan to dominate the region's golf industry. The conversation also touches on the practicalities of operating a "golf simulator business" versus traditional courses, offering valuable "business lessons" for anyone interested in "golfing" ventures. Like and Subscribe for More  youtube.com/@BosmaBusiness ​

In this episode of  Bosma on Business Mike Bosma talks with Derek Fredrickson, CEO of  The COO Solution  about the critical role of Chief Operating Officers in scaling businesses. They discuss the importance of accountability, clarity in roles, and how fractional COOs can help business owners step out of the day-to-day operations to focus on growth. Derek shares insights on building a team of fractional COOs and the unique perspective they bring to the table as air traffic controllers of business operations. Like and Subscribe for More!

Join Mike Bosma, your business-savvy CPA, as he and the head of  ⁨Alli Marie Marketing⁩,  Allie Villines, shares essential business tips and insights for entrepreneurs. This episode provides valuable entrepreneur motivation for those looking into how to start a business, focusing on guiding small business owners through the complexities of the business world. Mike emphasizes the importance of strategic accounting practices and offers practical advice to foster business motivation and sustained growth. 🚀 Like and Subscribe for More  @BosmaBusiness ​

In this episode of Bosma on Business, host Mike Bosma interviews Joe Cannella, the founder of Ferino Distillery. Joe shares his unique entrepreneurial journey, which began with a trip to Sicily and a discovery of a cinnamon liqueur that inspired him to create his own distillery. The conversation delves into the distilling process, the focus on Italian-inspired liqueurs, and the challenges of scaling the business. Joe discusses the metrics of success for his distillery, emphasizing the importance of bottle sales and growth plans for the future. The episode also touches on the significance of Picon Punch as Nevada's state drink and the financing challenges faced by small distilleries.

Summary

In this episode, Mike Bosma and Web Raulston discuss the current landscape of private equity in business acquisitions, the changing dynamics of law firm ownership, and the importance of effective estate planning. They explore how technology is reshaping the legal industry and the need for attorneys to adapt their marketing strategies. The conversation also highlights the significance of building a national brand in estate planning and the challenges clients face in ensuring their plans are effective when needed.

🌟 Are you winning at work but struggling at home? Join Mike Bosma, as he talks with Joe LaRussa, founder of Homegrown Leadership, as Joe shares his journey from corporate success to family harmony. Discover how to turn chaos into collaboration at home! #Leadership #FamilyFirst #WorkLifeBalance #HomegrownLeadership #BusinessSuccess #ParentingTips #FamilyGoals #Podcast #inspiration Want more? Like and Subscribe  @BosmaBusiness  Learn more about Joe at homegrownleadership.net

In this episode of Bosma on Business, Mike Bosma discusses current trends affecting business owners, including the Federal Reserve's impact on markets, the proposed California wealth tax, and considerations for expatriation and immigration. He emphasizes the importance of understanding tax implications for both domestic and foreign wealth, and offers insights on how to deduct overseas travel expenses.

In this episode of Bosma on Business, Mike Bosma discusses various tax filing options available to business owners, including online and free software. He emphasizes the importance of strategic budgeting and making informed economic decisions, drawing parallels between sports and business. The conversation also highlights the significance of retirement planning and the potential savings from smart financial decisions. #taxfiling #taxsoftware #irs #businessbudgeting #financialplanning #economicdecisions #cpa #retirementplanning #turbotax #businessowners

In this episode of Bosma on Business, Mike Bosma and guest Brian Wheeler discuss strategies for setting financial goals for 2026. They emphasize the importance of personal financial statements, tracking net worth, and understanding spending habits. The conversation highlights the necessity of financial planning to achieve long-term financial security and freedom. #financialplanning #financialfreedom #personalfinance #wealthmanagement #savings #retirement #budgeting #financialgoals #cashflow #investmentstrategies #foryou #foryourpage Like and Subscribe for More  @BosmaBusiness  Call Keystone at 775-786-4900